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 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
682+ 3.54% |
$38.6K - $39.6K
|
19.9K
$1.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
638+ 7.94% |
$36.1K - $37.1K
|
8.68K
$480K
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
609+ 5.03% |
$34.5K - $35.4K
|
12.7K
$703K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
BUY
|
- |
569+ 5.13% |
$32.2K - $33.1K
|
11.7K
$646K
|
|
|
Feb 24, 2025
Q4 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
561+ 5.12% |
$31.8K - $32.6K
|
11.5K
$637K
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
510+ 0.66% |
$28.9K - $29.6K
|
78.3K
$4.33M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
468+ 4.05% |
$26.5K - $27.2K
|
12K
$665K
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
353+ 1.51% |
$20K - $20.5K
|
23.7K
$1.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
272+ 4.99% |
$15.4K - $15.8K
|
5.72K
$317K
|
|
|
Jan 02, 2025
Q4 2024
|
Impac Tfolio, LLC
|
BUY
|
- |
270+ 5.84% |
$15.3K - $15.7K
|
4.89K
$271K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
261+ 0.89% |
$14.8K - $15.2K
|
29.6K
$1.64M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
250+ 6.02% |
$14.2K - $14.5K
|
4.41K
$244K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
250+ 5.15% |
$14.2K - $14.5K
|
5.1K
$282K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
242New |
$13.7K - $14.1K
|
242
$13.4K
|
|
|
Jan 13, 2025
Q4 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
222+ 2.22% |
$12.6K - $12.9K
|
10.2K
$565K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
203+ 8.63% |
$11.5K - $11.8K
|
2.56K
$141K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
200+ 0.11% |
$11.3K - $11.6K
|
175K
$9.66M
|
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
191+ 0.8% |
$10.8K - $11.1K
|
24.1K
$1.33M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
188+ 0.09% |
$10.7K - $10.9K
|
199K
$11M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
156New |
$8.84K - $9.06K
|
156
$8.63K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
155+ 5.89% |
$8.78K - $9.01K
|
2.79K
$154K
|
|
|
Jan 14, 2025
Q4 2024
|
Client First Capital LLC
|
BUY
|
- |
138+ 0.15% |
$7.82K - $8.02K
|
92.6K
$5.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
138New |
$7.82K - $8.02K
|
138
$7.63K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
98+ 0.48% |
$5.55K - $5.69K
|
20.4K
$1.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
90+ 1.05% |
$5.1K - $5.23K
|
8.64K
$478K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
65+ 0.96% |
$3.68K - $3.78K
|
6.86K
$379K
|
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
61+ 0.22% |
$3.46K - $3.54K
|
27.2K
$1.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
60+ 0.11% |
$3.4K - $3.49K
|
55.6K
$3.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
55+ 0.96% |
$3.12K - $3.2K
|
5.76K
$318K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
50+ 1.13% |
$2.83K - $2.91K
|
4.46K
$247K
|
|
|
Feb 13, 2025
Q4 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
44+ 0.66% |
$2.49K - $2.56K
|
6.68K
$370K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
42New |
$2.38K - $2.44K
|
42
$2.32K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
36+ 0.92% |
$2.04K - $2.09K
|
3.94K
$218K
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
34+ 0.96% |
$1.93K - $1.98K
|
3.58K
$198K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
30+ 2.79% |
$1.7K - $1.74K
|
1.11K
$61.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
28+ 0.95% |
$1.59K - $1.63K
|
2.97K
$165K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
15+ 0.38% |
$850 - $872
|
3.99K
$221K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
12+ 0.18% |
$680 - $697
|
6.7K
$370K
|
|
|
Feb 20, 2025
Q4 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
12+ 0.02% |
$680 - $697
|
64.5K
$3.57M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
9+ 0.91% |
$510 - $523
|
1K
$55.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9+ 0.17% |
$510 - $523
|
5.41K
$299K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9+ 0.04% |
$510 - $523
|
20.5K
$1.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
5+ 0.04% |
$283 - $291
|
11.4K
$628K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-45- 0.55% |
$2.55K - $2.61K
|
8.07K
$447K
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-90- 18.18% |
$5.1K - $5.23K
|
405
$22.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-100- 1.73% |
$5.67K - $5.81K
|
5.68K
$314K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-150- 2.94% |
$8.5K - $8.72K
|
4.95K
$274K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-201- 1.11% |
$11.4K - $11.7K
|
18K
$995K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-234- 3.83% |
$13.3K - $13.6K
|
5.87K
$325K
|