Purchases and Sales Made in Q3 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 Q3 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
Nov 13, 2023 Q3 2023
Orin Green Financial, LLC

BUY
 -
6.7K
+ 2.16%
$366K - $383K
317K $18.2M
Nov 03, 2023 Q3 2023
Lincoln National Corp

BUY
 -
6.69K
+ 12.54%
$366K - $383K
60K $3.45M
Nov 14, 2023 Q3 2023
Prosperitas Financial LLC

Valencia, CA
BUY
 -
6.19K
New
$338K - $354K
6.19K $356K
Nov 09, 2023 Q3 2023
Rinkey Investments

San Diego, CA
BUY
 -
5.25K
+ 5.92%
$287K - $300K
93.9K $5.4M
Oct 23, 2023 Q3 2023
Mission Wealth Management, LP

BUY
 -
5.11K
+ 3.84%
$279K - $292K
138K $7.94M
Oct 11, 2023 Q3 2023
Northeast Financial Group, Inc.

Tannersville, PA
BUY
 -
4.3K
New
$235K - $246K
4.3K $247K
Oct 13, 2023 Q3 2023
Ritholtz Wealth Management

BUY
 -
4.21K
New
$230K - $241K
4.21K $242K
Nov 14, 2023 Q3 2023
Financial Advisors Network, Inc.

BUY
 -
4.16K
New
$227K - $238K
4.16K $239K
Oct 13, 2023 Q3 2023
Pfg Advisors

BUY
 -
4.15K
New
$227K - $237K
4.15K $238K
Nov 15, 2023 Q3 2023
Integrated Wealth Concepts LLC

BUY
 -
4.07K
New
$222K - $233K
4.07K $234K
Nov 13, 2023 Q3 2023
Peninsula Wealth, LLC

San Francisco, CA
BUY
 -
3.72K
+ 23.33%
$203K - $213K
19.7K $1.13M
Oct 10, 2023 Q3 2023
Navalign, LLC

BUY
 -
3.71K
+ 4.05%
$203K - $212K
95.1K $5.47M
Nov 09, 2023 Q3 2023
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
3.68K
New
$201K - $210K
3.68K $212K
Oct 27, 2023 Q3 2023
Carmel Capital Partners, LLC

BUY
 -
3.68K
New
$201K - $210K
3.68K $212K
Oct 03, 2023 Q3 2023
Massmutual Trust CO Fsb

BUY
 -
3.48K
New
$190K - $199K
3.48K $200K
Oct 18, 2023 Q3 2023
De Dora Capital, Inc.

BUY
 -
3.37K
+ 8.85%
$184K - $193K
41.4K $2.38M
Nov 14, 2023 Q3 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
3.22K
+ 3.24%
$176K - $184K
103K $5.91M
Oct 31, 2023 Q3 2023
First American Trust, Fsb

BUY
 -
2.41K
+ 5.13%
$132K - $138K
49.5K $2.84M
Nov 14, 2023 Q3 2023
Destination Wealth Management

BUY
 -
2.38K
+ 15.38%
$130K - $136K
17.9K $1.03M
Nov 15, 2023 Q3 2023
Westside Investment Management, Inc.

BUY
 -
2.22K
+ 6.29%
$121K - $127K
37.5K $2.16M
Oct 24, 2023 Q3 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
2.16K
+ 1.32%
$118K - $124K
166K $9.52M
Nov 13, 2023 Q3 2023
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
BUY
 -
2.08K
+ 1.39%
$114K - $119K
152K $8.73M
Oct 10, 2023 Q3 2023
Boltwood Capital Management

BUY
 -
2.08K
+ 8.69%
$113K - $119K
26K $1.49M
Oct 10, 2023 Q3 2023
Omega Financial Group, LLC

BUY
 -
1.98K
+ 3.52%
$108K - $113K
58.2K $3.35M
Oct 24, 2023 Q3 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
1.98K
+ 19.43%
$108K - $113K
12.1K $698K
Nov 14, 2023 Q3 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
1.73K
+ 1.09%
$94.4K - $98.8K
161K $9.23M
Nov 14, 2023 Q3 2023
Hall Private Wealth Advisors

BUY
 -
1.64K
+ 24.2%
$89.5K - $93.6K
8.4K $483K
Nov 08, 2023 Q3 2023
Mattern Capital Management, LLC

Lakewood, CO
BUY
 -
1.55K
+ 16.73%
$84.6K - $88.5K
10.8K $621K
Oct 16, 2023 Q3 2023
Bristlecone Advisors, LLC

BUY
 -
1.4K
+ 17.77%
$76.5K - $80.1K
9.28K $533K
Nov 13, 2023 Q3 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
1.37K
+ 6.4%
$74.9K - $78.4K
22.8K $1.31M
Nov 14, 2023 Q3 2023
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
1.25K
+ 18.79%
$68.1K - $71.3K
7.88K $453K
Oct 31, 2023 Q3 2023
Allworth Financial LP

BUY
 -
1.22K
+ 182.91%
$66.7K - $69.8K
1.89K $108K
Nov 15, 2023 Q3 2023
Team Financial Group, LLC

Temecula, CA
BUY
 -
1.19K
New
$65.1K - $68.1K
1.19K $68.5K
Nov 03, 2023 Q3 2023
Forum Financial Management, LP

Lombard, IL
BUY
 -
1.06K
+ 27.95%
$58K - $60.7K
4.86K $280K
Nov 13, 2023 Q3 2023
Black Rock Inc.

New York, NY
BUY
 -
1.04K
+ 0.35%
$56.8K - $59.4K
296K $17M
Oct 23, 2023 Q3 2023
Sheets Smith Wealth Management

BUY
 -
1.01K
New
$55K - $57.6K
1.01K $57.9K
May 14, 2024 Q3 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
982
+ 10.43%
$53.7K - $56.2K
10.4K $597K
Nov 14, 2023 Q3 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
903
+ 13.94%
$49.3K - $51.7K
7.38K $424K
Oct 13, 2023 Q3 2023
Global Retirement Partners, LLC

BUY
 -
864
+ 40.64%
$47.2K - $49.4K
2.99K $172K
Nov 15, 2023 Q3 2023
Mc Ilrath & Eck, LLC

BUY
 -
792
+ 4.72%
$43.3K - $45.3K
17.6K $1.01M
Aug 07, 2025 Q3 2023
Tortoise Investment Management, LLC

BUY
 -
700
New
$38.3K - $40K
700 $40.2K
Oct 10, 2023 Q3 2023
Pure Financial Advisors, LLC

BUY
 -
645
+ 0.34%
$35.2K - $36.9K
190K $10.9M
Oct 12, 2023 Q3 2023
Ifp Advisors, Inc

BUY
 -
636
+ 15.7%
$34.8K - $36.4K
4.69K $270K
Nov 14, 2023 Q3 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
621
+ 6.35%
$33.9K - $35.5K
10.4K $597K
Oct 25, 2023 Q3 2023
Creative Capital Management Investments LLC

San Diego, CA
BUY
 -
572
+ 0.82%
$31.3K - $32.7K
70.2K $4.03M
Apr 22, 2024 Q3 2023
Creative Capital Management Investments LLC

San Diego, CA
BUY
 -
572
+ 0.82%
$31.3K - $32.7K
70.2K $4.03M
Nov 14, 2023 Q3 2023
Hamilton Wealth, LLC

BUY
 -
496
+ 14.04%
$27.1K - $28.4K
4.03K $232K
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

BUY
 -
462
+ 0.47%
$25.2K - $26.4K
99.7K $5.73M
Nov 08, 2023 Q3 2023
Davidson Investment Advisors

BUY
 -
429
+ 7.37%
$23.4K - $24.5K
6.25K $359K

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