Purchases and Sales Made in Q1 2022 in Ishares California Muni Bond E (CMF)

CMF Quotes by TradingView

This table provides information about the institutional ownership of Ishares California Muni Bond E (CMF) during Q1 2022. 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
Jul 14, 2022 Q1 2022
Global Retirement Partners, LLC

BUY
 -
1.79K
New
$104K - $111K
1.79K $101K
May 13, 2022 Q1 2022
Money Concepts Capital Corp

BUY
 -
1.64K
New
$95.2K - $102K
1.64K $92.4K
May 11, 2022 Q1 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
1.47K
+ 6.91%
$85.4K - $91.7K
22.8K $1.28M
May 05, 2022 Q1 2022
Hcr Wealth Advisors

Los Angeles, CA
BUY
 -
1.45K
+ 6.24%
$84.2K - $90.3K
24.7K $1.39M
May 16, 2022 Q1 2022
Pacific Capital Wealth Advisors, Inc

BUY
 -
1.43K
+ 2.04%
$82.7K - $88.7K
71.2K $4.01M
May 16, 2022 Q1 2022
Personal Capital Advisors Corp

BUY
 -
1.2K
+ 6.37%
$69.7K - $74.8K
20.1K $1.13M
May 16, 2022 Q1 2022
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
1.01K
+ 3.73%
$58.7K - $63K
28.1K $1.58M
May 16, 2022 Q1 2022
Towerpoint Wealth, LLC

Sacramento, CA
BUY
 -
842
+ 0.65%
$48.9K - $52.4K
130K $7.33M
May 19, 2022 Q1 2022
Orion Portfolio Solutions, LLC

BUY
 -
743
+ 11.84%
$43.1K - $46.3K
7.02K $395K
May 13, 2022 Q1 2022
Covington Capital Management

BUY
 -
690
+ 2.18%
$40.1K - $43K
32.3K $1.82M
May 10, 2022 Q1 2022
Spinnaker Investment Group, LLC

BUY
 -
175
+ 0.34%
$10.2K - $10.9K
51.5K $2.9M
May 11, 2022 Q1 2022
Financial Advocates Investment Management

Olympia, WA
BUY
 -
82
+ 2.14%
$4.76K - $5.11K
3.91K $220K
May 12, 2022 Q1 2022
Nwam LLC

Mercer Island, WA
BUY
 -
60
+ 0.72%
$3.48K - $3.74K
8.35K $471K
Apr 11, 2022 Q1 2022
Evanson Asset Management, LLC

BUY
 -
48
+ 0.11%
$2.79K - $2.99K
43K $2.42M
Apr 18, 2022 Q1 2022
Hbw Advisory Services LLC

BUY
 -
34
+ 0.9%
$1.97K - $2.12K
3.81K $214K
May 02, 2022 Q1 2022
Choreo, LLC

Minneapolis, MN
BUY
 -
26
+ 0.27%
$1.51K - $1.62K
9.7K $547K
May 12, 2022 Q1 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
20
+ 0.15%
$1.16K - $1.25K
13.6K $766K
May 10, 2022 Q1 2022
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
12
+ 0.28%
$697 - $747
4.25K $240K
May 09, 2022 Q1 2022
Trustcore Financial Services, LLC

BUY
 -
10
+ 0.28%
$581 - $623
3.55K $200K
Apr 15, 2022 Q1 2022
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
9
+ 0.24%
$522 - $560
3.73K $210K
May 16, 2022 Q1 2022
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
8
+ 0.29%
$464 - $498
2.78K $157K
May 16, 2022 Q1 2022
Titus Wealth Management

Larskpur, CA
BUY
 -
8
+ 0.12%
$464 - $498
6.47K $364K
Apr 26, 2022 Q1 2022
Kestra Advisory Services, LLC

BUY
 -
4
+ 0.07%
$232 - $249
5.84K $329K
Apr 25, 2022 Q1 2022
Private Ocean, LLC

BUY
 -
1
+ 0.13%
$58.1 - $62.3
770 $43.4K
May 09, 2022 Q1 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
May 13, 2022 Q1 2022
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-6
- 0.02%
$348 - $374
29.2K $1.65M
Apr 18, 2022 Q1 2022
Eagle Ridge Investment Management

SELL
 -
-36
- 0.49%
$2.09K - $2.24K
7.3K $411K
Apr 27, 2022 Q1 2022
West Hill Financial Advisors, Inc.

SELL
 -
-36
Closed
$2.09K - $2.24K
0 $0
May 05, 2022 Q1 2022
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
SELL
 -
-39
- 0.25%
$2.26K - $2.43K
15.5K $872K
Apr 29, 2022 Q1 2022
Total Clarity Wealth Management, Inc.

SELL
 -
-42
Closed
$2.44K - $2.62K
0 $0
May 13, 2022 Q1 2022
Ameritas Investment Partners, Inc.

Lincoln, NE
SELL
 -
-121
- 3.53%
$7.02K - $7.53K
3.31K $186K
Apr 13, 2022 Q1 2022
Ford Financial Group, LLC

SELL
 -
-134
Closed
$7.78K - $8.34K
0 $0
May 13, 2022 Q1 2022
Silicon Valley Capital Partners

SELL
 -
-156
- 0.46%
$9.06K - $9.71K
33.5K $1.89M
May 16, 2022 Q1 2022
Snowden Capital Advisors LLC

New York, NY
SELL
 -
-250
Closed
$14.5K - $15.6K
0 $0
May 06, 2022 Q1 2022
Weaver Consulting Group

SELL
 -
-267
- 4.07%
$15.5K - $16.6K
6.29K $354K
May 16, 2022 Q1 2022
Elmwood Wealth Management, Inc.

SELL
 -
-337
Closed
$19.6K - $21K
0 $0
Apr 27, 2022 Q1 2022
Orin Green Financial, LLC

SELL
 -
-356
- 0.95%
$20.7K - $22.2K
37.1K $2.09M
May 13, 2022 Q1 2022
Equitable Holdings, Inc.

New York, NY
SELL
 -
-364
- 8.33%
$21.1K - $22.7K
4.01K $226K
May 13, 2022 Q1 2022
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-374
- 2.88%
$21.7K - $23.3K
12.6K $710K
May 13, 2022 Q1 2022
Alliancebernstein L.P.

New York, NY
SELL
 -
-395
- 1.9%
$22.9K - $24.6K
20.4K $1.15M
Apr 22, 2022 Q1 2022
Allworth Financial LP

SELL
 -
-421
- 56.97%
$24.4K - $26.2K
318 $17.9K
May 09, 2022 Q1 2022
Rinkey Investments

San Diego, CA
SELL
 -
-429
- 5.47%
$24.9K - $26.7K
7.41K $417K
May 13, 2022 Q1 2022
Creative One Wealth, LLC

Overland Park, KS
SELL
 -
-570
- 8.6%
$33.1K - $35.5K
6.06K $341K
Oct 27, 2022 Q1 2022
Morgan Stanley

New York, NY
SELL
 -
-583
- 0.03%
$33.8K - $36.3K
1.93M $109M
Apr 11, 2022 Q1 2022
Apella Capital, LLC

SELL
 -
-614
- 3.24%
$35.6K - $38.2K
18.3K $1.03M
Apr 22, 2022 Q1 2022
Bank Of The West

SELL
 -
-690
- 1.11%
$40.1K - $43K
61.5K $3.46M
May 12, 2022 Q1 2022
Cambridge Investment Research Advisors, Inc.

SELL
 -
-894
- 5.3%
$51.9K - $55.7K
16K $900K
Mar 21, 2023 Q1 2022
American Portfolios Advisors

Holbrook, NY
SELL
 -
-1.04K
- 45.86%
$60.1K - $64.4K
1.22K $68.8K
May 09, 2022 Q1 2022
Qube Research & Technologies LTD

London, X0
SELL
 -
-1.04K
- 91.89%
$60.5K - $64.9K
92 $5.18K

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