Purchases and Sales Made in Q2 2022 in Ishares California Muni Bond E (CMF)
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 08, 2022
Q2 2022
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-7.41K- 27.41% |
$410K - $430K
|
19.6K
$1.12M
|
|
|
Jul 14, 2022
Q2 2022
|
Brio Consultants, LLC
|
SELL
|
- |
-7.74KClosed |
$428K - $449K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.77K- 38.16% |
$430K - $451K
|
12.6K
$718K
|
|
|
Aug 12, 2022
Q2 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-8.3K- 22.74% |
$460K - $482K
|
28.2K
$1.61M
|
|
|
Aug 08, 2022
Q2 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-8.89KClosed |
$492K - $517K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-14.4KClosed |
$798K - $837K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-15.8K- 80.23% |
$877K - $920K
|
3.9K
$222K
|
|
|
Jul 06, 2022
Q2 2022
|
Impac Tfolio, LLC
|
SELL
|
- |
-16.4KClosed |
$906K - $950K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-16.5K- 68.63% |
$915K - $960K
|
7.55K
$431K
|
|
|
Aug 11, 2022
Q2 2022
|
Seldon Capital LP
San Francisco, CA |
SELL
|
- |
-17.7KClosed |
$982K - $1.03M
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-18.9K- 14.24% |
$1.05M - $1.1M
|
114K
$6.51M
|
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-19.7K- 25.6% |
$1.09M - $1.15M
|
57.3K
$3.27M
|
|
|
Jul 25, 2022
Q2 2022
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-21.2K- 84.72% |
$1.18M - $1.23M
|
3.83K
$218K
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-24.3K- 9.1% |
$1.35M - $1.41M
|
243K
$13.8M
|
|
|
Jul 07, 2022
Q2 2022
|
Boltwood Capital Management
|
SELL
|
- |
-31.3K- 48.94% |
$1.73M - $1.82M
|
32.7K
$1.86M
|
|
|
Jul 13, 2022
Q2 2022
|
Omega Financial Group, LLC
|
SELL
|
- |
-31.4K- 40.55% |
$1.74M - $1.82M
|
46.1K
$2.63M
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-31.5K- 11.75% |
$1.74M - $1.83M
|
236K
$13.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-35K- 60.61% |
$1.94M - $2.04M
|
22.8K
$1.3M
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-35.8KClosed |
$1.98M - $2.08M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-35.8KClosed |
$1.98M - $2.08M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-36KClosed |
$1.99M - $2.09M
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-36.4KClosed |
$2.02M - $2.11M
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-56KClosed |
$3.1M - $3.25M
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-59.7K- 23.02% |
$3.3M - $3.47M
|
200K
$11.4M
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-62.3K- 62.48% |
$3.45M - $3.62M
|
37.4K
$2.13M
|
|
|
Jul 28, 2022
Q2 2022
|
Slow Capital, Inc.
|
SELL
|
- |
-76.5K- 14.03% |
$4.24M - $4.44M
|
469K
$26.8M
|
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
SELL
|
- |
-77.5KClosed |
$4.29M - $4.5M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-101K- 17.57% |
$5.61M - $5.88M
|
475K
$27.1M
|
|
|
Aug 08, 2022
Q2 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-113K- 86.62% |
$6.24M - $6.55M
|
17.4K
$994K
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-131KClosed |
$7.26M - $7.62M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-145K- 97.52% |
$8.01M - $8.4M
|
3.68K
$210K
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-174K- 12.2% |
$9.63M - $10.1M
|
1.25M
$71.4M
|
|
|
Jul 15, 2022
Q2 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-245K- 71.81% |
$13.5M - $14.2M
|
96K
$5.48M
|
|
|
Jul 27, 2022
Q2 2022
|
Bailard, Inc.
|
SELL
|
- |
-331K- 76.92% |
$18.3M - $19.2M
|
99.4K
$5.67M
|
|
|
Jul 27, 2022
Q2 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-710K- 75.22% |
$39.3M - $41.2M
|
234K
$13.3M
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.67M- 95.35% |
$92.5M - $97M
|
81.5K
$4.65M
|