Purchases and Sales Made in Q3 2021 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 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 02, 2021 Q3 2021
Parallel Advisors, LLC

BUY
 -
2.97K
+ 3.99%
$185K - $187K
77.5K $4.42M
Oct 19, 2021 Q3 2021
Falcon Wealth Planning

BUY
 -
2.88K
+ 31.23%
$179K - $181K
12.1K $689K
Nov 02, 2021 Q3 2021
Raymond James & Associates

St Petersburg, FL
BUY
 -
2.63K
+ 26.88%
$163K - $165K
12.4K $707K
Oct 26, 2021 Q3 2021
Karp Capital Management Corp

BUY
 -
2.61K
+ 4.11%
$162K - $164K
66.1K $3.77M
Nov 15, 2021 Q3 2021
D.A. Davidson & Co.

BUY
 -
2.39K
+ 57.78%
$148K - $150K
6.51K $372K
Oct 26, 2021 Q3 2021
Blue Zone Wealth Advisors, LLC

BUY
 -
1.95K
+ 3.88%
$121K - $122K
52K $2.97M
Nov 15, 2021 Q3 2021
Covington Capital Management

BUY
 -
1.9K
+ 6.63%
$118K - $120K
30.5K $1.74M
Nov 08, 2021 Q3 2021
Brinker Capital Investments, LLC

BUY
 -
1.9K
+ 10.0%
$118K - $120K
20.9K $1.19M
Nov 01, 2021 Q3 2021
Mattern Capital Management, LLC

Lakewood, CO
BUY
 -
1.7K
+ 34.89%
$105K - $107K
6.56K $374K
Nov 05, 2021 Q3 2021
Lincoln National Corp

BUY
 -
1.63K
+ 3.27%
$101K - $103K
51.6K $2.94M
Nov 15, 2021 Q3 2021
Bank Of America Corp

Charlotte, NC
BUY
 -
1.59K
+ 0.12%
$98.6K - $100K
1.37M $78M
Nov 12, 2021 Q3 2021
Personal Capital Advisors Corp

BUY
 -
1.39K
+ 5.97%
$86.5K - $87.8K
24.7K $1.41M
Oct 13, 2021 Q3 2021
Evanson Asset Management, LLC

BUY
 -
1.3K
+ 3.31%
$80.8K - $81.9K
40.6K $2.32M
Oct 25, 2021 Q3 2021
Cerity Partners LLC

New York, NY
BUY
 -
1.25K
+ 7.2%
$77.7K - $78.8K
18.6K $1.06M
Nov 15, 2021 Q3 2021
Steel Peak Wealth Management LLC

BUY
 -
1.24K
+ 2.4%
$77.2K - $78.3K
53.2K $3.03M
Nov 05, 2021 Q3 2021
Bradley & Co. Private Wealth Management, LLC

BUY
 -
912
+ 2.0%
$56.6K - $57.4K
46.5K $2.66M
Feb 15, 2022 Q3 2021
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
730
+ 28.21%
$45.3K - $46K
3.32K $189K
Nov 16, 2021 Q3 2021
Captrust Financial Advisors

Raleigh, NC
BUY
 -
657
+ 8.3%
$40.8K - $41.4K
8.57K $489K
Oct 28, 2021 Q3 2021
Affinity Capital Advisors, LLC

BUY
 -
640
+ 8.38%
$39.7K - $40.3K
8.28K $472K
Oct 25, 2021 Q3 2021
Destination Wealth Management

BUY
 -
409
+ 2.91%
$25.4K - $25.8K
14.5K $825K
Nov 12, 2021 Q3 2021
Mc Naughton Wealth Management, LLC

BUY
 -
347
+ 2.46%
$21.5K - $21.9K
14.5K $825K
Nov 10, 2021 Q3 2021
Alliancebernstein L.P.

New York, NY
BUY
 -
246
+ 1.18%
$15.3K - $15.5K
21K $1.2M
Oct 08, 2021 Q3 2021
Hbw Advisory Services LLC

BUY
 -
241
+ 6.83%
$15K - $15.2K
3.77K $215K
Nov 02, 2021 Q3 2021
Eagle Ridge Investment Management

BUY
 -
105
+ 1.46%
$6.52K - $6.61K
7.32K $417K
Nov 05, 2021 Q3 2021
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
62
New
$3.85K - $3.9K
62 $3.54K
Oct 21, 2021 Q3 2021
Total Clarity Wealth Management, Inc.

BUY
 -
41
New
$2.55K - $2.58K
41 $2.34K
Nov 08, 2021 Q3 2021
Choreo, LLC

Minneapolis, MN
BUY
 -
36
+ 0.38%
$2.23K - $2.27K
9.63K $549K
Oct 13, 2021 Q3 2021
West Hill Financial Advisors, Inc.

BUY
 -
36
New
$2.23K - $2.27K
36 $2.05K
Oct 26, 2021 Q3 2021
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
25
+ 0.17%
$1.55K - $1.57K
14.8K $845K
Nov 15, 2021 Q3 2021
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
24
+ 0.72%
$1.49K - $1.51K
3.37K $192K
Nov 15, 2021 Q3 2021
Stifel Financial Corp

St. Louis, MO
BUY
 -
23
+ 0.22%
$1.43K - $1.45K
10.5K $601K
Nov 15, 2021 Q3 2021
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
15
+ 0.36%
$931 - $945
4.22K $241K
Nov 15, 2021 Q3 2021
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
13
+ 0.35%
$807 - $819
3.7K $211K
Nov 08, 2021 Q3 2021
Trustcore Financial Services, LLC

BUY
 -
13
+ 0.37%
$807 - $819
3.53K $201K
Nov 15, 2021 Q3 2021
Titus Wealth Management

Larskpur, CA
BUY
 -
12
+ 0.19%
$745 - $756
6.45K $368K
Oct 19, 2021 Q3 2021
Gemmer Asset Management LLC

BUY
 -
11
+ 0.29%
$683 - $693
3.74K $214K
Oct 08, 2021 Q3 2021
Traverso Chambers Private Wealth Management, LLC

BUY
 -
3
+ 0.01%
$186 - $189
20.4K $1.16M
Nov 12, 2021 Q3 2021
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
3
+ 0.37%
$186 - $189
806 $46K
Nov 15, 2021 Q3 2021
Gerber Kawasaki Wealth & Investment Management

BUY
 -
2
New
$124 - $126
2 $114
Nov 05, 2021 Q3 2021
Calton & Associates, Inc.

BUY
 -
2
+ 0.04%
$124 - $126
4.83K $275K
Oct 19, 2021 Q3 2021
Ellevest, Inc.

BUY
 -
1
+ 0.48%
$62.1 - $63
211 $12K
Oct 28, 2021 Q3 2021
Weaver Consulting Group

BUY
 -
1
+ 0.01%
$62.1 - $63
6.82K $389K
Oct 06, 2021 Q3 2021
Ifp Advisors, Inc

SELL
 -
0
Closed
$0 - $0
0 $0
Nov 09, 2021 Q3 2021
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Nov 09, 2021 Q3 2021
55 I, LLC

Boston, MA
SELL
 -
-6
- 0.09%
$372 - $378
6.54K $373K
Nov 15, 2021 Q3 2021
One Wealth Advisors, LLC

San Francisco, CA
SELL
 -
-6
- 0.16%
$372 - $378
3.76K $214K
Nov 12, 2021 Q3 2021
Assetmark, Inc

SELL
 -
-11
- 0.09%
$683 - $693
12.2K $699K
Oct 19, 2021 Q3 2021
Paragon Capital Management LTD

SELL
 -
-51
- 0.18%
$3.17K - $3.21K
28.1K $1.6M
Nov 01, 2021 Q3 2021
Whittier Trust CO

SELL
 -
-80
- 0.35%
$4.97K - $5.04K
22.5K $1.28M

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