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
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
354+ 0.27% |
$20K - $20.3K
|
131K
$7.47M
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
351+ 5.17% |
$19.8K - $20.1K
|
7.14K
$406K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
344+ 2.61% |
$19.4K - $19.7K
|
13.5K
$768K
|
|
|
Jul 26, 2024
Q2 2024
|
Leisure Capital Management
|
BUY
|
- |
304+ 4.83% |
$17.1K - $17.4K
|
6.59K
$374K
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
302+ 107.47% |
$17K - $17.3K
|
583
$33.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
262+ 4.0% |
$14.8K - $15K
|
6.81K
$386K
|
|
|
Jul 12, 2024
Q2 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
250+ 2.43% |
$14.1K - $14.3K
|
10.6K
$599K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
236+ 3.23% |
$13.3K - $13.5K
|
7.53K
$428K
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
223+ 5.2% |
$12.6K - $12.8K
|
4.52K
$256K
|
|
|
Jul 15, 2024
Q2 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
210+ 3.23% |
$11.8K - $12K
|
6.72K
$382K
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
208+ 3.42% |
$11.7K - $11.9K
|
6.29K
$357K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
202+ 2.42% |
$11.4K - $11.6K
|
8.55K
$486K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
120+ 0.09% |
$6.77K - $6.87K
|
130K
$7.36M
|
|
|
Jul 30, 2024
Q2 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
103+ 0.47% |
$5.81K - $5.9K
|
22.1K
$1.26M
|
|
|
Jul 24, 2024
Q2 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
86+ 1.28% |
$4.85K - $4.92K
|
6.8K
$386K
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
72+ 0.35% |
$4.06K - $4.12K
|
20.6K
$1.17M
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
56+ 0.7% |
$3.16K - $3.21K
|
8.06K
$458K
|
|
|
Aug 02, 2024
Q2 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
39+ 0.69% |
$2.2K - $2.23K
|
5.66K
$321K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
36+ 0.69% |
$2.03K - $2.06K
|
5.25K
$298K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
32+ 0.69% |
$1.8K - $1.83K
|
4.65K
$264K
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
26+ 0.67% |
$1.47K - $1.49K
|
3.88K
$220K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
26+ 0.25% |
$1.47K - $1.49K
|
10.3K
$586K
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
21+ 0.41% |
$1.18K - $1.2K
|
5.2K
$295K
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
20+ 0.69% |
$1.13K - $1.15K
|
2.93K
$166K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7+ 0.71% |
$395 - $401
|
995
$56.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
3+ 0.03% |
$169 - $172
|
9.1K
$516K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
3+ 0.27% |
$169 - $172
|
1.1K
$62.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
BUY
|
- |
2+ 0.05% |
$113 - $115
|
4.39K
$249K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.89% |
$56.4 - $57.3
|
113
$6.42K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 15, 2024
Q2 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-41- 1.79% |
$2.31K - $2.35K
|
2.25K
$128K
|
|
|
Jul 12, 2024
Q2 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-91- 0.33% |
$5.13K - $5.21K
|
27.1K
$1.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-111- 0.65% |
$6.26K - $6.36K
|
17K
$963K
|
|
|
Aug 14, 2024
Q2 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-238- 2.04% |
$13.4K - $13.6K
|
11.4K
$649K
|
|
|
Aug 06, 2024
Q2 2024
|
Raub Brock Capital Management LP
|
SELL
|
- |
-315- 0.08% |
$17.8K - $18K
|
408K
$23.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-350- 0.65% |
$19.7K - $20K
|
53.7K
$3.05M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-364- 7.64% |
$20.5K - $20.8K
|
4.4K
$250K
|
|
|
Aug 07, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-397- 3.21% |
$22.4K - $22.7K
|
12K
$680K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-452- 2.02% |
$25.5K - $25.9K
|
21.9K
$1.24M
|
|
|
Jul 19, 2024
Q2 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-493- 11.05% |
$27.8K - $28.2K
|
3.97K
$225K
|
|
|
Jul 17, 2024
Q2 2024
|
De Dora Capital, Inc.
|
SELL
|
- |
-527- 1.24% |
$29.7K - $30.2K
|
41.9K
$2.38M
|
|
|
Aug 06, 2024
Q2 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-581- 2.48% |
$32.8K - $33.3K
|
22.9K
$1.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-583- 14.2% |
$32.9K - $33.4K
|
3.52K
$200K
|
|
|
Jul 16, 2024
Q2 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-711- 11.56% |
$40.1K - $40.7K
|
5.44K
$309K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-750- 41.67% |
$42.3K - $42.9K
|
1.05K
$59.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1K- 2.83% |
$56.4K - $57.3K
|
34.4K
$1.95M
|
|
|
Jul 02, 2024
Q2 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-1.04K- 14.12% |
$58.4K - $59.3K
|
6.3K
$358K
|
|
|
Aug 13, 2024
Q2 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-1.08K- 1.72% |
$60.9K - $61.8K
|
61.8K
$3.51M
|
|
|
Jul 25, 2024
Q2 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-1.08K- 2.07% |
$60.9K - $61.9K
|
51.1K
$2.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.19K- 17.61% |
$67.1K - $68.2K
|
5.57K
$316K
|