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 |
|---|---|---|---|---|---|---|---|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-14.9K- 8.16% |
$867K - $930K
|
168K
$9.59M
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-15.2KClosed |
$882K - $946K
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-16.6KClosed |
$965K - $1.04M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-17.7K- 8.14% |
$1.03M - $1.1M
|
199K
$11.4M
|
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-18.7K- 55.09% |
$1.09M - $1.16M
|
15.2K
$869K
|
|
|
Apr 11, 2022
Q1 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-22.1K- 28.25% |
$1.28M - $1.37M
|
56K
$3.2M
|
|
|
May 06, 2022
Q1 2022
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-25.3K- 50.27% |
$1.47M - $1.58M
|
25.1K
$1.43M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-25.7K- 8.74% |
$1.49M - $1.6M
|
268K
$15.3M
|
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-28.2KClosed |
$1.64M - $1.75M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-28.7K- 9.72% |
$1.67M - $1.79M
|
267K
$15.2M
|
|
|
May 13, 2022
Q1 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-33.3K- 85.18% |
$1.93M - $2.07M
|
5.79K
$330K
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-40.9K- 6.63% |
$2.38M - $2.55M
|
576K
$32.9M
|
|
|
May 13, 2022
Q1 2022
|
Seldon Capital LP
San Francisco, CA |
SELL
|
- |
-42.3K- 70.47% |
$2.46M - $2.64M
|
17.7K
$1.01M
|
|
|
Apr 12, 2022
Q1 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-42.4K- 14.06% |
$2.46M - $2.64M
|
259K
$14.8M
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-42.5K- 54.96% |
$2.47M - $2.65M
|
34.8K
$1.99M
|
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-43K- 24.96% |
$2.5M - $2.68M
|
129K
$7.38M
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-47.1K- 87.48% |
$2.74M - $2.93M
|
6.75K
$385K
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-52.8K- 2.66% |
$3.07M - $3.29M
|
1.93M
$110M
|
|
|
May 09, 2022
Q1 2022
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-54.4KClosed |
$3.16M - $3.39M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-56.5K- 49.42% |
$3.28M - $3.52M
|
57.8K
$3.3M
|
|
|
May 16, 2022
Q1 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-60.8K- 72.25% |
$3.53M - $3.78M
|
23.3K
$1.33M
|
|
|
Apr 25, 2022
Q1 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-279K- 45.01% |
$16.2M - $17.4M
|
341K
$19.4M
|
|
|
May 13, 2022
Q1 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-1.67M- 27.75% |
$97M - $104M
|
4.35M
$248M
|