Purchases and Sales Made in Q4 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 Q4 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
Feb 13, 2023 Q4 2022
Hcr Wealth Advisors

Los Angeles, CA
BUY
 -
775
+ 3.45%
$41.8K - $44.1K
23.3K $1.33M
Feb 14, 2023 Q4 2022
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
692
New
$37.4K - $39.4K
692 $39.7K
Mar 06, 2023 Q4 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
600
+ 29.91%
$32.4K - $34.1K
2.61K $149K
Feb 14, 2023 Q4 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
315
+ 8.09%
$17K - $17.9K
4.21K $241K
Feb 21, 2023 Q4 2022
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
315
+ 3.48%
$17K - $17.9K
9.36K $537K
Feb 13, 2023 Q4 2022
Avantax Advisory Services, Inc.

BUY
 -
180
+ 0.9%
$9.72K - $10.2K
20.2K $1.16M
Jan 25, 2023 Q4 2022
Evanson Asset Management, LLC

BUY
 -
174
+ 0.35%
$9.39K - $9.9K
50.3K $2.89M
Jan 31, 2023 Q4 2022
Wfa Of San Diego, LLC

BUY
 -
163
New
$8.8K - $9.28K
163 $9.35K
Feb 13, 2023 Q4 2022
Bradley & Co. Private Wealth Management, LLC

BUY
 -
159
+ 4.15%
$8.58K - $9.05K
3.99K $229K
Feb 07, 2023 Q4 2022
Nwam LLC

Mercer Island, WA
BUY
 -
88
+ 1.13%
$4.75K - $5.01K
7.85K $450K
Feb 15, 2023 Q4 2022
Harbour Investments, Inc.

Madison, WI
BUY
 -
60
New
$3.24K - $3.41K
60 $3.44K
Feb 13, 2023 Q4 2022
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
54
New
$2.92K - $3.07K
54 $3.1K
Jan 20, 2023 Q4 2022
Gemmer Asset Management LLC

BUY
 -
40
+ 0.62%
$2.16K - $2.28K
6.51K $373K
Feb 07, 2023 Q4 2022
Ifp Advisors, Inc

BUY
 -
28
+ 0.7%
$1.51K - $1.59K
4.01K $230K
Feb 13, 2023 Q4 2022
Trustcore Financial Services, LLC

BUY
 -
25
+ 0.7%
$1.35K - $1.42K
3.6K $206K
Feb 09, 2023 Q4 2022
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
20
+ 0.71%
$1.08K - $1.14K
2.83K $162K
Jan 09, 2023 Q4 2022
Weaver Consulting Group

BUY
 -
3
+ 0.05%
$162 - $171
5.6K $321K
Feb 08, 2023 Q4 2022
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
1
+ 0.93%
$54 - $56.9
109 $6.25K
Jan 30, 2023 Q4 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Feb 15, 2023 Q4 2022
One Capital Management, LLC

Westlake Village, CA
SELL
 -
-5
- 0.04%
$270 - $285
13K $744K
Jan 13, 2023 Q4 2022
Allworth Financial LP

SELL
 -
-9
- 4.57%
$486 - $512
188 $10.8K
Feb 13, 2023 Q4 2022
Fca Corp

Houston, TX
SELL
 -
-40
- 0.55%
$2.16K - $2.28K
7.3K $419K
Jan 20, 2023 Q4 2022
Falcon Wealth Planning

SELL
 -
-44
- 0.58%
$2.38K - $2.5K
7.48K $429K
Feb 13, 2023 Q4 2022
Ameritas Investment Partners, Inc.

Lincoln, NE
SELL
 -
-172
- 5.35%
$9.29K - $9.79K
3.04K $175K
Jan 25, 2023 Q4 2022
Steel Peak Wealth Management LLC

SELL
 -
-360
- 0.72%
$19.4K - $20.5K
49.9K $2.86M
Feb 08, 2023 Q4 2022
Cambridge Investment Research Advisors, Inc.

SELL
 -
-497
- 4.92%
$26.8K - $28.3K
9.61K $551K
May 14, 2024 Q4 2022
Goldman Sachs Group Inc

New York, NY
SELL
 -
-520
- 4.92%
$28.1K - $29.6K
10.1K $577K
Feb 13, 2023 Q4 2022
Goldman Sachs Group Inc

New York, NY
SELL
 -
-520
- 4.92%
$28.1K - $29.6K
10.1K $577K
Feb 13, 2023 Q4 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
SELL
 -
-541
- 4.33%
$29.2K - $30.8K
12K $686K
Feb 02, 2023 Q4 2022
Carl P. Sherr & Co., LLC

SELL
 -
-630
- 4.72%
$34K - $35.9K
12.7K $730K
Feb 06, 2023 Q4 2022
Mattern Capital Management, LLC

Lakewood, CO
SELL
 -
-632
- 7.74%
$34.1K - $36K
7.53K $432K
Jan 25, 2023 Q4 2022
Client First Capital LLC

SELL
 -
-1.09K
- 5.76%
$58.6K - $61.8K
17.8K $1.02M
Jan 06, 2023 Q4 2022
Boltwood Capital Management

SELL
 -
-1.25K
- 4.78%
$67.5K - $71.1K
24.9K $1.43M
Feb 07, 2023 Q4 2022
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

SELL
 -
-1.28K
- 3.32%
$69.2K - $73K
37.3K $2.14M
Feb 09, 2023 Q4 2022
Citigroup Inc

SELL
 -
-1.57K
- 32.35%
$84.9K - $89.5K
3.29K $189K
Feb 13, 2023 Q4 2022
Stifel Financial Corp

St. Louis, MO
SELL
 -
-1.62K
- 20.2%
$87.5K - $92.2K
6.4K $367K
Jan 26, 2023 Q4 2022
Safeguard Investment Advisory Group, LLC

SELL
 -
-1.84K
- 4.96%
$99.1K - $104K
35.2K $2.02M
Jan 31, 2023 Q4 2022
Mc Naughton Wealth Management, LLC

SELL
 -
-1.93K
- 6.88%
$104K - $110K
26.2K $1.5M
Feb 03, 2023 Q4 2022
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
SELL
 -
-2.18K
- 18.73%
$118K - $124K
9.47K $543K
Jan 18, 2023 Q4 2022
Private Trust CO Na

SELL
 -
-2.31K
- 43.53%
$125K - $131K
2.99K $172K
Feb 14, 2023 Q4 2022
Royal Bank Of Canada

Toronto, A6
SELL
 -
-2.39K
- 5.86%
$129K - $136K
38.3K $2.2M
Feb 15, 2023 Q4 2022
Atlas Capital Advisors LLC

San Francisco, CA
SELL
 -
-2.48K
- 38.52%
$134K - $141K
3.95K $227K
Jan 23, 2023 Q4 2022
Rhs Financial, LLC

SELL
 -
-2.51K
- 8.06%
$136K - $143K
28.7K $1.64M
Jan 10, 2023 Q4 2022
Apella Capital, LLC

SELL
 -
-2.92K
- 16.17%
$158K - $166K
15.2K $870K
Feb 14, 2023 Q4 2022
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-2.95K
- 10.86%
$159K - $168K
24.2K $1.39M
Feb 01, 2023 Q4 2022
Van Strum & Towne Inc.

San Francisco, CA
SELL
 -
-3K
- 21.28%
$162K - $171K
11.1K $637K
Oct 29, 2024 Q4 2022
Highline Wealth Partners LLC

Sherman Oaks, CA
SELL
 -
-3.42K
- 50.35%
$185K - $195K
3.37K $193K
Feb 14, 2023 Q4 2022
Epg Wealth Management LLC

Atlanta, GA
SELL
 -
-4.29K
- 99.98%
$232K - $244K
1 $57.4
Feb 09, 2023 Q4 2022
Financial Management Network Inc

SELL
 -
-4.51K
- 33.76%
$243K - $257K
8.85K $507K

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