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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2024
Q2 2024
|
Rhs Financial, LLC
|
BUY
|
- |
4.65K+ 12.78% |
$262K - $266K
|
41K
$2.35M
|
|
|
Aug 05, 2024
Q2 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
4.43K+ 14.05% |
$250K - $254K
|
36K
$2.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.39K+ 60.58% |
$248K - $252K
|
11.6K
$668K
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
4.33K+ 6.28% |
$244K - $248K
|
73.3K
$4.2M
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
4.14KNew |
$234K - $237K
|
4.14K
$238K
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
4.12K+ 50.55% |
$232K - $236K
|
12.3K
$704K
|
|
|
Jul 30, 2024
Q2 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
4.1K+ 1.2% |
$231K - $235K
|
345K
$19.8M
|
|
|
Jul 08, 2024
Q2 2024
|
Impac Tfolio, LLC
|
BUY
|
- |
4.03KNew |
$227K - $231K
|
4.03K
$231K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
3.98K+ 18.38% |
$224K - $228K
|
25.6K
$1.47M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.66K+ 446.83% |
$207K - $210K
|
4.48K
$257K
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Investment Advisors
|
BUY
|
- |
3.65K+ 46.28% |
$206K - $209K
|
11.5K
$662K
|
|
|
Jul 23, 2024
Q2 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
3.59K+ 69.54% |
$202K - $205K
|
8.74K
$501K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
3.3K+ 11.71% |
$186K - $189K
|
31.5K
$1.81M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.9K+ 8.81% |
$163K - $166K
|
35.8K
$2.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.68KNew |
$151K - $154K
|
2.68K
$154K
|
|
|
Jul 11, 2024
Q2 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
2.68K+ 44.53% |
$151K - $153K
|
8.7K
$499K
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
BUY
|
- |
2.5K+ 22.94% |
$141K - $143K
|
13.4K
$767K
|
|
|
Aug 01, 2024
Q2 2024
|
West Wealth Group, LLC
|
BUY
|
- |
2.38K+ 1.86% |
$134K - $136K
|
130K
$7.48M
|
|
|
Aug 12, 2024
Q2 2024
|
First American Trust, Fsb
|
BUY
|
- |
2.2K+ 3.25% |
$124K - $126K
|
69.9K
$4.01M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
2.18K+ 19.36% |
$123K - $125K
|
13.4K
$769K
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.95K+ 46.32% |
$110K - $111K
|
6.15K
$353K
|
|
|
Jul 08, 2024
Q2 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
1.85K+ 0.9% |
$104K - $106K
|
208K
$11.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.82K+ 1.09% |
$102K - $104K
|
169K
$9.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
1.78K+ 6.8% |
$100K - $102K
|
28K
$1.6M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.76K+ 17.99% |
$99.1K - $101K
|
11.5K
$661K
|
|
|
Jul 26, 2024
Q2 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1.75K+ 25.14% |
$98.7K - $100K
|
8.71K
$500K
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.59K+ 9.37% |
$89.4K - $90.8K
|
18.5K
$1.06M
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1.52K+ 2.84% |
$85.7K - $87K
|
55.1K
$3.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.2K+ 9.63% |
$67.5K - $68.6K
|
13.6K
$783K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
934+ 16.27% |
$52.7K - $53.5K
|
6.67K
$383K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
900+ 2.25% |
$50.7K - $51.5K
|
40.9K
$2.35M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
878+ 6.09% |
$49.5K - $50.3K
|
15.3K
$877K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
875New |
$49.3K - $50.1K
|
875
$50.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
837+ 12.91% |
$47.2K - $47.9K
|
7.32K
$420K
|
|
|
Jul 31, 2024
Q2 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
829+ 0.74% |
$46.7K - $47.5K
|
112K
$6.44M
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
816+ 1.49% |
$46K - $46.7K
|
55.7K
$3.19M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
750New |
$42.3K - $42.9K
|
750
$43K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
750New |
$42.3K - $42.9K
|
750
$43K
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
717+ 12.81% |
$40.4K - $41.1K
|
6.32K
$362K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
704New |
$39.7K - $40.3K
|
704
$40.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
600New |
$33.8K - $34.4K
|
600
$34.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
558+ 3.02% |
$31.5K - $32K
|
19K
$1.09M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
523+ 0.03% |
$29.5K - $29.9K
|
1.79M
$103M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
523+ 0.03% |
$29.5K - $29.9K
|
1.79M
$103M
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
516+ 4.82% |
$29.1K - $29.5K
|
11.2K
$644K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
505+ 23.58% |
$28.5K - $28.9K
|
2.65K
$152K
|
|
|
Aug 02, 2024
Q2 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
466+ 4.37% |
$26.3K - $26.7K
|
11.1K
$639K
|
|
|
Jul 12, 2024
Q2 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
450+ 10.4% |
$25.4K - $25.8K
|
4.78K
$274K
|
|
|
Aug 09, 2024
Q2 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
393+ 2.33% |
$22.2K - $22.5K
|
17.3K
$990K
|
|
|
Jul 25, 2024
Q2 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
389+ 1.6% |
$21.9K - $22.3K
|
24.6K
$1.41M
|