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 |
|---|---|---|---|---|---|---|---|
|
Mar 19, 2024
Q4 2023
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-897- 1.59% |
$48.4K - $52.1K
|
55.5K
$3.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-982- 9.45% |
$53K - $57K
|
9.41K
$536K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.07K- 13.53% |
$57.5K - $62K
|
6.82K
$388K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.09K- 14.73% |
$58.6K - $63.1K
|
6.29K
$358K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-1.14K- 95.3% |
$61.2K - $65.9K
|
56
$3.19K
|
|
|
Feb 09, 2024
Q4 2023
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-1.15K- 8.61% |
$62.2K - $67K
|
12.2K
$697K
|
|
|
Feb 06, 2024
Q4 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-1.4K- 18.06% |
$75.5K - $81.3K
|
6.35K
$361K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.43K- 10.02% |
$76.9K - $82.8K
|
12.8K
$729K
|
|
|
Jan 26, 2024
Q4 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.44K- 5.18% |
$77.6K - $83.6K
|
26.4K
$1.5M
|
|
|
Jan 05, 2024
Q4 2023
|
Boltwood Capital Management
|
SELL
|
- |
-1.58K- 6.07% |
$84.9K - $91.5K
|
24.4K
$1.39M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
SELL
|
- |
-1.68K- 0.5% |
$90.5K - $97.5K
|
332K
$18.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-1.92K- 7.61% |
$103K - $111K
|
23.3K
$1.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.05K- 15.78% |
$110K - $119K
|
10.9K
$622K
|
|
|
Jan 23, 2024
Q4 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-2.22K- 7.47% |
$120K - $129K
|
27.5K
$1.57M
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-2.29K- 3.4% |
$123K - $133K
|
65.1K
$3.71M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-2.35K- 3.91% |
$127K - $136K
|
57.7K
$3.28M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-2.66K- 4.13% |
$144K - $155K
|
61.8K
$3.52M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.07K- 65.42% |
$165K - $178K
|
1.62K
$92.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-3.2K- 7.58% |
$173K - $186K
|
39.1K
$2.22M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-3.47K- 48.97% |
$187K - $202K
|
3.62K
$206K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.85K- 35.15% |
$208K - $224K
|
7.11K
$404K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.38K- 36.08% |
$236K - $254K
|
7.76K
$442K
|
|
|
Jan 10, 2024
Q4 2023
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-4.49K- 16.64% |
$242K - $261K
|
22.5K
$1.28M
|
|
|
Jan 24, 2024
Q4 2023
|
Bank Of Stockton
|
SELL
|
- |
-4.5K- 4.95% |
$243K - $262K
|
86.5K
$4.92M
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
SELL
|
- |
-4.53K- 40.82% |
$244K - $263K
|
6.56K
$373K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5.28K- 0.72% |
$285K - $307K
|
727K
$41.4M
|
|
|
Feb 15, 2024
Q4 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-5.32KClosed |
$287K - $309K
|
0
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.16K- 3.72% |
$332K - $358K
|
160K
$9.08M
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-6.46K- 23.6% |
$348K - $375K
|
20.9K
$1.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-7.17K- 20.95% |
$387K - $417K
|
27.1K
$1.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.28K- 1.05% |
$392K - $423K
|
683K
$38.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-8K- 38.6% |
$431K - $464K
|
12.7K
$724K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-9.39K- 7.47% |
$506K - $545K
|
116K
$6.62M
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-10.7K- 16.46% |
$577K - $621K
|
54.3K
$3.09M
|
|
|
Jan 12, 2024
Q4 2023
|
Client First Capital LLC
|
SELL
|
- |
-11.2K- 63.35% |
$604K - $650K
|
6.48K
$369K
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
SELL
|
- |
-12.7K- 70.92% |
$683K - $736K
|
5.19K
$296K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-15.6K- 25.87% |
$841K - $906K
|
44.7K
$2.54M
|
|
|
Jan 29, 2024
Q4 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-15.8K- 44.54% |
$851K - $917K
|
19.6K
$1.12M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-17.2K- 8.78% |
$929K - $1M
|
179K
$10.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-17.7K- 25.17% |
$953K - $1.03M
|
52.5K
$2.99M
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-18.6K- 9.8% |
$1.01M - $1.08M
|
172K
$9.77M
|
|
|
Jan 22, 2024
Q4 2023
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-20.8K- 28.54% |
$1.12M - $1.21M
|
52K
$2.96M
|
|
|
Feb 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-21.4K- 60.5% |
$1.15M - $1.24M
|
13.9K
$794K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-24.5K- 17.72% |
$1.32M - $1.42M
|
114K
$6.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-25.4K- 16.71% |
$1.37M - $1.47M
|
127K
$7.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-25.4K- 59.92% |
$1.37M - $1.48M
|
17K
$969K
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-25.5K- 27.68% |
$1.38M - $1.48M
|
66.7K
$3.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-28.3K- 14.1% |
$1.53M - $1.65M
|
173K
$9.82M
|
|
|
Jan 30, 2024
Q4 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-28.8K- 6.37% |
$1.55M - $1.67M
|
423K
$24.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-31.3K- 26.83% |
$1.69M - $1.82M
|
85.2K
$4.85M
|