Ownership history in FIRST FOUNDATION ADVISORS · 44 quarters on record
This page tracks every 13F SEC filing in which FIRST FOUNDATION ADVISORS reported a position in iShares S&P California Muni S&P CAL AMTFR MN (CMF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 367,283 | +20,356 | +5.9% | 0.80% | $21.1M | $57.18 |
| 2025 Q3 | REDUCED | 346,927 | -174,591 | -33.5% | 0.73% | $19.8M | $56.21 |
| 2025 Q2 | REDUCED | 521,518 | -5,944 | -1.1% | 1.08% | $29.1M | $54.51 |
| 2025 Q1 | REDUCED | 527,462 | -34,278 | -6.1% | 1.21% | $29.7M | $54.62 |
| 2024 Q4 | ADDED | 561,740 | +16,717 | +3.1% | 1.21% | $32.2M | $55.32 |
| 2024 Q3 | REDUCED | 545,023 | -16,711 | -3.0% | 1.19% | $31.7M | $55.60 |
| 2024 Q2 | ADDED | 561,734 | +5,310 | +1.0% | 1.22% | $32.0M | $54.05 |
| 2024 Q1 | ADDED | 556,424 | +142,075 | +34.3% | 1.28% | $32.0M | $54.29 |
| 2023 Q4 | ADDED | 414,349 | +62,286 | +17.7% | 1.09% | $24.0M | $54.43 |
| 2023 Q3 | ADDED | 352,063 | +17,000 | +5.1% | 0.90% | $19.3M | $51.09 |
As of 2025 Q4 — sorted by position size