Purchases and Sales Made in Q2 2023 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 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
Opes Wealth Management LLC

Menlo Park, CA
BUY
 -
4.01K
+ 1.63%
$225K - $232K
250K $14.4M
Aug 11, 2023 Q2 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
3.95K
+ 24.68%
$222K - $229K
20K $1.15M
Aug 09, 2023 Q2 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
3.71K
+ 4.79%
$208K - $215K
81.2K $4.66M
Aug 09, 2023 Q2 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
3.68K
+ 3.17%
$206K - $213K
120K $6.89M
Aug 11, 2023 Q2 2023
Destination Wealth Management

BUY
 -
3.67K
+ 31.11%
$206K - $213K
15.5K $888K
Jul 10, 2023 Q2 2023
Pure Financial Advisors, LLC

BUY
 -
3.67K
+ 1.97%
$206K - $212K
190K $10.9M
Aug 03, 2023 Q2 2023
Tillman Hartley LLC

Orlando, FL
BUY
 -
3.57K
+ 28.86%
$200K - $206K
15.9K $913K
Jul 06, 2023 Q2 2023
Apella Capital, LLC

BUY
 -
3.54K
+ 23.36%
$198K - $205K
18.7K $1.07M
Sep 07, 2023 Q2 2023
St Germain D J CO Inc

Springfield, MA
BUY
 -
3.43K
New
$192K - $198K
3.43K $196K
Aug 15, 2023 Q2 2023
Alliancebernstein L.P.

New York, NY
BUY
 -
3.08K
+ 1.72%
$173K - $178K
182K $10.5M
Jul 20, 2023 Q2 2023
Spinnaker Investment Group, LLC

BUY
 -
2.47K
+ 3.42%
$138K - $143K
74.6K $4.28M
Jul 27, 2023 Q2 2023
Lodestar Private Asset Management LLC

Alamo, CA
BUY
 -
2.42K
+ 2.58%
$135K - $140K
96K $5.51M
Aug 14, 2023 Q2 2023
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
2.4K
+ 5.51%
$134K - $139K
45.9K $2.63M
Aug 09, 2023 Q2 2023
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
2.33K
New
$130K - $135K
2.33K $134K
Aug 10, 2023 Q2 2023
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
2.2K
+ 8.61%
$123K - $127K
27.8K $1.59M
Aug 02, 2023 Q2 2023
Steel Peak Wealth Management LLC

BUY
 -
2.01K
+ 2.84%
$113K - $116K
72.7K $4.17M
Aug 14, 2023 Q2 2023
Peninsula Wealth, LLC

San Francisco, CA
BUY
 -
1.93K
+ 13.77%
$108K - $112K
16K $915K
Jul 26, 2023 Q2 2023
First American Trust, Fsb

BUY
 -
1.74K
+ 3.85%
$97.7K - $101K
47K $2.7M
Aug 04, 2023 Q2 2023
Lincoln National Corp

BUY
 -
1.66K
+ 3.22%
$93.2K - $96.3K
53.4K $3.06M
Aug 11, 2023 Q2 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
1.62K
+ 56.72%
$90.8K - $93.8K
4.48K $257K
Aug 07, 2023 Q2 2023
Wealthfront Advisers LLC

BUY
 -
1.59K
+ 7.31%
$89K - $91.9K
23.3K $1.34M
Aug 02, 2023 Q2 2023
Valmark Advisers, Inc.

BUY
 -
1.5K
+ 11.89%
$84K - $86.9K
14.1K $810K
Jul 31, 2023 Q2 2023
Orin Green Financial, LLC

BUY
 -
1.3K
+ 0.42%
$72.6K - $75K
310K $17.8M
Aug 08, 2023 Q2 2023
Mc Naughton Wealth Management, LLC

BUY
 -
1.29K
+ 4.92%
$72.1K - $74.5K
27.4K $1.57M
Aug 11, 2023 Q2 2023
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
1.26K
+ 43.27%
$70.6K - $73K
4.17K $239K
Aug 11, 2023 Q2 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
1.2K
+ 1.22%
$67.1K - $69.3K
99.6K $5.71M
Jul 14, 2023 Q2 2023
Navalign, LLC

BUY
 -
1.16K
+ 1.28%
$64.8K - $67K
91.4K $5.24M
Aug 08, 2023 Q2 2023
Mattern Capital Management, LLC

Lakewood, CO
BUY
 -
1.07K
+ 13.12%
$60.1K - $62.1K
9.25K $531K
Aug 03, 2023 Q2 2023
Bristlecone Advisors, LLC

BUY
 -
1.07K
+ 15.65%
$59.7K - $61.7K
7.88K $452K
Aug 07, 2023 Q2 2023
Tortoise Investment Management, LLC

BUY
 -
1.05K
New
$58.9K - $60.9K
1.05K $60.3K
Jul 28, 2023 Q2 2023
Private Trust CO Na

BUY
 -
994
+ 21.22%
$55.7K - $57.6K
5.68K $326K
Aug 14, 2023 Q2 2023
Steward Partners Investment Advisory, LLC

BUY
 -
970
New
$54.3K - $56.2K
970 $55.6K
Jul 17, 2023 Q2 2023
Carl P. Sherr & Co., LLC

BUY
 -
955
+ 7.51%
$53.5K - $55.3K
13.7K $784K
Aug 11, 2023 Q2 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
939
+ 7.14%
$52.6K - $54.4K
14.1K $808K
Aug 10, 2023 Q2 2023
Davidson Investment Advisors

BUY
 -
880
+ 17.82%
$49.3K - $51K
5.82K $334K
Aug 09, 2023 Q2 2023
Brio Consultants, LLC

BUY
 -
867
+ 0.18%
$48.6K - $50.2K
486K $27.8M
Aug 08, 2023 Q2 2023
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
845
+ 8.92%
$47.3K - $48.9K
10.3K $592K
Aug 10, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
795
+ 0.9%
$44.5K - $46K
89.4K $5.13M
Aug 14, 2023 Q2 2023
Orion Portfolio Solutions, LLC

BUY
 -
756
+ 6.71%
$42.4K - $43.8K
12K $690K
Jul 18, 2023 Q2 2023
Allworth Financial LP

BUY
 -
667
New
$37.4K - $38.6K
667 $38.3K
Aug 10, 2023 Q2 2023
Citigroup Inc

BUY
 -
650
+ 18.84%
$36.4K - $37.6K
4.1K $235K
Jul 25, 2023 Q2 2023
Farmers & Merchants Trust CO Of Long Beach

BUY
 -
507
+ 6.3%
$28.4K - $29.4K
8.55K $491K
Aug 03, 2023 Q2 2023
Clifford Swan Investment Counsel LLC

BUY
 -
450
+ 6.86%
$25.2K - $26.1K
7.01K $402K
Dec 12, 2023 Q2 2023
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
409
+ 4.13%
$22.9K - $23.7K
10.3K $592K
Jul 13, 2023 Q2 2023
Traverso Chambers Private Wealth Management, LLC

BUY
 -
347
+ 1.67%
$19.4K - $20.1K
21.1K $1.21M
Aug 11, 2023 Q2 2023
Avantax Advisory Services, Inc.

BUY
 -
338
+ 1.58%
$18.9K - $19.6K
21.7K $1.25M
Aug 04, 2023 Q2 2023
Choreo, LLC

Minneapolis, MN
BUY
 -
315
+ 0.29%
$17.6K - $18.2K
108K $6.18M
Aug 15, 2023 Q2 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
310
+ 7.34%
$17.4K - $17.9K
4.53K $260K
Jul 20, 2023 Q2 2023
Aj Wealth Strategies, LLC

BUY
 -
306
+ 0.42%
$17.1K - $17.7K
73.3K $4.21M

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