Purchases and Sales Made in Q3 2024 in Ishares California Muni Bond E (CMF)
This table provides information about the institutional ownership of Ishares California Muni Bond E (CMF) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
3.64M+ 37.9% |
$206M - $212M
|
13.2M
$752M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
408K+ 69.88% |
$23.1M - $23.7M
|
992K
$56.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
314K+ 30.06% |
$17.8M - $18.3M
|
1.36M
$77.1M
|
|
|
Oct 24, 2024
Q3 2024
|
A16z Perennial Management, L.P.
Menlo Park, CA |
BUY
|
- |
226KNew |
$12.8M - $13.2M
|
226K
$12.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
137K+ 19.29% |
$7.78M - $7.99M
|
849K
$48.2M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
92.9KNew |
$5.27M - $5.41M
|
92.9K
$5.28M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
92.5KNew |
$5.24M - $5.38M
|
92.5K
$5.25M
|
|
|
Nov 07, 2024
Q3 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
89.3KNew |
$5.06M - $5.2M
|
89.3K
$5.07M
|
|
|
Oct 15, 2024
Q3 2024
|
Client First Capital LLC
|
BUY
|
- |
86.6K+ 1474.52% |
$4.9M - $5.04M
|
92.4K
$5.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
85.3K+ 76.05% |
$4.83M - $4.96M
|
198K
$11.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
80.3K+ 13.58% |
$4.55M - $4.67M
|
671K
$38.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
74.6K+ 21.22% |
$4.23M - $4.34M
|
426K
$24.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
BUY
|
- |
67.3K+ 19.74% |
$3.81M - $3.92M
|
408K
$23.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
64.4KNew |
$3.65M - $3.75M
|
64.4K
$3.66M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
53.7K+ 15.02% |
$3.04M - $3.12M
|
411K
$23.4M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
53.7K+ 15.02% |
$3.04M - $3.12M
|
411K
$23.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
52.6KNew |
$2.98M - $3.06M
|
52.6K
$2.99M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
50.4K+ 7.3% |
$2.85M - $2.93M
|
741K
$42.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
43.5K+ 318.78% |
$2.46M - $2.53M
|
57.1K
$3.24M
|
|
|
Nov 06, 2024
Q3 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
42.5KNew |
$2.41M - $2.47M
|
42.5K
$2.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
35.5K+ 2.79% |
$2.01M - $2.07M
|
1.31M
$74.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
30.2K+ 11.68% |
$1.71M - $1.76M
|
289K
$16.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
29.2K+ 8.78% |
$1.65M - $1.7M
|
361K
$20.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
28.1K+ 23.88% |
$1.59M - $1.63M
|
146K
$8.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
27.7K+ 3.42% |
$1.57M - $1.61M
|
839K
$47.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
22.5KNew |
$1.28M - $1.31M
|
22.5K
$1.28M
|
|
|
Oct 18, 2024
Q3 2024
|
Slow Capital, Inc.
|
BUY
|
- |
20.8K+ 7.04% |
$1.18M - $1.21M
|
316K
$17.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
20.5KNew |
$1.16M - $1.19M
|
20.5K
$1.16M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
18.2K+ 278.34% |
$1.03M - $1.06M
|
24.7K
$1.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
18.1K+ 4.14% |
$1.03M - $1.06M
|
456K
$25.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
17.1K+ 4.97% |
$971K - $997K
|
362K
$20.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16KNew |
$907K - $931K
|
16K
$909K
|
|
|
Oct 23, 2024
Q3 2024
|
West Wealth Group, LLC
|
BUY
|
- |
15.8K+ 12.13% |
$896K - $920K
|
146K
$8.3M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
15.8K+ 21.79% |
$893K - $917K
|
88.1K
$5M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
15.6K+ 8.87% |
$884K - $907K
|
191K
$10.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
14.2KNew |
$807K - $828K
|
14.2K
$808K
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
13.2K+ 16.58% |
$745K - $765K
|
92.5K
$5.25M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
11.3K+ 4.39% |
$640K - $657K
|
268K
$15.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
11KNew |
$621K - $637K
|
11K
$622K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
10.6K+ 395.97% |
$602K - $618K
|
13.3K
$756K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
10.4K+ 33.94% |
$587K - $602K
|
40.9K
$2.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.3K+ 5.46% |
$585K - $600K
|
199K
$11.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.1K+ 18.79% |
$573K - $588K
|
63.9K
$3.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
9.98K+ 20.34% |
$565K - $581K
|
59.1K
$3.35M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
9.04K+ 4.77% |
$512K - $526K
|
198K
$11.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8.93K+ 86.47% |
$506K - $520K
|
19.3K
$1.09M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
8.3K+ 26.36% |
$470K - $483K
|
39.8K
$2.26M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
8.21K+ 22.95% |
$465K - $478K
|
44K
$2.5M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
8K+ 42.45% |
$453K - $465K
|
26.8K
$1.52M
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
7.27KNew |
$412K - $423K
|
7.27K
$413K
|