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
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
13.9K+ 178.9% |
$756K - $787K
|
21.6K
$1.23M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
13.4KNew |
$731K - $760K
|
13.4K
$763K
|
|
|
Jul 16, 2025
Q2 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
13.1KNew |
$712K - $741K
|
13.1K
$743K
|
|
|
Jul 23, 2025
Q2 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
12.8KNew |
$696K - $724K
|
12.8K
$727K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
12.4K+ 29.05% |
$674K - $701K
|
54.9K
$3.13M
|
|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
12.3KNew |
$673K - $700K
|
12.3K
$702K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
11.5K+ 20.56% |
$625K - $650K
|
67.2K
$3.82M
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
10.5KNew |
$572K - $594K
|
10.5K
$596K
|
|
|
Aug 08, 2025
Q2 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
10.3K+ 126.92% |
$559K - $582K
|
18.3K
$1.04M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
9.49K+ 246.4% |
$517K - $538K
|
13.3K
$759K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
9.02K+ 56.63% |
$492K - $512K
|
25K
$1.42M
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
8.43KNew |
$459K - $478K
|
8.43K
$479K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.34K+ 15.31% |
$455K - $473K
|
62.8K
$3.58M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
8.34K+ 228.68% |
$455K - $473K
|
12K
$682K
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
8.16KNew |
$445K - $463K
|
8.16K
$465K
|
|
|
Aug 11, 2025
Q2 2025
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
8.13K+ 42.88% |
$443K - $461K
|
27.1K
$1.54M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
8.03K+ 202.65% |
$438K - $455K
|
12K
$682K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.84K+ 26.08% |
$427K - $444K
|
37.9K
$2.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.58K+ 40.36% |
$413K - $430K
|
26.4K
$1.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
7.18K+ 12.05% |
$392K - $407K
|
66.8K
$3.8M
|
|
|
Aug 11, 2025
Q2 2025
|
First American Trust, Fsb
|
BUY
|
- |
7.01K+ 7.91% |
$382K - $397K
|
95.6K
$5.44M
|
|
|
Jul 22, 2025
Q2 2025
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
6.95KNew |
$379K - $394K
|
6.95K
$395K
|
|
|
Jul 28, 2025
Q2 2025
|
Davidson Investment Advisors
|
BUY
|
- |
6.56K+ 43.63% |
$357K - $372K
|
21.6K
$1.23M
|
|
|
Aug 07, 2025
Q2 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.19K+ 30.8% |
$338K - $351K
|
26.3K
$1.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
6.15K+ 87.94% |
$335K - $349K
|
13.1K
$747K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
6.09KNew |
$332K - $345K
|
6.09K
$347K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
6.08KNew |
$331K - $345K
|
6.08K
$346K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
5.92K+ 3.03% |
$323K - $336K
|
201K
$11.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.86K+ 5.56% |
$319K - $332K
|
111K
$6.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.54K+ 35.91% |
$302K - $314K
|
21K
$1.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.98KNew |
$271K - $282K
|
4.98K
$283K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
4.77K+ 189.58% |
$260K - $270K
|
7.28K
$414K
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
4.7K+ 39.81% |
$256K - $267K
|
16.5K
$940K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
4.41K+ 7.95% |
$240K - $250K
|
59.9K
$3.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
4.32KNew |
$235K - $245K
|
4.32K
$246K
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
4.05K+ 11.87% |
$221K - $230K
|
38.2K
$2.17M
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
BUY
|
- |
4KNew |
$218K - $227K
|
4K
$228K
|
|
|
Aug 13, 2025
Q2 2025
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
3.98KNew |
$217K - $226K
|
3.98K
$226K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.85KNew |
$210K - $218K
|
3.85K
$219K
|
|
|
Aug 15, 2025
Q2 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
3.66K+ 10.34% |
$200K - $208K
|
39.1K
$2.23M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
3.1KNew |
$169K - $175K
|
3.1K
$176K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.78K+ 8.91% |
$152K - $158K
|
34K
$1.93M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.72K+ 13.6% |
$148K - $154K
|
22.7K
$1.29M
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.6K+ 3.78% |
$142K - $148K
|
71.5K
$4.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2.53K+ 12.54% |
$138K - $143K
|
22.7K
$1.29M
|
|
|
Jul 29, 2025
Q2 2025
|
De Dora Capital, Inc.
|
BUY
|
- |
2.48K+ 5.43% |
$135K - $141K
|
48.2K
$2.74M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
2.47K+ 4.68% |
$135K - $140K
|
55.2K
$3.14M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.32K+ 6.13% |
$126K - $131K
|
40.1K
$2.28M
|
|
|
Jul 18, 2025
Q2 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
2.13K+ 29.37% |
$116K - $121K
|
9.38K
$534K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
2.1K+ 42.42% |
$114K - $119K
|
7.05K
$401K
|