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 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.56K- 44.38% |
$88K - $89.4K
|
1.96K
$111K
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.59K- 7.31% |
$89.8K - $91.2K
|
20.2K
$1.15M
|
|
|
Aug 28, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-1.72K- 17.67% |
$97.1K - $98.7K
|
8.03K
$456K
|
|
|
Aug 05, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-1.72K- 17.67% |
$97.1K - $98.7K
|
8.03K
$456K
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
SELL
|
- |
-1.84K- 0.55% |
$104K - $105K
|
332K
$18.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-2.05K- 8.97% |
$116K - $117K
|
20.8K
$1.18M
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-2.23K- 6.09% |
$126K - $128K
|
34.4K
$1.95M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.73K- 2.42% |
$154K - $156K
|
110K
$6.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2.84K- 2.42% |
$160K - $163K
|
114K
$6.49M
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-2.84K- 3.79% |
$160K - $163K
|
72.1K
$4.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-2.84K- 3.79% |
$160K - $163K
|
72.1K
$4.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.87K- 10.83% |
$162K - $164K
|
23.6K
$1.34M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.89K- 1.51% |
$163K - $165K
|
189K
$10.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-3.03K- 24.74% |
$171K - $173K
|
9.21K
$523K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.11K- 3.67% |
$175K - $178K
|
81.7K
$4.64M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.52K- 3.08% |
$199K - $202K
|
111K
$6.29M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.57K- 4.19% |
$201K - $204K
|
81.7K
$4.64M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.81K- 4.14% |
$215K - $218K
|
88.1K
$5M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.46K- 30.35% |
$251K - $255K
|
10.2K
$581K
|
|
|
Jul 24, 2024
Q2 2024
|
Bank Of Stockton
|
SELL
|
- |
-5.02K- 5.8% |
$283K - $287K
|
81.4K
$4.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.02K- 45.77% |
$283K - $287K
|
5.94K
$338K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-5.39K- 7.26% |
$304K - $308K
|
68.8K
$3.91M
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-5.52K- 9.16% |
$311K - $316K
|
54.7K
$3.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-5.6K- 34.95% |
$316K - $321K
|
10.4K
$592K
|
|
|
Jul 08, 2024
Q2 2024
|
Boltwood Capital Management
|
SELL
|
- |
-5.74K- 23.37% |
$324K - $329K
|
18.8K
$1.07M
|
|
|
Aug 09, 2024
Q2 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-7.22K- 30.06% |
$407K - $413K
|
16.8K
$954K
|
|
|
Aug 05, 2024
Q2 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-10.7K- 3.14% |
$602K - $611K
|
329K
$18.7M
|
|
|
Jul 24, 2024
Q2 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-11K- 19.12% |
$619K - $628K
|
46.4K
$2.64M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-11.8K- 6.29% |
$665K - $675K
|
176K
$9.98M
|
|
|
Jul 16, 2024
Q2 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-14.1K- 14.93% |
$793K - $805K
|
80.1K
$4.55M
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-20.5K- 12.95% |
$1.15M - $1.17M
|
137K
$7.81M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-25.9K- 3.62% |
$1.46M - $1.49M
|
690K
$39.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-35.2K- 5.62% |
$1.99M - $2.02M
|
591K
$33.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-36.4K- 20.88% |
$2.05M - $2.08M
|
138K
$7.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-38.9K- 13.1% |
$2.2M - $2.23M
|
258K
$14.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-42.1K- 46.17% |
$2.37M - $2.41M
|
49.1K
$2.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-44.3K- 5.17% |
$2.49M - $2.53M
|
811K
$46.1M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-53.7K- 13.06% |
$3.03M - $3.07M
|
358K
$20.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-79.7K- 7.09% |
$4.49M - $4.56M
|
1.04M
$59.3M
|
|
|
Jul 24, 2024
Q2 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-97.4K- 24.8% |
$5.49M - $5.58M
|
295K
$16.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-106K- 26.7% |
$6M - $6.1M
|
292K
$16.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-115K- 26.72% |
$6.49M - $6.59M
|
316K
$17.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-148K- 25.28% |
$8.35M - $8.48M
|
438K
$24.9M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-294K- 49.26% |
$16.6M - $16.8M
|
303K
$17.2M
|