Purchases and Sales Made in Q3 2025 in Ishares California Muni Bond E (CMF)

CMF Quotes by TradingView

This table provides information about the institutional ownership of Ishares California Muni Bond E (CMF) during Q3 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
Oct 08, 2025 Q3 2025
Wedmont Private Capital

BUY
 -
143K
New
$7.9M - $8.18M
143K $8.23M
Oct 14, 2025 Q3 2025
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
61.7K
+ 72.11%
$3.4M - $3.52M
147K $8.46M
Oct 22, 2025 Q3 2025
Wespac Advisors So Cal, LLC

BUY
 -
24.4K
New
$1.35M - $1.39M
24.4K $1.4M
Oct 22, 2025 Q3 2025
Aps Management Group, Inc.

Torrance, CA
BUY
 -
17.9K
New
$988K - $1.02M
17.9K $1.03M
Oct 23, 2025 Q3 2025
Silver Oak Wealth Advisors Services, LLC

Los Angeles, CA
BUY
 -
12.4K
+ 15.57%
$683K - $707K
91.9K $5.28M
Oct 14, 2025 Q3 2025
21 West Wealth Management LLC

Tustin, CA
BUY
 -
12.4K
+ 42.51%
$682K - $707K
41.5K $2.38M
Oct 14, 2025 Q3 2025
Capital Insight Partners, LLC

BUY
 -
9.14K
+ 115.12%
$504K - $522K
17.1K $982K
Oct 09, 2025 Q3 2025
Affinity Capital Advisors, LLC

BUY
 -
9.13K
+ 3.71%
$504K - $521K
255K $14.7M
Oct 22, 2025 Q3 2025
Hennion & Walsh Asset Management, Inc.

BUY
 -
8.38K
+ 104.02%
$462K - $479K
16.4K $945K
Oct 22, 2025 Q3 2025
Cerity Partners LLC

New York, NY
BUY
 -
7.02K
+ 3.1%
$387K - $401K
234K $13.4M
Oct 15, 2025 Q3 2025
Neumann Capital Management, LLC

BUY
 -
6K
New
$331K - $343K
6K $345K
Oct 14, 2025 Q3 2025
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
5.9K
+ 45.93%
$326K - $337K
18.8K $1.08M
Oct 10, 2025 Q3 2025
Myecfo, LLC

La Jolla, CA
BUY
 -
5.71K
+ 2.51%
$315K - $326K
233K $13.4M
Oct 15, 2025 Q3 2025
Cwm, LLC

BUY
 -
4.8K
+ 3.9%
$265K - $274K
128K $7.36M
Oct 17, 2025 Q3 2025
Apella Capital, LLC

BUY
 -
4.72K
+ 8.59%
$260K - $270K
59.7K $3.43M
Oct 07, 2025 Q3 2025
Mc Naughton Wealth Management, LLC

BUY
 -
3.64K
+ 14.29%
$201K - $208K
29.1K $1.67M
Oct 10, 2025 Q3 2025
Tlwm

San Antonio, TX
BUY
 -
3.56K
New
$196K - $203K
3.56K $204K
Oct 21, 2025 Q3 2025
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
3.55K
New
$196K - $203K
3.55K $204K
Oct 22, 2025 Q3 2025
Mc Ilrath & Eck, LLC

BUY
 -
3.17K
+ 9.95%
$175K - $181K
35K $2.01M
Oct 21, 2025 Q3 2025
Davidson Investment Advisors

BUY
 -
2.07K
+ 9.58%
$114K - $118K
23.7K $1.36M
Oct 09, 2025 Q3 2025
Fiduciary Financial Group, LLC

San Rafael, CA
BUY
 -
1.64K
+ 6.56%
$90.3K - $93.5K
26.6K $1.53M
Oct 02, 2025 Q3 2025
Gamma Investing LLC

Foster City, CA
BUY
 -
1.25K
+ 33.81%
$68.8K - $71.3K
4.94K $284K
Oct 23, 2025 Q3 2025
Cx Institutional

BUY
 -
1.11K
New
$61.1K - $63.3K
1.11K $63.7K
Oct 21, 2025 Q3 2025
Altfest L J & CO Inc

BUY
 -
951
+ 18.23%
$52.5K - $54.3K
6.17K $355K
Oct 21, 2025 Q3 2025
Mattern Capital Management, LLC

Lakewood, CO
BUY
 -
948
+ 8.26%
$52.3K - $54.2K
12.4K $714K
Oct 16, 2025 Q3 2025
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
701
New
$38.7K - $40K
701 $40.3K
Oct 17, 2025 Q3 2025
Warren Street Wealth Advisors, LLC

BUY
 -
611
+ 1.08%
$33.7K - $34.9K
57.2K $3.29M
Oct 15, 2025 Q3 2025
Private Trust CO Na

BUY
 -
427
+ 6.49%
$23.6K - $24.4K
7.01K $403K
Oct 23, 2025 Q3 2025
Summit Wealth Group, LLC

White River Junction, VT
BUY
 -
413
+ 6.42%
$22.8K - $23.6K
6.85K $394K
Oct 07, 2025 Q3 2025
Chesley Taft & Associates LLC

BUY
 -
325
+ 4.61%
$17.9K - $18.6K
7.38K $424K
Oct 17, 2025 Q3 2025
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
304
+ 7.9%
$16.8K - $17.4K
4.15K $239K
Oct 21, 2025 Q3 2025
Three Bridge Wealth Advisors, LLC

Portola Valley, CA
BUY
 -
299
+ 2.5%
$16.5K - $17.1K
12.3K $705K
Oct 06, 2025 Q3 2025
Boltwood Capital Management

BUY
 -
250
+ 2.35%
$13.8K - $14.3K
10.9K $627K
Oct 23, 2025 Q3 2025
Simpli Fi, Inc.

BUY
 -
199
+ 0.77%
$11K - $11.4K
26K $1.5M
Oct 17, 2025 Q3 2025
Ehrlich Financial Group

Laguna Niguel, CA
BUY
 -
121
+ 0.14%
$6.67K - $6.91K
86.8K $4.99M
Oct 14, 2025 Q3 2025
Brighton Jones LLC

BUY
 -
55
+ 0.63%
$3.03K - $3.14K
8.81K $507K
Oct 07, 2025 Q3 2025
Towerpoint Wealth, LLC

Sacramento, CA
BUY
 -
50
+ 0.19%
$2.76K - $2.86K
27K $1.55M
Oct 14, 2025 Q3 2025
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
48
+ 0.77%
$2.65K - $2.74K
6.29K $361K
Oct 03, 2025 Q3 2025
Impac Tfolio, LLC

BUY
 -
43
+ 0.87%
$2.37K - $2.46K
4.97K $286K
Oct 23, 2025 Q3 2025
Wise Wealth Partners

Phoenix, AZ
BUY
 -
41
+ 0.71%
$2.26K - $2.34K
5.84K $336K
Oct 23, 2025 Q3 2025
Morton Capital Management Llc/Ca

Calabasas, CA
BUY
 -
28
+ 0.77%
$1.54K - $1.6K
3.65K $210K
Oct 20, 2025 Q3 2025
Merit Financial Group, LLC

BUY
 -
2
+ 0.01%
$110 - $114
39.4K $2.27M
Oct 22, 2025 Q3 2025
Verus Wealth Management, LLC

De Pere, WI
SELL
 -
-130
- 1.87%
$7.17K - $7.43K
6.82K $392K
Oct 09, 2025 Q3 2025
Dynamic Advisor Solutions LLC

SELL
 -
-197
- 0.76%
$10.9K - $11.3K
25.7K $1.48M
Oct 20, 2025 Q3 2025
Shira Ridge Wealth Management

Larkspur, CA
SELL
 -
-427
- 3.34%
$23.6K - $24.4K
12.4K $710K
Oct 10, 2025 Q3 2025
Fortitude Financial, LLC

Spokane, WA
SELL
 -
-505
- 3.75%
$27.9K - $28.9K
13K $745K
Oct 21, 2025 Q3 2025
Global Retirement Partners, LLC

SELL
 -
-505
- 4.21%
$27.9K - $28.9K
11.5K $660K
Oct 10, 2025 Q3 2025
Spinnaker Investment Group, LLC

SELL
 -
-509
- 2.72%
$28.1K - $29.1K
18.2K $1.05M
Oct 16, 2025 Q3 2025
Carnegie Capital Asset Management, LLC

SELL
 -
-524
- 7.69%
$28.9K - $29.9K
6.29K $361K

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