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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
175+ 2.85% |
$9.81K - $10.1K
|
6.32K
$362K
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
138+ 0.27% |
$7.73K - $7.99K
|
50.5K
$2.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
110+ 0.03% |
$6.16K - $6.37K
|
336K
$19.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
54+ 0.47% |
$3.03K - $3.13K
|
11.5K
$660K
|
|
|
Jul 28, 2023
Q2 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
51+ 1.04% |
$2.86K - $2.95K
|
4.98K
$286K
|
|
|
Jul 19, 2023
Q2 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
30+ 0.46% |
$1.68K - $1.74K
|
6.56K
$376K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
24+ 0.41% |
$1.34K - $1.39K
|
5.93K
$340K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
23+ 0.57% |
$1.29K - $1.33K
|
4.05K
$232K
|
|
|
Sep 05, 2023
Q2 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
20+ 0.38% |
$1.12K - $1.16K
|
5.27K
$302K
|
|
|
Aug 14, 2023
Q2 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
19+ 0.54% |
$1.06K - $1.1K
|
3.53K
$203K
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
15+ 0.53% |
$840 - $869
|
2.85K
$164K
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
2+ 0.03% |
$112 - $116
|
7.19K
$412K
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.02% |
$56 - $57.9
|
4.2K
$241K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.92% |
$56 - $57.9
|
110
$6.31K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3- 0.06% |
$168 - $174
|
5K
$287K
|
|
|
Aug 14, 2023
Q2 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-102- 3.39% |
$5.72K - $5.91K
|
2.91K
$167K
|
|
|
Aug 02, 2023
Q2 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-104- 0.68% |
$5.83K - $6.02K
|
15.2K
$869K
|
|
|
Jul 26, 2023
Q2 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-138- 2.94% |
$7.73K - $7.99K
|
4.56K
$261K
|
|
|
Jul 17, 2023
Q2 2023
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-265- 0.46% |
$14.8K - $15.3K
|
57.7K
$3.31M
|
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-276- 5.74% |
$15.5K - $16K
|
4.53K
$260K
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-287- 2.85% |
$16.1K - $16.6K
|
9.77K
$561K
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-287- 2.85% |
$16.1K - $16.6K
|
9.77K
$561K
|
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-354- 5.67% |
$19.8K - $20.5K
|
5.89K
$338K
|
|
|
Aug 09, 2023
Q2 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-450- 1.89% |
$25.2K - $26.1K
|
23.4K
$1.34M
|
|
|
Jul 14, 2023
Q2 2023
|
Eclectic Associates Inc
|
SELL
|
- |
-493- 7.65% |
$27.6K - $28.5K
|
5.95K
$342K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-501- 4.37% |
$28.1K - $29K
|
11K
$628K
|
|
|
Jul 25, 2023
Q2 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-506- 0.72% |
$28.4K - $29.3K
|
69.6K
$3.99M
|
|
|
Apr 22, 2024
Q2 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-506- 0.72% |
$28.4K - $29.3K
|
69.6K
$3.99M
|
|
|
Jul 13, 2023
Q2 2023
|
Falcon Wealth Planning
|
SELL
|
- |
-715- 9.71% |
$40.1K - $41.4K
|
6.65K
$381K
|
|
|
Aug 07, 2023
Q2 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-755- 3.59% |
$42.3K - $43.7K
|
20.3K
$1.16M
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
SELL
|
- |
-894- 4.3% |
$50.1K - $51.8K
|
19.9K
$1.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.19K- 4.32% |
$66.7K - $69K
|
26.4K
$1.51M
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.22K- 9.74% |
$68.3K - $70.6K
|
11.3K
$648K
|
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
SELL
|
- |
-1.22K- 21.81% |
$68.5K - $70.8K
|
4.38K
$251K
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.3K- 4.03% |
$72.7K - $75.2K
|
30.9K
$1.78M
|
|
|
Aug 10, 2023
Q2 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-1.3K- 25.4% |
$72.8K - $75.3K
|
3.82K
$219K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.32K- 21.72% |
$73.9K - $76.4K
|
4.75K
$273K
|
|
|
Jul 06, 2023
Q2 2023
|
Boltwood Capital Management
|
SELL
|
- |
-1.75K- 6.83% |
$98.1K - $101K
|
23.9K
$1.37M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.28K- 25.23% |
$128K - $132K
|
6.75K
$387K
|
|
|
Jul 21, 2023
Q2 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-2.57K- 8.42% |
$144K - $149K
|
28K
$1.61M
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.71K- 2.0% |
$152K - $157K
|
133K
$7.63M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.74K- 21.25% |
$154K - $159K
|
10.2K
$583K
|
|
|
Jul 27, 2023
Q2 2023
|
Leisure Capital Management
|
SELL
|
- |
-2.79K- 7.94% |
$156K - $161K
|
32.3K
$1.85M
|
|
|
Aug 14, 2023
Q2 2023
|
Fca Corp
Houston, TX |
SELL
|
- |
-2.8K- 38.46% |
$157K - $162K
|
4.48K
$257K
|
|
|
Aug 01, 2023
Q2 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-3.31K- 6.62% |
$186K - $192K
|
46.7K
$2.68M
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-3.39K- 49.89% |
$190K - $196K
|
3.4K
$195K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.75K- 3.64% |
$210K - $217K
|
99.2K
$5.69M
|
|
|
Aug 01, 2023
Q2 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-4.04K- 12.15% |
$226K - $234K
|
29.2K
$1.67M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-4.44K- 6.39% |
$249K - $257K
|
65.1K
$3.73M
|