Purchases and Sales Made in Q1 2022 in Ishares California Muni Bond E (CMF)
This table provides information about the institutional ownership of Ishares California Muni Bond E (CMF) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.47M+ 523.03% |
$85.4M - $91.6M
|
1.75M
$100M
|
|
|
May 02, 2022
Q1 2022
|
Slow Capital, Inc.
|
BUY
|
- |
159K+ 41.1% |
$9.22M - $9.89M
|
545K
$31.1M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
123K+ 1513.62% |
$7.14M - $7.66M
|
131K
$7.48M
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
122K+ 49.05% |
$7.07M - $7.59M
|
370K
$21.1M
|
|
|
Apr 25, 2022
Q1 2022
|
Bailard, Inc.
|
BUY
|
- |
84.2K+ 24.29% |
$4.89M - $5.24M
|
431K
$24.6M
|
|
|
Apr 25, 2022
Q1 2022
|
Aries Wealth Management
|
BUY
|
- |
77.5KNew |
$4.5M - $4.82M
|
77.5K
$4.42M
|
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
64.5K+ 7.34% |
$3.74M - $4.02M
|
943K
$53.8M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
46.2K+ 3.35% |
$2.68M - $2.87M
|
1.43M
$81.3M
|
|
|
May 12, 2022
Q1 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
41.7KNew |
$2.42M - $2.6M
|
41.7K
$2.38M
|
|
|
May 04, 2022
Q1 2022
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
39.1KNew |
$2.27M - $2.44M
|
39.1K
$2.23M
|
|
|
May 05, 2022
Q1 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
30.4K+ 25.76% |
$1.76M - $1.89M
|
148K
$8.46M
|
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
22.7K+ 171.72% |
$1.32M - $1.42M
|
36K
$2.05M
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
22.6K+ 414.17% |
$1.31M - $1.41M
|
28K
$1.6M
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
22.3K+ 28.77% |
$1.29M - $1.39M
|
99.7K
$5.69M
|
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
18.1K+ 102.69% |
$1.05M - $1.13M
|
35.8K
$2.04M
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
15.1K+ 147.06% |
$874K - $937K
|
25.3K
$1.44M
|
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
BUY
|
- |
14.4KNew |
$836K - $897K
|
14.4K
$822K
|
|
|
Apr 25, 2022
Q1 2022
|
Omega Financial Group, LLC
|
BUY
|
- |
10.4K+ 15.5% |
$603K - $647K
|
77.5K
$4.42M
|
|
|
May 13, 2022
Q1 2022
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
9K+ 112.5% |
$522K - $560K
|
17K
$970K
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.76K+ 25.09% |
$508K - $545K
|
43.7K
$2.49M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.61K+ 5.1% |
$500K - $536K
|
178K
$10.1M
|
|
|
Apr 04, 2022
Q1 2022
|
Impac Tfolio, LLC
|
BUY
|
- |
8.08K+ 97.55% |
$469K - $503K
|
16.4K
$933K
|
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
7.86KNew |
$456K - $489K
|
7.86K
$448K
|
|
|
May 04, 2022
Q1 2022
|
Brio Consultants, LLC
|
BUY
|
- |
7.74KNew |
$449K - $482K
|
7.74K
$441K
|
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
7.08KNew |
$411K - $441K
|
7.08K
$404K
|
|
|
Apr 21, 2022
Q1 2022
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
6.76K+ 82.7% |
$393K - $421K
|
14.9K
$852K
|
|
|
May 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.14KNew |
$357K - $383K
|
6.14K
$350K
|
|
|
May 06, 2022
Q1 2022
|
Weil Company, Inc.
|
BUY
|
- |
5.85KNew |
$340K - $364K
|
5.85K
$334K
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.69K+ 157.66% |
$330K - $354K
|
9.3K
$531K
|
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.69K+ 54.04% |
$330K - $354K
|
16.2K
$925K
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.53K+ 77.82% |
$321K - $344K
|
12.6K
$721K
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
5.18K+ 10.85% |
$301K - $322K
|
52.9K
$3.02M
|
|
|
May 04, 2022
Q1 2022
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
5.1K+ 11.18% |
$296K - $318K
|
50.8K
$2.9M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.1K+ 4.04% |
$296K - $318K
|
132K
$7.5M
|
|
|
May 16, 2022
Q1 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
5KNew |
$290K - $311K
|
5K
$285K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3.97KNew |
$230K - $247K
|
3.97K
$226K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.92K+ 62.1% |
$227K - $244K
|
10.2K
$583K
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.81K+ 23.03% |
$221K - $237K
|
20.4K
$1.16M
|
|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
3.76K+ 11.53% |
$219K - $234K
|
36.4K
$2.08M
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
3.69K+ 353.3% |
$214K - $230K
|
4.74K
$270K
|
|
|
Apr 14, 2022
Q1 2022
|
Rhs Financial, LLC
|
BUY
|
- |
3.35K+ 15.75% |
$194K - $208K
|
24.6K
$1.4M
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.13K+ 48.13% |
$182K - $195K
|
9.62K
$549K
|
|
|
May 12, 2022
Q1 2022
|
Destination Wealth Management
|
BUY
|
- |
2.96K+ 14.39% |
$172K - $184K
|
23.5K
$1.34M
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.9K+ 359.8% |
$168K - $181K
|
3.71K
$211K
|
|
|
Apr 08, 2022
Q1 2022
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
2.71K+ 17.5% |
$157K - $168K
|
18.2K
$1.04M
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
2.7K+ 8.16% |
$157K - $168K
|
35.8K
$2.04M
|
|
|
May 03, 2022
Q1 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
2.51K+ 39.28% |
$146K - $156K
|
8.89K
$507K
|
|
|
Apr 29, 2022
Q1 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
2.37K+ 20.97% |
$138K - $148K
|
13.7K
$781K
|
|
|
May 13, 2022
Q1 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
1.83K+ 33.18% |
$106K - $114K
|
7.35K
$419K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.79KNew |
$104K - $111K
|
1.79K
$102K
|