Purchases and Sales Made in Q4 2023 in Ishares California Muni Bond E (CMF)
This table provides information about the institutional ownership of Ishares California Muni Bond E (CMF) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
7.12K+ 3.15% |
$384K - $413K
|
233K
$13.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
7.06K+ 35.1% |
$381K - $410K
|
27.2K
$1.55M
|
|
|
Jan 18, 2024
Q4 2023
|
Navalign, LLC
|
BUY
|
- |
6.72K+ 7.06% |
$362K - $390K
|
102K
$5.81M
|
|
|
Feb 12, 2024
Q4 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
6.71K+ 166.62% |
$362K - $390K
|
10.7K
$613K
|
|
|
Feb 12, 2024
Q4 2023
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
6.6KNew |
$356K - $383K
|
6.6K
$377K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.47K+ 3.01% |
$349K - $376K
|
221K
$12.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.45K+ 56.34% |
$348K - $375K
|
17.9K
$1.02M
|
|
|
Jan 10, 2024
Q4 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
5.77KNew |
$311K - $335K
|
5.77K
$329K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.64K+ 4.14% |
$304K - $328K
|
142K
$8.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Neumann Capital Management, LLC
|
BUY
|
- |
5.6K+ 58.21% |
$302K - $325K
|
15.2K
$869K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
5.6KNew |
$302K - $325K
|
5.6K
$320K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.57KNew |
$300K - $324K
|
5.57K
$318K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
5.41KNew |
$292K - $314K
|
5.41K
$309K
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
BUY
|
- |
5.3KNew |
$286K - $308K
|
5.3K
$303K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.23K+ 5.19% |
$282K - $304K
|
106K
$6.05M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.22K+ 79.61% |
$282K - $303K
|
11.8K
$673K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.19KNew |
$280K - $301K
|
5.19K
$296K
|
|
|
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
5.15KNew |
$278K - $299K
|
5.15K
$294K
|
|
|
Feb 13, 2025
Q4 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
4.82KNew |
$260K - $280K
|
4.82K
$275K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
4.53KNew |
$244K - $263K
|
4.53K
$259K
|
|
|
Jan 25, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
4.5K+ 101.12% |
$243K - $261K
|
8.95K
$511K
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
4.49KNew |
$242K - $261K
|
4.49K
$256K
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
4.47K+ 21.96% |
$241K - $260K
|
24.8K
$1.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.44K+ 38.41% |
$239K - $258K
|
16K
$913K
|
|
|
Feb 08, 2024
Q4 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
4.33K+ 86.89% |
$233K - $251K
|
9.31K
$532K
|
|
|
Feb 13, 2024
Q4 2023
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
4.3KNew |
$232K - $250K
|
4.3K
$246K
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
4.29KNew |
$231K - $249K
|
4.29K
$245K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.24K+ 16.68% |
$229K - $246K
|
29.7K
$1.69M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4.1KNew |
$221K - $238K
|
4.1K
$234K
|
|
|
Jan 18, 2024
Q4 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
4.09KNew |
$220K - $237K
|
4.09K
$233K
|
|
|
Feb 14, 2024
Q4 2023
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
4.09KNew |
$220K - $237K
|
4.09K
$233K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.8K+ 26.45% |
$205K - $220K
|
18.1K
$1.04M
|
|
|
Jan 12, 2024
Q4 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
3.77K+ 52.87% |
$203K - $219K
|
10.9K
$623K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.7KNew |
$200K - $215K
|
3.7K
$211K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3.52KNew |
$190K - $204K
|
3.52K
$201K
|
|
|
Jan 12, 2024
Q4 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
3.51KNew |
$189K - $204K
|
3.51K
$200K
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
BUY
|
- |
3.48KNew |
$188K - $202K
|
3.48K
$199K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.32K+ 14.56% |
$179K - $193K
|
26.1K
$1.49M
|
|
|
Jan 30, 2024
Q4 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
3.14K+ 6.35% |
$169K - $182K
|
52.6K
$3.01M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
3.03K+ 160.36% |
$163K - $176K
|
4.91K
$281K
|
|
|
Feb 09, 2024
Q4 2023
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
2.85K+ 17.87% |
$153K - $165K
|
18.8K
$1.07M
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
2.78KNew |
$150K - $161K
|
2.78K
$159K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2.72K+ 15.47% |
$147K - $158K
|
20.3K
$1.16M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
2.61KNew |
$141K - $152K
|
2.61K
$149K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.19K+ 22.11% |
$118K - $127K
|
12.1K
$691K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
2.15K+ 5.72% |
$116K - $125K
|
39.7K
$2.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2.1K+ 4.31% |
$113K - $122K
|
50.8K
$2.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.03K+ 9.29% |
$110K - $118K
|
23.9K
$1.36M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
1.9K+ 26.42% |
$102K - $110K
|
9.09K
$519K
|
|
|
Feb 02, 2024
Q4 2023
|
Leisure Capital Management
|
BUY
|
- |
1.85K+ 6.02% |
$100K - $108K
|
32.7K
$1.87M
|