Purchases and Sales Made in Q2 2023 in Ishares California Muni Bond E (CMF)
This table provides information about the institutional ownership of Ishares California Muni Bond E (CMF) during Q2 2023. 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 08, 2023
Q2 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-5K- 45.05% |
$280K - $290K
|
6.1K
$347K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.1K- 3.49% |
$286K - $295K
|
141K
$8.02M
|
|
|
Jul 11, 2023
Q2 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-5.4K- 8.76% |
$302K - $313K
|
56.2K
$3.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-9.37K- 21.32% |
$525K - $542K
|
34.6K
$1.97M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-9.72K- 6.85% |
$544K - $563K
|
132K
$7.52M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-12.1K- 11.69% |
$679K - $701K
|
91.5K
$5.21M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-12.1K- 11.69% |
$679K - $701K
|
91.5K
$5.21M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-12.2K- 85.17% |
$684K - $707K
|
2.13K
$121K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-12.7K- 7.18% |
$709K - $733K
|
164K
$9.31M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-16.3K- 71.47% |
$915K - $946K
|
6.52K
$371K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-17.4K- 10.1% |
$975K - $1.01M
|
155K
$8.81M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-21.6K- 13.92% |
$1.21M - $1.25M
|
133K
$7.59M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-28K- 8.84% |
$1.57M - $1.62M
|
289K
$16.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
SELL
|
- |
-38K- 4.7% |
$2.13M - $2.2M
|
771K
$43.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-40.8K- 95.63% |
$2.29M - $2.36M
|
1.87K
$106K
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-51K- 26.43% |
$2.86M - $2.95M
|
142K
$8.08M
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-68.8K- 14.13% |
$3.86M - $3.98M
|
418K
$23.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-109K- 75.35% |
$6.1M - $6.3M
|
35.6K
$2.03M
|