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 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-245- 3.58% |
$13.9K - $14.2K
|
6.61K
$365K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-250- 1.64% |
$14.2K - $14.5K
|
15K
$828K
|
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-264- 0.98% |
$15K - $15.3K
|
26.8K
$1.48M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-276- 4.61% |
$15.6K - $16K
|
5.71K
$316K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-343- 3.49% |
$19.4K - $19.9K
|
9.5K
$525K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-352- 0.62% |
$19.9K - $20.5K
|
56.6K
$3.13M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-400- 0.5% |
$22.7K - $23.2K
|
80.2K
$4.44M
|
|
|
Jan 30, 2025
Q4 2024
|
De Dora Capital, Inc.
|
SELL
|
- |
-422- 1.03% |
$23.9K - $24.5K
|
40.7K
$2.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-441- 0.77% |
$25K - $25.6K
|
56.7K
$3.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-490- 7.7% |
$27.8K - $28.5K
|
5.87K
$325K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-502- 6.57% |
$28.4K - $29.2K
|
7.14K
$395K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-580- 4.76% |
$32.9K - $33.7K
|
11.6K
$643K
|
|
|
Jan 23, 2025
Q4 2024
|
Simpli Fi, Inc.
|
SELL
|
- |
-597- 2.41% |
$33.8K - $34.7K
|
24.2K
$1.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-708- 9.51% |
$40.1K - $41.1K
|
6.74K
$373K
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-716- 0.94% |
$40.6K - $41.6K
|
75.8K
$4.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-967- 1.45% |
$54.8K - $56.2K
|
65.9K
$3.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.14K- 5.71% |
$64.5K - $66.1K
|
18.8K
$1.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.23K- 14.53% |
$69.8K - $71.6K
|
7.25K
$401K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-1.58K- 3.19% |
$89.2K - $91.5K
|
47.8K
$2.64M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.63K- 1.85% |
$92.2K - $94.5K
|
86.5K
$4.79M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2K- 9.52% |
$114K - $116K
|
19K
$1.05M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.14K- 2.43% |
$121K - $124K
|
85.9K
$4.75M
|
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
SELL
|
- |
-2.52K- 3.09% |
$143K - $146K
|
78.8K
$4.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-2.6K- 42.62% |
$147K - $151K
|
3.5K
$194K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-3.77K- 9.22% |
$213K - $219K
|
37.1K
$2.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-3.88K- 5.1% |
$220K - $226K
|
72.3K
$4M
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-4.31K- 8.62% |
$244K - $250K
|
45.6K
$2.52M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-4.4K- 13.5% |
$250K - $256K
|
28.2K
$1.56M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-4.47K- 4.15% |
$253K - $259K
|
103K
$5.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-4.56K- 4.15% |
$258K - $265K
|
105K
$5.82M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-4.7K- 6.59% |
$266K - $273K
|
66.7K
$3.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.09K- 31.8% |
$289K - $296K
|
10.9K
$604K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-7.07K- 2.45% |
$400K - $411K
|
281K
$15.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-7.35K- 3.1% |
$416K - $427K
|
230K
$12.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-7.74K- 5.96% |
$438K - $450K
|
122K
$6.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-8.43K- 6.43% |
$478K - $490K
|
123K
$6.78M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-9K- 13.71% |
$510K - $523K
|
56.7K
$3.14M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-9.19K- 9.89% |
$521K - $534K
|
83.8K
$4.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-11.1K- 5.79% |
$627K - $643K
|
180K
$9.97M
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-11.5K- 27.03% |
$649K - $665K
|
30.9K
$1.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-12.7K- 6.13% |
$721K - $739K
|
195K
$10.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-15K- 25.38% |
$849K - $871K
|
44.1K
$2.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-16.8K- 8.52% |
$954K - $978K
|
181K
$10M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-18.8K- 2.8% |
$1.07M - $1.09M
|
652K
$36.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-32.4K- 10.24% |
$1.83M - $1.88M
|
284K
$15.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-43.4K- 6.75% |
$2.46M - $2.52M
|
600K
$33.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-46K- 5.48% |
$2.61M - $2.67M
|
793K
$43.9M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-78.4K- 38.52% |
$4.44M - $4.56M
|
125K
$6.92M
|
|
|
Feb 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-469K- 98.25% |
$26.6M - $27.3M
|
8.34K
$461K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-2.25M- 16.99% |
$128M - $131M
|
11M
$608M
|