Purchases and Sales Made in Q4 2024 in Ishares California Muni Bond E (CMF)
This table provides information about the institutional ownership of Ishares California Muni Bond E (CMF) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
13.2KNew |
$750K - $769K
|
13.2K
$756K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
13.2KNew |
$748K - $768K
|
13.2K
$754K
|
|
|
Feb 10, 2025
Q4 2024
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
12.7KNew |
$717K - $736K
|
12.7K
$723K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
12.4KNew |
$701K - $719K
|
12.4K
$706K
|
|
|
Feb 11, 2025
Q4 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
12.2K+ 9.53% |
$690K - $707K
|
140K
$8M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11.1K+ 17.32% |
$627K - $643K
|
75K
$4.28M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
10.7K+ 24.39% |
$608K - $623K
|
54.7K
$3.12M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
10.7K+ 39.77% |
$605K - $620K
|
37.5K
$2.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10.5KNew |
$592K - $607K
|
10.5K
$597K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
10.3KNew |
$582K - $596K
|
10.3K
$586K
|
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
9.98K+ 3.13% |
$565K - $580K
|
329K
$18.8M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.47K+ 28.46% |
$537K - $550K
|
42.7K
$2.44M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
9.07KNew |
$514K - $527K
|
9.07K
$518K
|
|
|
Feb 19, 2025
Q4 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
8.57K+ 2.37% |
$485K - $498K
|
371K
$21.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.36K+ 48.58% |
$474K - $486K
|
25.6K
$1.46M
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
7.62K+ 51.36% |
$432K - $443K
|
22.5K
$1.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
7.57K+ 50.24% |
$429K - $440K
|
22.6K
$1.29M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.38K+ 54.04% |
$418K - $429K
|
21K
$1.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
7.22K+ 6.25% |
$409K - $419K
|
123K
$7.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
7.11KNew |
$403K - $413K
|
7.11K
$406K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.97KNew |
$395K - $405K
|
6.97K
$398K
|
|
|
Jan 28, 2025
Q4 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
6.67KNew |
$378K - $387K
|
6.67K
$381K
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
6.44KNew |
$365K - $374K
|
6.44K
$368K
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.03K+ 26.62% |
$342K - $350K
|
28.7K
$1.64M
|
|
|
Feb 06, 2025
Q4 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
6.02K+ 6.74% |
$341K - $350K
|
95.3K
$5.44M
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
BUY
|
- |
6KNew |
$340K - $349K
|
6K
$343K
|
|
|
Jan 23, 2025
Q4 2024
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
5.85KNew |
$331K - $340K
|
5.85K
$334K
|
|
|
Feb 11, 2025
Q4 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
5.5K+ 17.9% |
$312K - $320K
|
36.2K
$2.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
5.48KNew |
$310K - $318K
|
5.48K
$313K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
5.45KNew |
$309K - $317K
|
5.45K
$311K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
5.41K+ 21.89% |
$306K - $314K
|
30.1K
$1.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
5.34KNew |
$303K - $310K
|
5.34K
$305K
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
5.23KNew |
$296K - $304K
|
5.23K
$299K
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
5.22K+ 21.35% |
$296K - $303K
|
29.6K
$1.69M
|
|
|
Feb 04, 2025
Q4 2024
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
5.06K+ 67.99% |
$287K - $294K
|
12.5K
$714K
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
5.04KNew |
$286K - $293K
|
5.04K
$288K
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
4.91K+ 11.57% |
$278K - $285K
|
47.4K
$2.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
4.9K+ 16.85% |
$277K - $285K
|
34K
$1.94M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
4.86K+ 1.35% |
$275K - $282K
|
366K
$20.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
4.85K+ 8.18% |
$275K - $282K
|
64.2K
$3.67M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.85K+ 36.41% |
$275K - $281K
|
18.2K
$1.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
4.57KNew |
$259K - $266K
|
4.57K
$261K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.5K+ 5.04% |
$255K - $261K
|
93.8K
$5.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
4.5K+ 428.38% |
$255K - $261K
|
5.55K
$317K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
4.46KNew |
$253K - $259K
|
4.46K
$255K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
4.46KNew |
$253K - $259K
|
4.46K
$255K
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
4.39K+ 95.27% |
$249K - $255K
|
9K
$514K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.36KNew |
$247K - $254K
|
4.36K
$249K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.33KNew |
$245K - $252K
|
4.33K
$247K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
4.13KNew |
$234K - $240K
|
4.13K
$236K
|