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 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
113K+ 601.68% |
$6.43M - $6.5M
|
132K
$7.55M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
28.5KNew |
$1.62M - $1.64M
|
28.5K
$1.63M
|
|
|
Jan 16, 2026
Q4 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
20.9K+ 163.63% |
$1.19M - $1.2M
|
33.7K
$1.93M
|
|
|
Jan 12, 2026
Q4 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
18.2K+ 7.82% |
$1.04M - $1.05M
|
251K
$14.4M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
14.7KNew |
$837K - $847K
|
14.7K
$843K
|
|
|
Jan 08, 2026
Q4 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
14.2K+ 5.56% |
$809K - $819K
|
270K
$15.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
14.2K+ 9.92% |
$809K - $818K
|
157K
$9.03M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
10.6K+ 2.92% |
$603K - $610K
|
373K
$21.4M
|
|
|
Jan 13, 2026
Q4 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
7.66K+ 18.48% |
$436K - $441K
|
49.1K
$2.82M
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
7.56K+ 46.01% |
$431K - $436K
|
24K
$1.38M
|
|
|
Jan 07, 2026
Q4 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
7.51K+ 30.8% |
$428K - $433K
|
31.9K
$1.83M
|
|
|
Jan 16, 2026
Q4 2025
|
Asl Financial, LLC
Los Gatos, CA |
BUY
|
- |
6.97KNew |
$397K - $402K
|
6.97K
$400K
|
|
|
Jan 22, 2026
Q4 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
5.66K+ 21.73% |
$322K - $326K
|
31.7K
$1.82M
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.17K+ 15.18% |
$295K - $298K
|
39.2K
$2.25M
|
|
|
Jan 23, 2026
Q4 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
3.92KNew |
$223K - $226K
|
3.92K
$225K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.89KNew |
$222K - $224K
|
3.89K
$223K
|
|
|
Jan 12, 2026
Q4 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
3.78K+ 20.75% |
$215K - $218K
|
22K
$1.26M
|
|
|
Jan 14, 2026
Q4 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
3.62K+ 37.76% |
$206K - $209K
|
13.2K
$758K
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
3.04K+ 5.09% |
$173K - $175K
|
62.7K
$3.6M
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.96K+ 71.4% |
$169K - $171K
|
7.11K
$408K
|
|
|
Jan 08, 2026
Q4 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
2.45K+ 3.73% |
$139K - $141K
|
68K
$3.9M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.39K+ 7.54% |
$136K - $138K
|
34.2K
$1.96M
|
|
|
Jan 23, 2026
Q4 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.89K+ 2.49% |
$108K - $109K
|
77.8K
$4.46M
|
|
|
Jan 23, 2026
Q4 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.86K+ 4.71% |
$106K - $107K
|
41.4K
$2.37M
|
|
|
Jan 22, 2026
Q4 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
976+ 15.82% |
$55.6K - $56.2K
|
7.15K
$410K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
940+ 4.26% |
$53.5K - $54.2K
|
23K
$1.32M
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
877New |
$50K - $50.5K
|
877
$50.3K
|
|
|
Jan 02, 2026
Q4 2025
|
Boltwood Capital Management
|
BUY
|
- |
805+ 7.39% |
$45.9K - $46.4K
|
11.7K
$671K
|
|
|
Jan 12, 2026
Q4 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
753+ 6.1% |
$42.9K - $43.4K
|
13.1K
$751K
|
|
|
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 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
518New |
$29.5K - $29.8K
|
518
$29.7K
|
|
|
Jan 20, 2026
Q4 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
414+ 6.27% |
$23.6K - $23.9K
|
7.01K
$402K
|
|
|
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 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 07, 2026
Q4 2025
|
Impac Tfolio, LLC
|
BUY
|
- |
40+ 0.8% |
$2.28K - $2.3K
|
5.01K
$287K
|
|
|
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 22, 2026
Q4 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-273- 4.34% |
$15.6K - $15.7K
|
6.02K
$345K
|
|
|
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 20, 2026
Q4 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.86K- 3.91% |
$106K - $107K
|
45.7K
$2.62M
|
|
|
Jan 12, 2026
Q4 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-2.42K- 8.3% |
$138K - $139K
|
26.7K
$1.53M
|
|
|
Jan 15, 2026
Q4 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-3.34K- 33.02% |
$190K - $193K
|
6.78K
$389K
|
|