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 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.04K+ 33.79% |
$111K - $115K
|
8.06K
$459K
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.93K+ 7.56% |
$105K - $110K
|
27.5K
$1.56M
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.56K+ 26.58% |
$85.1K - $88.5K
|
7.43K
$423K
|
|
|
Aug 14, 2025
Q2 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
1.43K+ 0.43% |
$78K - $81.1K
|
338K
$19.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
1.4K+ 4.78% |
$76.3K - $79.4K
|
30.7K
$1.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.32K+ 4.34% |
$72.2K - $75.1K
|
31.8K
$1.81M
|
|
|
Jul 18, 2025
Q2 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
1.17K+ 4.73% |
$63.7K - $66.2K
|
25.8K
$1.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1.11K+ 18.4% |
$60.4K - $62.8K
|
7.13K
$406K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.09K+ 14.01% |
$59.4K - $61.8K
|
8.87K
$505K
|
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
1.05K+ 8.89% |
$57.2K - $59.5K
|
12.9K
$732K
|
|
|
Jul 25, 2025
Q2 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
1.01K+ 1.55% |
$55.1K - $57.3K
|
66.2K
$3.77M
|
|
|
Jul 28, 2025
Q2 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
941+ 4.05% |
$51.3K - $53.4K
|
24.2K
$1.38M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
825+ 13.54% |
$45K - $46.8K
|
6.92K
$394K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
498+ 1.65% |
$27.2K - $28.2K
|
30.6K
$1.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
465New |
$25.4K - $26.4K
|
465
$26.5K
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
455+ 0.81% |
$24.8K - $25.8K
|
56.6K
$3.22M
|
|
|
Jul 23, 2025
Q2 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
428+ 7.97% |
$23.3K - $24.3K
|
5.8K
$330K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
407New |
$22.2K - $23.1K
|
407
$23.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
380+ 6.3% |
$20.7K - $21.5K
|
6.41K
$365K
|
|
|
Jul 16, 2025
Q2 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
330+ 2.62% |
$18K - $18.7K
|
12.9K
$736K
|
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
324+ 2.91% |
$17.7K - $18.4K
|
11.5K
$653K
|
|
|
Jul 29, 2025
Q2 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
283+ 7.7% |
$15.4K - $16K
|
3.96K
$225K
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
241+ 1.01% |
$13.1K - $13.7K
|
24K
$1.36M
|
|
|
Aug 11, 2025
Q2 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
213+ 1.48% |
$11.6K - $12.1K
|
14.6K
$832K
|
|
|
Aug 14, 2025
Q2 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
181+ 5.08% |
$9.87K - $10.3K
|
3.74K
$213K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
171+ 11.4% |
$9.32K - $9.7K
|
1.67K
$95.1K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
164+ 3.45% |
$8.94K - $9.3K
|
4.91K
$279K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
137+ 2.05% |
$7.47K - $7.77K
|
6.81K
$388K
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
117New |
$6.38K - $6.63K
|
117
$6.66K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
105+ 2.34% |
$5.72K - $5.95K
|
4.59K
$261K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
104+ 9.72% |
$5.67K - $5.9K
|
1.17K
$66.8K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
81+ 0.11% |
$4.42K - $4.59K
|
70.7K
$4.02M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
69+ 0.44% |
$3.76K - $3.91K
|
15.7K
$895K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
69New |
$3.76K - $3.91K
|
69
$3.93K
|
|
|
Aug 08, 2025
Q2 2025
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
67+ 0.76% |
$3.65K - $3.8K
|
8.92K
$507K
|
|
|
Aug 06, 2025
Q2 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
BUY
|
- |
66+ 78.57% |
$3.6K - $3.74K
|
150
$8.54K
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
63+ 0.29% |
$3.43K - $3.57K
|
21.9K
$1.25M
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
39New |
$2.13K - $2.21K
|
39
$2.22K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
33New |
$1.8K - $1.87K
|
33
$1.88K
|
|
|
Jul 23, 2025
Q2 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
28+ 0.78% |
$1.53K - $1.59K
|
3.63K
$206K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
27+ 0.62% |
$1.47K - $1.53K
|
4.41K
$251K
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
23+ 0.77% |
$1.25K - $1.3K
|
3.01K
$171K
|
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
10+ 0.02% |
$545 - $567
|
64.5K
$3.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6New |
$327 - $340
|
6
$341
|
|
|
Jul 31, 2025
Q2 2025
|
Ballast Advisors LLC
|
BUY
|
- |
5+ 1.23% |
$273 - $284
|
410
$23.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.85% |
$164 - $170
|
354
$20.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
1+ 0.0% |
$54.5 - $56.7
|
74.9K
$4.26M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 24, 2025
Q2 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-1- -0.0% |
$54.5 - $56.7
|
142K
$8.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
SELL
|
- |
-25- 37.88% |
$1.36K - $1.42K
|
41
$2.33K
|