Purchases and Sales Made in Q2 2023 in Ishares California Muni Bond E (CMF)
This table provides information about the institutional ownership of Ishares California Muni Bond E (CMF) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
275K+ 12554.47% |
$15.4M - $15.9M
|
277K
$15.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
274KNew |
$15.3M - $15.9M
|
274K
$15.6M
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
178K+ 113.52% |
$9.98M - $10.3M
|
335K
$19.1M
|
|
|
Aug 28, 2023
Q2 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
175KNew |
$9.78M - $10.1M
|
175K
$9.94M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
150K+ 1.67% |
$8.42M - $8.7M
|
9.14M
$521M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
135KNew |
$7.58M - $7.83M
|
135K
$7.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
127K+ 25.75% |
$7.14M - $7.38M
|
623K
$35.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
115K+ 7.31% |
$6.42M - $6.64M
|
1.68M
$95.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Slow Capital, Inc.
|
BUY
|
- |
112K+ 20.99% |
$6.25M - $6.46M
|
643K
$36.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
83.2K+ 198.97% |
$4.66M - $4.82M
|
125K
$7.12M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
80.1K+ 114.44% |
$4.49M - $4.64M
|
150K
$8.54M
|
|
|
Jul 13, 2023
Q2 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
59.2KNew |
$3.32M - $3.43M
|
59.2K
$3.37M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
55.4K+ 9.7% |
$3.11M - $3.21M
|
627K
$35.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
53.9K+ 155.53% |
$3.02M - $3.12M
|
88.6K
$5.05M
|
|
|
Jul 31, 2023
Q2 2023
|
Bank Of Stockton
|
BUY
|
- |
42.2K+ 232.47% |
$2.37M - $2.45M
|
60.4K
$3.44M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
40.1K+ 8.97% |
$2.24M - $2.32M
|
487K
$27.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
30.4KNew |
$1.7M - $1.76M
|
30.4K
$1.73M
|
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
27.6K+ 19.2% |
$1.54M - $1.6M
|
171K
$9.74M
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
23.1K+ 192.45% |
$1.3M - $1.34M
|
35.2K
$2M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
22.9K+ 2.45% |
$1.28M - $1.32M
|
958K
$54.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
22.5K+ 157.86% |
$1.26M - $1.3M
|
36.8K
$2.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
20.2K+ 61.25% |
$1.13M - $1.17M
|
53.1K
$3.03M
|
|
|
Jul 25, 2023
Q2 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
18.1KNew |
$1.01M - $1.05M
|
18.1K
$1.03M
|
|
|
Jul 21, 2023
Q2 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
16.8K+ 437.53% |
$939K - $970K
|
20.6K
$1.17M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
16.6K+ 11.67% |
$930K - $961K
|
159K
$9.05M
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
16.6K+ 7599.54% |
$928K - $959K
|
16.8K
$956K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
15.9K+ 103.25% |
$889K - $919K
|
31.2K
$1.78M
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
15.6K+ 11.58% |
$871K - $901K
|
150K
$8.53M
|
|
|
Aug 31, 2023
Q2 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
15.1K+ 4.84% |
$845K - $873K
|
327K
$18.6M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
14.8K+ 35.64% |
$830K - $858K
|
56.4K
$3.21M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
14.6K+ 2.12% |
$815K - $843K
|
701K
$39.9M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
14.5K+ 8.1% |
$813K - $840K
|
194K
$11M
|
|
|
Jul 14, 2023
Q2 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
13.8K+ 7.99% |
$772K - $798K
|
186K
$10.6M
|
|
|
Jul 24, 2023
Q2 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
13.5K+ 54.7% |
$754K - $779K
|
38K
$2.17M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12.1K+ 2.52% |
$676K - $698K
|
490K
$27.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11.5K+ 93.99% |
$644K - $665K
|
23.7K
$1.35M
|
|
|
Jul 17, 2023
Q2 2023
|
Simpli Fi, Inc.
|
BUY
|
- |
10.3K+ 62.53% |
$575K - $594K
|
26.7K
$1.52M
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
10K+ 20.19% |
$561K - $580K
|
59.6K
$3.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
10K+ 43.11% |
$561K - $580K
|
33.2K
$1.89M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
9.81K+ 4.06% |
$550K - $568K
|
251K
$14.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Neumann Capital Management, LLC
|
BUY
|
- |
9.62KNew |
$539K - $557K
|
9.62K
$548K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.77K+ 69.33% |
$491K - $508K
|
21.4K
$1.22M
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
7.96KNew |
$446K - $461K
|
7.96K
$453K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
6.67KNew |
$374K - $386K
|
6.67K
$380K
|
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
6.3K+ 21.72% |
$353K - $365K
|
35.3K
$2.01M
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Management Network Inc
|
BUY
|
- |
5.4K+ 65.81% |
$302K - $313K
|
13.6K
$775K
|
|
|
Aug 11, 2023
Q2 2023
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
5.3KNew |
$297K - $307K
|
5.3K
$302K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.98K+ 1.98% |
$279K - $288K
|
257K
$14.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
4.93K+ 5.41% |
$276K - $285K
|
96K
$5.47M
|
|
|
Aug 07, 2023
Q2 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.7K+ 15.45% |
$263K - $272K
|
35.1K
$2M
|