Purchases and Sales Made in Q3 2025 in Ishares California Muni Bond E (CMF)
This table provides information about the institutional ownership of Ishares California Muni Bond E (CMF) during Q3 2025. 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, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
469K+ 39.98% |
$25.9M - $26.8M
|
1.64M
$94.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
345K+ 1215.61% |
$19.1M - $19.7M
|
374K
$21.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
157K+ 103.5% |
$8.64M - $8.95M
|
308K
$17.7M
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
143KNew |
$7.9M - $8.18M
|
143K
$8.21M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
115K+ 29.99% |
$6.33M - $6.56M
|
497K
$28.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
114K+ 8.92% |
$6.29M - $6.52M
|
1.39M
$79.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
98K+ 44.59% |
$5.4M - $5.6M
|
318K
$18.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
BUY
|
- |
89.9K+ 6.69% |
$4.96M - $5.14M
|
1.43M
$82.3M
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
75.4K+ 165.6% |
$4.16M - $4.31M
|
121K
$6.93M
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
68.3K+ 56.34% |
$3.77M - $3.9M
|
190K
$10.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
63.6K+ 12.24% |
$3.51M - $3.63M
|
583K
$33.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
61.7K+ 72.11% |
$3.4M - $3.52M
|
147K
$8.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
56.4K+ 25.66% |
$3.11M - $3.22M
|
276K
$15.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
54.2K+ 10.99% |
$2.99M - $3.09M
|
547K
$31.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
50K+ 6.04% |
$2.76M - $2.85M
|
877K
$50.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
46.9K+ 5.56% |
$2.59M - $2.68M
|
890K
$51.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
43K+ 243.32% |
$2.37M - $2.45M
|
60.6K
$3.48M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
36.6K+ 7.81% |
$2.02M - $2.09M
|
506K
$29M
|
|
|
Nov 03, 2025
Q3 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
35.9K+ 55.66% |
$1.98M - $2.05M
|
100K
$5.76M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
33K+ 37.58% |
$1.82M - $1.89M
|
121K
$6.94M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
31.8KNew |
$1.75M - $1.81M
|
31.8K
$1.82M
|
|
|
Nov 24, 2025
Q3 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
31.1K+ 8.03% |
$1.72M - $1.78M
|
418K
$24M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
30.3K+ 12.65% |
$1.67M - $1.73M
|
270K
$15.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
28.9K+ 85.02% |
$1.6M - $1.65M
|
63K
$3.61M
|
|
|
Nov 14, 2025
Q3 2025
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
27.8K+ 38.14% |
$1.53M - $1.59M
|
101K
$5.77M
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
27.3K+ 120.1% |
$1.5M - $1.56M
|
49.9K
$2.86M
|
|
|
Nov 13, 2025
Q3 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
26.2K+ 40.47% |
$1.45M - $1.5M
|
90.9K
$5.22M
|
|
|
Oct 22, 2025
Q3 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
24.4KNew |
$1.35M - $1.39M
|
24.4K
$1.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
23.7K+ 36.96% |
$1.31M - $1.35M
|
87.8K
$5.03M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
23.3K+ 167.83% |
$1.29M - $1.33M
|
37.2K
$2.13M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
22.8K+ 69.9% |
$1.26M - $1.3M
|
55.5K
$3.18M
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
19.8K+ 7.2% |
$1.09M - $1.13M
|
294K
$16.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
18.8K+ 0.24% |
$1.04M - $1.08M
|
7.74M
$444M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
18.4K+ 73.87% |
$1.02M - $1.05M
|
43.4K
$2.49M
|
|
|
Oct 22, 2025
Q3 2025
|
Aps Management Group, Inc.
Torrance, CA |
BUY
|
- |
17.9KNew |
$988K - $1.02M
|
17.9K
$1.03M
|
|
|
Oct 27, 2025
Q3 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
17.9KNew |
$986K - $1.02M
|
17.9K
$1.02M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
16.5K+ 4.07% |
$908K - $941K
|
421K
$24.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
16.4K+ 8.16% |
$905K - $937K
|
217K
$12.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
16.2KNew |
$892K - $924K
|
16.2K
$927K
|
|
|
Nov 13, 2025
Q3 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
16K+ 19.95% |
$884K - $916K
|
96.4K
$5.53M
|
|
|
Nov 14, 2025
Q3 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
15.5KNew |
$853K - $884K
|
15.5K
$887K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
14.3K+ 6.08% |
$788K - $816K
|
249K
$14.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.7K+ 162.78% |
$754K - $781K
|
22.1K
$1.27M
|
|
|
Nov 24, 2025
Q3 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
13.1K+ 3.88% |
$723K - $749K
|
351K
$20.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13K+ 15.34% |
$719K - $744K
|
98K
$5.62M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
13K+ 6.48% |
$716K - $742K
|
213K
$12.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
12.7K+ 10.14% |
$698K - $723K
|
138K
$7.89M
|
|
|
Oct 23, 2025
Q3 2025
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
12.4K+ 15.57% |
$683K - $707K
|
91.9K
$5.27M
|
|
|
Oct 14, 2025
Q3 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
12.4K+ 42.51% |
$682K - $707K
|
41.5K
$2.38M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
11.8K+ 17.57% |
$651K - $674K
|
79K
$4.53M
|
|