Purchases and Sales Made in Q1 2023 in Ishares California Muni Bond E (CMF)
This table provides information about the institutional ownership of Ishares California Muni Bond E (CMF) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
2.6M+ 40.6% |
$145M - $150M
|
8.99M
$513M
|
|
|
Aug 09, 2023
Q1 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
181KNew |
$10.1M - $10.4M
|
181K
$10.3M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
172K+ 53.46% |
$9.63M - $9.95M
|
495K
$28.3M
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
137K+ 20.46% |
$7.66M - $7.92M
|
809K
$46.1M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
133K+ 38.42% |
$7.41M - $7.65M
|
478K
$27.3M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
107KNew |
$6M - $6.2M
|
107K
$6.13M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
73.5K+ 4.92% |
$4.1M - $4.24M
|
1.57M
$89.5M
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
70KNew |
$3.9M - $4.03M
|
70K
$3.99M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
67.7K+ 188.76% |
$3.78M - $3.91M
|
104K
$5.91M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
65.8KNew |
$3.67M - $3.79M
|
65.8K
$3.75M
|
|
|
Apr 26, 2023
Q1 2023
|
Slow Capital, Inc.
|
BUY
|
- |
42.7K+ 8.75% |
$2.39M - $2.47M
|
531K
$30.3M
|
|
|
May 15, 2023
Q1 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
31.6K+ 11.28% |
$1.76M - $1.82M
|
312K
$17.8M
|
|
|
May 01, 2023
Q1 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
30.6K+ 14.17% |
$1.71M - $1.76M
|
246K
$14.1M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
28.2K+ 18.66% |
$1.57M - $1.62M
|
179K
$10.2M
|
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
25.6KNew |
$1.43M - $1.47M
|
25.6K
$1.46M
|
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
25K+ 21.09% |
$1.4M - $1.44M
|
144K
$8.19M
|
|
|
May 11, 2023
Q1 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
24.6KNew |
$1.37M - $1.42M
|
24.6K
$1.4M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
24K+ 3.63% |
$1.34M - $1.38M
|
686K
$39.2M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
21.1K+ 68.9% |
$1.18M - $1.22M
|
51.7K
$2.95M
|
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
20.7K+ 41.49% |
$1.16M - $1.19M
|
70.7K
$4.03M
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
18.6K+ 14.79% |
$1.04M - $1.07M
|
144K
$8.24M
|
|
|
Apr 22, 2024
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
17.6K+ 33.51% |
$982K - $1.01M
|
70.1K
$4M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
16.6K+ 16.67% |
$928K - $959K
|
116K
$6.64M
|
|
|
Apr 19, 2023
Q1 2023
|
Simpli Fi, Inc.
|
BUY
|
- |
16.4KNew |
$916K - $946K
|
16.4K
$937K
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
13.8K+ 17.81% |
$768K - $794K
|
91.1K
$5.2M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
12.6K+ 701.57% |
$700K - $724K
|
14.3K
$819K
|
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
BUY
|
- |
11.8KNew |
$659K - $681K
|
11.8K
$674K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
11.6K+ 12.66% |
$650K - $671K
|
104K
$5.91M
|
|
|
May 12, 2023
Q1 2023
|
Orin Green Financial, LLC
|
BUY
|
- |
11.1K+ 3.75% |
$622K - $643K
|
309K
$17.6M
|
|
|
May 04, 2023
Q1 2023
|
Brio Consultants, LLC
|
BUY
|
- |
10K+ 2.11% |
$558K - $576K
|
485K
$27.7M
|
|
|
Apr 27, 2023
Q1 2023
|
Bank Of Stockton
|
BUY
|
- |
9.22K+ 103.06% |
$515K - $532K
|
18.2K
$1.04M
|
|
|
Apr 07, 2023
Q1 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
8.99K+ 17.07% |
$502K - $518K
|
61.6K
$3.52M
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
8.42K+ 24.02% |
$470K - $486K
|
43.5K
$2.48M
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
8.2KNew |
$458K - $473K
|
8.2K
$468K
|
|
|
Apr 24, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
8.05KNew |
$449K - $464K
|
8.05K
$459K
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
7.96K+ 153.55% |
$444K - $459K
|
13.1K
$750K
|
|
|
May 12, 2023
Q1 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
7KNew |
$390K - $403K
|
7K
$399K
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
6.51K+ 2.26% |
$363K - $376K
|
295K
$16.8M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.25K+ 97.69% |
$349K - $360K
|
12.7K
$722K
|
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
6.14KNew |
$343K - $354K
|
6.14K
$350K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.11K+ 99.93% |
$341K - $352K
|
12.2K
$698K
|
|
|
May 12, 2023
Q1 2023
|
Jsf Financial, LLC
|
BUY
|
- |
5.87KNew |
$328K - $339K
|
5.87K
$335K
|
|
|
May 08, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
5.46KNew |
$305K - $315K
|
5.46K
$312K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.1K+ 8.4% |
$284K - $294K
|
65.8K
$3.75M
|
|
|
May 02, 2023
Q1 2023
|
Davidson Investment Advisors
|
BUY
|
- |
4.94KNew |
$276K - $285K
|
4.94K
$282K
|
|
|
May 05, 2023
Q1 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
4.9KNew |
$274K - $283K
|
4.9K
$280K
|
|
|
Apr 26, 2023
Q1 2023
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
4.77K+ 65.83% |
$266K - $275K
|
12K
$686K
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.72KNew |
$263K - $272K
|
4.72K
$269K
|
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
4.7K+ 19.34% |
$262K - $271K
|
29K
$1.66M
|
|
|
May 11, 2023
Q1 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
4.7KNew |
$262K - $271K
|
4.7K
$268K
|