Purchases and Sales Made in Q3 2023 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 Q3 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
Oct 10, 2023 Q3 2023
Apella Capital, LLC

BUY
 -
298
+ 1.59%
$16.3K - $17K
19K $1.08M
Nov 13, 2023 Q3 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
265
+ 1.88%
$14.5K - $15.2K
14.3K $816K
Oct 23, 2023 Q3 2023
Financial Management Network Inc

BUY
 -
190
+ 1.4%
$10.4K - $10.9K
13.8K $784K
Oct 10, 2023 Q3 2023
Simpli Fi, Inc.

BUY
 -
156
+ 0.58%
$8.53K - $8.92K
26.8K $1.53M
Nov 06, 2023 Q3 2023
Topel & Distasi Wealth Management, LLC

BUY
 -
142
+ 2.03%
$7.76K - $8.12K
7.14K $406K
Nov 13, 2023 Q3 2023
Km Capital Management Ltd.

Austin, TX
BUY
 -
121
+ 2.28%
$6.61K - $6.92K
5.42K $308K
Nov 14, 2023 Q3 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
54
+ 0.47%
$2.95K - $3.09K
11.6K $657K
Feb 15, 2024 Q3 2023
Westshore Wealth, LLC

BUY
 -
54
+ 1.03%
$2.95K - $3.09K
5.32K $302K
Oct 28, 2024 Q3 2023
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
38
+ 1.12%
$2.08K - $2.17K
3.42K $195K
Nov 14, 2023 Q3 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
38
+ 0.58%
$2.08K - $2.17K
6.56K $373K
Nov 14, 2023 Q3 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
26
+ 0.57%
$1.42K - $1.49K
4.56K $259K
Oct 12, 2023 Q3 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
21
+ 0.31%
$1.15K - $1.2K
6.77K $385K
Nov 13, 2023 Q3 2023
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
17
+ 0.6%
$929 - $972
2.87K $163K
Dec 01, 2023 Q3 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
14
+ 0.29%
$765 - $801
4.77K $271K
Oct 18, 2023 Q3 2023
Private Trust CO Na

BUY
 -
8
+ 0.14%
$437 - $458
5.69K $323K
Nov 13, 2023 Q3 2023
Steward Partners Investment Advisory, LLC

BUY
 -
5
+ 0.52%
$273 - $286
975 $55.4K
Nov 13, 2023 Q3 2023
Three Bridge Wealth Advisors, LLC

Portola Valley, CA
BUY
 -
2
+ 0.04%
$109 - $114
4.98K $283K
Oct 25, 2023 Q3 2023
Brighton Jones LLC

BUY
 -
2
+ 0.03%
$109 - $114
7.19K $409K
Nov 14, 2023 Q3 2023
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
1
+ 0.02%
$54.7 - $57.2
4.2K $239K
Oct 13, 2023 Q3 2023
Weaver Consulting Group

BUY
 -
1
+ 0.02%
$54.7 - $57.2
4.38K $249K
Nov 14, 2023 Q3 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
1
New
$54.7 - $57.2
1 $56.8
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
1
+ 1.67%
$54.7 - $57.2
61 $3.47K
Oct 30, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Nov 03, 2023 Q3 2023
Ieq Capital, LLC

SELL
 -
-57
- 0.72%
$3.12K - $3.26K
7.91K $449K
Oct 23, 2023 Q3 2023
Gould Asset Management LLC

Claremont, CA
SELL
 -
-140
- 0.69%
$7.65K - $8.01K
20.1K $1.14M
Oct 30, 2023 Q3 2023
Blue Chip Partners, Inc.

SELL
 -
-141
- 3.11%
$7.71K - $8.07K
4.39K $249K
Nov 09, 2023 Q3 2023
Tortoise Investment Management, LLC

SELL
 -
-352
- 33.46%
$19.2K - $20.1K
700 $39.8K
Nov 09, 2023 Q3 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
SELL
 -
-387
- 0.29%
$21.1K - $22.1K
135K $7.66M
Oct 20, 2023 Q3 2023
Private Asset Management Inc

SELL
 -
-400
- 2.37%
$21.9K - $22.9K
16.5K $938K
Nov 13, 2023 Q3 2023
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
SELL
 -
-409
- 3.96%
$22.4K - $23.4K
9.91K $563K
Nov 03, 2023 Q3 2023
Empower Advisory Group, LLC

Greenwood Village, CO
SELL
 -
-423
- 1.52%
$23.1K - $24.2K
27.4K $1.55M
Nov 13, 2023 Q3 2023
Main Management LLC

San Francisco, CA
SELL
 -
-437
- 15.02%
$23.9K - $25K
2.47K $141K
Oct 05, 2023 Q3 2023
Mc Naughton Wealth Management, LLC

SELL
 -
-445
- 1.62%
$24.3K - $25.5K
27K $1.53M
Oct 17, 2023 Q3 2023
Creative One Wealth, LLC

Overland Park, KS
SELL
 -
-567
- 4.19%
$31K - $32.4K
13K $737K
Nov 09, 2023 Q3 2023
Kestra Advisory Services, LLC

SELL
 -
-574
- 9.68%
$31.4K - $32.8K
5.36K $305K
Oct 27, 2023 Q3 2023
Whittier Trust CO

SELL
 -
-613
- 0.94%
$33.5K - $35.1K
64.5K $3.67M
Nov 13, 2023 Q3 2023
Hsbc Holdings PLC

London, X0
SELL
 -
-768
- 2.09%
$42K - $43.9K
36K $2.05M
Oct 24, 2023 Q3 2023
Eclectic Associates Inc

SELL
 -
-805
- 13.52%
$44K - $46K
5.15K $293K
Oct 05, 2023 Q3 2023
Falcon Wealth Planning

SELL
 -
-823
- 12.38%
$45K - $47.1K
5.83K $331K
Nov 06, 2023 Q3 2023
Running Point Capital Advisors, LLC

SELL
 -
-1.12K
- 3.17%
$61.3K - $64.1K
34.2K $1.95M
Nov 13, 2023 Q3 2023
Parallel Advisors, LLC

SELL
 -
-1.2K
- 1.31%
$65.5K - $68.6K
90.3K $5.13M
May 20, 2024 Q3 2023
Parallel Advisors, LLC

SELL
 -
-1.2K
- 1.31%
$65.5K - $68.6K
90.3K $5.13M
Oct 18, 2023 Q3 2023
Warren Street Wealth Advisors, LLC

SELL
 -
-1.3K
- 2.25%
$70.9K - $74.2K
56.4K $3.2M
Nov 14, 2023 Q3 2023
Safeguard Investment Advisory Group, LLC

SELL
 -
-1.4K
- 4.78%
$76.2K - $79.8K
27.8K $1.58M
Oct 30, 2023 Q3 2023
Leisure Capital Management

SELL
 -
-1.49K
- 4.62%
$81.6K - $85.4K
30.8K $1.75M
Nov 13, 2023 Q3 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-1.62K
- 36.19%
$88.5K - $92.7K
2.86K $162K
Oct 11, 2023 Q3 2023
Adviser Investments LLC

SELL
 -
-1.66K
- 0.5%
$90.9K - $95.2K
334K $19M
Oct 31, 2023 Q3 2023
Spinnaker Investment Group, LLC

SELL
 -
-1.82K
- 2.44%
$99.4K - $104K
72.8K $4.14M

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