Purchases and Sales Made in Q3 2023 in Ishares California Muni Bond E (CMF)
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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Orin Green Financial, LLC
|
BUY
|
- |
6.7K+ 2.16% |
$366K - $383K
|
317K
$18.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
6.69K+ 12.54% |
$366K - $383K
|
60K
$3.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
6.19KNew |
$338K - $354K
|
6.19K
$353K
|
|
|
Nov 09, 2023
Q3 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
5.25K+ 5.92% |
$287K - $300K
|
93.9K
$5.35M
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
5.11K+ 3.84% |
$279K - $292K
|
138K
$7.88M
|
|
|
Oct 11, 2023
Q3 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
4.3KNew |
$235K - $246K
|
4.3K
$245K
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
4.21KNew |
$230K - $241K
|
4.21K
$240K
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Advisors Network, Inc.
|
BUY
|
- |
4.16KNew |
$227K - $238K
|
4.16K
$237K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
4.15KNew |
$227K - $237K
|
4.15K
$237K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.07KNew |
$222K - $233K
|
4.07K
$232K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.91K+ 6.93% |
$214K - $224K
|
60.3K
$3.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
3.72K+ 23.33% |
$203K - $213K
|
19.7K
$1.12M
|
|
|
Oct 10, 2023
Q3 2023
|
Navalign, LLC
|
BUY
|
- |
3.71K+ 4.05% |
$203K - $212K
|
95.1K
$5.43M
|
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
3.68KNew |
$201K - $210K
|
3.68K
$210K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
3.68KNew |
$201K - $210K
|
3.68K
$210K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3.48KNew |
$190K - $199K
|
3.48K
$198K
|
|
|
Oct 18, 2023
Q3 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
3.37K+ 8.85% |
$184K - $193K
|
41.4K
$2.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.22K+ 3.24% |
$176K - $184K
|
103K
$5.87M
|
|
|
Oct 31, 2023
Q3 2023
|
First American Trust, Fsb
|
BUY
|
- |
2.41K+ 5.13% |
$132K - $138K
|
49.5K
$2.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
BUY
|
- |
2.38K+ 15.38% |
$130K - $136K
|
17.9K
$1.02M
|
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
2.22K+ 6.29% |
$121K - $127K
|
37.5K
$2.14M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.16K+ 1.32% |
$118K - $124K
|
166K
$9.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2.08K+ 1.39% |
$114K - $119K
|
152K
$8.67M
|
|
|
Oct 10, 2023
Q3 2023
|
Boltwood Capital Management
|
BUY
|
- |
2.08K+ 8.69% |
$113K - $119K
|
26K
$1.48M
|
|
|
Oct 10, 2023
Q3 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
1.98K+ 3.52% |
$108K - $113K
|
58.2K
$3.32M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.98K+ 19.43% |
$108K - $113K
|
12.1K
$693K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.73K+ 1.09% |
$94.4K - $98.8K
|
161K
$9.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Hall Private Wealth Advisors
|
BUY
|
- |
1.64K+ 24.2% |
$89.5K - $93.6K
|
8.4K
$479K
|
|
|
Nov 08, 2023
Q3 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
1.55K+ 16.73% |
$84.6K - $88.5K
|
10.8K
$616K
|
|
|
Oct 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.4K+ 17.77% |
$76.5K - $80.1K
|
9.28K
$529K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.37K+ 6.4% |
$74.9K - $78.4K
|
22.8K
$1.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.25K+ 18.79% |
$68.1K - $71.3K
|
7.88K
$450K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
1.22K+ 182.91% |
$66.7K - $69.8K
|
1.89K
$108K
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1.19KNew |
$65.1K - $68.1K
|
1.19K
$67.9K
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.06K+ 27.95% |
$58K - $60.7K
|
4.86K
$277K
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.04K+ 0.35% |
$56.8K - $59.4K
|
296K
$16.9M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.01KNew |
$55K - $57.6K
|
1.01K
$57.4K
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
982+ 10.43% |
$53.7K - $56.2K
|
10.4K
$593K
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
903+ 13.94% |
$49.3K - $51.7K
|
7.38K
$421K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
864+ 40.64% |
$47.2K - $49.4K
|
2.99K
$171K
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
792+ 4.72% |
$43.3K - $45.3K
|
17.6K
$1M
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
645+ 0.34% |
$35.2K - $36.9K
|
190K
$10.9M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
636+ 15.7% |
$34.8K - $36.4K
|
4.69K
$267K
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
621+ 6.35% |
$33.9K - $35.5K
|
10.4K
$593K
|
|
|
Apr 22, 2024
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
572+ 0.82% |
$31.3K - $32.7K
|
70.2K
$4M
|
|
|
Oct 25, 2023
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
572+ 0.82% |
$31.3K - $32.7K
|
70.2K
$4M
|
|
|
Nov 14, 2023
Q3 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
496+ 14.04% |
$27.1K - $28.4K
|
4.03K
$230K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
462+ 0.47% |
$25.2K - $26.4K
|
99.7K
$5.69M
|
|
|
Nov 08, 2023
Q3 2023
|
Davidson Investment Advisors
|
BUY
|
- |
429+ 7.37% |
$23.4K - $24.5K
|
6.25K
$356K
|
|
|
Nov 01, 2023
Q3 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
303+ 0.86% |
$16.6K - $17.3K
|
35.4K
$2.02M
|