Purchases and Sales Made in Q2 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 Q2 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
Aug 15, 2022 Q2 2022
Coastwise Capital Group, LLC

La Jolla, CA
BUY
 -
5.12K
New
$283K - $297K
5.12K $291K
Aug 12, 2022 Q2 2022
Parcion Private Wealth LLC

Bellevue, WA
BUY
 -
5.03K
+ 19.76%
$279K - $292K
30.5K $1.73M
Aug 01, 2022 Q2 2022
Valmark Advisers, Inc.

BUY
 -
4.76K
+ 60.63%
$264K - $277K
12.6K $717K
Aug 12, 2022 Q2 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
4.57K
+ 15.62%
$253K - $265K
33.8K $1.92M
Aug 12, 2022 Q2 2022
Financial Advocates Investment Management

Olympia, WA
BUY
 -
4.57K
+ 116.87%
$253K - $265K
8.47K $481K
Aug 16, 2022 Q2 2022
Colony Group LLC

Boston, MA
BUY
 -
4.3K
New
$238K - $250K
4.3K $245K
Aug 09, 2022 Q2 2022
Freestone Capital Holdings, LLC

Seattle, WA
BUY
 -
4.27K
+ 10.22%
$236K - $248K
46K $2.61M
Jul 19, 2022 Q2 2022
First American Trust, Fsb

BUY
 -
4.24K
+ 9.29%
$235K - $246K
49.9K $2.84M
Aug 10, 2022 Q2 2022
Gould Asset Management LLC

Claremont, CA
BUY
 -
4.17K
+ 56.71%
$231K - $242K
11.5K $654K
Sep 06, 2022 Q2 2022
Ifp Advisors, Inc

BUY
 -
3.97K
New
$220K - $231K
3.97K $226K
Aug 15, 2022 Q2 2022
Goldman Sachs Group Inc

New York, NY
BUY
 -
3.95K
+ 25.91%
$219K - $229K
19.2K $1.09M
Jul 20, 2022 Q2 2022
Wealthfront Advisers LLC

BUY
 -
3.93K
New
$217K - $228K
3.93K $223K
Aug 12, 2022 Q2 2022
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
2.41K
+ 35.67%
$133K - $140K
9.15K $520K
Aug 16, 2022 Q2 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
2.39K
+ 23.52%
$132K - $139K
12.5K $712K
Jul 06, 2022 Q2 2022
Private Asset Management Inc

BUY
 -
2K
+ 40.82%
$111K - $116K
6.9K $392K
Jul 11, 2022 Q2 2022
Financial Management Network Inc

BUY
 -
1.93K
+ 14.92%
$107K - $112K
14.9K $847K
Aug 12, 2022 Q2 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
1.71K
+ 16.75%
$94.8K - $99.5K
11.9K $679K
Jul 19, 2022 Q2 2022
Spinnaker Investment Group, LLC

BUY
 -
1.11K
+ 2.16%
$61.5K - $64.5K
52.6K $2.99M
Aug 02, 2022 Q2 2022
Bank Of The West

BUY
 -
970
+ 1.58%
$53.7K - $56.3K
62.4K $3.55M
Aug 04, 2022 Q2 2022
Steward Partners Investment Advisory, LLC

BUY
 -
873
New
$48.3K - $50.7K
873 $49.6K
Aug 10, 2022 Q2 2022
Citigroup Inc

BUY
 -
840
+ 28.47%
$46.5K - $48.8K
3.79K $215K
Aug 11, 2022 Q2 2022
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
814
+ 6.46%
$45.1K - $47.3K
13.4K $763K
Aug 09, 2022 Q2 2022
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
776
+ 5.01%
$43K - $45.1K
16.3K $924K
Aug 09, 2022 Q2 2022
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
750
New
$41.5K - $43.6K
750 $42.6K
Aug 08, 2022 Q2 2022
Integrated Wealth Concepts LLC

BUY
 -
608
+ 16.59%
$33.7K - $35.3K
4.27K $243K
Aug 15, 2022 Q2 2022
Morgan Stanley

New York, NY
BUY
 -
583
+ 0.03%
$32.3K - $33.9K
1.93M $110M
Oct 27, 2022 Q2 2022
Morgan Stanley

New York, NY
BUY
 -
583
+ 0.03%
$32.3K - $33.9K
1.93M $110M
Aug 04, 2022 Q2 2022
Personal Capital Advisors Corp

BUY
 -
454
+ 2.26%
$25.1K - $26.4K
20.5K $1.17M
Aug 03, 2022 Q2 2022
Carl P. Sherr & Co., LLC

BUY
 -
175
+ 1.34%
$9.69K - $10.2K
13.2K $750K
Jul 13, 2022 Q2 2022
Hbw Advisory Services LLC

BUY
 -
172
+ 4.52%
$9.52K - $9.99K
3.98K $226K
Jul 28, 2022 Q2 2022
Wfa Of San Diego, LLC

BUY
 -
167
New
$9.25K - $9.7K
167 $9.49K
Jul 19, 2022 Q2 2022
Eagle Ridge Investment Management

BUY
 -
156
+ 2.14%
$8.64K - $9.06K
7.46K $424K
Jul 13, 2022 Q2 2022
Evanson Asset Management, LLC

BUY
 -
80
+ 0.19%
$4.43K - $4.65K
43K $2.45M
Jul 08, 2022 Q2 2022
Apella Capital, LLC

BUY
 -
47
+ 0.26%
$2.6K - $2.73K
18.4K $1.04M
Aug 11, 2022 Q2 2022
Choreo, LLC

Minneapolis, MN
BUY
 -
44
+ 0.45%
$2.44K - $2.56K
9.75K $554K
Aug 15, 2022 Q2 2022
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
19
+ 0.45%
$1.05K - $1.1K
4.27K $243K
Aug 15, 2022 Q2 2022
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
18
New
$997 - $1.05K
18 $1.02K
Jul 26, 2022 Q2 2022
Trustcore Financial Services, LLC

BUY
 -
16
+ 0.45%
$886 - $929
3.57K $203K
Aug 15, 2022 Q2 2022
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
16
+ 0.43%
$886 - $929
3.75K $213K
Nov 09, 2022 Q2 2022
Titus Wealth Management

Larskpur, CA
BUY
 -
15
+ 0.23%
$831 - $871
6.48K $369K
Aug 15, 2022 Q2 2022
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
12
+ 0.43%
$664 - $697
2.79K $159K
Aug 12, 2022 Q2 2022
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
1
+ 0.93%
$55.4 - $58.1
108 $6.14K
Aug 09, 2022 Q2 2022
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
1
+ 0.02%
$55.4 - $58.1
4.74K $269K
Jul 18, 2022 Q2 2022
Ellevest, Inc.

BUY
 -
1
+ 0.47%
$55.4 - $58.1
213 $12.1K
Jul 20, 2022 Q2 2022
Weaver Consulting Group

BUY
 -
1
+ 0.02%
$55.4 - $58.1
6.29K $357K
Aug 09, 2022 Q2 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Jul 13, 2022 Q2 2022
Allworth Financial LP

SELL
 -
-6
- 1.89%
$332 - $349
312 $17.7K
Aug 12, 2022 Q2 2022
Ameritas Investment Partners, Inc.

Lincoln, NE
SELL
 -
-40
- 1.21%
$2.21K - $2.32K
3.27K $186K
Aug 12, 2022 Q2 2022
Creative One Wealth, LLC

Overland Park, KS
SELL
 -
-55
- 0.91%
$3.05K - $3.19K
6.01K $341K

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