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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
SELL
|
- |
-5.87K- 23.74% |
$363K - $366K
|
18.9K
$1.07M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.34K- 27.3% |
$391K - $395K
|
16.9K
$958K
|
|
|
Feb 08, 2022
Q4 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-7.2K- 15.99% |
$445K - $449K
|
37.8K
$2.15M
|
|
|
Feb 04, 2022
Q4 2021
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-10.1K- 7.26% |
$625K - $631K
|
129K
$7.34M
|
|
|
Jan 26, 2022
Q4 2021
|
Rhs Financial, LLC
|
SELL
|
- |
-10.1K- 32.33% |
$627K - $633K
|
21.2K
$1.21M
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-11.2K- 32.0% |
$691K - $697K
|
23.8K
$1.35M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-11.4K- 67.61% |
$703K - $709K
|
5.45K
$309K
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-12.5K- 6.88% |
$772K - $779K
|
169K
$9.59M
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-15KClosed |
$925K - $934K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-15K- 12.06% |
$926K - $934K
|
109K
$6.21M
|
|
|
Feb 08, 2022
Q4 2021
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-15.1K- 38.5% |
$932K - $941K
|
24.1K
$1.37M
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-21.6K- 76.9% |
$1.34M - $1.35M
|
6.5K
$369K
|
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-28.1K- 20.06% |
$1.74M - $1.75M
|
112K
$6.36M
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-35.6K- 96.92% |
$2.2M - $2.22M
|
1.13K
$64.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-37.6KClosed |
$2.32M - $2.35M
|
0
$0
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
SELL
|
- |
-70.6KClosed |
$4.36M - $4.4M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-267K- 55.15% |
$16.5M - $16.6M
|
217K
$12.3M
|