Purchases and Sales Made in Q2 2021 in Ishares California Muni Bond E (CMF)
This table provides information about the institutional ownership of Ishares California Muni Bond E (CMF) during Q2 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2021
Q2 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
1.42M+ 32.99% |
$88.1M - $89.2M
|
5.72M
$326M
|
|
|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.37MNew |
$84.7M - $85.8M
|
1.37M
$77.7M
|
|
|
Jul 29, 2021
Q2 2021
|
Slow Capital, Inc.
|
BUY
|
- |
114K+ 91.14% |
$7.05M - $7.14M
|
238K
$13.6M
|
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
98.3KNew |
$6.1M - $6.17M
|
98.3K
$5.6M
|
|
|
Aug 16, 2021
Q2 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
96.7K+ 48.87% |
$6M - $6.07M
|
295K
$16.8M
|
|
|
Jul 14, 2021
Q2 2021
|
Brookstone Capital Management
|
BUY
|
- |
70.6KNew |
$4.38M - $4.43M
|
70.6K
$4.02M
|
|
|
Aug 13, 2021
Q2 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
55K+ 5286.35% |
$3.41M - $3.45M
|
56K
$3.19M
|
|
|
Aug 24, 2021
Q2 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
50.7KNew |
$3.15M - $3.19M
|
50.7K
$2.89M
|
|
|
Aug 10, 2021
Q2 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
39K+ 56.3% |
$2.42M - $2.45M
|
108K
$6.17M
|
|
|
Aug 13, 2021
Q2 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
38.2K+ 133.44% |
$2.37M - $2.4M
|
66.8K
$3.81M
|
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
37.3K+ 7.2% |
$2.32M - $2.35M
|
556K
$31.7M
|
|
|
Aug 11, 2021
Q2 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
36.5KNew |
$2.27M - $2.29M
|
36.5K
$2.08M
|
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
BUY
|
- |
33.9K+ 15.65% |
$2.1M - $2.13M
|
250K
$14.3M
|
|
|
Jul 09, 2021
Q2 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
30.3K+ 14.89% |
$1.88M - $1.9M
|
233K
$13.3M
|
|
|
Jul 30, 2021
Q2 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
27.4KNew |
$1.7M - $1.72M
|
27.4K
$1.56M
|
|
|
Jul 29, 2021
Q2 2021
|
First American Trust, Fsb
|
BUY
|
- |
21KNew |
$1.3M - $1.32M
|
21K
$1.2M
|
|
|
Aug 24, 2021
Q2 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
20.4KNew |
$1.27M - $1.29M
|
20.4K
$1.16M
|
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
19.5K+ 13.96% |
$1.21M - $1.22M
|
159K
$9.06M
|
|
|
Aug 06, 2021
Q2 2021
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
19.2KNew |
$1.19M - $1.21M
|
19.2K
$1.09M
|
|
|
Aug 11, 2021
Q2 2021
|
Bank Of The West
|
BUY
|
- |
15.9K+ 35.85% |
$986K - $999K
|
60.2K
$3.43M
|
|
|
Aug 16, 2021
Q2 2021
|
Orin Green Financial, LLC
|
BUY
|
- |
15.7K+ 73.38% |
$972K - $985K
|
37K
$2.11M
|
|
|
Aug 13, 2021
Q2 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
14KNew |
$870K - $881K
|
14K
$798K
|
|
|
Jul 12, 2021
Q2 2021
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
13.8KNew |
$857K - $868K
|
13.8K
$786K
|
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.8K+ 10.21% |
$797K - $807K
|
139K
$7.9M
|
|
|
Jul 29, 2021
Q2 2021
|
Rhs Financial, LLC
|
BUY
|
- |
11.6K+ 71.5% |
$719K - $728K
|
27.8K
$1.58M
|
|
|
Aug 10, 2021
Q2 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
10.5K+ 17.66% |
$654K - $662K
|
70.2K
$4M
|
|
|
Aug 16, 2021
Q2 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
10.3KNew |
$641K - $649K
|
10.3K
$588K
|
|
|
Aug 13, 2021
Q2 2021
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
9.23K+ 7.82% |
$573K - $580K
|
127K
$7.25M
|
|
|
Aug 12, 2021
Q2 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
8.6KNew |
$534K - $540K
|
8.6K
$490K
|
|
|
Jul 27, 2021
Q2 2021
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
7.56K+ 6.0% |
$469K - $475K
|
133K
$7.6M
|
|
|
Aug 17, 2021
Q2 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
7.52K+ 44.82% |
$467K - $473K
|
24.3K
$1.38M
|
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.21K+ 22.96% |
$448K - $453K
|
38.6K
$2.2M
|
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.97K+ 2.81% |
$433K - $438K
|
255K
$14.5M
|
|
|
Jul 23, 2021
Q2 2021
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
6.87K+ 94.21% |
$426K - $432K
|
14.2K
$806K
|
|
|
Aug 10, 2021
Q2 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.78K+ 20.84% |
$420K - $426K
|
39.3K
$2.24M
|
|
|
Jul 26, 2021
Q2 2021
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
6.41KNew |
$398K - $403K
|
6.41K
$365K
|
|
|
Jul 28, 2021
Q2 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
5.18K+ 189.92% |
$321K - $326K
|
7.91K
$450K
|
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.97K+ 19.82% |
$309K - $313K
|
30.1K
$1.71M
|
|
|
Jul 27, 2021
Q2 2021
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.66K+ 15.78% |
$289K - $293K
|
34.2K
$1.95M
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.6K+ 89.06% |
$285K - $289K
|
9.77K
$556K
|
|
|
Jul 30, 2021
Q2 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
4.5K+ 27.64% |
$279K - $283K
|
20.8K
$1.18M
|
|
|
Jul 02, 2021
Q2 2021
|
Apella Capital, LLC
|
BUY
|
- |
4.28K+ 32.1% |
$265K - $269K
|
17.6K
$1M
|
|
|
Aug 09, 2021
Q2 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
4.2KNew |
$261K - $264K
|
4.2K
$239K
|
|
|
Jul 20, 2021
Q2 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
4.13KNew |
$256K - $259K
|
4.13K
$235K
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.1K+ 38.17% |
$254K - $258K
|
14.8K
$845K
|
|
|
Aug 12, 2021
Q2 2021
|
Cairn Investment Group, Inc.
|
BUY
|
- |
4.01KNew |
$249K - $252K
|
4.01K
$228K
|
|
|
Aug 02, 2021
Q2 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
3.51KNew |
$218K - $221K
|
3.51K
$200K
|
|
|
Aug 09, 2021
Q2 2021
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
3.16K+ 7.43% |
$196K - $198K
|
45.6K
$2.6M
|
|
|
Aug 13, 2021
Q2 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
2.86K+ 77.6% |
$178K - $180K
|
6.55K
$373K
|
|
|
Aug 13, 2021
Q2 2021
|
Karp Capital Management Corp
|
BUY
|
- |
2.82K+ 4.65% |
$175K - $177K
|
63.5K
$3.62M
|