Purchases and Sales Made in Q3 2025 in Ishares California Muni Bond E (CMF)
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 20, 2025
Q3 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-427- 3.34% |
$23.6K - $24.4K
|
12.4K
$710K
|
|
|
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
|
Fortitude Financial, LLC
Spokane, WA |
SELL
|
- |
-505- 3.75% |
$27.9K - $28.9K
|
13K
$745K
|
|
|
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
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-692- 11.64% |
$38.2K - $39.5K
|
5.26K
$302K
|
|
|
Oct 22, 2025
Q3 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-1.05K- 8.17% |
$57.9K - $60K
|
11.8K
$679K
|
|
|
Oct 22, 2025
Q3 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-1.07K- 9.54% |
$58.9K - $61K
|
10.1K
$582K
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-1.08K- 4.52% |
$59.8K - $61.9K
|
22.9K
$1.32M
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.36K- 7.98% |
$75.1K - $77.8K
|
15.7K
$903K
|
|
|
Oct 22, 2025
Q3 2025
|
Foronjy Financial LLC
Los Osos, CA |
SELL
|
- |
-1.43K- 5.11% |
$79.1K - $81.9K
|
26.6K
$1.53M
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.79K- 96.76% |
$98.9K - $102K
|
60
$3.45K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-2.22K- 1.16% |
$122K - $127K
|
190K
$10.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-2.31K- 9.86% |
$127K - $132K
|
21.1K
$1.21M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-6.57K- 20.4% |
$362K - $375K
|
25.6K
$1.47M
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Global Partners, LLC
Denver, CO |
SELL
|
- |
-7.52K- 43.94% |
$415K - $429K
|
9.59K
$551K
|
|
|
Oct 10, 2025
Q3 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-7.66K- 4.6% |
$423K - $438K
|
159K
$9.13M
|
|
|
Oct 23, 2025
Q3 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-8.26K- 25.4% |
$456K - $472K
|
24.3K
$1.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-11.4K- 51.09% |
$627K - $649K
|
10.9K
$626K
|
|
|
Oct 17, 2025
Q3 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-12K- 15.95% |
$663K - $687K
|
63.3K
$3.64M
|
|
|
Oct 27, 2025
Q3 2025
|
West Wealth Group, LLC
|
SELL
|
- |
-12.1K- 5.05% |
$669K - $693K
|
228K
$13.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-12.3K- 20.63% |
$681K - $705K
|
47.5K
$2.73M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-34.9K- 23.11% |
$1.93M - $2M
|
116K
$6.68M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-104K- 89.66% |
$5.76M - $5.96M
|
12K
$692K
|