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 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
11.6K+ 28.98% |
$641K - $664K
|
51.8K
$2.97M
|
|
|
Nov 12, 2025
Q3 2025
|
Navalign, LLC
|
BUY
|
- |
10.9K+ 6.22% |
$600K - $621K
|
186K
$10.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
10.5K+ 38.96% |
$582K - $602K
|
37.6K
$2.16M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
10.1K+ 15.05% |
$554K - $574K
|
76.9K
$4.41M
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
9.78K+ 40.24% |
$539K - $559K
|
34.1K
$1.95M
|
|
|
Nov 13, 2025
Q3 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
9.76K+ 72.81% |
$538K - $558K
|
23.2K
$1.33M
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9.55K+ 128.47% |
$527K - $546K
|
17K
$974K
|
|
|
Nov 14, 2025
Q3 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
9.48KNew |
$523K - $542K
|
9.48K
$544K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
9.46KNew |
$522K - $540K
|
9.46K
$543K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
9.14KNew |
$504K - $522K
|
9.14K
$524K
|
|
|
Oct 14, 2025
Q3 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
9.14K+ 115.12% |
$504K - $522K
|
17.1K
$979K
|
|
|
Oct 09, 2025
Q3 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
9.13K+ 3.71% |
$504K - $521K
|
255K
$14.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
9.05KNew |
$499K - $517K
|
9.05K
$519K
|
|
|
Nov 13, 2025
Q3 2025
|
Camden Capital, LLC
|
BUY
|
- |
8.76KNew |
$483K - $500K
|
8.76K
$502K
|
|
|
Nov 06, 2025
Q3 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
8.65K+ 14.17% |
$477K - $494K
|
69.7K
$4M
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
8.38K+ 104.02% |
$462K - $479K
|
16.4K
$943K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.56K+ 19.96% |
$417K - $432K
|
45.4K
$2.61M
|
|
|
Nov 10, 2025
Q3 2025
|
First American Trust, Fsb
|
BUY
|
- |
7.41K+ 7.75% |
$409K - $423K
|
103K
$5.91M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.02K+ 3.1% |
$387K - $401K
|
234K
$13.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
6.6KNew |
$364K - $377K
|
6.6K
$378K
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
6.03KNew |
$333K - $345K
|
6.03K
$346K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.03K+ 8.54% |
$333K - $345K
|
76.7K
$4.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
6KNew |
$331K - $343K
|
6K
$344K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.9K+ 45.93% |
$326K - $337K
|
18.8K
$1.08M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.84K+ 100.0% |
$322K - $334K
|
11.7K
$670K
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
5.82K+ 30.98% |
$321K - $332K
|
24.6K
$1.41M
|
|
|
Oct 10, 2025
Q3 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
5.71K+ 2.51% |
$315K - $326K
|
233K
$13.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
5.62K+ 2.3% |
$310K - $321K
|
250K
$14.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
5.62KNew |
$310K - $321K
|
5.62K
$322K
|
|
|
Nov 13, 2025
Q3 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
5.08KNew |
$280K - $290K
|
5.08K
$291K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.9K+ 4.4% |
$270K - $280K
|
116K
$6.68M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
4.8K+ 3.9% |
$265K - $274K
|
128K
$7.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Destination Wealth Management
|
BUY
|
- |
4.75K+ 26.55% |
$262K - $272K
|
22.7K
$1.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
4.72K+ 8.59% |
$260K - $270K
|
59.7K
$3.42M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.62K+ 7.35% |
$255K - $264K
|
67.5K
$3.87M
|
|
|
Nov 07, 2025
Q3 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
4.53K+ 43.22% |
$250K - $259K
|
15K
$861K
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
4.4K+ 6.15% |
$243K - $251K
|
75.9K
$4.35M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
4.28KNew |
$236K - $245K
|
4.28K
$245K
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
3.99K+ 18.23% |
$220K - $228K
|
25.9K
$1.49M
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.85KNew |
$212K - $220K
|
3.85K
$221K
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
3.64K+ 14.29% |
$201K - $208K
|
29.1K
$1.67M
|
|
|
Oct 10, 2025
Q3 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
3.56KNew |
$196K - $203K
|
3.56K
$204K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
3.55KNew |
$196K - $203K
|
3.55K
$204K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
3.23K+ 5.91% |
$178K - $184K
|
57.8K
$3.32M
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
3.17K+ 9.95% |
$175K - $181K
|
35K
$2.01M
|
|
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
3.16K+ 7.46% |
$174K - $180K
|
45.5K
$2.61M
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
3.03K+ 288.19% |
$167K - $173K
|
4.08K
$234K
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
2.84K+ 22.97% |
$156K - $162K
|
15.2K
$871K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
2.76K+ 17.57% |
$152K - $158K
|
18.5K
$1.06M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
2.63K+ 6.71% |
$145K - $150K
|
41.7K
$2.39M
|
|