Purchases and Sales Made in Q3 2022 in Ishares California Muni Bond E (CMF)
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
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-52- 0.67% |
$2.82K - $3.01K
|
7.76K
$440K
|
|
|
Nov 10, 2022
Q3 2022
|
Falcon Wealth Planning
|
SELL
|
- |
-54- 0.71% |
$2.93K - $3.13K
|
7.53K
$427K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-54- 1.65% |
$2.93K - $3.13K
|
3.22K
$183K
|
|
|
Nov 14, 2022
Q3 2022
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-64- 0.33% |
$3.47K - $3.71K
|
19.6K
$1.11M
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-109- 1.19% |
$5.91K - $6.32K
|
9.04K
$513K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-115- 36.86% |
$6.24K - $6.67K
|
197
$11.2K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-136- 1.01% |
$7.37K - $7.89K
|
13.3K
$754K
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-145- 1.63% |
$7.86K - $8.41K
|
8.74K
$496K
|
|
|
Nov 07, 2022
Q3 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-180- 0.79% |
$9.76K - $10.4K
|
22.5K
$1.28M
|
|
|
Jan 24, 2023
Q3 2022
|
Caprin Asset Management LLC
Henrico, VA |
SELL
|
- |
-263- 5.06% |
$14.3K - $15.2K
|
4.94K
$280K
|
|
|
Oct 11, 2022
Q3 2022
|
Apella Capital, LLC
|
SELL
|
- |
-277- 1.51% |
$15K - $16.1K
|
18.1K
$1.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Fca Corp
Houston, TX |
SELL
|
- |
-386- 5.0% |
$20.9K - $22.4K
|
7.34K
$417K
|
|
|
Nov 14, 2022
Q3 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-475- 0.67% |
$25.8K - $27.5K
|
70.1K
$3.98M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-621- 11.04% |
$33.7K - $36K
|
5.01K
$284K
|
|
|
Nov 14, 2022
Q3 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-638- 13.47% |
$34.6K - $37K
|
4.1K
$233K
|
|
|
Oct 04, 2022
Q3 2022
|
Weaver Consulting Group
|
SELL
|
- |
-690- 10.97% |
$37.4K - $40K
|
5.6K
$318K
|
|
|
Oct 06, 2022
Q3 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-780- 0.39% |
$42.3K - $45.2K
|
199K
$11.3M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-867- 7.9% |
$47K - $50.3K
|
10.1K
$574K
|
|
|
Nov 14, 2022
Q3 2022
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-985- 3.57% |
$53.4K - $57.1K
|
26.6K
$1.51M
|
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.14K- 12.0% |
$62K - $66.3K
|
8.39K
$476K
|
|
|
Oct 27, 2022
Q3 2022
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.19K- 16.66% |
$64.7K - $69.2K
|
5.98K
$339K
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.32K- 5.99% |
$71.8K - $76.8K
|
20.8K
$1.18M
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Management Network Inc
|
SELL
|
- |
-1.54K- 10.33% |
$83.4K - $89.2K
|
13.4K
$758K
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-2K- 23.45% |
$108K - $116K
|
6.53K
$371K
|
|
|
Nov 10, 2022
Q3 2022
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-2.26K- 10.87% |
$122K - $131K
|
18.5K
$1.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-2.5K- 15.06% |
$136K - $145K
|
14.1K
$801K
|
|
|
Oct 19, 2022
Q3 2022
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-3.2K- 5.5% |
$174K - $186K
|
55K
$3.12M
|
|
|
Oct 21, 2022
Q3 2022
|
Rhs Financial, LLC
|
SELL
|
- |
-3.43K- 9.92% |
$186K - $199K
|
31.2K
$1.77M
|
|
|
Nov 14, 2022
Q3 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-4.27K- 19.14% |
$232K - $248K
|
18K
$1.02M
|
|
|
Nov 08, 2022
Q3 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-4.6K- 28.28% |
$249K - $267K
|
11.7K
$662K
|
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-4.6K- 1.97% |
$250K - $267K
|
229K
$13M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-6.01K- 5.94% |
$326K - $348K
|
95.1K
$5.4M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.38K- 20.63% |
$346K - $370K
|
24.5K
$1.39M
|
|
|
Oct 04, 2022
Q3 2022
|
Boltwood Capital Management
|
SELL
|
- |
-6.51K- 19.93% |
$353K - $377K
|
26.2K
$1.48M
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-8.61K- 44.87% |
$467K - $499K
|
10.6K
$601K
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-8.61K- 44.87% |
$467K - $499K
|
10.6K
$601K
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-9.58K- 25.62% |
$520K - $556K
|
27.8K
$1.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9.67K- 54.67% |
$524K - $561K
|
8.02K
$455K
|
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-10.8K- 21.92% |
$587K - $628K
|
38.6K
$2.19M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-11.4K- 4.69% |
$618K - $661K
|
231K
$13.1M
|
|
|
Nov 15, 2022
Q3 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-13.6K- 11.74% |
$736K - $787K
|
102K
$5.8M
|
|
|
Oct 25, 2022
Q3 2022
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-13.8K- 27.11% |
$746K - $798K
|
37K
$2.1M
|
|
|
Oct 26, 2022
Q3 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-13.8K- 21.49% |
$746K - $798K
|
50.3K
$2.86M
|
|
|
Nov 14, 2022
Q3 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-15.4K- 54.7% |
$836K - $894K
|
12.8K
$725K
|
|
|
Oct 31, 2022
Q3 2022
|
Bank Of The West
|
SELL
|
- |
-16.6K- 26.66% |
$902K - $965K
|
45.8K
$2.6M
|
|
|
Oct 26, 2022
Q3 2022
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-20.2K- 21.19% |
$1.1M - $1.17M
|
75.1K
$4.27M
|
|
|
Oct 14, 2022
Q3 2022
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-22.1K- 59.94% |
$1.2M - $1.28M
|
14.8K
$839K
|
|
|
Nov 14, 2022
Q3 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-24.9KClosed |
$1.35M - $1.45M
|
0
$0
|
|
|
Oct 27, 2022
Q3 2022
|
Slow Capital, Inc.
|
SELL
|
- |
-41.2K- 8.78% |
$2.23M - $2.39M
|
428K
$24.3M
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
SELL
|
- |
-42.7K- 40.09% |
$2.31M - $2.48M
|
63.8K
$3.62M
|