Purchases and Sales Made in Q4 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 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
Gemmer Asset Management LLC

BUY
 -
15
+ 0.4%
$927 - $936
3.76K $214K
Jan 11, 2022 Q4 2021
Hbw Advisory Services LLC

BUY
 -
3
+ 0.08%
$185 - $187
3.77K $214K
Jan 13, 2022 Q4 2021
Calton & Associates, Inc.

BUY
 -
3
+ 0.06%
$185 - $187
4.83K $275K
Feb 03, 2022 Q4 2021
Total Clarity Wealth Management, Inc.

BUY
 -
1
+ 2.44%
$61.8 - $62.4
42 $2.39K
Feb 10, 2022 Q4 2021
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
1
+ 0.94%
$61.8 - $62.4
107 $6.08K
Jan 24, 2022 Q4 2021
Ellevest, Inc.

BUY
 -
1
+ 0.47%
$61.8 - $62.4
212 $12.1K
Feb 07, 2022 Q4 2021
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Jan 25, 2022 Q4 2021
Private Ocean, LLC

SELL
 -
-1
- 0.13%
$61.8 - $62.4
769 $43.7K
Feb 11, 2022 Q4 2021
Gerber Kawasaki Wealth & Investment Management

SELL
 -
-2
Closed
$124 - $125
0 $0
Mar 08, 2022 Q4 2021
Pacific Capital Wealth Advisors, Inc

SELL
 -
-10
- 0.01%
$618 - $624
69.7K $3.96M
Feb 14, 2022 Q4 2021
Goldman Sachs Group Inc

New York, NY
SELL
 -
-126
- 0.37%
$7.79K - $7.86K
33.9K $1.93M
Jan 20, 2022 Q4 2021
Parallel Advisors, LLC

SELL
 -
-144
- 0.19%
$8.9K - $8.98K
77.3K $4.4M
Jan 14, 2022 Q4 2021
John W. Brooker & Co., Cp As

SELL
 -
-150
- 7.8%
$9.27K - $9.36K
1.77K $101K
Feb 03, 2022 Q4 2021
Mattern Capital Management, LLC

Lakewood, CO
SELL
 -
-176
- 2.68%
$10.9K - $11K
6.39K $363K
Feb 14, 2022 Q4 2021
Alliancebernstein L.P.

New York, NY
SELL
 -
-231
- 1.1%
$14.3K - $14.4K
20.8K $1.18M
Feb 09, 2022 Q4 2021
Orion Portfolio Solutions, LLC

SELL
 -
-232
- 3.57%
$14.3K - $14.5K
6.28K $357K
Feb 01, 2022 Q4 2021
Weaver Consulting Group

SELL
 -
-268
- 3.93%
$16.6K - $16.7K
6.56K $373K
Feb 04, 2022 Q4 2021
Joseph P. Lucia & Associates, LLC

SELL
 -
-400
Closed
$24.7K - $24.9K
0 $0
Feb 10, 2022 Q4 2021
Bailard, Inc.

SELL
 -
-462
- 0.13%
$28.5K - $28.8K
347K $19.7M
Jan 24, 2022 Q4 2021
Falcon Wealth Planning

SELL
 -
-717
- 5.93%
$44.3K - $44.7K
11.4K $646K
Feb 14, 2022 Q4 2021
Fca Corp

Houston, TX
SELL
 -
-740
- 8.46%
$45.7K - $46.2K
8K $455K
Feb 09, 2022 Q4 2021
55 I, LLC

Boston, MA
SELL
 -
-765
- 11.69%
$47.3K - $47.7K
5.78K $328K
Feb 17, 2022 Q4 2021
Kingsview Wealth Management, LLC

Grants Pass, OR
SELL
 -
-846
- 7.7%
$52.3K - $52.8K
10.1K $577K
Feb 14, 2022 Q4 2021
Spectrum Asset Management, Inc.

SELL
 -
-1K
- 17.7%
$61.8K - $62.4K
4.65K $264K
Feb 03, 2022 Q4 2021
Summit Wealth & Retirement Planning, Inc.

SELL
 -
-1K
- 3.49%
$61.9K - $62.4K
27.7K $1.57M
Mar 21, 2023 Q4 2021
American Portfolios Advisors

Holbrook, NY
SELL
 -
-1.04K
- 45.99%
$64.1K - $64.7K
1.22K $69.3K
Feb 04, 2022 Q4 2021
Hcr Wealth Advisors

Los Angeles, CA
SELL
 -
-1.13K
- 4.64%
$69.9K - $70.5K
23.2K $1.32M
Feb 10, 2022 Q4 2021
Citigroup Inc

SELL
 -
-1.17K
- 28.38%
$72.2K - $72.9K
2.95K $168K
Feb 15, 2022 Q4 2021
Creative One Wealth, LLC

Overland Park, KS
SELL
 -
-1.24K
- 15.72%
$76.4K - $77.2K
6.63K $377K
Jan 28, 2022 Q4 2021
Guidance Point Advisors, LLC

SELL
 -
-1.63K
Closed
$100K - $101K
0 $0
Feb 09, 2022 Q4 2021
Principal Financial Group Inc

Des Moines, IA
SELL
 -
-1.71K
- 3.05%
$106K - $107K
54.4K $3.09M
Jan 21, 2022 Q4 2021
Global Retirement Partners, LLC

SELL
 -
-1.91K
Closed
$118K - $119K
0 $0
Feb 10, 2022 Q4 2021
Litman Gregory Wealth Management LLC

SELL
 -
-1.98K
- 20.37%
$122K - $123K
7.73K $439K
Jan 31, 2022 Q4 2021
One Capital Management, LLC

Westlake Village, CA
SELL
 -
-2.14K
- 8.3%
$132K - $133K
23.6K $1.34M
Feb 08, 2022 Q4 2021
Brinker Capital Investments, LLC

SELL
 -
-3.23K
- 15.46%
$199K - $201K
17.6K $1M
Feb 14, 2022 Q4 2021
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-3.32K
- 10.91%
$205K - $207K
27.1K $1.54M
Feb 10, 2022 Q4 2021
Private Advisor Group, LLC

SELL
 -
-3.35K
- 48.55%
$207K - $209K
3.55K $202K
Jan 19, 2022 Q4 2021
Bristlecone Advisors, LLC

SELL
 -
-3.47K
- 18.16%
$214K - $216K
15.6K $889K
Jan 24, 2022 Q4 2021
Blue Zone Wealth Advisors, LLC

SELL
 -
-3.62K
- 6.96%
$224K - $226K
48.4K $2.75M
Feb 14, 2022 Q4 2021
One Wealth Advisors, LLC

San Francisco, CA
SELL
 -
-3.76K
Closed
$232K - $234K
0 $0
Feb 09, 2022 Q4 2021
Mufg Americas Holdings Corp

SELL
 -
-3.83K
- 2.05%
$237K - $239K
183K $10.4M
Dec 01, 2022 Q4 2021
Mufg Americas Holdings Corp

SELL
 -
-3.83K
- 2.05%
$237K - $239K
183K $10.4M
Feb 10, 2022 Q4 2021
Nwam LLC

Mercer Island, WA
SELL
 -
-3.88K
- 31.86%
$240K - $242K
8.29K $471K
Jan 26, 2022 Q4 2021
Lincoln National Corp

SELL
 -
-3.89K
- 7.54%
$241K - $243K
47.7K $2.71M
Feb 15, 2022 Q4 2021
Integrated Wealth Concepts LLC

SELL
 -
-3.92K
- 43.12%
$242K - $244K
5.17K $294K
Feb 14, 2022 Q4 2021
Two Sigma Securities, LLC

New York, NY
SELL
 -
-4.24K
Closed
$262K - $264K
0 $0
Jan 19, 2022 Q4 2021
Financial Management Network Inc

SELL
 -
-4.42K
- 22.35%
$273K - $275K
15.3K $872K
Feb 14, 2022 Q4 2021
Wealthsource Partners, LLC

SELL
 -
-5.33K
- 11.41%
$330K - $333K
41.4K $2.35M
Feb 14, 2022 Q4 2021
Freestone Capital Holdings, LLC

Seattle, WA
SELL
 -
-5.42K
Closed
$335K - $338K
0 $0

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