Purchases and Sales Made in Q2 2022 in Ishares California Muni Bond E (CMF)
This table provides information about the institutional ownership of Ishares California Muni Bond E (CMF) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-56- 0.41% |
$3.1K - $3.25K
|
13.5K
$772K
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-67- 1.67% |
$3.71K - $3.89K
|
3.94K
$225K
|
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-115- 3.14% |
$6.37K - $6.68K
|
3.55K
$202K
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-175- 2.01% |
$9.69K - $10.2K
|
8.53K
$487K
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-180- 0.56% |
$9.97K - $10.5K
|
32.2K
$1.83M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-211- 3.61% |
$11.7K - $12.3K
|
5.63K
$321K
|
|
|
Jul 20, 2022
Q2 2022
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-250- 5.88% |
$13.8K - $14.5K
|
4K
$228K
|
|
|
Aug 12, 2022
Q2 2022
|
Fca Corp
Houston, TX |
SELL
|
- |
-279- 3.49% |
$15.4K - $16.2K
|
7.72K
$441K
|
|
|
Aug 09, 2022
Q2 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-342- 4.62% |
$18.9K - $19.9K
|
7.07K
$403K
|
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-377- 1.68% |
$20.9K - $21.9K
|
22.1K
$1.26M
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-400- 3.62% |
$22.1K - $23.2K
|
10.6K
$607K
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-410- 4.41% |
$22.7K - $23.8K
|
8.89K
$507K
|
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-544- 6.51% |
$30.1K - $31.6K
|
7.81K
$446K
|
|
|
Aug 05, 2022
Q2 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-623- 0.88% |
$34.5K - $36.2K
|
70.5K
$4.02M
|
|
|
Jul 13, 2022
Q2 2022
|
Silicon Valley Capital Partners
|
SELL
|
- |
-637- 1.9% |
$35.3K - $37K
|
32.8K
$1.87M
|
|
|
Aug 04, 2022
Q2 2022
|
Biltmore Family Office, LLC
|
SELL
|
- |
-700Closed |
$38.8K - $40.7K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-800- 48.78% |
$44.3K - $46.5K
|
840
$47.9K
|
|
|
Aug 02, 2022
Q2 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-866- 1.33% |
$48K - $50.3K
|
64.1K
$3.65M
|
|
|
Jul 12, 2022
Q2 2022
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-1K- 56.4% |
$55.4K - $58.1K
|
773
$44.1K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.03K- 45.59% |
$57K - $59.8K
|
1.23K
$70.1K
|
|
|
Aug 15, 2022
Q2 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.03K- 4.41% |
$57K - $59.8K
|
22.3K
$1.27M
|
|
|
Jul 13, 2022
Q2 2022
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-1.2K- 3.16% |
$66.6K - $69.8K
|
36.9K
$2.1M
|
|
|
Jul 25, 2022
Q2 2022
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.21K- 14.44% |
$67K - $70.3K
|
7.17K
$409K
|
|
|
Aug 04, 2022
Q2 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-1.25K- 7.63% |
$69K - $72.4K
|
15.1K
$862K
|
|
|
Aug 02, 2022
Q2 2022
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-1.27K- 5.74% |
$70K - $73.5K
|
20.8K
$1.19M
|
|
|
Aug 12, 2022
Q2 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.61K- 1.42% |
$89.4K - $93.8K
|
112K
$6.39M
|
|
|
Jul 20, 2022
Q2 2022
|
Falcon Wealth Planning
|
SELL
|
- |
-1.63K- 17.7% |
$90.3K - $94.7K
|
7.58K
$433K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.7K- 45.87% |
$94.1K - $98.8K
|
2.01K
$114K
|
|
|
Aug 12, 2022
Q2 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-2.02K- 8.17% |
$112K - $117K
|
22.7K
$1.29M
|
|
|
Aug 10, 2022
Q2 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.48K- 11.36% |
$137K - $144K
|
19.4K
$1.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-3.12K- 2.99% |
$173K - $181K
|
101K
$5.77M
|
|
|
Jul 22, 2022
Q2 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-3.55K- 18.44% |
$197K - $206K
|
15.7K
$896K
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-3.75KClosed |
$207K - $218K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.97KClosed |
$220K - $231K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-4.13KClosed |
$228K - $240K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.33KClosed |
$240K - $252K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
SELL
|
- |
-4.71K- 20.95% |
$261K - $274K
|
17.8K
$1.01M
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.76KClosed |
$264K - $277K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5K- 31.3% |
$277K - $290K
|
11K
$626K
|
|
|
Aug 12, 2022
Q2 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-5KClosed |
$277K - $290K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Grove Bank & Trust
|
SELL
|
- |
-5.61KClosed |
$310K - $326K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-5.79K- 38.77% |
$321K - $336K
|
9.15K
$522K
|
|
|
Aug 05, 2022
Q2 2022
|
Weil Company, Inc.
|
SELL
|
- |
-5.85KClosed |
$324K - $340K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6K- 4.56% |
$332K - $349K
|
126K
$7.16M
|
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-6.14KClosed |
$340K - $357K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-6.16KClosed |
$341K - $358K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-6.19KClosed |
$343K - $359K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-7.01K- 20.13% |
$388K - $407K
|
27.8K
$1.59M
|
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-7.02KClosed |
$389K - $408K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-7.23KClosed |
$400K - $420K
|
0
$0
|