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 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1.69K+ 8.42% |
$91.4K - $98.4K
|
21.8K
$1.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
1.51K+ 7.66% |
$81.3K - $87.5K
|
21.2K
$1.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.39K+ 3.93% |
$75.2K - $81K
|
36.9K
$2.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.25KNew |
$67.4K - $72.6K
|
1.25K
$71.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.18K+ 29.09% |
$63.9K - $68.8K
|
5.25K
$299K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
1.17K+ 1.02% |
$63K - $67.8K
|
116K
$6.58M
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
1.02K+ 2.84% |
$55.1K - $59.4K
|
37K
$2.11M
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
921+ 26.9% |
$49.7K - $53.5K
|
4.35K
$247K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
693+ 16.71% |
$37.4K - $40.3K
|
4.84K
$276K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
600New |
$32.4K - $34.9K
|
600
$34.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
597New |
$32.2K - $34.7K
|
597
$34K
|
|
|
Jan 30, 2024
Q4 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
553+ 4.04% |
$29.8K - $32.1K
|
14.2K
$810K
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
536+ 5.78% |
$28.9K - $31.1K
|
9.81K
$559K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
534+ 0.03% |
$28.8K - $31K
|
1.67M
$95.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
500+ 12.2% |
$27K - $29K
|
4.6K
$262K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
409+ 0.45% |
$22.1K - $23.8K
|
90.7K
$5.16M
|
|
|
Feb 08, 2024
Q4 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
375+ 8.73% |
$20.2K - $21.8K
|
4.67K
$266K
|
|
|
Jan 10, 2024
Q4 2023
|
Falcon Wealth Planning
|
BUY
|
- |
328+ 5.63% |
$17.7K - $19.1K
|
6.15K
$350K
|
|
|
Jan 18, 2024
Q4 2023
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
176+ 3.25% |
$9.49K - $10.2K
|
5.6K
$319K
|
|
|
Jan 30, 2024
Q4 2023
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
78+ 1.26% |
$4.21K - $4.53K
|
6.26K
$357K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
67+ 0.85% |
$3.61K - $3.89K
|
7.97K
$454K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
38+ 0.83% |
$2.05K - $2.21K
|
4.6K
$262K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
24+ 0.84% |
$1.29K - $1.39K
|
2.89K
$165K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
16+ 0.54% |
$863 - $929
|
3.01K
$171K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
15New |
$809 - $871
|
15
$854
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
13+ 0.23% |
$701 - $755
|
5.7K
$325K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9+ 0.92% |
$485 - $523
|
984
$56K
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
BUY
|
- |
3+ 0.07% |
$162 - $174
|
4.39K
$250K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.91% |
$53.9 - $58.1
|
111
$6.32K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.02% |
$53.9 - $58.1
|
4.2K
$239K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Ridge Investment Management
|
SELL
|
- |
-4- 0.06% |
$216 - $232
|
6.58K
$375K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-55- 0.81% |
$2.97K - $3.19K
|
6.72K
$382K
|
|
|
Jan 10, 2024
Q4 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-57- 0.1% |
$3.07K - $3.31K
|
58.2K
$3.31M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-80- 3.23% |
$4.31K - $4.65K
|
2.39K
$136K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-89- 1.0% |
$4.8K - $5.17K
|
8.8K
$501K
|
|
|
Jan 18, 2024
Q4 2023
|
De Dora Capital, Inc.
|
SELL
|
- |
-96- 0.23% |
$5.18K - $5.58K
|
41.3K
$2.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-185- 2.26% |
$9.98K - $10.7K
|
8K
$456K
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-257- 6.16% |
$13.9K - $14.9K
|
3.91K
$223K
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-280- 2.17% |
$15.1K - $16.3K
|
12.6K
$718K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-317- 21.65% |
$17.1K - $18.4K
|
1.15K
$65.3K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-388- 8.14% |
$20.9K - $22.5K
|
4.38K
$249K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-435- 4.35% |
$23.5K - $25.3K
|
9.56K
$545K
|
|
|
Feb 14, 2024
Q4 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-438- 4.06% |
$23.6K - $25.4K
|
10.4K
$590K
|
|
|
Jan 16, 2024
Q4 2023
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-467- 0.24% |
$25.2K - $27.1K
|
192K
$10.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-473- 0.11% |
$25.5K - $27.5K
|
436K
$24.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-570- 4.22% |
$30.7K - $33.1K
|
12.9K
$737K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-584- 0.2% |
$31.5K - $33.9K
|
295K
$16.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Davidson Investment Advisors
|
SELL
|
- |
-685- 10.97% |
$36.9K - $39.8K
|
5.56K
$317K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-837- 4.69% |
$45.1K - $48.6K
|
17K
$969K
|