Purchases and Sales Made in Q3 2022 in Ishares California Muni Bond E (CMF)
This table provides information about the institutional ownership of Ishares California Muni Bond E (CMF) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-84.8K- 67.54% |
$4.6M - $4.91M
|
40.7K
$2.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-112KClosed |
$6.08M - $6.5M
|
0
$0
|
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-120K- 31.54% |
$6.53M - $6.99M
|
262K
$14.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-176K- 14.07% |
$9.55M - $10.2M
|
1.08M
$61.4M
|
|
|
Nov 01, 2022
Q3 2022
|
Leisure Capital Management
|
SELL
|
- |
-442K- 98.63% |
$24M - $25.6M
|
6.15K
$351K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-822K- 73.7% |
$44.6M - $47.7M
|
293K
$16.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-1.36M- 20.12% |
$73.6M - $78.7M
|
5.39M
$308M
|