Purchases and Sales Made in Q4 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 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
Jan 21, 2025 Q4 2024
Eclectic Associates Inc

BUY
 -
784
+ 4.52%
$44.4K - $45.6K
18.1K $1.03M
Feb 14, 2025 Q4 2024
Hsbc Holdings PLC

London, X0
BUY
 -
716
+ 2.99%
$40.6K - $41.6K
24.7K $1.4M
Jan 30, 2025 Q4 2024
Asset Planning,Inc

Cypress, CA
BUY
 -
700
New
$39.7K - $40.7K
700 $39.8K
Jan 15, 2025 Q4 2024
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
682
+ 3.54%
$38.6K - $39.6K
19.9K $1.13M
Jan 23, 2025 Q4 2024
Northeast Financial Group, Inc.

Tannersville, PA
BUY
 -
638
+ 7.94%
$36.1K - $37.1K
8.68K $494K
Jan 15, 2025 Q4 2024
Farmers & Merchants Trust CO Of Long Beach

BUY
 -
609
+ 5.03%
$34.5K - $35.4K
12.7K $723K
Jan 31, 2025 Q4 2024
Davidson Investment Advisors

BUY
 -
569
+ 5.13%
$32.2K - $33.1K
11.7K $664K
Feb 24, 2025 Q4 2024
Instrumental Wealth, LLC

Tampa, FL
BUY
 -
561
+ 5.12%
$31.8K - $32.6K
11.5K $655K
Jan 13, 2025 Q4 2024
Traveka Wealth, LLC

San Jose, CA
BUY
 -
510
+ 0.66%
$28.9K - $29.6K
78.3K $4.46M
Jan 31, 2025 Q4 2024
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
468
+ 4.05%
$26.5K - $27.2K
12K $684K
Feb 07, 2025 Q4 2024
Pfg Advisors

BUY
 -
272
+ 4.99%
$15.4K - $15.8K
5.72K $326K
Jan 02, 2025 Q4 2024
Impac Tfolio, LLC

BUY
 -
270
+ 5.84%
$15.3K - $15.7K
4.89K $278K
Jan 21, 2025 Q4 2024
Dynamic Advisor Solutions LLC

BUY
 -
261
+ 0.89%
$14.8K - $15.2K
29.6K $1.68M
Feb 12, 2025 Q4 2024
Citigroup Inc

BUY
 -
250
+ 5.15%
$14.2K - $14.5K
5.1K $290K
Feb 06, 2025 Q4 2024
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
250
+ 6.02%
$14.2K - $14.5K
4.41K $251K
Feb 13, 2025 Q4 2024
Winthrop Capital Management, LLC

Carmel, IN
BUY
 -
242
New
$13.7K - $14.1K
242 $13.8K
Jan 13, 2025 Q4 2024
First National Bank Sioux Falls

BUY
 -
222
+ 2.22%
$12.6K - $12.9K
10.2K $582K
Feb 14, 2025 Q4 2024
Qube Research & Technologies LTD

London, X0
BUY
 -
203
+ 8.63%
$11.5K - $11.8K
2.56K $145K
Feb 13, 2025 Q4 2024
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
200
+ 0.11%
$11.3K - $11.6K
175K $9.94M
Jan 13, 2025 Q4 2024
Mc Naughton Wealth Management, LLC

BUY
 -
191
+ 0.8%
$10.8K - $11.1K
24.1K $1.37M
Jan 16, 2025 Q4 2024
Pure Financial Advisors, LLC

BUY
 -
188
+ 0.09%
$10.7K - $10.9K
199K $11.3M
Feb 12, 2025 Q4 2024
Uma Financial Services, Inc.

BUY
 -
156
New
$8.84K - $9.06K
156 $8.88K
Feb 07, 2025 Q4 2024
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
155
+ 5.89%
$8.78K - $9.01K
2.79K $159K
Jan 30, 2025 Q4 2024
Principal Securities, Inc.

Des Moines, IA
BUY
 -
138
New
$7.82K - $8.02K
138 $7.85K
Jan 14, 2025 Q4 2024
Client First Capital LLC

BUY
 -
138
+ 0.15%
$7.82K - $8.02K
92.6K $5.27M
Feb 13, 2025 Q4 2024
Merriman Wealth Management, LLC

BUY
 -
98
+ 0.48%
$5.55K - $5.69K
20.4K $1.16M
Feb 14, 2025 Q4 2024
Coldstream Capital Management Inc

BUY
 -
90
+ 1.05%
$5.1K - $5.23K
8.64K $492K
Aug 06, 2025 Q4 2024
Longview Financial Advisors LLC

San Rafael, CA
BUY
 -
66
New
$3.74K - $3.83K
66 $3.76K
Jan 10, 2025 Q4 2024
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
65
+ 0.96%
$3.68K - $3.78K
6.86K $390K
Jan 14, 2025 Q4 2024
Towerpoint Wealth, LLC

Sacramento, CA
BUY
 -
61
+ 0.22%
$3.46K - $3.54K
27.2K $1.55M
Jan 31, 2025 Q4 2024
Creative Capital Management Investments LLC

San Diego, CA
BUY
 -
60
+ 0.11%
$3.4K - $3.49K
55.6K $3.16M
Feb 04, 2025 Q4 2024
Km Capital Management Ltd.

Austin, TX
BUY
 -
55
+ 0.96%
$3.12K - $3.2K
5.76K $327K
Feb 05, 2025 Q4 2024
Flputnam Investment Management CO

Portland, ME
BUY
 -
50
+ 1.13%
$2.83K - $2.91K
4.46K $254K
Feb 13, 2025 Q4 2024
Maxwell Wealth Strategies Inc.

Pleasanton, CA
BUY
 -
44
+ 0.66%
$2.49K - $2.56K
6.68K $380K
Feb 10, 2025 Q4 2024
Horizon Investments, LLC

Charlotte, NC
BUY
 -
42
New
$2.38K - $2.44K
42 $2.39K
Feb 14, 2025 Q4 2024
Brown Advisory Inc

BUY
 -
36
+ 0.92%
$2.04K - $2.09K
3.94K $224K
Jan 14, 2025 Q4 2024
Morton Capital Management Llc/Ca

Calabasas, CA
BUY
 -
34
+ 0.96%
$1.93K - $1.98K
3.58K $204K
Feb 13, 2025 Q4 2024
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
30
+ 2.79%
$1.7K - $1.74K
1.11K $63K
Feb 14, 2025 Q4 2024
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
28
+ 0.95%
$1.59K - $1.63K
2.97K $169K
Jan 23, 2025 Q4 2024
Calton & Associates, Inc.

BUY
 -
15
+ 0.38%
$850 - $872
3.99K $227K
Feb 05, 2025 Q4 2024
Private Trust CO Na

BUY
 -
12
+ 0.18%
$680 - $697
6.7K $381K
Feb 20, 2025 Q4 2024
Westfuller Advisors, LLC

New York, NY
BUY
 -
12
+ 0.02%
$680 - $697
64.5K $3.67M
Feb 13, 2025 Q4 2024
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
9
+ 0.04%
$510 - $523
20.5K $1.17M
Feb 06, 2025 Q4 2024
Steward Partners Investment Advisory, LLC

BUY
 -
9
+ 0.17%
$510 - $523
5.41K $308K
Feb 07, 2025 Q4 2024
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
9
+ 0.91%
$510 - $523
1K $57K
Feb 06, 2025 Q4 2024
Shared Vision Wealth Group LLC

Carlsbad, X1
BUY
 -
5
+ 0.04%
$283 - $291
11.4K $646K
Feb 13, 2025 Q4 2024
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Aug 08, 2025 Q4 2024
Sequoia Financial Advisors, LLC

SELL
 -
-7
- 0.08%
$397 - $407
9.07K $516K
Jan 31, 2025 Q4 2024
Ieq Capital, LLC

SELL
 -
-45
- 0.55%
$2.55K - $2.61K
8.07K $459K

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