Purchases and Sales Made in Q2 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 Q2 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
Aug 15, 2022 Q2 2022
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
BUY
 -
2.4M
+ 55.24%
$133M - $140M
6.75M $385M
Aug 15, 2022 Q2 2022
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
916K
+ 459.77%
$50.7M - $53.2M
1.12M $63.6M
Aug 15, 2022 Q2 2022
Mariner, LLC

Overland Park, KS
BUY
 -
455K
+ 351.68%
$25.2M - $26.4M
584K $33.3M
Jul 27, 2022 Q2 2022
Leisure Capital Management

BUY
 -
448K
New
$24.8M - $26M
448K $25.6M
Aug 03, 2022 Q2 2022
Assetmark, Inc

BUY
 -
262K
New
$14.5M - $15.2M
262K $15M
Jul 19, 2022 Q2 2022
Orin Green Financial, LLC

BUY
 -
227K
+ 611.79%
$12.6M - $13.2M
264K $15.1M
Aug 12, 2022 Q2 2022
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
196K
New
$10.8M - $11.4M
196K $11.2M
Aug 15, 2022 Q2 2022
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
96.4K
New
$5.34M - $5.6M
96.4K $5.5M
Aug 12, 2022 Q2 2022
Manhattan West Asset Management, LLC

Los Angeles, CA
BUY
 -
95.9K
New
$5.31M - $5.57M
95.9K $5.47M
Aug 05, 2022 Q2 2022
Waypoint Wealth Partners Inc.

BUY
 -
95.3K
New
$5.28M - $5.54M
95.3K $5.44M
Jul 27, 2022 Q2 2022
Navalign, LLC

BUY
 -
94.6K
New
$5.24M - $5.5M
94.6K $5.4M
Jul 14, 2022 Q2 2022
Adviser Investments LLC

BUY
 -
81.9K
New
$4.53M - $4.76M
81.9K $4.67M
Aug 11, 2022 Q2 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
67.8K
+ 268.28%
$3.76M - $3.94M
93.1K $5.31M
Aug 15, 2022 Q2 2022
Sei Investments CO

Oaks, PA
BUY
 -
57.5K
+ 993.64%
$3.19M - $3.34M
63.3K $3.61M
Aug 15, 2022 Q2 2022
Creative Planning

Overland Park, KS
BUY
 -
56.3K
+ 200.76%
$3.12M - $3.27M
84.3K $4.81M
Aug 11, 2022 Q2 2022
Deutsche Bank Ag\

Frankfurt Am Main, 2M
BUY
 -
53.8K
New
$2.98M - $3.13M
53.8K $3.07M
Aug 02, 2022 Q2 2022
Lincoln National Corp

BUY
 -
53.6K
+ 101.3%
$2.97M - $3.11M
106K $6.07M
Jul 22, 2022 Q2 2022
Financial Connections Group, Inc.

BUY
 -
50.3K
+ 367.32%
$2.78M - $2.92M
64K $3.65M
Aug 10, 2022 Q2 2022
Mercer Global Advisors Inc

Denver, CO
BUY
 -
45K
+ 26.27%
$2.49M - $2.61M
216K $12.3M
Jul 27, 2022 Q2 2022
Dynamic Advisor Solutions LLC

BUY
 -
40.5K
+ 420.57%
$2.24M - $2.35M
50.1K $2.86M
Aug 03, 2022 Q2 2022
Envestnet Asset Management Inc

BUY
 -
33.4K
+ 18.81%
$1.85M - $1.94M
211K $12M
Aug 02, 2022 Q2 2022
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
33.2K
+ 204.71%
$1.84M - $1.93M
49.4K $2.82M
Aug 10, 2022 Q2 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
28K
+ 64.06%
$1.55M - $1.62M
71.6K $4.09M
Aug 09, 2022 Q2 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
27K
New
$1.5M - $1.57M
27K $1.54M
Sep 02, 2022 Q2 2022
Capstone Financial Advisors, Inc.

Downers Grove, IL
BUY
 -
24.9K
New
$1.38M - $1.45M
24.9K $1.42M
Aug 10, 2022 Q2 2022
Principal Financial Group Inc

Des Moines, IA
BUY
 -
23.4K
New
$1.3M - $1.36M
23.4K $1.34M
Aug 12, 2022 Q2 2022
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
19.6K
New
$1.09M - $1.14M
19.6K $1.12M
Jul 18, 2022 Q2 2022
Warren Street Wealth Advisors, LLC

BUY
 -
19.1K
+ 48.83%
$1.06M - $1.11M
58.2K $3.32M
Aug 11, 2022 Q2 2022
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
17.9K
+ 63.49%
$988K - $1.04M
46K $2.62M
Aug 12, 2022 Q2 2022
First Foundation Advisors

Irvine, CA
BUY
 -
16.4K
+ 15.64%
$907K - $952K
121K $6.91M
Dec 01, 2022 Q2 2022
Mufg Americas Holdings Corp

BUY
 -
15.5K
+ 9.25%
$861K - $903K
184K $10.5M
Aug 02, 2022 Q2 2022
Mufg Americas Holdings Corp

BUY
 -
15.5K
+ 9.25%
$861K - $903K
184K $10.5M
Aug 02, 2022 Q2 2022
Running Point Capital Advisors, LLC

BUY
 -
14.5K
New
$804K - $844K
14.5K $829K
Aug 11, 2022 Q2 2022
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
11.8K
+ 3.19%
$654K - $687K
382K $21.8M
Jul 15, 2022 Q2 2022
Rhs Financial, LLC

BUY
 -
10K
+ 40.7%
$554K - $581K
34.6K $1.97M
May 14, 2024 Q2 2022
Goldman Sachs Group Inc

New York, NY
BUY
 -
9.78K
+ 103.89%
$541K - $568K
19.2K $1.09M
Aug 08, 2022 Q2 2022
Merit Financial Group, LLC

BUY
 -
9.53K
New
$528K - $554K
9.53K $544K
Jul 18, 2022 Q2 2022
Caerus Investment Advisors, LLC

BUY
 -
9.26K
+ 54.49%
$513K - $538K
26.3K $1.5M
Aug 08, 2022 Q2 2022
Coldstream Capital Management Inc

BUY
 -
8.5K
New
$471K - $494K
8.5K $485K
Jul 11, 2022 Q2 2022
Mc Naughton Wealth Management, LLC

BUY
 -
8.47K
+ 46.65%
$469K - $492K
26.6K $1.52M
Aug 12, 2022 Q2 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
8.13K
+ 35.68%
$450K - $472K
30.9K $1.76M
Aug 15, 2022 Q2 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
6.99K
+ 65.31%
$387K - $406K
17.7K $1.01M
Aug 09, 2022 Q2 2022
Vanguard Personalized Indexing Management, LLC

Oakland, CA
BUY
 -
6.5K
+ 169.13%
$360K - $378K
10.3K $590K
Aug 15, 2022 Q2 2022
Wick Capital Partners, LLC

Wayne, PA
BUY
 -
6.1K
New
$338K - $354K
6.1K $348K
Aug 23, 2022 Q2 2022
Wcg Wealth Advisors LLC

Las Vegas, NV
BUY
 -
5.86K
New
$325K - $340K
5.86K $334K
Aug 10, 2022 Q2 2022
Wealthsource Partners, LLC

BUY
 -
5.85K
+ 14.93%
$324K - $340K
45K $2.57M
Jul 22, 2022 Q2 2022
Gemmer Asset Management LLC

BUY
 -
5.62K
+ 687.53%
$311K - $327K
6.44K $368K
Aug 10, 2022 Q2 2022
Cerity Partners LLC

New York, NY
BUY
 -
5.56K
+ 157.86%
$308K - $323K
9.09K $518K
Sep 16, 2022 Q2 2022
Private Trust CO Na

BUY
 -
5.3K
New
$293K - $308K
5.3K $302K

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