Purchases and Sales Made in Q4 2025 in Ishares California Muni Bond E (CMF)
This table provides information about the institutional ownership of Ishares California Muni Bond E (CMF) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2026
Q4 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
650+ 2.08% |
$37K - $37.5K
|
31.8K
$1.83M
|
|
|
Jan 21, 2026
Q4 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
623+ 0.96% |
$35.5K - $35.9K
|
65.4K
$3.75M
|
|
|
Jan 23, 2026
Q4 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
607+ 2.5% |
$34.6K - $35K
|
24.9K
$1.43M
|
|
|
Jan 22, 2026
Q4 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
568+ 2.13% |
$32.4K - $32.7K
|
27.2K
$1.56M
|
|
|
Jan 29, 2026
Q4 2025
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
528+ 0.57% |
$30.1K - $30.4K
|
92.5K
$5.3M
|
|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
518New |
$29.5K - $29.8K
|
518
$29.7K
|
|
|
Jan 29, 2026
Q4 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
502+ 4.04% |
$28.6K - $28.9K
|
12.9K
$741K
|
|
|
Jan 20, 2026
Q4 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
414+ 6.27% |
$23.6K - $23.9K
|
7.01K
$402K
|
|
|
Jan 28, 2026
Q4 2025
|
Aps Management Group, Inc.
Torrance, CA |
BUY
|
- |
401+ 2.24% |
$22.8K - $23.1K
|
18.3K
$1.05M
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
314+ 0.43% |
$17.9K - $18.1K
|
73.9K
$4.24M
|
|
|
Jan 29, 2026
Q4 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
264+ 0.22% |
$15K - $15.2K
|
121K
$6.95M
|
|
|
Jan 29, 2026
Q4 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
250+ 20.83% |
$14.2K - $14.4K
|
1.45K
$83.2K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
211+ 4.27% |
$12K - $12.2K
|
5.15K
$295K
|
|
|
Jan 08, 2026
Q4 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
186+ 0.29% |
$10.6K - $10.7K
|
63.5K
$3.64M
|
|
|
Jan 27, 2026
Q4 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
68+ 0.83% |
$3.87K - $3.92K
|
8.24K
$473K
|
|
|
Jan 28, 2026
Q4 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
54+ 0.93% |
$3.08K - $3.11K
|
5.89K
$338K
|
|
|
Jan 26, 2026
Q4 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
48+ 0.9% |
$2.73K - $2.77K
|
5.4K
$310K
|
|
|
Jan 07, 2026
Q4 2025
|
Impac Tfolio, LLC
|
BUY
|
- |
40+ 0.8% |
$2.28K - $2.3K
|
5.01K
$287K
|
|
|
Jan 27, 2026
Q4 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
19+ 0.09% |
$1.08K - $1.09K
|
21.1K
$1.21M
|
|
|
Jan 15, 2026
Q4 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
18+ 0.29% |
$1.03K - $1.04K
|
6.31K
$362K
|
|
|
Jan 20, 2026
Q4 2025
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
3+ 0.02% |
$171 - $173
|
16.2K
$927K
|
|
|
Jan 14, 2026
Q4 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-45- 0.17% |
$2.56K - $2.59K
|
27K
$1.55M
|
|
|
Jan 14, 2026
Q4 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
SELL
|
- |
-88- 66.17% |
$5.01K - $5.07K
|
45
$2.58K
|
|
|
Jan 16, 2026
Q4 2025
|
Verus Wealth Management, LLC
De Pere, WI |
SELL
|
- |
-120- 1.76% |
$6.84K - $6.91K
|
6.7K
$384K
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-130- 0.17% |
$7.4K - $7.49K
|
75K
$4.3M
|
|
|
Jan 27, 2026
Q4 2025
|
Pfg Advisors
|
SELL
|
- |
-172- 4.02% |
$9.8K - $9.91K
|
4.11K
$236K
|
|
|
Jan 27, 2026
Q4 2025
|
Davidson Investment Advisors
|
SELL
|
- |
-216- 0.91% |
$12.3K - $12.4K
|
23.4K
$1.34M
|
|
|
Jan 22, 2026
Q4 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-273- 4.34% |
$15.6K - $15.7K
|
6.02K
$345K
|
|
|
Jan 26, 2026
Q4 2025
|
Private Trust CO Na
|
SELL
|
- |
-415- 5.92% |
$23.6K - $23.9K
|
6.6K
$378K
|
|
|
Jan 29, 2026
Q4 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-624- 6.06% |
$35.5K - $36K
|
9.67K
$554K
|
|
|
Jan 21, 2026
Q4 2025
|
Bank Of Stockton
|
SELL
|
- |
-911- 1.89% |
$51.9K - $52.5K
|
47.4K
$2.72M
|
|
|
Jan 23, 2026
Q4 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-1.43K- 0.9% |
$81.3K - $82.2K
|
157K
$9.02M
|
|
|
Jan 26, 2026
Q4 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-1.54K- 6.73% |
$87.8K - $88.9K
|
21.4K
$1.23M
|
|
|
Jan 20, 2026
Q4 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.86K- 3.91% |
$106K - $107K
|
45.7K
$2.62M
|
|
|
Jan 27, 2026
Q4 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1.95K- 3.52% |
$111K - $113K
|
53.5K
$3.07M
|
|
|
Jan 12, 2026
Q4 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-2.42K- 8.3% |
$138K - $139K
|
26.7K
$1.53M
|
|
|
Jan 29, 2026
Q4 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-2.77K- 4.85% |
$158K - $160K
|
54.4K
$3.12M
|
|
|
Jan 15, 2026
Q4 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-3.34K- 33.02% |
$190K - $193K
|
6.78K
$389K
|
|
|
Jan 28, 2026
Q4 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-3.42K- 4.82% |
$195K - $197K
|
67.6K
$3.88M
|
|
|
Jan 23, 2026
Q4 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-4.68K- 37.55% |
$267K - $270K
|
7.78K
$446K
|
|
|
Jan 27, 2026
Q4 2025
|
Fortitude Financial, LLC
Spokane, WA |
SELL
|
- |
-6.68K- 51.57% |
$380K - $385K
|
6.27K
$360K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-16.1K- 62.48% |
$915K - $926K
|
9.65K
$553K
|
|
|
Jan 06, 2026
Q4 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-17.9K- 20.62% |
$1.02M - $1.03M
|
68.9K
$3.95M
|
|
|
Jan 23, 2026
Q4 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-20.4K- 26.61% |
$1.16M - $1.18M
|
56.3K
$3.23M
|
|
|
Jan 13, 2026
Q4 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-38.2K- 38.01% |
$2.17M - $2.2M
|
62.3K
$3.57M
|
|