Purchases and Sales Made in Q2 2021 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 Q2 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
Jul 23, 2021 Q2 2021
Gemmer Asset Management LLC

BUY
 -
2.67K
+ 252.74%
$166K - $168K
3.73K $212K
Aug 12, 2021 Q2 2021
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
2.62K
New
$163K - $165K
2.62K $149K
Jul 06, 2021 Q2 2021
Boltwood Capital Management

BUY
 -
2.45K
+ 4.01%
$152K - $154K
63.6K $3.62M
Jul 09, 2021 Q2 2021
John W. Brooker & Co., Cp As

BUY
 -
1.92K
New
$119K - $121K
1.92K $109K
Aug 13, 2021 Q2 2021
Integrated Wealth Concepts LLC

BUY
 -
1.9K
+ 25.37%
$118K - $119K
9.39K $534K
Aug 11, 2021 Q2 2021
Bank Of New York Mellon Corp

New York, NY
BUY
 -
1.89K
+ 48.06%
$117K - $119K
5.81K $331K
Aug 03, 2021 Q2 2021
Brinker Capital Investments, LLC

BUY
 -
1.86K
+ 10.83%
$115K - $117K
19K $1.08M
Aug 13, 2021 Q2 2021
Pacific Capital Wealth Advisors, Inc

BUY
 -
1.72K
+ 2.32%
$107K - $108K
75.8K $4.31M
Aug 16, 2021 Q2 2021
Omega Financial Group, LLC

BUY
 -
1.66K
+ 3.04%
$103K - $105K
56.4K $3.21M
Aug 13, 2021 Q2 2021
Bailard, Inc.

BUY
 -
1.61K
+ 0.46%
$99.8K - $101K
350K $19.9M
Aug 05, 2021 Q2 2021
Gould Asset Management LLC

Claremont, CA
BUY
 -
1.21K
+ 35.33%
$75.1K - $76K
4.64K $264K
Aug 13, 2021 Q2 2021
Covington Capital Management

BUY
 -
1.16K
+ 4.2%
$71.7K - $72.6K
28.6K $1.63M
Aug 13, 2021 Q2 2021
Steel Peak Wealth Management LLC

BUY
 -
1.15K
+ 2.26%
$71.2K - $72.1K
51.9K $2.96M
Aug 13, 2021 Q2 2021
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
978
+ 3.12%
$60.7K - $61.5K
32.3K $1.84M
Aug 04, 2021 Q2 2021
Creative Planning

Overland Park, KS
BUY
 -
799
+ 9.41%
$49.6K - $50.2K
9.29K $529K
Aug 06, 2021 Q2 2021
Parallel Advisors, LLC

BUY
 -
774
+ 1.05%
$48K - $48.6K
74.5K $4.24M
Jul 27, 2021 Q2 2021
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
698
+ 4.96%
$43.3K - $43.9K
14.8K $841K
Aug 11, 2021 Q2 2021
Deutsche Bank Ag\

Frankfurt Am Main, 2M
BUY
 -
664
+ 10.64%
$41.2K - $41.7K
6.9K $393K
Aug 10, 2021 Q2 2021
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
603
+ 301.5%
$37.4K - $37.9K
803 $45.7K
Aug 04, 2021 Q2 2021
Nwam LLC

Mercer Island, WA
BUY
 -
423
+ 2.99%
$26.2K - $26.6K
14.6K $830K
Nov 16, 2021 Q2 2021
Willow Creek Wealth Management Inc.

Sebastopol, CA
BUY
 -
400
+ 6.95%
$24.8K - $25.1K
6.16K $351K
Jul 13, 2021 Q2 2021
Columbia Trust CO 01012016

BUY
 -
350
+ 5.07%
$21.7K - $22K
7.25K $413K
Aug 06, 2021 Q2 2021
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
235
+ 7.57%
$14.6K - $14.8K
3.34K $190K
Aug 16, 2021 Q2 2021
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
205
+ 5.88%
$12.7K - $12.9K
3.69K $210K
Jul 26, 2021 Q2 2021
Ford Financial Group, LLC

BUY
 -
133
New
$8.25K - $8.36K
133 $7.57K
Aug 02, 2021 Q2 2021
Allworth Financial LP

BUY
 -
124
+ 63.92%
$7.69K - $7.79K
318 $18.1K
Jul 19, 2021 Q2 2021
Eagle Ridge Investment Management

BUY
 -
40
+ 0.56%
$2.48K - $2.51K
7.21K $411K
Aug 13, 2021 Q2 2021
Choreo, LLC

Minneapolis, MN
BUY
 -
39
+ 0.41%
$2.42K - $2.45K
9.59K $546K
Jul 28, 2021 Q2 2021
Arkadios Wealth Advisors

BUY
 -
17
+ 0.41%
$1.05K - $1.07K
4.2K $239K
Jul 19, 2021 Q2 2021
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
15
+ 0.38%
$931 - $943
3.96K $225K
Aug 16, 2021 Q2 2021
Titus Wealth Management

Larskpur, CA
BUY
 -
13
+ 0.2%
$807 - $817
6.43K $366K
Jul 29, 2021 Q2 2021
Paragon Capital Management LTD

BUY
 -
8
+ 0.03%
$496 - $503
28.1K $1.6M
Aug 03, 2021 Q2 2021
Financial Advocates Investment Management

Olympia, WA
BUY
 -
8
+ 0.19%
$496 - $503
4.13K $235K
Aug 05, 2021 Q2 2021
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
4
+ 0.45%
$248 - $251
901 $51.3K
Aug 12, 2021 Q2 2021
Traverso Chambers Private Wealth Management, LLC

BUY
 -
4
+ 0.02%
$248 - $251
20.4K $1.16M
Aug 13, 2021 Q2 2021
Stifel Financial Corp

St. Louis, MO
BUY
 -
3
+ 0.03%
$186 - $189
10.5K $599K
Aug 02, 2021 Q2 2021
Private Ocean, LLC

BUY
 -
1
+ 0.13%
$62.1 - $62.8
770 $43.8K
Aug 16, 2021 Q2 2021
Captrust Financial Advisors

Raleigh, NC
BUY
 -
1
+ 0.01%
$62.1 - $62.8
7.91K $450K
Aug 11, 2021 Q2 2021
Calton & Associates, Inc.

BUY
 -
1
+ 0.02%
$62.1 - $62.8
4.83K $275K
Jul 13, 2021 Q2 2021
Ifp Advisors, Inc

BUY
 -
0
New
$0 - $0
0 $0
Aug 13, 2021 Q2 2021
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Aug 09, 2021 Q2 2021
Mc Naughton Wealth Management, LLC

SELL
 -
-12
- 0.08%
$745 - $754
14.1K $803K
Aug 17, 2021 Q2 2021
Kingsview Wealth Management, LLC

Grants Pass, OR
SELL
 -
-16
- 0.14%
$993 - $1.01K
11.4K $650K
Aug 09, 2021 Q2 2021
Portfolio Solutions, LLC

Troy, MI
SELL
 -
-32
- 0.03%
$1.99K - $2.01K
114K $6.48M
Aug 13, 2021 Q2 2021
Summit Wealth & Retirement Planning, Inc.

SELL
 -
-36
- 0.12%
$2.23K - $2.26K
28.8K $1.64M
Jul 26, 2021 Q2 2021
Total Clarity Wealth Management, Inc.

SELL
 -
-41
Closed
$2.54K - $2.58K
0 $0
Jul 13, 2021 Q2 2021
Ellevest, Inc.

SELL
 -
-47
- 18.29%
$2.92K - $2.95K
210 $12K
Aug 10, 2021 Q2 2021
Brighton Jones LLC

SELL
 -
-120
- 1.72%
$7.45K - $7.54K
6.86K $390K
Aug 13, 2021 Q2 2021
Fca Corp

Houston, TX
SELL
 -
-121
- 1.37%
$7.51K - $7.6K
8.74K $498K

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