Purchases and Sales Made in Q4 2022 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 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 14, 2023 Q4 2022
Hsbc Holdings PLC

London, X0
BUY
 -
13K
New
$704K - $742K
13K $749K
Feb 10, 2023 Q4 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
13K
+ 16.7%
$700K - $738K
90.5K $5.2M
Feb 14, 2023 Q4 2022
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
12.8K
New
$692K - $729K
12.8K $736K
Feb 10, 2023 Q4 2022
Wealthfront Advisers LLC

BUY
 -
12.8K
+ 206.97%
$691K - $728K
19K $1.09M
Feb 22, 2023 Q4 2022
Tillman Hartley LLC

Orlando, FL
BUY
 -
12.4K
New
$667K - $703K
12.4K $710K
Feb 14, 2023 Q4 2022
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
11.9K
New
$643K - $678K
11.9K $685K
Feb 06, 2023 Q4 2022
Brinker Capital Investments, LLC

BUY
 -
11.4K
New
$618K - $651K
11.4K $658K
Feb 02, 2023 Q4 2022
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
11.4K
New
$616K - $649K
11.4K $656K
Jan 23, 2023 Q4 2022
Allspring Global Investments Holdings, LLC

BUY
 -
10.6K
+ 887.17%
$575K - $606K
11.8K $681K
Feb 13, 2023 Q4 2022
Merriman Wealth Management, LLC

BUY
 -
9.65K
+ 88.93%
$521K - $549K
20.5K $1.18M
Feb 14, 2023 Q4 2022
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
9.03K
New
$488K - $514K
9.03K $519K
Jan 17, 2023 Q4 2022
Bank Of Stockton

BUY
 -
8.95K
New
$483K - $509K
8.95K $514K
Jan 31, 2023 Q4 2022
Westside Investment Management, Inc.

BUY
 -
8.65K
+ 55.26%
$467K - $492K
24.3K $1.4M
Feb 13, 2023 Q4 2022
Rinkey Investments

San Diego, CA
BUY
 -
8.57K
+ 37.83%
$463K - $488K
31.2K $1.8M
Feb 06, 2023 Q4 2022
Navalign, LLC

BUY
 -
8.47K
+ 8.56%
$457K - $482K
107K $6.17M
Feb 08, 2023 Q4 2022
Mercer Global Advisors Inc

Denver, CO
BUY
 -
8.38K
+ 2.87%
$453K - $477K
300K $17.2M
Jan 12, 2023 Q4 2022
Dynamic Advisor Solutions LLC

BUY
 -
7.44K
+ 14.37%
$402K - $423K
59.2K $3.4M
Feb 14, 2023 Q4 2022
Vivaldi Capital Management LP

Chicago, IL
BUY
 -
7.42K
+ 41.1%
$400K - $422K
25.5K $1.46M
Feb 07, 2023 Q4 2022
Weil Company, Inc.

BUY
 -
6.82K
New
$368K - $388K
6.82K $392K
Jan 10, 2023 Q4 2022
Coldstream Capital Management Inc

BUY
 -
6.52K
+ 76.69%
$352K - $371K
15K $863K
Feb 09, 2023 Q4 2022
Running Point Capital Advisors, LLC

BUY
 -
6.49K
+ 22.48%
$350K - $369K
35.3K $2.03M
Jan 18, 2023 Q4 2022
Calton & Associates, Inc.

BUY
 -
6.24K
New
$337K - $355K
6.24K $358K
Feb 13, 2023 Q4 2022
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
5.25K
+ 139.49%
$283K - $299K
9.01K $518K
Feb 14, 2023 Q4 2022
Westshore Wealth, LLC

BUY
 -
5.22K
New
$282K - $297K
5.22K $300K
Feb 10, 2023 Q4 2022
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
5.18K
New
$280K - $295K
5.18K $298K
Feb 01, 2023 Q4 2022
Warren Street Wealth Advisors, LLC

BUY
 -
5.01K
+ 9.1%
$270K - $285K
60K $3.45M
Feb 14, 2023 Q4 2022
Three Bridge Wealth Advisors, LLC

Portola Valley, CA
BUY
 -
4.89K
New
$264K - $278K
4.89K $281K
Feb 03, 2023 Q4 2022
Parallel Advisors, LLC

BUY
 -
4.84K
+ 15.6%
$261K - $275K
35.9K $2.06M
Feb 01, 2023 Q4 2022
Blue Chip Partners, Inc.

BUY
 -
4.79K
New
$258K - $272K
4.79K $275K
Feb 15, 2023 Q4 2022
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
4.22K
New
$228K - $240K
4.22K $243K
Feb 09, 2023 Q4 2022
Avantax Planning Partners, Inc.

BUY
 -
3.9K
New
$210K - $222K
3.9K $224K
Jan 31, 2023 Q4 2022
Taylor, Cottrill, Erickson & Associates, Inc.

BUY
 -
3.8K
+ 96.2%
$205K - $216K
7.75K $445K
Feb 08, 2023 Q4 2022
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
3.76K
New
$203K - $214K
3.76K $216K
Jan 23, 2023 Q4 2022
Occidental Asset Management, LLC

BUY
 -
3.75K
New
$202K - $213K
3.75K $216K
Feb 13, 2023 Q4 2022
Baker Avenue Asset Management, LP

BUY
 -
3.68K
New
$199K - $210K
3.68K $212K
Feb 14, 2023 Q4 2022
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
3.4K
+ 10.74%
$184K - $193K
35.1K $2.02M
Jan 04, 2023 Q4 2022
Private Asset Management Inc

BUY
 -
3K
+ 21.58%
$162K - $171K
16.9K $971K
Feb 14, 2023 Q4 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
2.13K
+ 2.11%
$115K - $121K
103K $5.91M
Jan 31, 2023 Q4 2022
Wedbush Securities Inc

BUY
 -
1.99K
+ 30.42%
$107K - $113K
8.51K $489K
Feb 09, 2023 Q4 2022
Motley Fool Wealth Management, LLC

Alexandria, VA
BUY
 -
1.78K
+ 20.31%
$95.8K - $101K
10.5K $604K
Jan 10, 2023 Q4 2022
Ewg Elevate Inc.

BUY
 -
1.59K
New
$85.6K - $90.2K
1.59K $91.1K
Jan 17, 2023 Q4 2022
Spinnaker Investment Group, LLC

BUY
 -
1.43K
+ 2.02%
$77.4K - $81.6K
72.4K $4.16M
Feb 07, 2023 Q4 2022
Oppenheimer & CO Inc

New York, NY
BUY
 -
1.29K
+ 30.37%
$69.4K - $73.2K
5.52K $317K
Jan 09, 2023 Q4 2022
Minich Mac Gregor Wealth Management, LLC

BUY
 -
1.27K
New
$68.3K - $72K
1.27K $72.7K
Jan 30, 2023 Q4 2022
Curtis Advisory Group, LLC

Santa Barbara, CA
BUY
 -
1.17K
+ 3.64%
$63.3K - $66.7K
33.4K $1.92M
Feb 08, 2023 Q4 2022
Belpointe Asset Management LLC

BUY
 -
1.1K
New
$59.6K - $62.8K
1.1K $63.4K
Feb 13, 2023 Q4 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
893
+ 1.49%
$48.2K - $50.8K
60.7K $3.49M
Jan 31, 2023 Q4 2022
Kestra Advisory Services, LLC

BUY
 -
881
+ 17.6%
$47.6K - $50.1K
5.89K $338K
Feb 14, 2023 Q4 2022
Money Concepts Capital Corp

BUY
 -
800
+ 95.24%
$43.2K - $45.5K
1.64K $94.3K

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