Purchases and Sales Made in Q1 2023 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 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
Apr 26, 2023 Q1 2023
First American Trust, Fsb

BUY
 -
4.42K
+ 10.8%
$247K - $255K
45.3K $2.58M
Apr 12, 2023 Q1 2023
Transcend Capital Advisors, LLC

BUY
 -
4.2K
New
$234K - $242K
4.2K $240K
May 11, 2023 Q1 2023
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
4.2K
New
$234K - $242K
4.2K $240K
May 15, 2023 Q1 2023
Fairview Capital Investment Management, LLC

Greenbrae, CA
BUY
 -
3.9K
+ 6.83%
$218K - $225K
61K $3.48M
Apr 19, 2023 Q1 2023
Johnson Bixby & Associates, LLC

BUY
 -
3.83K
New
$214K - $221K
3.83K $218K
May 08, 2023 Q1 2023
Shira Ridge Wealth Management

Larkspur, CA
BUY
 -
3.82K
New
$213K - $220K
3.82K $218K
May 08, 2023 Q1 2023
Hamilton Wealth, LLC

BUY
 -
3.51K
New
$196K - $203K
3.51K $200K
May 12, 2023 Q1 2023
Rinkey Investments

San Diego, CA
BUY
 -
3.44K
+ 11.01%
$192K - $198K
34.7K $1.98M
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
3.3K
+ 34.34%
$184K - $190K
12.9K $737K
Apr 25, 2023 Q1 2023
Adviser Investments LLC

BUY
 -
3.03K
+ 0.91%
$169K - $175K
336K $19.1M
Apr 11, 2023 Q1 2023
Pure Financial Advisors, LLC

BUY
 -
2.38K
+ 1.3%
$133K - $137K
186K $10.6M
May 15, 2023 Q1 2023
Orion Portfolio Solutions, LLC

BUY
 -
2.08K
+ 22.6%
$116K - $120K
11.3K $643K
May 15, 2023 Q1 2023
Jane Street Group, LLC

New York, NY
BUY
 -
1.98K
+ 1.04%
$111K - $114K
193K $11M
Apr 26, 2023 Q1 2023
Rhs Financial, LLC

BUY
 -
1.92K
+ 6.69%
$107K - $111K
30.6K $1.74M
Apr 12, 2023 Q1 2023
Private Trust CO Na

BUY
 -
1.69K
+ 56.45%
$94.3K - $97.5K
4.68K $267K
May 16, 2023 Q1 2023
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
BUY
 -
1.68K
+ 1.27%
$93.8K - $96.9K
134K $7.66M
May 11, 2023 Q1 2023
Peninsula Wealth, LLC

San Francisco, CA
BUY
 -
1.61K
+ 12.98%
$89.9K - $92.9K
14K $800K
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
1.43K
New
$79.6K - $82.3K
1.43K $81.4K
May 15, 2023 Q1 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
1.31K
+ 1.72%
$73.1K - $75.5K
77.5K $4.42M
Apr 28, 2023 Q1 2023
Avantax Advisory Services, Inc.

BUY
 -
1.23K
+ 6.1%
$68.6K - $70.9K
21.4K $1.22M
May 15, 2023 Q1 2023
Hsbc Holdings PLC

London, X0
BUY
 -
1.22K
+ 9.38%
$68.3K - $70.5K
14.3K $813K
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

BUY
 -
1.19K
+ 1.17%
$66.2K - $68.4K
103K $5.87M
May 11, 2023 Q1 2023
Bristlecone Advisors, LLC

BUY
 -
837
+ 14.01%
$46.7K - $48.3K
6.81K $389K
Apr 25, 2023 Q1 2023
Lodestar Private Asset Management LLC

Alamo, CA
BUY
 -
834
+ 0.9%
$46.5K - $48.1K
93.6K $5.34M
May 15, 2023 Q1 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
728
+ 5.68%
$40.6K - $42K
13.5K $772K
Apr 03, 2023 Q1 2023
Boltwood Capital Management

BUY
 -
725
+ 2.91%
$40.5K - $41.8K
25.6K $1.46M
Apr 19, 2023 Q1 2023
Carmel Capital Partners, LLC

BUY
 -
697
New
$38.9K - $40.2K
697 $39.8K
May 12, 2023 Q1 2023
Mattern Capital Management, LLC

Lakewood, CO
BUY
 -
646
+ 8.58%
$36.1K - $37.3K
8.18K $467K
May 12, 2023 Q1 2023
Freestone Capital Holdings, LLC

Seattle, WA
BUY
 -
603
+ 1.23%
$33.7K - $34.8K
49.6K $2.83M
May 12, 2023 Q1 2023
Hcr Wealth Advisors

Los Angeles, CA
BUY
 -
555
+ 2.39%
$31K - $32K
23.8K $1.36M
Apr 12, 2023 Q1 2023
Traverso Chambers Private Wealth Management, LLC

BUY
 -
358
+ 1.76%
$20K - $20.6K
20.7K $1.18M
May 08, 2023 Q1 2023
Brighton Jones LLC

BUY
 -
327
+ 4.77%
$18.2K - $18.9K
7.19K $410K
Apr 28, 2023 Q1 2023
Aj Wealth Strategies, LLC

BUY
 -
213
+ 0.29%
$11.9K - $12.3K
73K $4.17M
Apr 24, 2023 Q1 2023
Creative Capital Management Investments LLC

San Diego, CA
BUY
 -
175
+ 0.25%
$9.77K - $10.1K
70.1K $4M
May 11, 2023 Q1 2023
Citigroup Inc

BUY
 -
160
+ 4.86%
$8.93K - $9.23K
3.45K $197K
May 12, 2023 Q1 2023
Nwam LLC

Mercer Island, WA
BUY
 -
140
+ 1.78%
$7.81K - $8.07K
7.99K $456K
May 11, 2023 Q1 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
122
+ 0.29%
$6.81K - $7.04K
41.6K $2.37M
May 15, 2023 Q1 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
106
+ 0.07%
$5.92K - $6.11K
142K $8.12M
Apr 12, 2023 Q1 2023
Evanson Asset Management, LLC

BUY
 -
96
+ 0.19%
$5.36K - $5.54K
50.4K $2.88M
May 10, 2023 Q1 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
38
+ 0.33%
$2.12K - $2.19K
11.4K $653K
May 11, 2023 Q1 2023
Three Bridge Wealth Advisors, LLC

Portola Valley, CA
BUY
 -
36
+ 0.74%
$2.01K - $2.08K
4.93K $281K
May 12, 2023 Q1 2023
Westshore Wealth, LLC

BUY
 -
27
+ 0.52%
$1.51K - $1.56K
5.25K $299K
Apr 17, 2023 Q1 2023
Gemmer Asset Management LLC

BUY
 -
22
+ 0.34%
$1.23K - $1.27K
6.53K $373K
May 12, 2023 Q1 2023
Kestra Advisory Services, LLC

BUY
 -
22
+ 0.37%
$1.23K - $1.27K
5.91K $337K
May 01, 2023 Q1 2023
Blue Chip Partners, Inc.

BUY
 -
18
+ 0.38%
$1K - $1.04K
4.81K $274K
May 15, 2023 Q1 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
16
+ 0.38%
$893 - $923
4.22K $241K
Apr 18, 2023 Q1 2023
Ifp Advisors, Inc

BUY
 -
15
+ 0.37%
$837 - $865
4.03K $230K
May 04, 2023 Q1 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
14
+ 0.16%
$781 - $807
9.03K $515K
May 15, 2023 Q1 2023
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
11
+ 0.39%
$614 - $634
2.84K $162K

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