Purchases and Sales Made in Q3 2023 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 2023. 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
Oct 27, 2023 Q3 2023
Tiaa Trust, National Association

Charlotte, NC
BUY
 -
693K
New
$37.9M - $39.7M
693K $39.6M
Nov 09, 2023 Q3 2023
Ubs Group Ag

BUY
 -
504K
+ 174.35%
$27.6M - $28.8M
794K $45.3M
Nov 22, 2023 Q3 2023
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
433K
+ 23202.95%
$23.7M - $24.8M
435K $24.8M
Nov 14, 2023 Q3 2023
Jane Street Group, LLC

New York, NY
BUY
 -
356K
+ 250.91%
$19.5M - $20.4M
498K $28.4M
Nov 14, 2023 Q3 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
210K
+ 4196.12%
$11.5M - $12M
215K $12.3M
Oct 31, 2023 Q3 2023
Manhattan West Asset Management, LLC

Los Angeles, CA
BUY
 -
110K
+ 33.62%
$6.01M - $6.29M
437K $24.9M
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
71.8K
+ 80.35%
$3.92M - $4.11M
161K $9.19M
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
68.1K
+ 10.94%
$3.72M - $3.9M
691K $39.4M
Nov 14, 2023 Q3 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
68K
New
$3.72M - $3.89M
68K $3.88M
Nov 13, 2023 Q3 2023
Cerity Partners LLC

New York, NY
BUY
 -
66.3K
+ 199.39%
$3.62M - $3.79M
99.5K $5.68M
Nov 14, 2023 Q3 2023
Old Mission Capital LLC

BUY
 -
53.2K
New
$2.91M - $3.04M
53.2K $3.04M
Nov 15, 2023 Q3 2023
Elmwood Wealth Management, Inc.

BUY
 -
49.5K
New
$2.7M - $2.83M
49.5K $2.82M
Nov 13, 2023 Q3 2023
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
46.6K
New
$2.55M - $2.67M
46.6K $2.66M
Nov 08, 2023 Q3 2023
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
46.4K
+ 1993.04%
$2.54M - $2.66M
48.7K $2.78M
Oct 27, 2023 Q3 2023
Allspring Global Investments Holdings, LLC

BUY
 -
42.5K
New
$2.32M - $2.43M
42.5K $2.42M
Nov 09, 2023 Q3 2023
Wealthsource Partners, LLC

BUY
 -
41.2K
+ 26.62%
$2.25M - $2.36M
196K $11.2M
Nov 13, 2023 Q3 2023
Mariner, LLC

Overland Park, KS
BUY
 -
32K
+ 4.56%
$1.75M - $1.83M
733K $41.8M
Oct 30, 2023 Q3 2023
Bank Of Stockton

BUY
 -
30.6K
+ 50.61%
$1.67M - $1.75M
91K $5.19M
Nov 13, 2023 Q3 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
28.5K
+ 5.82%
$1.56M - $1.63M
519K $29.6M
Nov 02, 2023 Q3 2023
Opes Wealth Management LLC

Menlo Park, CA
BUY
 -
27.9K
+ 11.15%
$1.53M - $1.6M
278K $15.9M
Oct 27, 2023 Q3 2023
Brio Consultants, LLC

BUY
 -
26.2K
+ 5.39%
$1.43M - $1.5M
512K $29.2M
Nov 14, 2023 Q3 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
22.2K
+ 41.85%
$1.22M - $1.27M
75.4K $4.3M
Oct 19, 2023 Q3 2023
Values Added Financial LLC

Washington, DC
BUY
 -
20.4K
New
$1.12M - $1.17M
20.4K $1.16M
Nov 02, 2023 Q3 2023
Certus Wealth Management, LLC

Redwood City, CA
BUY
 -
19.6K
+ 64.62%
$1.07M - $1.12M
50K $2.86M
Nov 14, 2023 Q3 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
19.5K
+ 23.95%
$1.06M - $1.11M
101K $5.74M
Nov 09, 2023 Q3 2023
Betterment LLC

New York, NY
BUY
 -
18.4K
+ 19.16%
$1.01M - $1.05M
114K $6.53M
Oct 26, 2023 Q3 2023
Myecfo, LLC

La Jolla, CA
BUY
 -
18K
+ 10.29%
$982K - $1.03M
193K $11M
Nov 08, 2023 Q3 2023
Choreo, LLC

Minneapolis, MN
BUY
 -
17.9K
+ 16.59%
$977K - $1.02M
126K $7.17M
Nov 15, 2023 Q3 2023
First Foundation Advisors

Irvine, CA
BUY
 -
17K
+ 5.07%
$929K - $972K
352K $20.1M
Nov 14, 2023 Q3 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
16.1K
+ 13.39%
$878K - $919K
136K $7.77M
Oct 10, 2023 Q3 2023
Impac Tfolio, LLC

BUY
 -
14.9K
New
$815K - $853K
14.9K $851K
Nov 14, 2023 Q3 2023
Northwestern Mutual Wealth Management CO

BUY
 -
14.8K
+ 47.3%
$807K - $845K
46K $2.62M
Nov 08, 2023 Q3 2023
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
14.2K
New
$777K - $814K
14.2K $812K
Nov 14, 2023 Q3 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
11.8K
+ 49.74%
$645K - $675K
35.5K $2.03M
Oct 16, 2023 Q3 2023
Investment Advisory Group, LLC

BUY
 -
11.4K
New
$623K - $652K
11.4K $650K
Nov 13, 2023 Q3 2023
Motley Fool Wealth Management, LLC

Alexandria, VA
BUY
 -
10.5K
New
$575K - $601K
10.5K $600K
Nov 06, 2023 Q3 2023
My Personal Cfo, LLC

BUY
 -
10K
New
$547K - $572K
10K $571K
Nov 13, 2023 Q3 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
10K
New
$546K - $572K
10K $570K
Nov 01, 2023 Q3 2023
Stonehage Fleming Financial Services Holdings LTD

BUY
 -
9.47K
New
$518K - $542K
9.47K $540K
Oct 25, 2023 Q3 2023
Miracle Mile Advisors, LLC

BUY
 -
9.26K
+ 2.21%
$506K - $530K
427K $24.4M
Nov 14, 2023 Q3 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
9.1K
+ 6.89%
$497K - $520K
141K $8.05M
Nov 08, 2023 Q3 2023
Journey Strategic Wealth LLC

Summit, NJ
BUY
 -
8.89K
+ 33.67%
$486K - $509K
35.3K $2.01M
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
8.89K
New
$486K - $508K
8.89K $507K
Nov 14, 2023 Q3 2023
Vista Wealth Management Group, LLC

BUY
 -
8.57K
New
$468K - $490K
8.57K $489K
Nov 14, 2023 Q3 2023
Alliancebernstein L.P.

New York, NY
BUY
 -
8.54K
+ 4.68%
$467K - $489K
191K $10.9M
Oct 10, 2023 Q3 2023
Affinity Capital Advisors, LLC

BUY
 -
8.2K
+ 13.86%
$448K - $469K
67.4K $3.85M
Nov 14, 2023 Q3 2023
Freestone Capital Holdings, LLC

Seattle, WA
BUY
 -
7.91K
+ 13.27%
$432K - $453K
67.5K $3.85M
Nov 16, 2023 Q3 2023
Creative Planning

Overland Park, KS
BUY
 -
7.38K
+ 3.81%
$403K - $422K
201K $11.5M
Oct 13, 2023 Q3 2023
Stordahl Capital Management, Inc.

BUY
 -
7.16K
New
$391K - $410K
7.16K $409K

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