Purchases and Sales Made in Q2 2025 in Ishares California Muni Bond E (CMF)
This table provides information about the institutional ownership of Ishares California Muni Bond E (CMF) during Q2 2025. 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 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
761K+ 73.74% |
$41.5M - $43.1M
|
1.79M
$102M
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
248K+ 24.04% |
$13.5M - $14.1M
|
1.28M
$72.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
193K+ 16.73% |
$10.5M - $10.9M
|
1.34M
$76.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
176K+ 31.54% |
$9.57M - $9.95M
|
732K
$41.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
167K+ 449.7% |
$9.09M - $9.45M
|
204K
$11.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
161KNew |
$8.76M - $9.11M
|
161K
$9.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
156K+ 177.03% |
$8.51M - $8.85M
|
244K
$13.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
137K+ 66.75% |
$7.48M - $7.78M
|
343K
$19.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
132K+ 692.15% |
$7.21M - $7.5M
|
151K
$8.61M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
116K+ 255.0% |
$6.33M - $6.58M
|
162K
$9.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
116K+ 636.09% |
$6.32M - $6.57M
|
134K
$7.63M
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
97.9K+ 66.03% |
$5.34M - $5.55M
|
246K
$14M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
94.7K+ 1522.42% |
$5.16M - $5.37M
|
101K
$5.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
89.3KNew |
$4.87M - $5.06M
|
89.3K
$5.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
73.4K+ 23.73% |
$4M - $4.16M
|
383K
$21.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
65.7KNew |
$3.58M - $3.73M
|
65.7K
$3.74M
|
|
|
Jul 30, 2025
Q2 2025
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
55.4K+ 229.58% |
$3.02M - $3.14M
|
79.5K
$4.53M
|
|
|
Jul 31, 2025
Q2 2025
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
52.9K+ 121.39% |
$2.88M - $3M
|
96.5K
$5.49M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
50.3K+ 10.71% |
$2.74M - $2.85M
|
520K
$29.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
48K+ 65.59% |
$2.62M - $2.72M
|
121K
$6.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
47.8K+ 25.56% |
$2.61M - $2.71M
|
235K
$13.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
42.7K+ 5.34% |
$2.33M - $2.42M
|
843K
$48M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
39.4KNew |
$2.15M - $2.24M
|
39.4K
$2.24M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
34.7K+ 16.95% |
$1.89M - $1.97M
|
239K
$13.6M
|
|
|
Aug 13, 2025
Q2 2025
|
West Wealth Group, LLC
|
BUY
|
- |
34K+ 16.48% |
$1.85M - $1.93M
|
240K
$13.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
33.3K+ 156.73% |
$1.82M - $1.89M
|
54.6K
$3.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
32.6K+ 103.45% |
$1.78M - $1.85M
|
64.1K
$3.65M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
32.2KNew |
$1.75M - $1.82M
|
32.2K
$1.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
29.5K+ 12.06% |
$1.61M - $1.67M
|
274K
$15.6M
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
29.1KNew |
$1.59M - $1.65M
|
29.1K
$1.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
28.7K+ 313.15% |
$1.56M - $1.62M
|
37.8K
$2.15M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
28.4K+ 7.9% |
$1.55M - $1.61M
|
387K
$22M
|
|
|
Aug 14, 2025
Q2 2025
|
Foronjy Financial LLC
Los Osos, CA |
BUY
|
- |
28.1KNew |
$1.53M - $1.59M
|
28.1K
$1.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
25KNew |
$1.36M - $1.42M
|
25K
$1.42M
|
|
|
Aug 12, 2025
Q2 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
24.6K+ 67.49% |
$1.34M - $1.39M
|
61.1K
$3.47M
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
23.8K+ 6.55% |
$1.3M - $1.35M
|
387K
$22M
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
23.1K+ 11.76% |
$1.26M - $1.31M
|
220K
$12.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
23K+ 424.74% |
$1.25M - $1.3M
|
28.4K
$1.62M
|
|
|
Aug 12, 2025
Q2 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
21.6K+ 49.92% |
$1.18M - $1.22M
|
64.7K
$3.68M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
20.4K+ 33.94% |
$1.11M - $1.16M
|
80.4K
$4.58M
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
20.3K+ 115.87% |
$1.11M - $1.15M
|
37.8K
$2.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
20.1K+ 30.99% |
$1.1M - $1.14M
|
85K
$4.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
17.5K+ 3.88% |
$957K - $995K
|
470K
$26.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
17.5K+ 25.66% |
$952K - $990K
|
85.5K
$4.87M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
17.1K+ 16.08% |
$931K - $968K
|
123K
$7.01M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
15.7K+ 41.72% |
$853K - $887K
|
53.2K
$3.03M
|
|
|
Jul 24, 2025
Q2 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
15.6KNew |
$852K - $886K
|
15.6K
$889K
|
|
|
Aug 13, 2025
Q2 2025
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
15.4KNew |
$840K - $874K
|
15.4K
$877K
|
|
|
Aug 14, 2025
Q2 2025
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
14.3KNew |
$780K - $811K
|
14.3K
$814K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
13.9KNew |
$758K - $788K
|
13.9K
$791K
|