Purchases and Sales Made in Q2 2024 in Ishares California Muni Bond E (CMF)
This table provides information about the institutional ownership of Ishares California Muni Bond E (CMF) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
9.61MNew |
$542M - $550M
|
9.61M
$545M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
246KNew |
$13.9M - $14.1M
|
246K
$14M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
163K+ 1151.28% |
$9.16M - $9.31M
|
177K
$10M
|
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
120K+ 25.99% |
$6.79M - $6.9M
|
584K
$33.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
118K+ 95.85% |
$6.62M - $6.73M
|
240K
$13.6M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
106K+ 551.1% |
$6M - $6.1M
|
126K
$7.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Hamilton Wealth, LLC
|
BUY
|
- |
102K+ 348.32% |
$5.73M - $5.82M
|
131K
$7.43M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
73.1K+ 25.68% |
$4.12M - $4.18M
|
358K
$20.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
65.8K+ 8.67% |
$3.71M - $3.77M
|
825K
$46.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
BUY
|
- |
49.4K+ 7.45% |
$2.78M - $2.83M
|
712K
$40.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
45.4K+ 73.82% |
$2.56M - $2.6M
|
107K
$6.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
44.8KNew |
$2.52M - $2.56M
|
44.8K
$2.54M
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
43.5K+ 266.93% |
$2.45M - $2.49M
|
59.8K
$3.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Brio Consultants, LLC
|
BUY
|
- |
36.9K+ 12.12% |
$2.08M - $2.11M
|
341K
$19.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
32.9K+ 38.8% |
$1.85M - $1.88M
|
118K
$6.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
25.9K+ 15.86% |
$1.46M - $1.48M
|
189K
$10.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
25.3KNew |
$1.43M - $1.45M
|
25.3K
$1.44M
|
|
|
Jul 12, 2024
Q2 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
22.7K+ 40.11% |
$1.28M - $1.3M
|
79.4K
$4.51M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
18.9K+ 25.24% |
$1.06M - $1.08M
|
93.6K
$5.31M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
18.8KNew |
$1.06M - $1.08M
|
18.8K
$1.07M
|
|
|
Jul 30, 2024
Q2 2024
|
Navalign, LLC
|
BUY
|
- |
18.1K+ 16.73% |
$1.02M - $1.03M
|
126K
$7.15M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
16.5K+ 46.64% |
$928K - $942K
|
51.8K
$2.94M
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
16.3K+ 8.58% |
$921K - $935K
|
207K
$11.7M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
16.2K+ 28.97% |
$916K - $930K
|
72.3K
$4.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
15.2K+ 17.07% |
$860K - $873K
|
105K
$5.94M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
14.5KNew |
$815K - $828K
|
14.5K
$821K
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
14.3K+ 8.17% |
$806K - $819K
|
189K
$10.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
13.5K+ 88.59% |
$760K - $772K
|
28.7K
$1.63M
|
|
|
Jul 12, 2024
Q2 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
11.9K+ 19.51% |
$671K - $681K
|
72.9K
$4.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11.7K+ 3.45% |
$660K - $671K
|
351K
$20M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.2K+ 8.9% |
$631K - $640K
|
137K
$7.77M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
11.1K+ 0.88% |
$624K - $633K
|
1.27M
$72.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11K+ 25.8% |
$622K - $632K
|
53.8K
$3.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
10.8K+ 4.38% |
$608K - $617K
|
257K
$14.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
10.5K+ 32.11% |
$591K - $600K
|
43.1K
$2.45M
|
|
|
Aug 02, 2024
Q2 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
10.2K+ 8.84% |
$577K - $586K
|
126K
$7.15M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
9.73KNew |
$548K - $557K
|
9.73K
$552K
|
|
|
Aug 13, 2024
Q2 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
7.75K+ 8.06% |
$437K - $443K
|
104K
$5.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
7.54K+ 16.94% |
$425K - $432K
|
52K
$2.95M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
7.39K+ 28.84% |
$417K - $423K
|
33K
$1.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.47K+ 3.31% |
$365K - $371K
|
202K
$11.5M
|
|
|
Oct 29, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
6.26KNew |
$353K - $359K
|
6.26K
$356K
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
5.99K+ 0.93% |
$338K - $343K
|
648K
$36.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
5.97K+ 154.21% |
$337K - $342K
|
9.85K
$559K
|
|
|
Aug 06, 2024
Q2 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
5.76K+ 39.13% |
$325K - $330K
|
20.5K
$1.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
5.49K+ 24.82% |
$310K - $315K
|
27.6K
$1.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
5.44KNew |
$306K - $311K
|
5.44K
$309K
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
5.31K+ 0.95% |
$299K - $304K
|
562K
$31.9M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.83K+ 12.23% |
$272K - $276K
|
44.3K
$2.52M
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
4.77K+ 18.52% |
$269K - $273K
|
30.5K
$1.73M
|