Purchases and Sales Made in Q1 2024 in Ishares California Muni Bond E (CMF)
This table provides information about the institutional ownership of Ishares California Muni Bond E (CMF) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
517K+ 353.94% |
$29.6M - $30M
|
663K
$37.7M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
499K+ 5.49% |
$28.6M - $28.9M
|
9.58M
$545M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
340K+ 3083.82% |
$19.5M - $19.7M
|
351K
$19.9M
|
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
174K+ 60.31% |
$10M - $10.1M
|
463K
$26.3M
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
142K+ 34.29% |
$8.15M - $8.25M
|
556K
$31.6M
|
|
|
May 08, 2024
Q1 2024
|
West Wealth Group, LLC
|
BUY
|
- |
128KNew |
$7.34M - $7.43M
|
128K
$7.28M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
121K+ 7.25% |
$6.95M - $7.03M
|
1.79M
$102M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
121K+ 7.25% |
$6.95M - $7.03M
|
1.79M
$102M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
63.3K+ 28.59% |
$3.63M - $3.67M
|
285K
$16.2M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
49.6K+ 34.92% |
$2.85M - $2.88M
|
192K
$10.9M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
47.7K+ 41.26% |
$2.73M - $2.77M
|
163K
$9.28M
|
|
|
May 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
46K+ 15.63% |
$2.64M - $2.67M
|
340K
$19.3M
|
|
|
May 06, 2024
Q1 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
42.4K+ 57.89% |
$2.43M - $2.46M
|
116K
$6.57M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
32.7K+ 4.79% |
$1.88M - $1.9M
|
716K
$40.7M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
31.9K+ 4.39% |
$1.83M - $1.85M
|
759K
$43.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
31K+ 47.59% |
$1.78M - $1.8M
|
96.1K
$5.46M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
26.6K+ 45.71% |
$1.52M - $1.54M
|
84.7K
$4.81M
|
|
|
Apr 29, 2024
Q1 2024
|
Brio Consultants, LLC
|
BUY
|
- |
25.6K+ 9.2% |
$1.47M - $1.49M
|
304K
$17.3M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
21.2K+ 3.51% |
$1.22M - $1.23M
|
626K
$35.6M
|
|
|
Jun 10, 2024
Q1 2024
|
Hamilton Wealth, LLC
|
BUY
|
- |
18.4K+ 171.6% |
$1.06M - $1.07M
|
29.2K
$1.66M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
18.4KNew |
$1.06M - $1.07M
|
18.4K
$1.05M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
18.3K+ 107.45% |
$1.05M - $1.06M
|
35.3K
$2.01M
|
|
|
Apr 15, 2024
Q1 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
17K+ 42.89% |
$975K - $987K
|
56.6K
$3.22M
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
17KNew |
$974K - $986K
|
17K
$966K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16.9K+ 15.54% |
$970K - $982K
|
126K
$7.15M
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
16.3KNew |
$935K - $946K
|
16.3K
$927K
|
|
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
15.2KNew |
$872K - $883K
|
15.2K
$865K
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
15K+ 2.39% |
$858K - $869K
|
642K
$36.5M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
14.9K+ 8.66% |
$857K - $867K
|
188K
$10.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
14.7KNew |
$844K - $854K
|
14.7K
$837K
|
|
|
Apr 18, 2024
Q1 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
14K+ 7.27% |
$801K - $811K
|
206K
$11.7M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
13.4K+ 5.74% |
$767K - $776K
|
246K
$14M
|
|
|
Apr 17, 2024
Q1 2024
|
Rhs Financial, LLC
|
BUY
|
- |
13.1K+ 56.04% |
$748K - $758K
|
36.3K
$2.07M
|
|
|
Apr 26, 2024
Q1 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
12.8KNew |
$734K - $743K
|
12.8K
$727K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
12.4KNew |
$713K - $722K
|
12.4K
$707K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
12.4K+ 20.04% |
$710K - $719K
|
74.2K
$4.22M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
12.1K+ 58.39% |
$695K - $703K
|
32.9K
$1.87M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11.9K+ 3.61% |
$680K - $688K
|
340K
$19.3M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
11.8K+ 10.07% |
$679K - $688K
|
130K
$7.36M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
11.8KNew |
$676K - $684K
|
11.8K
$670K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
10.8KNew |
$616K - $624K
|
10.8K
$611K
|
|
|
Apr 19, 2024
Q1 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
10.3KNew |
$590K - $598K
|
10.3K
$585K
|
|
|
May 10, 2024
Q1 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
10.3K+ 19.51% |
$589K - $596K
|
62.9K
$3.57M
|
|
|
May 08, 2024
Q1 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
10.2K+ 3.07% |
$582K - $589K
|
341K
$19.4M
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
10KNew |
$573K - $580K
|
10K
$568K
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
9.8K+ 5.43% |
$562K - $569K
|
190K
$10.8M
|
|
|
May 02, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
9.75KNew |
$559K - $566K
|
9.75K
$554K
|
|
|
May 08, 2024
Q1 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
8.8K+ 57.82% |
$505K - $511K
|
24K
$1.37M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.37KNew |
$480K - $486K
|
8.37K
$476K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8.35K+ 6.8% |
$479K - $485K
|
131K
$7.45M
|