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 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-13.5K- 8.72% |
$756K - $781K
|
142K
$7.99M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-15.1K- 42.89% |
$842K - $870K
|
20.1K
$1.13M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-16.6K- 10.45% |
$927K - $957K
|
142K
$8.02M
|
|
|
Apr 19, 2023
Q1 2023
|
Navalign, LLC
|
SELL
|
- |
-17.1K- 15.93% |
$954K - $986K
|
90.2K
$5.08M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-17.4K- 29.35% |
$969K - $1M
|
41.8K
$2.36M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-18.8K- 11.42% |
$1.05M - $1.09M
|
146K
$8.23M
|
|
|
Apr 07, 2023
Q1 2023
|
Eclectic Associates Inc
|
SELL
|
- |
-28K- 81.3% |
$1.56M - $1.62M
|
6.45K
$363K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-31.2K- 8.95% |
$1.74M - $1.8M
|
317K
$17.9M
|
|
|
Apr 27, 2023
Q1 2023
|
Leisure Capital Management
|
SELL
|
- |
-41.7K- 54.31% |
$2.33M - $2.41M
|
35.1K
$1.98M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-43.8K- 87.13% |
$2.45M - $2.53M
|
6.48K
$365K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-45.6K- 9.27% |
$2.55M - $2.63M
|
447K
$25.2M
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-48K- 21.1% |
$2.68M - $2.77M
|
179K
$10.1M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-48.2K- 16.05% |
$2.69M - $2.78M
|
252K
$14.2M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-92.1K- 52.83% |
$5.14M - $5.31M
|
82.2K
$4.63M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-111K- 41.82% |
$6.21M - $6.42M
|
155K
$8.73M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-219K- 83.68% |
$12.2M - $12.6M
|
42.7K
$2.41M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-641K- 97.66% |
$35.8M - $37M
|
15.4K
$866K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-693K- 42.58% |
$38.7M - $40M
|
935K
$52.7M
|