Purchases and Sales Made in Q3 2022 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 Q3 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
Oct 25, 2022 Q3 2022
Brio Consultants, LLC

BUY
 -
450K
New
$24.4M - $26.1M
450K $25.6M
Oct 18, 2022 Q3 2022
Bailard, Inc.

BUY
 -
311K
+ 313.25%
$16.9M - $18.1M
411K $23.4M
Nov 14, 2022 Q3 2022
Flow Traders U.S. LLC

New York, NY
BUY
 -
260K
New
$14.1M - $15.1M
260K $14.8M
Nov 10, 2022 Q3 2022
Envestnet Asset Management Inc

BUY
 -
254K
+ 120.27%
$13.8M - $14.7M
465K $26.5M
Nov 14, 2022 Q3 2022
Wealthsource Partners, LLC

BUY
 -
229K
+ 508.43%
$12.4M - $13.3M
274K $15.6M
Oct 31, 2022 Q3 2022
Opes Wealth Management LLC

Menlo Park, CA
BUY
 -
195K
+ 5298.29%
$10.6M - $11.3M
199K $11.3M
Nov 14, 2022 Q3 2022
Morgan Stanley

New York, NY
BUY
 -
177K
+ 9.18%
$9.61M - $10.3M
2.11M $120M
Oct 31, 2022 Q3 2022
Financial Connections Group, Inc.

BUY
 -
126K
+ 196.61%
$6.82M - $7.29M
190K $10.8M
Nov 16, 2022 Q3 2022
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
BUY
 -
115K
New
$6.24M - $6.67M
115K $6.55M
Oct 25, 2022 Q3 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
109K
+ 911.65%
$5.9M - $6.31M
121K $6.88M
Nov 14, 2022 Q3 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
59.8K
New
$3.24M - $3.47M
59.8K $3.4M
Nov 14, 2022 Q3 2022
Jane Street Group, LLC

New York, NY
BUY
 -
49.4K
+ 60.63%
$2.68M - $2.87M
131K $7.46M
Nov 14, 2022 Q3 2022
Jane Street Group, LLC

New York, NY
BUY
 -
49.4K
+ 60.63%
$2.68M - $2.87M
131K $7.46M
Oct 13, 2022 Q3 2022
Orin Green Financial, LLC

BUY
 -
46.4K
+ 17.54%
$2.51M - $2.69M
311K $17.7M
Nov 14, 2022 Q3 2022
Manhattan West Asset Management, LLC

Los Angeles, CA
BUY
 -
46.3K
+ 48.29%
$2.51M - $2.69M
142K $8.1M
Nov 10, 2022 Q3 2022
Mariner, LLC

Overland Park, KS
BUY
 -
38.7K
+ 6.62%
$2.1M - $2.24M
623K $35.5M
Nov 14, 2022 Q3 2022
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
36.5K
+ 79.37%
$1.98M - $2.12M
82.5K $4.7M
Nov 14, 2022 Q3 2022
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
31.7K
New
$1.72M - $1.84M
31.7K $1.8M
Nov 14, 2022 Q3 2022
Deutsche Bank Ag\

Frankfurt Am Main, 2M
BUY
 -
28.9K
+ 53.66%
$1.57M - $1.67M
82.7K $4.71M
Nov 14, 2022 Q3 2022
Wells Fargo & Company

San Francisco, CA
BUY
 -
22.8K
+ 9.64%
$1.24M - $1.32M
259K $14.8M
Nov 03, 2022 Q3 2022
Creative Planning

Overland Park, KS
BUY
 -
18.5K
+ 21.98%
$1M - $1.07M
103K $5.85M
Oct 21, 2022 Q3 2022
Spinnaker Investment Group, LLC

BUY
 -
18.4K
+ 34.98%
$998K - $1.07M
71K $4.04M
Nov 14, 2022 Q3 2022
Rinkey Investments

San Diego, CA
BUY
 -
15.6K
+ 220.78%
$846K - $904K
22.7K $1.29M
Nov 14, 2022 Q3 2022
Old Mission Capital LLC

BUY
 -
14.9K
New
$810K - $866K
14.9K $851K
Oct 27, 2022 Q3 2022
Prospera Financial Services Inc

BUY
 -
14.9K
New
$808K - $864K
14.9K $849K
Nov 14, 2022 Q3 2022
Running Point Capital Advisors, LLC

BUY
 -
14.3K
+ 98.64%
$777K - $831K
28.9K $1.64M
Oct 14, 2022 Q3 2022
Omega Financial Group, LLC

BUY
 -
13.8K
+ 29.9%
$747K - $798K
59.8K $3.41M
Nov 10, 2022 Q3 2022
Kwb Wealth

Redlands, CA
BUY
 -
13.5K
New
$732K - $783K
13.5K $769K
Nov 08, 2022 Q3 2022
Curtis Advisory Group, LLC

Santa Barbara, CA
BUY
 -
12.9K
+ 66.45%
$697K - $746K
32.2K $1.83M
Nov 09, 2022 Q3 2022
Freestone Capital Holdings, LLC

Seattle, WA
BUY
 -
11.9K
+ 25.85%
$644K - $689K
57.9K $3.3M
Oct 13, 2022 Q3 2022
Life Planning Partners, Inc

BUY
 -
11.1K
New
$601K - $643K
11.1K $631K
Oct 26, 2022 Q3 2022
Merriman Wealth Management, LLC

BUY
 -
10.9K
New
$589K - $629K
10.9K $618K
Oct 24, 2022 Q3 2022
Miracle Mile Advisors, LLC

BUY
 -
10.1K
+ 10.5%
$547K - $585K
106K $6.04M
Dec 01, 2022 Q3 2022
Mufg Americas Holdings Corp

BUY
 -
9.99K
+ 5.44%
$541K - $579K
194K $11M
Oct 31, 2022 Q3 2022
Mufg Americas Holdings Corp

BUY
 -
9.99K
+ 5.44%
$541K - $579K
194K $11M
Nov 01, 2022 Q3 2022
Avantax Advisory Services, Inc.

BUY
 -
9.34K
+ 87.77%
$506K - $542K
20K $1.14M
Nov 14, 2022 Q3 2022
One Capital Management, LLC

Westlake Village, CA
BUY
 -
9.08K
+ 232.82%
$492K - $526K
13K $739K
Nov 14, 2022 Q3 2022
Motley Fool Wealth Management, LLC

Alexandria, VA
BUY
 -
8.74K
New
$474K - $507K
8.74K $498K
Nov 07, 2022 Q3 2022
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
8.73K
+ 44.51%
$473K - $506K
28.3K $1.61M
Nov 08, 2022 Q3 2022
Mattern Capital Management, LLC

Lakewood, CO
BUY
 -
8.17K
New
$443K - $473K
8.17K $465K
Nov 09, 2022 Q3 2022
Westside Investment Management, Inc.

BUY
 -
8.1K
+ 107.26%
$439K - $470K
15.7K $891K
Nov 09, 2022 Q3 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
7.62K
+ 8.18%
$413K - $442K
101K $5.74M
Oct 12, 2022 Q3 2022
Evanson Asset Management, LLC

BUY
 -
7.1K
+ 16.5%
$385K - $412K
50.1K $2.86M
Oct 04, 2022 Q3 2022
Private Asset Management Inc

BUY
 -
7K
+ 101.45%
$380K - $406K
13.9K $792K
Oct 31, 2022 Q3 2022
Hall Private Wealth Advisors

BUY
 -
6.77K
New
$367K - $392K
6.77K $385K
Nov 14, 2022 Q3 2022
Sei Investments CO

Oaks, PA
BUY
 -
6.65K
+ 10.49%
$360K - $385K
70K $3.98M
Nov 10, 2022 Q3 2022
First Foundation Advisors

Irvine, CA
BUY
 -
6.45K
+ 5.32%
$350K - $374K
128K $7.27M
Oct 21, 2022 Q3 2022
Next Level Private LLC

Harrison, NY
BUY
 -
6.45K
New
$349K - $374K
6.45K $367K
Nov 08, 2022 Q3 2022
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
6.43K
New
$348K - $373K
6.43K $366K

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