Purchases and Sales Made in Q4 2021 in Ishares California Muni Bond E (CMF)
This table provides information about the institutional ownership of Ishares California Muni Bond E (CMF) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2022
Q4 2021
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
4.8KNew |
$297K - $299K
|
4.8K
$273K
|
|
|
Jan 18, 2022
Q4 2021
|
Eclectic Associates Inc
|
BUY
|
- |
4.56KNew |
$282K - $284K
|
4.56K
$259K
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.36K+ 2.6% |
$269K - $272K
|
172K
$9.8M
|
|
|
Jan 21, 2022
Q4 2021
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
3.83K+ 8.22% |
$237K - $239K
|
50.4K
$2.86M
|
|
|
Feb 18, 2022
Q4 2021
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
3.8KNew |
$235K - $237K
|
3.8K
$216K
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.61KNew |
$223K - $225K
|
3.61K
$205K
|
|
|
Jan 11, 2022
Q4 2021
|
First American Trust, Fsb
|
BUY
|
- |
2.94K+ 6.64% |
$181K - $183K
|
47.2K
$2.68M
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.79K+ 4506.45% |
$173K - $174K
|
2.86K
$162K
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2.77KNew |
$171K - $173K
|
2.77K
$158K
|
|
|
Feb 14, 2022
Q4 2021
|
Orin Green Financial, LLC
|
BUY
|
- |
2.55K+ 7.29% |
$157K - $159K
|
37.5K
$2.13M
|
|
|
Jan 13, 2022
Q4 2021
|
Apella Capital, LLC
|
BUY
|
- |
2.47K+ 14.98% |
$152K - $154K
|
18.9K
$1.08M
|
|
|
Jan 19, 2022
Q4 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
2.27K+ 5.59% |
$140K - $142K
|
42.9K
$2.44M
|
|
|
Feb 11, 2022
Q4 2021
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
1.63K+ 1.44% |
$100K - $101K
|
114K
$6.5M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.53K+ 10.18% |
$94.5K - $95.4K
|
16.5K
$940K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.32K+ 0.77% |
$81.5K - $82.3K
|
174K
$9.86M
|
|
|
Feb 02, 2022
Q4 2021
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
1.15K+ 26.2% |
$70.7K - $71.4K
|
5.52K
$313K
|
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
BUY
|
- |
1.12K+ 3.67% |
$69.2K - $69.9K
|
31.6K
$1.8M
|
|
|
Jan 10, 2022
Q4 2021
|
Boltwood Capital Management
|
BUY
|
- |
1.1K+ 1.52% |
$68K - $68.6K
|
73.5K
$4.18M
|
|
|
Jan 03, 2022
Q4 2021
|
Private Asset Management Inc
|
BUY
|
- |
1K+ 7.75% |
$61.8K - $62.4K
|
13.9K
$791K
|
|
|
Jan 20, 2022
Q4 2021
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
997+ 6.9% |
$61.6K - $62.2K
|
15.5K
$879K
|
|
|
Feb 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
946+ 2.98% |
$58.5K - $59K
|
32.6K
$1.86M
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
920+ 9.58% |
$56.8K - $57.4K
|
10.5K
$598K
|
|
|
Feb 14, 2022
Q4 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
817+ 0.68% |
$50.5K - $51K
|
121K
$6.89M
|
|
|
Feb 11, 2022
Q4 2021
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
803+ 6.57% |
$49.6K - $50.1K
|
13K
$740K
|
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
711+ 4.8% |
$43.9K - $44.3K
|
15.5K
$882K
|
|
|
Jan 31, 2022
Q4 2021
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
462+ 5.58% |
$28.5K - $28.8K
|
8.74K
$497K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
421+ 132.39% |
$26K - $26.3K
|
739
$42K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
396+ 3.15% |
$24.5K - $24.7K
|
13K
$737K
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
318+ 0.13% |
$19.6K - $19.8K
|
248K
$14.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
255+ 1.92% |
$15.8K - $15.9K
|
13.6K
$771K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
250New |
$15.4K - $15.6K
|
250
$14.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
205+ 0.16% |
$12.7K - $12.8K
|
126K
$7.18M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
180+ 3.18% |
$11.1K - $11.2K
|
5.83K
$332K
|
|
|
Jan 12, 2022
Q4 2021
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
167+ 2.61% |
$10.3K - $10.4K
|
6.58K
$374K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
159+ 1.51% |
$9.82K - $9.92K
|
10.7K
$608K
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
134New |
$8.28K - $8.36K
|
134
$7.62K
|
|
|
Feb 14, 2022
Q4 2021
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
118+ 3.45% |
$7.29K - $7.36K
|
3.54K
$201K
|
|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
112+ 0.4% |
$6.92K - $6.99K
|
28.2K
$1.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
86+ 0.7% |
$5.31K - $5.36K
|
12.3K
$701K
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
66+ 1.96% |
$4.08K - $4.12K
|
3.43K
$195K
|
|
|
Feb 08, 2022
Q4 2021
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
50+ 0.52% |
$3.09K - $3.12K
|
9.68K
$550K
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
42+ 1.06% |
$2.6K - $2.62K
|
4.02K
$228K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
24+ 0.08% |
$1.48K - $1.5K
|
29.2K
$1.66M
|
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
22+ 0.52% |
$1.36K - $1.37K
|
4.24K
$241K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
22+ 0.51% |
$1.36K - $1.37K
|
4.37K
$248K
|
|
|
Jan 19, 2022
Q4 2021
|
Eagle Ridge Investment Management
|
BUY
|
- |
20+ 0.27% |
$1.24K - $1.25K
|
7.34K
$417K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
19+ 0.5% |
$1.17K - $1.19K
|
3.82K
$217K
|
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
18+ 0.51% |
$1.11K - $1.12K
|
3.54K
$201K
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
18+ 0.49% |
$1.11K - $1.12K
|
3.72K
$212K
|
|
|
Feb 15, 2022
Q4 2021
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
16+ 0.25% |
$989 - $998
|
6.46K
$367K
|