Purchases and Sales Made in Q2 2025 in Ishares California Muni Bond E (CMF)
This table provides information about the institutional ownership of Ishares California Muni Bond E (CMF) during Q2 2025. The information is specifically focused on institutions that hold shares of ISHARES CALIFORNIA MUNI BOND E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
248K+ 24.04% |
$13.5M - $14.1M
|
1.28M
$71.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
176K+ 31.54% |
$9.57M - $9.95M
|
732K
$40.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
167K+ 449.7% |
$9.09M - $9.45M
|
204K
$11.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
97.9K+ 66.03% |
$5.34M - $5.55M
|
246K
$13.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
55.4K+ 229.58% |
$3.02M - $3.14M
|
79.5K
$4.42M
|
|
|
Jul 31, 2025
Q2 2025
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
52.9K+ 121.39% |
$2.88M - $3M
|
96.5K
$5.36M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
50.3K+ 10.71% |
$2.74M - $2.85M
|
520K
$28.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
39.4KNew |
$2.15M - $2.24M
|
39.4K
$2.19M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
34.7K+ 16.95% |
$1.89M - $1.97M
|
239K
$13.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
32.2KNew |
$1.75M - $1.82M
|
32.2K
$1.79M
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
29.1KNew |
$1.59M - $1.65M
|
29.1K
$1.62M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
28.4K+ 7.9% |
$1.55M - $1.61M
|
387K
$21.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
23.8K+ 6.55% |
$1.3M - $1.35M
|
387K
$21.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
17.5K+ 25.66% |
$952K - $990K
|
85.5K
$4.76M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
17.1K+ 16.08% |
$931K - $968K
|
123K
$6.85M
|
|
|
Jul 24, 2025
Q2 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
15.6KNew |
$852K - $886K
|
15.6K
$869K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
13.9KNew |
$758K - $788K
|
13.9K
$773K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
13.4KNew |
$731K - $760K
|
13.4K
$745K
|
|
|
Jul 16, 2025
Q2 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
13.1KNew |
$712K - $741K
|
13.1K
$726K
|
|
|
Jul 23, 2025
Q2 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
12.8KNew |
$696K - $724K
|
12.8K
$710K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
12.4K+ 29.05% |
$674K - $701K
|
54.9K
$3.05M
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
10.5KNew |
$572K - $594K
|
10.5K
$583K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
9.02K+ 56.63% |
$492K - $512K
|
25K
$1.39M
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
8.43KNew |
$459K - $478K
|
8.43K
$468K
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
8.16KNew |
$445K - $463K
|
8.16K
$454K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
7.18K+ 12.05% |
$392K - $407K
|
66.8K
$3.71M
|
|
|
Jul 22, 2025
Q2 2025
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
6.95KNew |
$379K - $394K
|
6.95K
$386K
|
|
|
Jul 28, 2025
Q2 2025
|
Davidson Investment Advisors
|
BUY
|
- |
6.56K+ 43.63% |
$357K - $372K
|
21.6K
$1.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
6.15K+ 87.94% |
$335K - $349K
|
13.1K
$730K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
6.08KNew |
$331K - $345K
|
6.08K
$338K
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
4.7K+ 39.81% |
$256K - $267K
|
16.5K
$918K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
4.41K+ 7.95% |
$240K - $250K
|
59.9K
$3.33M
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
BUY
|
- |
4KNew |
$218K - $227K
|
4K
$222K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.85KNew |
$210K - $218K
|
3.85K
$214K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.72K+ 13.6% |
$148K - $154K
|
22.7K
$1.26M
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.6K+ 3.78% |
$142K - $148K
|
71.5K
$3.97M
|
|
|
Jul 29, 2025
Q2 2025
|
De Dora Capital, Inc.
|
BUY
|
- |
2.48K+ 5.43% |
$135K - $141K
|
48.2K
$2.68M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
2.47K+ 4.68% |
$135K - $140K
|
55.2K
$3.07M
|
|
|
Jul 18, 2025
Q2 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
2.13K+ 29.37% |
$116K - $121K
|
9.38K
$521K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
2.1K+ 42.42% |
$114K - $119K
|
7.05K
$392K
|
|
|
Jul 18, 2025
Q2 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
1.17K+ 4.73% |
$63.7K - $66.2K
|
25.8K
$1.44M
|
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
1.05K+ 8.89% |
$57.2K - $59.5K
|
12.9K
$715K
|
|
|
Jul 25, 2025
Q2 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
1.01K+ 1.55% |
$55.1K - $57.3K
|
66.2K
$3.68M
|
|
|
Jul 28, 2025
Q2 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
941+ 4.05% |
$51.3K - $53.4K
|
24.2K
$1.34M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
498+ 1.65% |
$27.2K - $28.2K
|
30.6K
$1.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
455+ 0.81% |
$24.8K - $25.8K
|
56.6K
$3.15M
|
|
|
Jul 23, 2025
Q2 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
428+ 7.97% |
$23.3K - $24.3K
|
5.8K
$322K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
407New |
$22.2K - $23.1K
|
407
$22.6K
|
|
|
Jul 16, 2025
Q2 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
330+ 2.62% |
$18K - $18.7K
|
12.9K
$719K
|
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
324+ 2.91% |
$17.7K - $18.4K
|
11.5K
$638K
|