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 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.35KNew |
$133K - $137K
|
2.35K
$134K
|
|
|
Nov 13, 2024
Q3 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
2.32K+ 20.26% |
$131K - $135K
|
13.7K
$780K
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.22K+ 4.07% |
$126K - $129K
|
56.9K
$3.23M
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
2.17K+ 24.9% |
$123K - $126K
|
10.9K
$618K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.14K+ 18.53% |
$121K - $124K
|
13.7K
$776K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.13K+ 2.0% |
$121K - $124K
|
109K
$6.19M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
2.05K+ 4.58% |
$116K - $119K
|
46.8K
$2.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
1.98K+ 1.57% |
$112K - $115K
|
128K
$7.26M
|
|
|
Oct 18, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
1.81K+ 45.49% |
$102K - $105K
|
5.78K
$328K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.48K+ 1.14% |
$83.6K - $85.8K
|
131K
$7.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1.45K+ 5.23% |
$81.9K - $84.1K
|
29.1K
$1.65M
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
BUY
|
- |
1.38K+ 3.36% |
$78.1K - $80.2K
|
42.4K
$2.41M
|
|
|
Nov 06, 2024
Q3 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
1.32K+ 19.62% |
$74.7K - $76.7K
|
8.04K
$456K
|
|
|
Oct 07, 2024
Q3 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
1.29K+ 0.62% |
$73.1K - $75K
|
209K
$11.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1.26KNew |
$71.2K - $73.1K
|
1.26K
$71.3K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.24K+ 28.07% |
$70K - $71.9K
|
5.64K
$320K
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.19K+ 1.04% |
$67.4K - $69.2K
|
115K
$6.56M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.03K+ 0.75% |
$58.2K - $59.8K
|
138K
$7.83M
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
1.03K+ 8.55% |
$58.2K - $59.8K
|
13.1K
$741K
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
934+ 6.98% |
$52.9K - $54.3K
|
14.3K
$813K
|
|
|
Oct 29, 2024
Q3 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
876+ 13.35% |
$49.6K - $51K
|
7.44K
$422K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
750+ 100.0% |
$42.5K - $43.6K
|
1.5K
$85.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
665+ 2.82% |
$37.7K - $38.7K
|
24.2K
$1.38M
|
|
|
Oct 04, 2024
Q3 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
629+ 2.71% |
$35.6K - $36.6K
|
23.9K
$1.35M
|
|
|
Oct 01, 2024
Q3 2024
|
Impac Tfolio, LLC
|
BUY
|
- |
592+ 14.69% |
$33.5K - $34.4K
|
4.62K
$262K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
546+ 8.64% |
$30.9K - $31.8K
|
6.86K
$390K
|
|
|
Nov 05, 2024
Q3 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
518+ 2.34% |
$29.3K - $30.1K
|
22.7K
$1.29M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
500+ 3.27% |
$28.3K - $29.1K
|
15.8K
$897K
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
BUY
|
- |
495New |
$28K - $28.8K
|
495
$28.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
493+ 2.16% |
$27.9K - $28.7K
|
23.4K
$1.33M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
451+ 0.82% |
$25.5K - $26.2K
|
55.5K
$3.15M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
438+ 3.9% |
$24.8K - $25.5K
|
11.7K
$662K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
400+ 8.99% |
$22.7K - $23.3K
|
4.85K
$275K
|
|
|
Oct 18, 2024
Q3 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
365+ 0.68% |
$20.7K - $21.2K
|
54K
$3.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
265+ 0.95% |
$15K - $15.4K
|
28.2K
$1.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
212+ 3.8% |
$12K - $12.3K
|
5.78K
$328K
|
|
|
Oct 22, 2024
Q3 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
169+ 0.69% |
$9.57K - $9.83K
|
24.8K
$1.41M
|
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
137+ 1.23% |
$7.76K - $7.97K
|
11.3K
$640K
|
|
|
Oct 10, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
125+ 1.04% |
$7.08K - $7.27K
|
12.1K
$687K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
72+ 0.36% |
$4.08K - $4.19K
|
20.3K
$1.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
67+ 0.68% |
$3.8K - $3.9K
|
9.92K
$563K
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
55+ 0.68% |
$3.12K - $3.2K
|
8.12K
$461K
|
|
|
Oct 23, 2024
Q3 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
53+ 0.78% |
$3K - $3.08K
|
6.85K
$389K
|
|
|
Oct 09, 2024
Q3 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
43+ 0.16% |
$2.44K - $2.5K
|
27.1K
$1.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
39+ 0.69% |
$2.21K - $2.27K
|
5.7K
$324K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
28+ 0.68% |
$1.59K - $1.63K
|
4.17K
$237K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
25+ 0.64% |
$1.42K - $1.45K
|
3.91K
$222K
|
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
24+ 0.68% |
$1.36K - $1.4K
|
3.55K
$201K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
22+ 0.47% |
$1.25K - $1.28K
|
4.67K
$265K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
22+ 0.02% |
$1.25K - $1.28K
|
88.2K
$5.01M
|