Purchases and Sales Made in Q3 2021 in Ishares California Muni Bond E (CMF)
This table provides information about the institutional ownership of Ishares California Muni Bond E (CMF) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
SELL
|
- |
-80- 0.35% |
$4.97K - $5.04K
|
22.5K
$1.24M
|
|
|
Nov 12, 2021
Q3 2021
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-118- 0.46% |
$7.33K - $7.43K
|
25.7K
$1.42M
|
|
|
Nov 12, 2021
Q3 2021
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-122- 0.42% |
$7.57K - $7.68K
|
28.7K
$1.59M
|
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
SELL
|
- |
-133Closed |
$8.26K - $8.38K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-202- 2.5% |
$12.5K - $12.7K
|
7.87K
$435K
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-216- 3.21% |
$13.4K - $13.6K
|
6.51K
$360K
|
|
|
Nov 12, 2021
Q3 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-254- 0.21% |
$15.8K - $16K
|
120K
$6.66M
|
|
|
Nov 09, 2021
Q3 2021
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-265- 5.72% |
$16.5K - $16.7K
|
4.37K
$242K
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-300- 3.19% |
$18.6K - $18.9K
|
9.09K
$503K
|
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-321- 7.78% |
$19.9K - $20.2K
|
3.81K
$210K
|
|
|
Nov 02, 2021
Q3 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-357- 1.44% |
$22.2K - $22.5K
|
24.4K
$1.35M
|
|
|
Nov 09, 2021
Q3 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-364- 4.58% |
$22.6K - $22.9K
|
7.58K
$419K
|
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-375- 0.8% |
$23.3K - $23.6K
|
46.7K
$2.59M
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-432- 3.78% |
$26.8K - $27.2K
|
11K
$608K
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-550- 8.87% |
$34.1K - $34.6K
|
5.65K
$313K
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-795- 88.24% |
$49.4K - $50.1K
|
106
$5.86K
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-825- 5.21% |
$51.2K - $52K
|
15K
$831K
|
|
|
Oct 14, 2021
Q3 2021
|
Columbia Trust CO 01012016
|
SELL
|
- |
-950- 13.1% |
$59K - $59.8K
|
6.3K
$349K
|
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.01K- 28.05% |
$62.6K - $63.5K
|
2.59K
$143K
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.04K- 46.26% |
$64.8K - $65.8K
|
1.21K
$67.1K
|
|
|
Oct 12, 2021
Q3 2021
|
Apella Capital, LLC
|
SELL
|
- |
-1.13K- 6.43% |
$70.2K - $71.2K
|
16.5K
$911K
|
|
|
Nov 15, 2021
Q3 2021
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-1.16K- 1.02% |
$71.8K - $72.9K
|
113K
$6.23M
|
|
|
Nov 12, 2021
Q3 2021
|
Biltmore Family Office, LLC
|
SELL
|
- |
-1.5K- 68.18% |
$93.1K - $94.5K
|
700
$38.7K
|
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.58K- 4.32% |
$97.9K - $99.3K
|
34.9K
$1.93M
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.89K- 5.86% |
$118K - $119K
|
30.4K
$1.68M
|
|
|
Oct 28, 2021
Q3 2021
|
Orin Green Financial, LLC
|
SELL
|
- |
-2.08K- 5.61% |
$129K - $131K
|
34.9K
$1.93M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.26K- 15.22% |
$140K - $142K
|
12.6K
$696K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.37K- 15.12% |
$147K - $149K
|
13.3K
$736K
|
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.41K- 16.54% |
$150K - $152K
|
12.2K
$673K
|
|
|
Nov 15, 2021
Q3 2021
|
Bailard, Inc.
|
SELL
|
- |
-2.57K- 0.73% |
$159K - $162K
|
347K
$19.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.62KClosed |
$163K - $165K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.83K- 22.74% |
$176K - $178K
|
9.61K
$531K
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.85K- 2.06% |
$177K - $179K
|
136K
$7.51M
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-2.96K- 28.68% |
$184K - $186K
|
7.36K
$407K
|
|
|
Nov 15, 2021
Q3 2021
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-3.02K- 2.37% |
$187K - $190K
|
124K
$6.87M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.74K- 9.68% |
$232K - $235K
|
34.9K
$1.93M
|
|
|
Oct 25, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.96KClosed |
$246K - $249K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-4.01KClosed |
$249K - $253K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-4.2KClosed |
$261K - $265K
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Financial Management Network Inc
|
SELL
|
- |
-4.66K- 19.07% |
$289K - $293K
|
19.8K
$1.09M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-5.81KClosed |
$361K - $366K
|
0
$0
|
|
|
Nov 30, 2021
Q3 2021
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-6.06K- 7.99% |
$376K - $382K
|
69.7K
$3.86M
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.86K- 22.81% |
$426K - $432K
|
23.2K
$1.28M
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-6.9KClosed |
$429K - $435K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Bank Of The West
|
SELL
|
- |
-8.02K- 13.31% |
$498K - $505K
|
52.2K
$2.89M
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-10.1K- 25.76% |
$630K - $639K
|
29.2K
$1.62M
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-11.2K- 28.43% |
$694K - $704K
|
28.1K
$1.56M
|
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-14KClosed |
$870K - $883K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-18.4K- 32.88% |
$1.14M - $1.16M
|
37.6K
$2.08M
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-24.3KClosed |
$1.51M - $1.53M
|
0
$0
|