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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-4.67K- 55.85% |
$255K - $265K
|
3.69K
$210K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-5.09K- 2.58% |
$278K - $289K
|
192K
$10.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-5.09K- 16.67% |
$278K - $289K
|
25.5K
$1.45M
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-5.94K- 1.13% |
$324K - $337K
|
522K
$29.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-6.06K- 12.39% |
$330K - $344K
|
42.9K
$2.44M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-6.15K- 51.3% |
$335K - $349K
|
5.84K
$332K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-6.33K- 44.38% |
$345K - $359K
|
7.94K
$452K
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-6.46K- 48.88% |
$352K - $366K
|
6.76K
$385K
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-6.61K- 1.88% |
$360K - $375K
|
344K
$19.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-6.86K- 60.33% |
$374K - $389K
|
4.51K
$256K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-7.62K- 34.32% |
$415K - $432K
|
14.6K
$830K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8.31K- 6.66% |
$453K - $471K
|
116K
$6.63M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.62K- 5.4% |
$470K - $489K
|
151K
$8.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-8.79K- 51.13% |
$479K - $498K
|
8.4K
$478K
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-9.06K- 30.57% |
$494K - $514K
|
20.6K
$1.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-9.34K- 3.95% |
$509K - $530K
|
227K
$12.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-9.52K- 51.71% |
$519K - $540K
|
8.89K
$506K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-9.69K- 28.51% |
$528K - $549K
|
24.3K
$1.38M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-10.6K- 12.6% |
$577K - $600K
|
73.4K
$4.18M
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-11.3K- 46.96% |
$617K - $641K
|
12.8K
$727K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-13.2K- 5.67% |
$720K - $749K
|
220K
$12.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-13.6K- 57.18% |
$742K - $772K
|
10.2K
$580K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-13.6K- 22.99% |
$742K - $772K
|
45.6K
$2.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-17.7K- 61.23% |
$963K - $1M
|
11.2K
$637K
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-18K- 35.66% |
$983K - $1.02M
|
32.5K
$1.85M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-18.7K- 18.88% |
$1.02M - $1.06M
|
80.4K
$4.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-22.7K- 2.67% |
$1.24M - $1.29M
|
827K
$47M
|
|
|
Aug 04, 2025
Q2 2025
|
Navalign, LLC
|
SELL
|
- |
-22.7K- 11.5% |
$1.24M - $1.29M
|
175K
$9.95M
|
|
|
Jul 29, 2025
Q2 2025
|
Orin Green Financial, LLC
|
SELL
|
- |
-23.9K- 6.53% |
$1.3M - $1.35M
|
342K
$19.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-24.5K- 24.56% |
$1.33M - $1.39M
|
75.2K
$4.28M
|
|
|
Jul 24, 2025
Q2 2025
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-25K- 59.06% |
$1.36M - $1.42M
|
17.3K
$987K
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-25.3K- 13.18% |
$1.38M - $1.43M
|
166K
$9.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-30.4K- 6.98% |
$1.66M - $1.72M
|
405K
$23M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-32K- 26.67% |
$1.74M - $1.81M
|
87.9K
$5M
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-35.8K- 30.8% |
$1.95M - $2.03M
|
80.4K
$4.57M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-42.4K- 17.46% |
$2.31M - $2.4M
|
200K
$11.4M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-45.6K- 92.44% |
$2.48M - $2.58M
|
3.73K
$212K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-47.3K- 2.59% |
$2.58M - $2.68M
|
1.78M
$101M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-49.5K- 27.45% |
$2.7M - $2.81M
|
131K
$7.45M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-54.5K- 32.83% |
$2.97M - $3.09M
|
112K
$6.35M
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-55.4K- 74.68% |
$3.02M - $3.14M
|
18.8K
$1.07M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-57.7K- 56.95% |
$3.14M - $3.27M
|
43.6K
$2.48M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-59.5K- 68.64% |
$3.24M - $3.37M
|
27.2K
$1.55M
|
|
|
Jul 23, 2025
Q2 2025
|
Slow Capital, Inc.
|
SELL
|
- |
-63K- 19.14% |
$3.43M - $3.57M
|
266K
$15.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-79.5K- 6.24% |
$4.33M - $4.51M
|
1.2M
$68M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-99.7K- 44.39% |
$5.44M - $5.65M
|
125K
$7.11M
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-117K- 87.52% |
$6.4M - $6.65M
|
16.7K
$952K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-121K- 9.37% |
$6.6M - $6.87M
|
1.17M
$66.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
SELL
|
- |
-140K- 41.21% |
$7.62M - $7.92M
|
199K
$11.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-140K- 10.43% |
$7.65M - $7.96M
|
1.21M
$68.6M
|