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 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-35- 0.2% |
$1.91K - $1.98K
|
17.1K
$971K
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
SELL
|
- |
-105- 0.61% |
$5.72K - $5.95K
|
17.1K
$973K
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-111- 0.41% |
$6.05K - $6.29K
|
27K
$1.53M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-112- 1.67% |
$6.11K - $6.35K
|
6.58K
$375K
|
|
|
Aug 11, 2025
Q2 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-250- 2.3% |
$13.6K - $14.2K
|
10.6K
$605K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-326- 27.7% |
$17.8K - $18.5K
|
851
$48.4K
|
|
|
Jul 24, 2025
Q2 2025
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-350- 2.88% |
$19.1K - $19.8K
|
11.8K
$672K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-358- 5.37% |
$19.5K - $20.3K
|
6.31K
$359K
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-515- 11.74% |
$28.1K - $29.2K
|
3.87K
$220K
|
|
|
Aug 13, 2025
Q2 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
SELL
|
- |
-533- 2.28% |
$29.1K - $30.2K
|
22.9K
$1.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
SELL
|
- |
-599- 3.24% |
$32.7K - $34K
|
17.9K
$1.02M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-623- 13.71% |
$34K - $35.3K
|
3.92K
$223K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-651- 9.45% |
$35.5K - $36.9K
|
6.24K
$355K
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-655- 0.54% |
$35.7K - $37.1K
|
121K
$6.89M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-949- 17.83% |
$51.7K - $53.8K
|
4.37K
$249K
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
SELL
|
- |
-1.05K- 8.97% |
$57.2K - $59.5K
|
10.7K
$606K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.1K- 17.32% |
$60.1K - $62.5K
|
5.27K
$300K
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.26K- 10.89% |
$68.4K - $71.2K
|
10.3K
$584K
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-1.28K- 1.46% |
$69.9K - $72.7K
|
86.7K
$4.93M
|
|
|
Aug 07, 2025
Q2 2025
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-1.29K- 17.43% |
$70.2K - $73K
|
6.1K
$347K
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.39K- 19.82% |
$75.7K - $78.7K
|
5.62K
$320K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.46K- 3.49% |
$79.3K - $82.5K
|
40.3K
$2.29M
|
|
|
Jul 11, 2025
Q2 2025
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-1.55K- 0.68% |
$84.5K - $87.9K
|
227K
$12.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.56K- 22.62% |
$84.8K - $88.2K
|
5.32K
$303K
|
|
|
Aug 07, 2025
Q2 2025
|
Sanchez Wealth Management Group
|
SELL
|
- |
-1.69K- 25.94% |
$91.9K - $95.5K
|
4.81K
$274K
|
|
|
Jul 28, 2025
Q2 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-1.71K- 3.5% |
$93K - $96.7K
|
47K
$2.68M
|
|
|
Aug 05, 2025
Q2 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
SELL
|
- |
-1.73K- 28.57% |
$94.5K - $98.3K
|
4.33K
$247K
|
|
|
Aug 14, 2025
Q2 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.78K- 9.88% |
$97.3K - $101K
|
16.3K
$926K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.11K- 22.99% |
$115K - $120K
|
7.08K
$403K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.33K- 37.06% |
$127K - $132K
|
3.95K
$225K
|
|
|
Jul 16, 2025
Q2 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-2.53K- 4.72% |
$138K - $144K
|
51.1K
$2.91M
|
|
|
Jul 22, 2025
Q2 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-2.67K- 18.22% |
$145K - $151K
|
12K
$681K
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-2.68K- 10.25% |
$146K - $152K
|
23.4K
$1.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.75K- 7.43% |
$150K - $156K
|
34.2K
$1.95M
|
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-2.75K- 3.52% |
$150K - $156K
|
75.4K
$4.29M
|
|
|
Jul 16, 2025
Q2 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-2.88K- 13.33% |
$157K - $163K
|
18.7K
$1.07M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.9K- 10.06% |
$158K - $164K
|
25.9K
$1.47M
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-2.95K- 33.15% |
$161K - $167K
|
5.95K
$338K
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-3.03K- 12.15% |
$165K - $172K
|
21.9K
$1.25M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.04K- 19.11% |
$166K - $172K
|
12.9K
$731K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.11K- 8.37% |
$170K - $176K
|
34K
$1.94M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-3.33K- 2.72% |
$182K - $189K
|
119K
$6.77M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3.39K- 2.83% |
$185K - $192K
|
116K
$6.63M
|
|
|
Aug 13, 2025
Q2 2025
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
SELL
|
- |
-3.64K- 34.53% |
$198K - $206K
|
6.89K
$392K
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-3.65K- 28.72% |
$199K - $207K
|
9.06K
$516K
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-3.88K- 6.02% |
$212K - $220K
|
60.6K
$3.45M
|
|
|
Jul 14, 2025
Q2 2025
|
Bank Of Stockton
|
SELL
|
- |
-3.92K- 5.11% |
$214K - $222K
|
72.9K
$4.15M
|
|
|
Aug 05, 2025
Q2 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
SELL
|
- |
-4.39K- 35.42% |
$239K - $249K
|
8K
$455K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-4.39K- 39.12% |
$240K - $249K
|
6.84K
$389K
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-4.43K- 51.25% |
$241K - $251K
|
4.21K
$240K
|