Purchases and Sales Made in Q4 2024 in Ishares California Muni Bond E (CMF)
This table provides information about the institutional ownership of Ishares California Muni Bond E (CMF) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
4.13KNew |
$234K - $240K
|
4.13K
$235K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
4.11K+ 41.48% |
$233K - $239K
|
14K
$800K
|
|
|
Jan 15, 2025
Q4 2024
|
Raub Brock Capital Management LP
|
BUY
|
- |
3.88K+ 0.95% |
$220K - $225K
|
411K
$23.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.61KNew |
$205K - $210K
|
3.61K
$206K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
3.6KNew |
$204K - $209K
|
3.6K
$205K
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
3.56KNew |
$202K - $207K
|
3.56K
$203K
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
3.53K+ 0.87% |
$200K - $205K
|
412K
$23.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
3.3K+ 3.57% |
$187K - $192K
|
95.8K
$5.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
3.27K+ 6.04% |
$185K - $190K
|
57.3K
$3.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
3.19K+ 22.3% |
$181K - $185K
|
17.5K
$998K
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
2.98K+ 30.59% |
$169K - $173K
|
12.7K
$724K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2.92K+ 10.01% |
$165K - $169K
|
32.1K
$1.83M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.7K+ 2.1% |
$153K - $157K
|
131K
$7.48M
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
2.6K+ 49.49% |
$147K - $151K
|
7.86K
$448K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.42KNew |
$137K - $141K
|
2.42K
$138K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
2.26K+ 5.55% |
$128K - $132K
|
43.1K
$2.46M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.24K+ 9.72% |
$127K - $130K
|
25.2K
$1.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.21K+ 11.51% |
$125K - $128K
|
21.4K
$1.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.19KNew |
$124K - $127K
|
2.19K
$125K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
2.15K+ 41.16% |
$122K - $125K
|
7.36K
$420K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.98K+ 6.83% |
$112K - $115K
|
31K
$1.77M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.52K+ 28.27% |
$86.1K - $88.3K
|
6.89K
$393K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.41K+ 20.55% |
$79.9K - $81.9K
|
8.27K
$472K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.23K+ 5.06% |
$69.5K - $71.3K
|
25.5K
$1.45M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.22K+ 209.09% |
$69.1K - $70.8K
|
1.8K
$103K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.1KNew |
$62.3K - $63.9K
|
1.1K
$62.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1.09KNew |
$61.5K - $63K
|
1.09K
$61.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
1.08K+ 3.81% |
$60.9K - $62.5K
|
29.3K
$1.67M
|
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
1.05K+ 9.3% |
$59.4K - $60.9K
|
12.3K
$703K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.04K+ 4.64% |
$59.2K - $60.7K
|
23.6K
$1.34M
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
1.04K+ 2.61% |
$59.1K - $60.6K
|
41.1K
$2.34M
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
1.03K+ 1.6% |
$58.2K - $59.7K
|
65.2K
$3.72M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1K+ 37.78% |
$56.7K - $58.1K
|
3.65K
$208K
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
926+ 2.71% |
$52.5K - $53.8K
|
35.2K
$2M
|
|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
900+ 8.53% |
$51K - $52.3K
|
11.5K
$653K
|
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
898+ 6.54% |
$50.9K - $52.2K
|
14.6K
$835K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
877+ 7.47% |
$49.7K - $51K
|
12.6K
$720K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
876+ 24.23% |
$49.6K - $50.9K
|
4.49K
$256K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
841+ 7.21% |
$47.7K - $48.9K
|
12.5K
$713K
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
784+ 4.52% |
$44.4K - $45.6K
|
18.1K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
716+ 2.99% |
$40.6K - $41.6K
|
24.7K
$1.41M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
700New |
$39.7K - $40.7K
|
700
$39.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
682+ 3.54% |
$38.6K - $39.6K
|
19.9K
$1.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
638+ 7.94% |
$36.1K - $37.1K
|
8.68K
$495K
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
609+ 5.03% |
$34.5K - $35.4K
|
12.7K
$725K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
BUY
|
- |
569+ 5.13% |
$32.2K - $33.1K
|
11.7K
$665K
|
|
|
Feb 24, 2025
Q4 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
561+ 5.12% |
$31.8K - $32.6K
|
11.5K
$657K
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
510+ 0.66% |
$28.9K - $29.6K
|
78.3K
$4.47M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
468+ 4.05% |
$26.5K - $27.2K
|
12K
$686K
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
353+ 1.51% |
$20K - $20.5K
|
23.7K
$1.35M
|