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 05, 2021
Q2 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-203- 2.93% |
$12.6K - $12.8K
|
6.72K
$383K
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-289- 1.81% |
$17.9K - $18.2K
|
15.7K
$893K
|
|
|
Dec 15, 2021
Q2 2021
|
Caprin Asset Management LLC
Henrico, VA |
SELL
|
- |
-330- 5.97% |
$20.5K - $20.7K
|
5.2K
$296K
|
|
|
Aug 11, 2021
Q2 2021
|
Personal Capital Advisors Corp
|
SELL
|
- |
-375- 1.58% |
$23.3K - $23.6K
|
23.3K
$1.33M
|
|
|
Aug 13, 2021
Q2 2021
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-471- 5.81% |
$29.2K - $29.6K
|
7.64K
$435K
|
|
|
Aug 13, 2021
Q2 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-551- 6.39% |
$34.2K - $34.6K
|
8.07K
$460K
|
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-897- 12.63% |
$55.7K - $56.4K
|
6.2K
$353K
|
|
|
Aug 16, 2021
Q2 2021
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-964- 3.77% |
$59.8K - $60.6K
|
24.6K
$1.4M
|
|
|
Aug 13, 2021
Q2 2021
|
Destination Wealth Management
|
SELL
|
- |
-985- 6.55% |
$61.1K - $61.9K
|
14K
$800K
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1KClosed |
$62.1K - $62.8K
|
0
$0
|
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.05K- 46.48% |
$65.1K - $65.9K
|
1.21K
$68.8K
|
|
|
Aug 16, 2021
Q2 2021
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.15K- 4.25% |
$71.2K - $72.1K
|
25.8K
$1.47M
|
|
|
Aug 12, 2021
Q2 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.17K- 8.57% |
$72.3K - $73.2K
|
12.4K
$708K
|
|
|
Aug 04, 2021
Q2 2021
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-1.2K- 2.33% |
$74.1K - $75.1K
|
50.1K
$2.85M
|
|
|
Aug 11, 2021
Q2 2021
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.2K- 6.47% |
$74.6K - $75.5K
|
17.4K
$990K
|
|
|
Jul 21, 2021
Q2 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-1.27K- 4.87% |
$78.6K - $79.6K
|
24.7K
$1.41M
|
|
|
Jul 15, 2021
Q2 2021
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.63K- 31.65% |
$101K - $103K
|
3.53K
$201K
|
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.72K- 9.79% |
$107K - $108K
|
15.8K
$902K
|
|
|
Jul 14, 2021
Q2 2021
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.84K- 4.47% |
$114K - $116K
|
39.3K
$2.24M
|
|
|
Aug 10, 2021
Q2 2021
|
Falcon Wealth Planning
|
SELL
|
- |
-1.84K- 16.67% |
$114K - $116K
|
9.21K
$524K
|
|
|
Jul 06, 2021
Q2 2021
|
Weaver Consulting Group
|
SELL
|
- |
-1.89K- 21.7% |
$117K - $119K
|
6.82K
$389K
|
|
|
Aug 10, 2021
Q2 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.97K- 32.35% |
$122K - $124K
|
4.13K
$235K
|
|
|
Aug 10, 2021
Q2 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.09K- 7.52% |
$129K - $131K
|
25.7K
$1.46M
|
|
|
Jul 20, 2021
Q2 2021
|
Financial Management Network Inc
|
SELL
|
- |
-2.35K- 8.78% |
$146K - $148K
|
24.4K
$1.39M
|
|
|
Aug 16, 2021
Q2 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-2.8KClosed |
$174K - $176K
|
0
$0
|
|
|
Nov 18, 2021
Q2 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-3.31K- 6.57% |
$205K - $208K
|
47.1K
$2.68M
|
|
|
Aug 16, 2021
Q2 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-3.31KClosed |
$206K - $208K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-3.44KClosed |
$213K - $216K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Lincoln National Corp
|
SELL
|
- |
-3.52K- 6.59% |
$219K - $221K
|
50K
$2.85M
|
|
|
Aug 13, 2021
Q2 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-3.94K- 3.16% |
$244K - $247K
|
121K
$6.87M
|
|
|
Aug 06, 2021
Q2 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-4.88K- 2.72% |
$302K - $306K
|
175K
$9.94M
|
|
|
Dec 01, 2022
Q2 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-4.88K- 2.72% |
$302K - $306K
|
175K
$9.94M
|
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.02KClosed |
$311K - $315K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-5.52K- 30.47% |
$343K - $347K
|
12.6K
$718K
|
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6.74K- 14.62% |
$418K - $423K
|
39.4K
$2.24M
|
|
|
Aug 13, 2021
Q2 2021
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-6.86KClosed |
$425K - $431K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-6.93KClosed |
$430K - $436K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-8.73K- 20.09% |
$542K - $549K
|
34.7K
$1.98M
|
|
|
Jul 27, 2021
Q2 2021
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-8.74K- 93.53% |
$542K - $549K
|
605
$34.5K
|
|
|
Aug 10, 2021
Q2 2021
|
Mission Wealth Management, LP
|
SELL
|
- |
-14.7K- 1.76% |
$912K - $923K
|
822K
$46.8M
|
|
|
Aug 03, 2021
Q2 2021
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-16.6K- 17.03% |
$1.03M - $1.04M
|
80.9K
$4.61M
|
|
|
Aug 11, 2021
Q2 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-24.7KClosed |
$1.53M - $1.55M
|
0
$0
|
|
|
Aug 24, 2021
Q2 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-48.5K- 15.8% |
$3.01M - $3.05M
|
259K
$14.7M
|
|
|
Jul 28, 2021
Q2 2021
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-50.7K- 10.35% |
$3.15M - $3.19M
|
439K
$25M
|
|
|
Aug 16, 2021
Q2 2021
|
Assetmark, Inc
|
SELL
|
- |
-55.5K- 81.91% |
$3.44M - $3.49M
|
12.3K
$698K
|
|
|
Aug 16, 2021
Q2 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-113K- 19.8% |
$7M - $7.09M
|
457K
$26M
|