Purchases and Sales Made in Q4 2022 in Ishares California Muni Bond E (CMF)
This table provides information about the institutional ownership of Ishares California Muni Bond E (CMF) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
1M+ 18.61% |
$54.2M - $57.1M
|
6.4M
$365M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
657KNew |
$35.5M - $37.4M
|
657K
$37.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
553K+ 51.46% |
$29.9M - $31.5M
|
1.63M
$92.9M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
492KNew |
$26.6M - $28M
|
492K
$28.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
389K+ 366.65% |
$21M - $22.1M
|
495K
$28.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
268K+ 1288.81% |
$14.5M - $15.2M
|
288K
$16.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
264K+ 13129.47% |
$14.3M - $15M
|
266K
$15.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
BUY
|
- |
260K+ 63.39% |
$14.1M - $14.8M
|
671K
$38.3M
|
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
BUY
|
- |
250K+ 303.05% |
$13.5M - $14.2M
|
333K
$19M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
147K+ 345.5% |
$7.96M - $8.39M
|
190K
$10.9M
|
|
|
Aug 11, 2023
Q4 2022
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
142KNew |
$7.65M - $8.07M
|
142K
$8.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
138K+ 96.89% |
$7.44M - $7.85M
|
280K
$16M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
137K+ 492.52% |
$7.4M - $7.8M
|
165K
$9.41M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
126KNew |
$6.79M - $7.16M
|
126K
$7.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
125K+ 122.58% |
$6.76M - $7.12M
|
227K
$13M
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
125K+ 272.58% |
$6.74M - $7.1M
|
171K
$9.74M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
117K+ 50.63% |
$6.32M - $6.67M
|
348K
$19.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
111K+ 23.99% |
$6.02M - $6.34M
|
576K
$32.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
92.8KNew |
$5.01M - $5.28M
|
92.8K
$5.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
86.5K+ 651.28% |
$4.67M - $4.92M
|
99.8K
$5.69M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
86.1K+ 33.21% |
$4.65M - $4.9M
|
345K
$19.7M
|
|
|
Jan 27, 2023
Q4 2022
|
Leisure Capital Management
|
BUY
|
- |
70.7K+ 1149.9% |
$3.82M - $4.02M
|
76.8K
$4.38M
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
69.9KNew |
$3.78M - $3.98M
|
69.9K
$3.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
62.7K+ 461.78% |
$3.38M - $3.57M
|
76.2K
$4.35M
|
|
|
Feb 13, 2023
Q4 2022
|
Slow Capital, Inc.
|
BUY
|
- |
60.7K+ 14.19% |
$3.28M - $3.46M
|
489K
$27.9M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
60.7KNew |
$3.28M - $3.45M
|
60.7K
$3.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
60.1K+ 45.88% |
$3.24M - $3.42M
|
191K
$10.9M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
59.7K+ 72.42% |
$3.22M - $3.4M
|
142K
$8.11M
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
57.7K+ 382.12% |
$3.12M - $3.28M
|
72.8K
$4.16M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
57.4K+ 323.09% |
$3.1M - $3.27M
|
75.2K
$4.29M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
56.3K+ 46.63% |
$3.04M - $3.21M
|
177K
$10.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
50.3KNew |
$2.72M - $2.86M
|
50.3K
$2.87M
|
|
|
Feb 10, 2023
Q4 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
48.6K+ 69.39% |
$2.62M - $2.76M
|
119K
$6.77M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
48.1K+ 46.77% |
$2.6M - $2.74M
|
151K
$8.61M
|
|
|
Feb 10, 2023
Q4 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
44.4K+ 347.16% |
$2.39M - $2.52M
|
57.1K
$3.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
41.1K+ 274.89% |
$2.22M - $2.34M
|
56K
$3.2M
|
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
40.1K+ 31.44% |
$2.17M - $2.28M
|
168K
$9.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
39.5K+ 6.33% |
$2.13M - $2.25M
|
662K
$37.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
32.1KNew |
$1.73M - $1.83M
|
32.1K
$1.83M
|
|
|
Feb 10, 2023
Q4 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
30.3K+ 171.69% |
$1.64M - $1.72M
|
48K
$2.74M
|
|
|
Jan 20, 2023
Q4 2022
|
Eclectic Associates Inc
|
BUY
|
- |
29.9K+ 656.49% |
$1.62M - $1.7M
|
34.5K
$1.97M
|
|
|
Feb 07, 2023
Q4 2022
|
Brio Consultants, LLC
|
BUY
|
- |
25K+ 5.56% |
$1.35M - $1.42M
|
475K
$27.1M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
23.6K+ 131.95% |
$1.27M - $1.34M
|
41.4K
$2.37M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
22.9K+ 252.27% |
$1.24M - $1.3M
|
32K
$1.83M
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
20K+ 34.94% |
$1.08M - $1.14M
|
77.3K
$4.41M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
19.4K+ 1384.87% |
$1.05M - $1.1M
|
20.8K
$1.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
17.5K+ 15.24% |
$947K - $998K
|
133K
$7.57M
|
|
|
Jan 30, 2023
Q4 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
17.1K+ 8.63% |
$925K - $975K
|
216K
$12.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
14.8K+ 108.8% |
$801K - $844K
|
28.5K
$1.63M
|
|
|
Feb 07, 2023
Q4 2022
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
13.4KNew |
$723K - $762K
|
13.4K
$765K
|