Purchases and Sales Made in Q3 2024 in Ishares California Muni Bond E (CMF)

CMF Quotes by TradingView

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
White Pine Capital LLC

Golden Valley, MN
BUY
 -
7K
New
$397K - $407K
7K $397K
Nov 13, 2024 Q3 2024
Avantax Advisory Services, Inc.

BUY
 -
6.94K
+ 36.51%
$393K - $404K
26K $1.47M
Nov 14, 2024 Q3 2024
Strategic Financial Services, Inc,

Utica, NY
BUY
 -
6.84K
New
$388K - $398K
6.84K $389K
Nov 08, 2024 Q3 2024
River Front Investment Group, LLC

Richmond, VA
BUY
 -
6.81K
+ 84.81%
$386K - $396K
14.8K $843K
Oct 25, 2024 Q3 2024
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
6.79K
New
$385K - $395K
6.79K $386K
Nov 04, 2024 Q3 2024
Archvest Wealth Advisors, Inc.

BUY
 -
6.57K
New
$372K - $382K
6.57K $373K
Nov 12, 2024 Q3 2024
Gould Asset Management LLC

Claremont, CA
BUY
 -
6.51K
+ 18.09%
$369K - $378K
42.5K $2.41M
Nov 14, 2024 Q3 2024
Integrated Wealth Concepts LLC

BUY
 -
6.5K
+ 55.78%
$368K - $378K
18.1K $1.03M
Oct 31, 2024 Q3 2024
Navalign, LLC

BUY
 -
6.32K
+ 5.02%
$358K - $367K
132K $7.51M
Nov 08, 2024 Q3 2024
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
6.3K
+ 120.1%
$357K - $367K
11.6K $656K
Nov 14, 2024 Q3 2024
Aqr Capital Management LLC

Greenwich, CT
BUY
 -
6.3K
New
$357K - $366K
6.3K $358K
Nov 14, 2024 Q3 2024
Fort Point Capital Partners LLC

San Francisco, CA
BUY
 -
6.14K
New
$348K - $357K
6.14K $348K
Nov 12, 2024 Q3 2024
Elyxium Wealth, LLC

San Mateo, CA
BUY
 -
6.07K
New
$344K - $353K
6.07K $344K
Nov 13, 2024 Q3 2024
Bank Of Montreal

Toronto, A6
BUY
 -
6.03K
+ 4.37%
$342K - $351K
144K $8.18M
Oct 11, 2024 Q3 2024
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
5.85K
+ 9.78%
$331K - $340K
65.7K $3.73M
Nov 14, 2024 Q3 2024
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
5.84K
+ 2.9%
$331K - $340K
208K $11.8M
Nov 14, 2024 Q3 2024
Peninsula Wealth, LLC

San Francisco, CA
BUY
 -
5.54K
+ 19.32%
$314K - $322K
34.2K $1.94M
Nov 14, 2024 Q3 2024
Betterment LLC

New York, NY
BUY
 -
5.52K
+ 2.92%
$313K - $321K
195K $11.1M
Oct 30, 2024 Q3 2024
Umpqua Bank

Lake Oswego, OR
BUY
 -
5.44K
+ 21.52%
$308K - $317K
30.7K $1.74M
Nov 06, 2024 Q3 2024
Wespac Advisors So Cal, LLC

BUY
 -
5.26K
New
$298K - $306K
5.26K $298K
Nov 05, 2024 Q3 2024
Altfest L J & CO Inc

BUY
 -
5.22K
New
$296K - $304K
5.22K $296K
Oct 04, 2024 Q3 2024
Gamma Investing LLC

Foster City, CA
BUY
 -
4.58K
+ 580.25%
$260K - $267K
5.37K $305K
Nov 14, 2024 Q3 2024
Morgan Stanley

New York, NY
BUY
 -
4.48K
+ 0.25%
$254K - $260K
1.8M $102M
Nov 08, 2024 Q3 2024
Flputnam Investment Management CO

Portland, ME
BUY
 -
4.41K
New
$250K - $256K
4.41K $250K
Nov 14, 2024 Q3 2024
Steward Partners Investment Advisory, LLC

BUY
 -
4.41K
+ 442.91%
$250K - $256K
5.4K $307K
Nov 14, 2024 Q3 2024
Diversified Enterprises, LLC

Wilmington, DE
BUY
 -
4.17K
New
$236K - $243K
4.17K $237K
Oct 29, 2024 Q3 2024
First National Bank Sioux Falls

BUY
 -
4K
+ 66.67%
$227K - $233K
10K $568K
Oct 10, 2024 Q3 2024
Johnson Bixby & Associates, LLC

BUY
 -
3.85K
+ 18.7%
$218K - $224K
24.4K $1.39M
Nov 14, 2024 Q3 2024
Stifel Financial Corp

St. Louis, MO
BUY
 -
3.68K
+ 27.22%
$209K - $214K
17.2K $977K
Nov 13, 2024 Q3 2024
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
3.66K
+ 6.58%
$208K - $213K
59.4K $3.37M
Oct 07, 2024 Q3 2024
Omega Financial Group, LLC

BUY
 -
3.66K
+ 5.02%
$207K - $213K
76.6K $4.35M
Nov 13, 2024 Q3 2024
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
3.61K
New
$205K - $210K
3.61K $205K
Nov 19, 2024 Q3 2024
Mc Ilrath & Eck, LLC

BUY
 -
3.51K
+ 13.7%
$199K - $204K
29.1K $1.65M
Oct 23, 2024 Q3 2024
Pfg Investments, LLC

Woodbury, NY
BUY
 -
3.48K
New
$197K - $202K
3.48K $198K
Nov 04, 2024 Q3 2024
Welch & Forbes LLC

BUY
 -
3.48K
New
$197K - $202K
3.48K $198K
Nov 14, 2024 Q3 2024
Manhattan West Asset Management, LLC

Los Angeles, CA
BUY
 -
3.25K
+ 1.03%
$184K - $189K
319K $18.1M
Nov 14, 2024 Q3 2024
Captrust Financial Advisors

Raleigh, NC
BUY
 -
3.23K
+ 3.09%
$183K - $188K
108K $6.12M
Oct 08, 2024 Q3 2024
Planned Solutions, Inc.

BUY
 -
3.2K
New
$181K - $186K
3.2K $182K
Oct 10, 2024 Q3 2024
Paragon Capital Management LTD

BUY
 -
3.08K
+ 64.54%
$175K - $179K
7.86K $446K
Nov 12, 2024 Q3 2024
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
3.07K
New
$174K - $178K
3.07K $174K
Oct 25, 2024 Q3 2024
Lodestar Private Asset Management LLC

Alamo, CA
BUY
 -
2.87K
+ 3.91%
$162K - $167K
76.1K $4.32M
Nov 14, 2024 Q3 2024
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
2.7K
+ 2.14%
$153K - $157K
129K $7.3M
Nov 06, 2024 Q3 2024
Huntington National Bank

Columbus, OH
BUY
 -
2.62K
New
$148K - $152K
2.62K $149K
Nov 12, 2024 Q3 2024
Shared Vision Wealth Group LLC

Carlsbad, X1
BUY
 -
2.62K
+ 29.92%
$148K - $152K
11.4K $645K
Nov 12, 2024 Q3 2024
Wealthfront Advisers LLC

BUY
 -
2.55K
+ 15.03%
$144K - $148K
19.5K $1.11M
Nov 12, 2024 Q3 2024
First American Trust, Fsb

BUY
 -
2.49K
+ 3.56%
$141K - $145K
72.4K $4.11M
Nov 05, 2024 Q3 2024
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
2.37K
+ 11.49%
$134K - $138K
23K $1.31M
Oct 10, 2024 Q3 2024
Shira Ridge Wealth Management

Larkspur, CA
BUY
 -
2.36K
+ 27.13%
$134K - $137K
11.1K $628K
Oct 11, 2024 Q3 2024
Elmwood Wealth Management, Inc.

BUY
 -
2.35K
+ 3.81%
$133K - $137K
64.2K $3.64M

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