Purchases and Sales Made in Q3 2021 in Ishares California Muni Bond E (CMF)
This table provides information about the institutional ownership of Ishares California Muni Bond E (CMF) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.97MNew |
$122M - $124M
|
1.97M
$112M
|
|
|
Nov 23, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
244K+ 5421.55% |
$15.1M - $15.3M
|
248K
$14.1M
|
|
|
Nov 16, 2021
Q3 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
195K+ 3.41% |
$12.1M - $12.3M
|
5.92M
$338M
|
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
148K+ 721.46% |
$9.16M - $9.29M
|
168K
$9.58M
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
147K+ 570.87% |
$9.1M - $9.23M
|
172K
$9.82M
|
|
|
Oct 21, 2021
Q3 2021
|
Slow Capital, Inc.
|
BUY
|
- |
119K+ 50.1% |
$7.42M - $7.52M
|
358K
$20.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
48K+ 8.63% |
$2.98M - $3.02M
|
604K
$34.5M
|
|
|
Oct 07, 2021
Q3 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
47.5K+ 20.35% |
$2.95M - $2.99M
|
281K
$16M
|
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
34.1KNew |
$2.11M - $2.14M
|
34.1K
$1.94M
|
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
31.7K+ 29.27% |
$1.97M - $2M
|
140K
$7.99M
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
27.9K+ 28.43% |
$1.73M - $1.76M
|
126K
$7.2M
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
27.3KNew |
$1.69M - $1.72M
|
27.3K
$1.56M
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
26.7K+ 10.68% |
$1.66M - $1.68M
|
277K
$15.8M
|
|
|
Nov 09, 2021
Q3 2021
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
26.6K+ 89.79% |
$1.65M - $1.67M
|
56.1K
$3.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
26.6K+ 5.81% |
$1.65M - $1.67M
|
484K
$27.6M
|
|
|
Oct 20, 2021
Q3 2021
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
25.7K+ 181.85% |
$1.6M - $1.62M
|
39.9K
$2.28M
|
|
|
Oct 29, 2021
Q3 2021
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
24.6K+ 30.34% |
$1.52M - $1.55M
|
106K
$6.02M
|
|
|
Oct 21, 2021
Q3 2021
|
First American Trust, Fsb
|
BUY
|
- |
23.2K+ 110.73% |
$1.44M - $1.46M
|
44.2K
$2.52M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
22.4K+ 14.11% |
$1.39M - $1.41M
|
181K
$10.4M
|
|
|
Nov 01, 2021
Q3 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
20.4K+ 4.65% |
$1.27M - $1.29M
|
460K
$26.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
19.2K+ 223.26% |
$1.19M - $1.21M
|
27.8K
$1.59M
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
15.6K+ 6.11% |
$966K - $980K
|
270K
$15.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
BUY
|
- |
15KNew |
$929K - $943K
|
15K
$854K
|
|
|
Oct 04, 2021
Q3 2021
|
Private Asset Management Inc
|
BUY
|
- |
12.9KNew |
$801K - $813K
|
12.9K
$737K
|
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
12.4K+ 7.08% |
$767K - $778K
|
187K
$10.7M
|
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
12.4K+ 7.08% |
$767K - $778K
|
187K
$10.7M
|
|
|
Nov 16, 2021
Q3 2021
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
11.7K+ 47.45% |
$725K - $736K
|
36.3K
$2.07M
|
|
|
Nov 12, 2021
Q3 2021
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
11.3K+ 58.68% |
$700K - $710K
|
30.5K
$1.74M
|
|
|
Nov 15, 2021
Q3 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
10.3K+ 29.63% |
$639K - $648K
|
45K
$2.57M
|
|
|
Oct 27, 2021
Q3 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
10.2K+ 129.47% |
$636K - $645K
|
18.1K
$1.04M
|
|
|
Nov 03, 2021
Q3 2021
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
9.1K+ 1503.97% |
$565K - $573K
|
9.7K
$554K
|
|
|
Oct 08, 2021
Q3 2021
|
Boltwood Capital Management
|
BUY
|
- |
8.81K+ 13.87% |
$547K - $555K
|
72.4K
$4.13M
|
|
|
Oct 26, 2021
Q3 2021
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
7.98KNew |
$495K - $502K
|
7.98K
$455K
|
|
|
Oct 19, 2021
Q3 2021
|
Bristlecone Advisors, LLC
|
BUY
|
- |
7.97K+ 71.44% |
$495K - $502K
|
19.1K
$1.09M
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.53K+ 81.05% |
$468K - $474K
|
16.8K
$960K
|
|
|
Nov 09, 2021
Q3 2021
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
7.35K+ 58.32% |
$456K - $463K
|
19.9K
$1.14M
|
|
|
Nov 12, 2021
Q3 2021
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
5.99K+ 4.49% |
$372K - $377K
|
139K
$7.96M
|
|
|
Oct 13, 2021
Q3 2021
|
Omega Financial Group, LLC
|
BUY
|
- |
5.74K+ 10.18% |
$357K - $362K
|
62.2K
$3.55M
|
|
|
Nov 15, 2021
Q3 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
5.7K+ 8.12% |
$354K - $359K
|
75.9K
$4.33M
|
|
|
Nov 15, 2021
Q3 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
5.42KNew |
$337K - $342K
|
5.42K
$309K
|
|
|
Nov 12, 2021
Q3 2021
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.03K+ 14.72% |
$312K - $317K
|
39.2K
$2.24M
|
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5KNew |
$310K - $315K
|
5K
$285K
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.35KNew |
$270K - $274K
|
4.35K
$248K
|
|
|
Oct 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
4.32K+ 15.78% |
$268K - $272K
|
31.7K
$1.81M
|
|
|
Nov 15, 2021
Q3 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.24KNew |
$263K - $267K
|
4.24K
$242K
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
4.12KNew |
$256K - $259K
|
4.12K
$235K
|
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.98KNew |
$247K - $250K
|
3.98K
$227K
|
|
|
Oct 14, 2021
Q3 2021
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
3.75K+ 27.16% |
$233K - $236K
|
17.6K
$1M
|
|
|
Oct 14, 2021
Q3 2021
|
Rhs Financial, LLC
|
BUY
|
- |
3.6K+ 12.95% |
$223K - $227K
|
31.4K
$1.79M
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
3.35K+ 94.36% |
$208K - $211K
|
6.89K
$393K
|