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 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-32.6K- 58.91% |
$1.76M - $1.89M
|
22.8K
$1.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-35.4K- 26.58% |
$1.91M - $2.05M
|
97.6K
$5.56M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-40K- 24.85% |
$2.16M - $2.33M
|
121K
$6.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-49.5K- 36.73% |
$2.67M - $2.88M
|
85.3K
$4.86M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-63.4K- 25.54% |
$3.42M - $3.68M
|
185K
$10.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-66.7K- 9.62% |
$3.6M - $3.87M
|
627K
$35.7M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-98.2K- 61.17% |
$5.3M - $5.71M
|
62.4K
$3.55M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-117K- 27.37% |
$6.31M - $6.8M
|
310K
$17.7M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-122K- 6.79% |
$6.56M - $7.07M
|
1.67M
$95.1M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-190K- 46.2% |
$10.2M - $11M
|
221K
$12.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-233K- 45.57% |
$12.6M - $13.5M
|
279K
$15.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-402K- 98.83% |
$21.7M - $23.4M
|
4.75K
$270K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-487K- 97.79% |
$26.3M - $28.3M
|
11K
$627K
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
SELL
|
- |
-679K- 82.31% |
$36.6M - $39.4M
|
146K
$8.31M
|