Purchases and Sales Made in Q4 2021 in Ishares California Muni Bond E (CMF)
This table provides information about the institutional ownership of Ishares California Muni Bond E (CMF) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
160K+ 34.78% |
$9.88M - $9.97M
|
619K
$35.2M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
147K+ 109.51% |
$9.08M - $9.17M
|
281K
$16M
|
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
110K+ 14.36% |
$6.82M - $6.88M
|
879K
$49.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
99.4K+ 1.68% |
$6.14M - $6.2M
|
6.02M
$342M
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
68.9K+ 803.56% |
$4.26M - $4.3M
|
77.4K
$4.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
60.1KNew |
$3.71M - $3.75M
|
60.1K
$3.41M
|
|
|
Feb 15, 2022
Q4 2021
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
51.3KNew |
$3.17M - $3.2M
|
51.3K
$2.91M
|
|
|
Feb 14, 2022
Q4 2021
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
47.8K+ 131.74% |
$2.95M - $2.98M
|
84.1K
$4.78M
|
|
|
Feb 11, 2022
Q4 2021
|
Silicon Valley Capital Partners
|
BUY
|
- |
33.6KNew |
$2.08M - $2.1M
|
33.6K
$1.91M
|
|
|
Feb 08, 2022
Q4 2021
|
Slow Capital, Inc.
|
BUY
|
- |
28.7K+ 8.02% |
$1.77M - $1.79M
|
387K
$22M
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
26.6K+ 97.51% |
$1.64M - $1.66M
|
53.9K
$3.06M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
23.2K+ 8.59% |
$1.44M - $1.45M
|
294K
$16.7M
|
|
|
May 04, 2022
Q4 2021
|
Client First Capital LLC
|
BUY
|
- |
20.9KNew |
$1.29M - $1.3M
|
20.9K
$1.19M
|
|
|
Jan 12, 2022
Q4 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
20.7K+ 7.35% |
$1.28M - $1.29M
|
302K
$17.1M
|
|
|
Feb 08, 2022
Q4 2021
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
19.3KNew |
$1.19M - $1.2M
|
19.3K
$1.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
18.8K+ 6.79% |
$1.16M - $1.17M
|
296K
$16.8M
|
|
|
Jan 18, 2022
Q4 2021
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
16.6KNew |
$1.03M - $1.04M
|
16.6K
$944K
|
|
|
Jan 19, 2022
Q4 2021
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
16K+ 200.55% |
$989K - $998K
|
24K
$1.36M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
13.5K+ 0.69% |
$837K - $845K
|
1.98M
$113M
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
13.2KNew |
$819K - $826K
|
13.2K
$752K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13K+ 2.15% |
$804K - $811K
|
617K
$35M
|
|
|
Jan 31, 2022
Q4 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
12.8K+ 24.17% |
$794K - $801K
|
66K
$3.75M
|
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
12.7K+ 16.73% |
$785K - $792K
|
88.6K
$5.03M
|
|
|
Jan 31, 2022
Q4 2021
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
12.4K+ 11.76% |
$767K - $774K
|
118K
$6.69M
|
|
|
Feb 14, 2022
Q4 2021
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
12.2K+ 46.3% |
$754K - $761K
|
38.6K
$2.19M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
12.2K+ 0.89% |
$754K - $761K
|
1.38M
$78.3M
|
|
|
Feb 04, 2022
Q4 2021
|
Karp Capital Management Corp
|
BUY
|
- |
12K+ 18.08% |
$739K - $746K
|
78.1K
$4.43M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
11.3KNew |
$699K - $706K
|
11.3K
$643K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
10.4KNew |
$645K - $652K
|
10.4K
$593K
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
10.2KNew |
$632K - $638K
|
10.2K
$581K
|
|
|
Jan 28, 2022
Q4 2021
|
Bank Of The West
|
BUY
|
- |
9.96K+ 19.07% |
$615K - $621K
|
62.1K
$3.53M
|
|
|
Feb 04, 2022
Q4 2021
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
9.93K+ 49.78% |
$614K - $619K
|
29.9K
$1.7M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.93K+ 72.05% |
$552K - $557K
|
21.3K
$1.21M
|
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
8.72KNew |
$539K - $544K
|
8.72K
$495K
|
|
|
Feb 14, 2022
Q4 2021
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
8.6K+ 28.21% |
$531K - $536K
|
39.1K
$2.22M
|
|
|
Jan 10, 2022
Q4 2021
|
Impac Tfolio, LLC
|
BUY
|
- |
8.28KNew |
$512K - $516K
|
8.28K
$470K
|
|
|
Feb 23, 2022
Q4 2021
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
8.18KNew |
$505K - $510K
|
8.18K
$464K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.13KNew |
$502K - $507K
|
8.13K
$461K
|
|
|
Feb 10, 2022
Q4 2021
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
8KNew |
$494K - $499K
|
8K
$454K
|
|
|
Feb 17, 2022
Q4 2021
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
7.84KNew |
$484K - $489K
|
7.84K
$445K
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
7.82K+ 106.26% |
$483K - $488K
|
15.2K
$862K
|
|
|
Jan 20, 2022
Q4 2021
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
7.25KNew |
$448K - $452K
|
7.25K
$412K
|
|
|
Feb 15, 2022
Q4 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
7.2K+ 39.67% |
$445K - $449K
|
25.3K
$1.44M
|
|
|
Jan 28, 2022
Q4 2021
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
6.73KNew |
$416K - $420K
|
6.73K
$382K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
6.46KNew |
$399K - $403K
|
6.46K
$367K
|
|
|
Feb 04, 2022
Q4 2021
|
Destination Wealth Management
|
BUY
|
- |
6.12K+ 42.35% |
$378K - $382K
|
20.6K
$1.17M
|
|
|
Feb 03, 2022
Q4 2021
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
5.75K+ 14.41% |
$355K - $359K
|
45.7K
$2.59M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.38K+ 3.96% |
$333K - $336K
|
141K
$8.02M
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
5.3K+ 19.06% |
$327K - $331K
|
33.1K
$1.88M
|
|
|
Jan 24, 2022
Q4 2021
|
Omega Financial Group, LLC
|
BUY
|
- |
4.88K+ 7.85% |
$302K - $305K
|
67.1K
$3.81M
|