Purchases and Sales Made in Q4 2023 in Ishares California Muni Bond E (CMF)
This table provides information about the institutional ownership of Ishares California Muni Bond E (CMF) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
1.68M+ 22.65% |
$90.5M - $97.5M
|
9.08M
$517M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
831K+ 191.21% |
$44.8M - $48.3M
|
1.27M
$72.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
702K+ 1524.76% |
$37.8M - $40.8M
|
748K
$42.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
469K+ 107.63% |
$25.3M - $27.2M
|
904K
$51.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
434K+ 419.72% |
$23.4M - $25.2M
|
538K
$30.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Raub Brock Capital Management LP
|
BUY
|
- |
419KNew |
$22.6M - $24.3M
|
419K
$23.8M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
268KNew |
$14.4M - $15.5M
|
268K
$15.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
253KNew |
$13.6M - $14.7M
|
253K
$14.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
253K+ 335.06% |
$13.6M - $14.7M
|
328K
$18.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
196K+ 20.46% |
$10.6M - $11.4M
|
1.15M
$65.7M
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
119KNew |
$6.44M - $6.94M
|
119K
$6.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
104K+ 54.44% |
$5.61M - $6.04M
|
295K
$16.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
100K+ 12.64% |
$5.41M - $5.83M
|
894K
$50.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
94K+ 66.6% |
$5.07M - $5.46M
|
235K
$13.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
92.1KNew |
$4.97M - $5.35M
|
92.1K
$5.25M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
86.4K+ 16.65% |
$4.66M - $5.02M
|
605K
$34.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
63.1K+ 1178.39% |
$3.41M - $3.67M
|
68.5K
$3.9M
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
62.3K+ 17.69% |
$3.36M - $3.62M
|
414K
$23.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
54K+ 42.69% |
$2.91M - $3.14M
|
181K
$10.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
46.7KNew |
$2.52M - $2.71M
|
46.7K
$2.66M
|
|
|
Jan 25, 2024
Q4 2023
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
44.5KNew |
$2.4M - $2.59M
|
44.5K
$2.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
39.6KNew |
$2.14M - $2.3M
|
39.6K
$2.26M
|
|
|
Feb 07, 2024
Q4 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
28.9K+ 11.1% |
$1.56M - $1.68M
|
289K
$16.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
23.2K+ 46.32% |
$1.25M - $1.35M
|
73.2K
$4.17M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
22.9KNew |
$1.23M - $1.33M
|
22.9K
$1.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
22.5KNew |
$1.22M - $1.31M
|
22.5K
$1.28M
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
21.5KNew |
$1.16M - $1.25M
|
21.5K
$1.22M
|
|
|
Apr 22, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
21.4KNew |
$1.15M - $1.24M
|
21.4K
$1.22M
|
|
|
Jan 16, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
21.4KNew |
$1.15M - $1.24M
|
21.4K
$1.22M
|
|
|
Jan 12, 2024
Q4 2023
|
Eclectic Associates Inc
|
BUY
|
- |
21.2K+ 411.98% |
$1.14M - $1.23M
|
26.4K
$1.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
20.8KNew |
$1.12M - $1.21M
|
20.8K
$1.18M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
19.9K+ 19.37% |
$1.07M - $1.16M
|
123K
$6.99M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
18.2K+ 18.3% |
$982K - $1.06M
|
118K
$6.7M
|
|
|
Mar 20, 2024
Q4 2023
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
17.6KNew |
$949K - $1.02M
|
17.6K
$1M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
17.3KNew |
$931K - $1M
|
17.3K
$983K
|
|
|
Feb 07, 2024
Q4 2023
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
16.1KNew |
$869K - $936K
|
16.1K
$917K
|
|
|
Jan 30, 2024
Q4 2023
|
First American Trust, Fsb
|
BUY
|
- |
15.9K+ 32.24% |
$860K - $926K
|
65.4K
$3.72M
|
|
|
Feb 12, 2024
Q4 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
15.9K+ 16.96% |
$858K - $925K
|
110K
$6.25M
|
|
|
Jan 31, 2024
Q4 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
15.8K+ 5.69% |
$854K - $920K
|
294K
$16.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
15.8KNew |
$852K - $918K
|
15.8K
$900K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
14.4KNew |
$777K - $837K
|
14.4K
$820K
|
|
|
Feb 08, 2024
Q4 2023
|
Orin Green Financial, LLC
|
BUY
|
- |
13.8K+ 4.37% |
$746K - $804K
|
331K
$18.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
11.5K+ 24.62% |
$619K - $667K
|
58.1K
$3.31M
|
|
|
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
9.47KNew |
$511K - $550K
|
9.47K
$539K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.11K+ 9.14% |
$491K - $529K
|
109K
$6.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
8.55K+ 16.79% |
$461K - $497K
|
59.5K
$3.39M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
8.3K+ 213.04% |
$448K - $482K
|
12.2K
$695K
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
8.03K+ 11.88% |
$433K - $466K
|
75.6K
$4.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
7.44KNew |
$401K - $432K
|
7.44K
$424K
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
7.41K+ 39.02% |
$400K - $431K
|
26.4K
$1.5M
|