Purchases and Sales Made in Q4 2024 in Ishares California Muni Bond E (CMF)
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 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
470K+ 6321.18% |
$26.6M - $27.3M
|
478K
$27.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
465K+ 168.5% |
$26.4M - $27M
|
741K
$42.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
336K+ 24.7% |
$19M - $19.5M
|
1.69M
$96.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
214K+ 25.15% |
$12.1M - $12.4M
|
1.06M
$60.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
199KNew |
$11.3M - $11.6M
|
199K
$11.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
186K+ 951.16% |
$10.5M - $10.8M
|
205K
$11.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
157K+ 15.82% |
$8.89M - $9.12M
|
1.15M
$65.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
131K+ 90.88% |
$7.41M - $7.6M
|
275K
$15.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
114K+ 8.69% |
$6.45M - $6.61M
|
1.42M
$81.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
92.6K+ 70.63% |
$5.25M - $5.38M
|
224K
$12.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
84.9K+ 11.46% |
$4.81M - $4.93M
|
826K
$47.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
82.8K+ 10.36% |
$4.69M - $4.81M
|
881K
$50.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
62.2K+ 15.13% |
$3.53M - $3.62M
|
474K
$27M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
61K+ 22.73% |
$3.46M - $3.54M
|
329K
$18.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
50.8K+ 17.73% |
$2.88M - $2.95M
|
338K
$19.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
45.5KNew |
$2.58M - $2.65M
|
45.5K
$2.6M
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
45.5K+ 31.11% |
$2.58M - $2.64M
|
192K
$11M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
45.2KNew |
$2.56M - $2.63M
|
45.2K
$2.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
43.9K+ 2.44% |
$2.49M - $2.55M
|
1.84M
$105M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
43.7K+ 276.5% |
$2.47M - $2.54M
|
59.5K
$3.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
43.2K+ 40.08% |
$2.45M - $2.51M
|
151K
$8.62M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
38KNew |
$2.15M - $2.2M
|
38K
$2.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
36.7K+ 25.19% |
$2.08M - $2.13M
|
182K
$10.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
36K+ 18.03% |
$2.04M - $2.09M
|
235K
$13.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
35.4K+ 248.37% |
$2M - $2.05M
|
49.6K
$2.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
33.5K+ 40.46% |
$1.9M - $1.94M
|
116K
$6.63M
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
BUY
|
- |
33.3K+ 45.96% |
$1.89M - $1.93M
|
106K
$6.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
28.8K+ 158.91% |
$1.63M - $1.67M
|
47K
$2.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
28.6K+ 6.28% |
$1.62M - $1.66M
|
485K
$27.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
28.6K+ 20.7% |
$1.62M - $1.66M
|
166K
$9.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
27.8K+ 107.15% |
$1.58M - $1.62M
|
53.8K
$3.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
24.8K+ 24.36% |
$1.41M - $1.44M
|
127K
$7.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
22.6KNew |
$1.28M - $1.32M
|
22.6K
$1.29M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
22.3KNew |
$1.26M - $1.29M
|
22.3K
$1.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
21.7K+ 5.1% |
$1.23M - $1.26M
|
448K
$25.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
21.2K+ 10.63% |
$1.2M - $1.23M
|
220K
$12.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
19.9K+ 6.12% |
$1.13M - $1.15M
|
345K
$19.7M
|
|
|
Feb 18, 2025
Q4 2024
|
Navalign, LLC
|
BUY
|
- |
18.9K+ 14.27% |
$1.07M - $1.1M
|
151K
$8.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
18.1K+ 191.17% |
$1.03M - $1.05M
|
27.6K
$1.58M
|
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
BUY
|
- |
18.1K+ 287.17% |
$1.02M - $1.05M
|
24.4K
$1.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
17.1KNew |
$970K - $995K
|
17.1K
$978K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
17KNew |
$963K - $987K
|
17K
$971K
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
16.7KNew |
$949K - $973K
|
16.7K
$956K
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
16.7K+ 3.07% |
$947K - $971K
|
562K
$32.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
16.6K+ 41.78% |
$942K - $966K
|
56.4K
$3.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
16.4K+ 8.4% |
$927K - $950K
|
211K
$12.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
15.4K+ 7.35% |
$872K - $894K
|
225K
$12.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14.6K+ 13.37% |
$826K - $847K
|
124K
$7.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
14.1K+ 127.08% |
$796K - $816K
|
25.1K
$1.43M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
13.7K+ 248.83% |
$779K - $799K
|
19.3K
$1.1M
|