Purchases and Sales Made in Q1 2022 in Ishares California Muni Bond E (CMF)

CMF Quotes by TradingView

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
Apr 12, 2022 Q1 2022
Calton & Associates, Inc.

SELL
 -
-1.17K
- 24.14%
$67.7K - $72.6K
3.66K $209K
Apr 29, 2022 Q1 2022
Whittier Trust CO Of Nevada Inc

SELL
 -
-1.27K
Closed
$73.5K - $78.8K
0 $0
Apr 25, 2022 Q1 2022
Westside Investment Management, Inc.

SELL
 -
-1.28K
- 5.03%
$74K - $79.4K
24.1K $1.37M
May 12, 2022 Q1 2022
Black Rock Inc.

New York, NY
SELL
 -
-1.28K
- 5.4%
$74.4K - $79.8K
22.5K $1.28M
May 12, 2022 Q1 2022
Integrated Wealth Concepts LLC

SELL
 -
-1.51K
- 29.11%
$87.4K - $93.7K
3.67K $209K
Apr 12, 2022 Q1 2022
First American Trust, Fsb

SELL
 -
-1.51K
- 3.2%
$87.5K - $93.9K
45.6K $2.6M
Apr 15, 2022 Q1 2022
Columbia Trust CO 01012016

SELL
 -
-1.65K
- 26.19%
$95.8K - $103K
4.65K $265K
May 12, 2022 Q1 2022
D.A. Davidson & Co.

SELL
 -
-1.75K
- 26.9%
$102K - $109K
4.76K $272K
May 11, 2022 Q1 2022
55 I, LLC

Boston, MA
SELL
 -
-2.03K
- 35.16%
$118K - $127K
3.75K $214K
May 16, 2022 Q1 2022
Fairview Capital Investment Management, LLC

Greenbrae, CA
SELL
 -
-2.05K
- 5.32%
$119K - $128K
36.5K $2.08M
May 05, 2022 Q1 2022
Falcon Wealth Planning

SELL
 -
-2.15K
- 18.95%
$125K - $134K
9.21K $526K
May 09, 2022 Q1 2022
Wealthsource Partners, LLC

SELL
 -
-2.21K
- 5.34%
$128K - $138K
39.2K $2.24M
May 05, 2022 Q1 2022
Curtis Advisory Group, LLC

Santa Barbara, CA
SELL
 -
-2.27K
- 9.41%
$132K - $141K
21.8K $1.25M
Apr 20, 2022 Q1 2022
White Lighthouse Investment Management Inc.

SELL
 -
-2.33K
- 35.37%
$135K - $145K
4.25K $242K
Apr 21, 2022 Q1 2022
Financial Management Network Inc

SELL
 -
-2.39K
- 15.54%
$138K - $149K
13K $739K
May 10, 2022 Q1 2022
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-2.41K
- 1.39%
$140K - $150K
171K $9.76M
May 10, 2022 Q1 2022
Van Strum & Towne Inc.

San Francisco, CA
SELL
 -
-2.7K
- 13.99%
$157K - $168K
16.6K $947K
May 06, 2022 Q1 2022
Peninsula Wealth, LLC

San Francisco, CA
SELL
 -
-2.84K
- 9.52%
$165K - $177K
27K $1.54M
Apr 20, 2022 Q1 2022
Gemmer Asset Management LLC

SELL
 -
-2.94K
- 78.23%
$171K - $183K
818 $46.7K
May 13, 2022 Q1 2022
Dimension Capital Management LLC

Coral Gables, FL
SELL
 -
-3.26K
Closed
$189K - $203K
0 $0
May 16, 2022 Q1 2022
Pathstone Family Office, LLC

Englewood, NJ
SELL
 -
-3.27K
Closed
$190K - $204K
0 $0
Apr 08, 2022 Q1 2022
Atwater Malick LLC

SELL
 -
-3.27K
Closed
$190K - $204K
0 $0
Apr 12, 2022 Q1 2022
Crestwood Advisors Group LLC

SELL
 -
-3.28K
Closed
$190K - $204K
0 $0
May 17, 2022 Q1 2022
Lido Advisors, LLC

Los Angeles, CA
SELL
 -
-3.32K
Closed
$193K - $207K
0 $0
May 16, 2022 Q1 2022
Vanguard Personalized Indexing Management, LLC

Oakland, CA
SELL
 -
-3.74K
- 49.27%
$217K - $233K
3.85K $219K
May 17, 2022 Q1 2022
One Capital Management, LLC

Westlake Village, CA
SELL
 -
-3.86K
- 16.35%
$224K - $240K
19.7K $1.13M
May 05, 2022 Q1 2022
First Foundation Advisors

Irvine, CA
SELL
 -
-4.53K
- 4.14%
$263K - $282K
105K $5.98M
Apr 28, 2022 Q1 2022
Spectrum Asset Management, Inc.

SELL
 -
-4.65K
Closed
$270K - $290K
0 $0
Apr 22, 2022 Q1 2022
Alpha Cubed Investments, LLC

SELL
 -
-4.73K
- 19.71%
$274K - $294K
19.3K $1.1M
May 12, 2022 Q1 2022
Wick Capital Partners, LLC

Wayne, PA
SELL
 -
-4.8K
Closed
$279K - $299K
0 $0
Apr 14, 2022 Q1 2022
Glassman Wealth Services

SELL
 -
-5.22K
- 50.0%
$303K - $325K
5.22K $298K
May 12, 2022 Q1 2022
Summit Wealth & Retirement Planning, Inc.

SELL
 -
-5.62K
- 20.32%
$326K - $350K
22.1K $1.26M
Apr 21, 2022 Q1 2022
Cwm, LLC

SELL
 -
-6.46K
Closed
$375K - $402K
0 $0
May 02, 2022 Q1 2022
Integral Investment Advisors, Inc.

SELL
 -
-6.73K
Closed
$391K - $419K
0 $0
Apr 22, 2022 Q1 2022
Bristlecone Advisors, LLC

SELL
 -
-7.27K
- 46.44%
$422K - $452K
8.38K $478K
May 16, 2022 Q1 2022
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
SELL
 -
-7.57K
- 6.24%
$439K - $471K
114K $6.48M
May 10, 2022 Q1 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
SELL
 -
-7.7K
- 6.87%
$447K - $479K
104K $5.95M
May 04, 2022 Q1 2022
Litman Gregory Wealth Management LLC

SELL
 -
-7.73K
Closed
$449K - $481K
0 $0
May 04, 2022 Q1 2022
Commonwealth Equity Services, LLC

SELL
 -
-8.18K
- 5.8%
$475K - $509K
133K $7.59M
Apr 19, 2022 Q1 2022
Affinity Capital Advisors, LLC

SELL
 -
-8.74K
Closed
$507K - $544K
0 $0
Apr 04, 2022 Q1 2022
Private Asset Management Inc

SELL
 -
-9.01K
- 64.77%
$523K - $561K
4.9K $280K
Apr 25, 2022 Q1 2022
Cerity Partners LLC

New York, NY
SELL
 -
-9.32K
- 72.56%
$541K - $580K
3.52K $201K
Apr 20, 2022 Q1 2022
Boltwood Capital Management

SELL
 -
-9.51K
- 12.94%
$552K - $592K
64K $3.65M
Apr 08, 2022 Q1 2022
Blue Zone Wealth Advisors, LLC

SELL
 -
-10.3K
- 21.29%
$598K - $642K
38.1K $2.17M
Apr 22, 2022 Q1 2022
Farmers & Merchants Trust CO Of Long Beach

SELL
 -
-11.4K
- 64.76%
$660K - $708K
6.19K $353K
May 16, 2022 Q1 2022
Betterment LLC

New York, NY
SELL
 -
-11.6K
- 13.09%
$673K - $722K
77K $4.39M
May 13, 2022 Q1 2022
Assetmark, Inc

SELL
 -
-12.3K
Closed
$716K - $768K
0 $0
May 06, 2022 Q1 2022
Parcion Private Wealth LLC

Bellevue, WA
SELL
 -
-12.4K
- 32.72%
$719K - $771K
25.5K $1.45M
May 06, 2022 Q1 2022
Mufg Americas Holdings Corp

SELL
 -
-14.9K
- 8.16%
$867K - $930K
168K $9.59M

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