Purchases and Sales Made in Q4 2022 in Ishares California Muni Bond E (CMF)
This table provides information about the institutional ownership of Ishares California Muni Bond E (CMF) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2023
Q4 2022
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-5.27K- 28.42% |
$284K - $300K
|
13.3K
$755K
|
|
|
Feb 10, 2023
Q4 2022
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-7.15K- 36.55% |
$386K - $407K
|
12.4K
$706K
|
|
|
Feb 09, 2023
Q4 2022
|
Omega Financial Group, LLC
|
SELL
|
- |
-7.16K- 11.97% |
$387K - $408K
|
52.7K
$3M
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-7.61K- 51.07% |
$411K - $433K
|
7.29K
$415K
|
|
|
Jan 25, 2023
Q4 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-8.03K- 48.63% |
$433K - $457K
|
8.48K
$483K
|
|
|
Feb 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-8.85K- 15.29% |
$478K - $504K
|
49K
$2.79M
|
|
|
Jan 27, 2023
Q4 2022
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-9.37K- 63.43% |
$506K - $533K
|
5.41K
$308K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-12.3K- 49.98% |
$662K - $698K
|
12.3K
$699K
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-12.3K- 43.45% |
$665K - $701K
|
16K
$912K
|
|
|
Feb 28, 2023
Q4 2022
|
Orin Green Financial, LLC
|
SELL
|
- |
-13K- 4.19% |
$703K - $741K
|
298K
$16.9M
|
|
|
Jan 25, 2023
Q4 2022
|
First American Trust, Fsb
|
SELL
|
- |
-14.8K- 26.51% |
$796K - $840K
|
40.9K
$2.33M
|
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-15.1K- 7.61% |
$817K - $861K
|
184K
$10.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Connections Group, Inc.
|
SELL
|
- |
-15.3K- 8.08% |
$828K - $872K
|
174K
$9.93M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-16.2K- 13.7% |
$872K - $919K
|
102K
$5.79M
|
|
|
Feb 10, 2023
Q4 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-17K- 52.73% |
$919K - $968K
|
15.3K
$868K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-19.1K- 7.15% |
$1.03M - $1.09M
|
248K
$14.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-19.6K- 27.98% |
$1.06M - $1.12M
|
50.5K
$2.87M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-29.1K- 82.65% |
$1.57M - $1.66M
|
6.11K
$348K
|
|
|
Feb 14, 2023
Q4 2022
|
Silicon Valley Capital Partners
|
SELL
|
- |
-32.8K- 99.98% |
$1.77M - $1.87M
|
5
$285
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-33.2K- 52.03% |
$1.79M - $1.89M
|
30.6K
$1.74M
|
|
|
Feb 01, 2023
Q4 2022
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-66.9K- 89.1% |
$3.61M - $3.81M
|
8.19K
$466K
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-92.4K- 40.3% |
$4.99M - $5.26M
|
137K
$7.79M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-101K- 36.74% |
$5.44M - $5.73M
|
173K
$9.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-138K- 47.05% |
$7.45M - $7.85M
|
155K
$8.84M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-157K- 32.72% |
$8.47M - $8.93M
|
323K
$18.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-190K- 73.02% |
$10.3M - $10.8M
|
70.2K
$4M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-613K- 29.11% |
$33.1M - $34.9M
|
1.49M
$85M
|