Purchases and Sales Made in Q3 2022 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 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
Nov 14, 2022 Q3 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
5.98K
+ 8.34%
$324K - $346K
77.6K $4.45M
Oct 18, 2022 Q3 2022
First American Trust, Fsb

BUY
 -
5.75K
+ 11.53%
$312K - $334K
55.6K $3.19M
Nov 09, 2022 Q3 2022
High Tower Advisors, LLC

Chicago, IL
BUY
 -
5.28K
+ 41.94%
$286K - $306K
17.9K $1.02M
Nov 09, 2022 Q3 2022
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
5.22K
New
$283K - $303K
5.22K $300K
Nov 01, 2022 Q3 2022
Assetmark, Inc

BUY
 -
4.8K
+ 1.83%
$260K - $278K
267K $15.3M
Nov 14, 2022 Q3 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
4.64K
+ 0.98%
$252K - $269K
480K $27.5M
Nov 14, 2022 Q3 2022
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
4.29K
New
$233K - $249K
4.29K $246K
Nov 02, 2022 Q3 2022
Navalign, LLC

BUY
 -
4.24K
+ 4.48%
$230K - $246K
98.9K $5.67M
Nov 14, 2022 Q3 2022
Oppenheimer & CO Inc

New York, NY
BUY
 -
4.23K
New
$230K - $245K
4.23K $243K
Oct 21, 2022 Q3 2022
Whittier Trust CO Of Nevada Inc

BUY
 -
4K
New
$217K - $232K
4K $229K
Nov 14, 2022 Q3 2022
Commonwealth Equity Services, LLC

BUY
 -
3.88K
+ 3.41%
$211K - $225K
118K $6.77M
Nov 14, 2022 Q3 2022
Mgo Private Wealth, LLC

Irvine, CA
BUY
 -
3.79K
New
$205K - $220K
3.79K $217K
Oct 19, 2022 Q3 2022
Harbour Capital Advisors, LLC

BUY
 -
3.7K
New
$201K - $215K
3.7K $212K
Oct 18, 2022 Q3 2022
Eagle Ridge Investment Management

BUY
 -
3.69K
+ 49.52%
$200K - $214K
11.2K $640K
Nov 10, 2022 Q3 2022
Parallel Advisors, LLC

BUY
 -
3.22K
+ 11.57%
$174K - $187K
31K $1.78M
Mar 17, 2023 Q3 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
2.26K
New
$122K - $131K
2.26K $129K
Nov 14, 2022 Q3 2022
Wealthfront Advisers LLC

BUY
 -
2.25K
+ 57.36%
$122K - $131K
6.18K $355K
Nov 10, 2022 Q3 2022
Bank Of Montreal

Toronto, A6
BUY
 -
2.19K
New
$119K - $127K
2.19K $126K
Nov 14, 2022 Q3 2022
Gould Asset Management LLC

Claremont, CA
BUY
 -
2.13K
+ 18.46%
$115K - $123K
13.6K $782K
Oct 14, 2022 Q3 2022
Parcion Private Wealth LLC

Bellevue, WA
BUY
 -
1.78K
+ 5.84%
$96.6K - $103K
32.3K $1.85M
Oct 20, 2022 Q3 2022
Dynamic Advisor Solutions LLC

BUY
 -
1.64K
+ 3.28%
$89.1K - $95.3K
51.7K $2.97M
Oct 12, 2022 Q3 2022
Mc Naughton Wealth Management, LLC

BUY
 -
1.46K
+ 5.48%
$79.1K - $84.6K
28.1K $1.61M
Nov 14, 2022 Q3 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
1.44K
+ 4.26%
$78.1K - $83.5K
35.2K $2.02M
Oct 26, 2022 Q3 2022
Allspring Global Investments Holdings, LLC

BUY
 -
1.2K
New
$65.1K - $69.6K
1.2K $68.8K
Nov 10, 2022 Q3 2022
Citigroup Inc

BUY
 -
1.07K
+ 28.31%
$58.2K - $62.2K
4.86K $279K
Nov 14, 2022 Q3 2022
Covington Capital Management

BUY
 -
960
+ 2.99%
$52.1K - $55.7K
33.1K $1.9M
Nov 03, 2022 Q3 2022
Alpha Cubed Investments, LLC

BUY
 -
800
+ 5.09%
$43.4K - $46.4K
16.5K $947K
Nov 14, 2022 Q3 2022
Portfolio Solutions, LLC

Troy, MI
BUY
 -
756
+ 3.32%
$41K - $43.8K
23.5K $1.35M
Nov 14, 2022 Q3 2022
Vanguard Personalized Indexing Management, LLC

Oakland, CA
BUY
 -
743
+ 7.18%
$40.3K - $43.1K
11.1K $636K
Nov 07, 2022 Q3 2022
Personal Capital Advisors Corp

BUY
 -
695
+ 3.39%
$37.7K - $40.3K
21.2K $1.22M
Oct 14, 2022 Q3 2022
Adviser Investments LLC

BUY
 -
632
+ 0.77%
$34.3K - $36.6K
82.5K $4.73M
Oct 21, 2022 Q3 2022
Private Ocean, LLC

BUY
 -
631
+ 81.95%
$34.2K - $36.6K
1.4K $80.4K
Nov 14, 2022 Q3 2022
Towerpoint Wealth, LLC

Sacramento, CA
BUY
 -
237
+ 1.36%
$12.9K - $13.7K
17.7K $1.01M
Oct 18, 2022 Q3 2022
Mc Ilrath & Eck, LLC

BUY
 -
218
New
$11.8K - $12.6K
218 $12.5K
Nov 10, 2022 Q3 2022
Carl P. Sherr & Co., LLC

BUY
 -
150
+ 1.14%
$8.13K - $8.7K
13.4K $766K
Nov 14, 2022 Q3 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
126
+ 0.47%
$6.83K - $7.31K
27.2K $1.56M
Nov 10, 2022 Q3 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
35
+ 0.26%
$1.9K - $2.03K
13.6K $778K
Oct 21, 2022 Q3 2022
Gemmer Asset Management LLC

BUY
 -
26
+ 0.4%
$1.41K - $1.51K
6.47K $371K
Nov 15, 2022 Q3 2022
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
20
+ 0.47%
$1.08K - $1.16K
4.29K $246K
Nov 08, 2022 Q3 2022
Ifp Advisors, Inc

BUY
 -
18
+ 0.45%
$976 - $1.04K
3.99K $229K
Nov 14, 2022 Q3 2022
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
17
+ 0.45%
$922 - $986
3.76K $216K
Nov 08, 2022 Q3 2022
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
13
+ 0.47%
$705 - $754
2.81K $161K
Oct 17, 2022 Q3 2022
Private Trust CO Na

BUY
 -
7
+ 0.13%
$380 - $406
5.3K $304K
Nov 03, 2022 Q3 2022
Trustcore Financial Services, LLC

BUY
 -
6
+ 0.17%
$325 - $348
3.58K $205K
Nov 02, 2022 Q3 2022
Ellevest, Inc.

BUY
 -
1
+ 0.47%
$54.2 - $58
214 $12.3K
Nov 15, 2022 Q3 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Nov 14, 2022 Q3 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
SELL
 -
-31
- 0.25%
$1.68K - $1.8K
12.5K $717K
Nov 10, 2022 Q3 2022
Silicon Valley Capital Partners

SELL
 -
-35
- 0.11%
$1.9K - $2.03K
32.8K $1.88M
Nov 14, 2022 Q3 2022
Equitable Holdings, Inc.

New York, NY
SELL
 -
-47
- 1.19%
$2.55K - $2.73K
3.89K $223K

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