CMF / iShares Trust - iShares California Muni Bond ETF - Institusjonelt eierskap - Selgere

iShares Trust - iShares California Muni Bond ETF
US ˙ ARCA ˙ US4642883569

Institusjonelle- og Fondseierskap - Selgere

Denne siden viser institusjoner, fond og større aksjonærer som har redusert sine beholdninger eller stengt sine posisjoner i løpet av den siste rapporteringsperioden. Røde rader indikerer lukkede posisjoner. Klikk på lenkeikonet for å se hele transaksjonshistorikken.

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Fildato Kilde Investor Type Gjennomsnittlig pris
(estimert)
Aksjer Δ Aksjer
(%)
Rapportert verdi ($1000) Verdi (%) Portallokering (%)
2025-08-04 13F Bristlecone Advisors, LLC 17 065 −0,20 951 −1,14
2025-08-05 13F Cherry Tree Wealth Management, LLC 6 311 −5,37 352 −6,40
2025-08-14 13F Mariner, LLC 826 709 −2,67 46 077 −3,60
2025-08-07 13F PFG Advisors 0 −100,00 0
2025-07-10 13F NorthCrest Asset Manangement, LLC 0 −100,00 0
2025-05-14 13F Van Hulzen Asset Management, LLC 0 −100,00 0
2025-07-09 13F Massmutual Trust Co Fsb/adv 0 −100,00 0
2025-08-14 13F GWM Advisors LLC 116 458 −6,66 6 491 −7,55
2025-07-01 13F First National Bank Sioux Falls 0 −100,00 0
2025-07-16 13F Falcon Wealth Planning 5 947 −33,15 331 −33,80
2025-08-12 13F CIBC Private Wealth Group, LLC 9 150 −46,20 510 −44,98
2025-07-28 13F Harbour Investments, Inc. 0 −100,00 0
2025-07-31 13F Buckingham Strategic Partners 5 839 −51,30 325 −51,78
2025-08-08 13F Creative Planning 200 340 −17,46 11 167 −18,25
2025-08-13 13F Cerity Partners LLC 226 840 −3,95 12 644 −4,88
2025-08-12 13F Fca Corp /tx 3 636 −16,72 203 −17,55
2025-08-13 13F Parkworth Wealth Management, Inc. 41 −37,88 2 −33,33
2025-08-01 13F Gwn Securities Inc. 3 726 −92,44 208 −92,45
2025-07-29 13F Private Trust Co Na 6 584 −1,67 367 −2,66
2025-08-05 13F Westside Investment Management, Inc. 40 272 −3,49 2 245 −4,43
2025-04-22 13F/A NorthRock Partners, LLC 0 −100,00 0
2025-08-05 13F Navalign, LLC 174 885 −11,50 9 748 −12,35
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 5 266 −17,32 0
2025-08-06 13F Golden State Wealth Management, LLC 5 319 −22,62 296 −23,32
2025-05-06 13F WESPAC Advisors SoCal, LLC 0 −100,00 0
2025-04-23 13F Integris Wealth Management, LLC 0 −100,00 0
2025-07-23 13F Slow Capital, Inc. 265 937 −19,14 14 823 −19,92
2025-08-07 13F Brio Consultants, LLC 199 252 −41,21 11 106 −41,78
2025-08-08 13F Kingsview Wealth Management, LLC 4 372 −17,83 244 −18,73
2025-08-13 13F North Berkeley Wealth Management, LLC 6 892 −34,53 384 −35,14
2025-05-06 13F a16z Perennial Management, L.P. 0 −100,00 0 −100,00
2025-08-06 13F Quadrant Private Wealth Management, LLC 3 872 −11,74 216 −12,60
2025-08-13 13F Kayne Anderson Rudnick Investment Management Llc 121 015 −0,54 6 750 −1,36
2025-08-05 13F Elyxium Wealth, LLC 4 333 −28,57 242 −29,33
2025-07-09 13F Pacific Capital Wealth Advisors, Inc 10 189 −57,18 567 −57,73
2025-08-12 13F Charles Schwab Investment Management Inc 7 717 458 −24,78 430 171 −25,51
2025-05-09 13F Citizens Financial Group Inc/ri 0 −100,00 0
2025-05-06 13F Van Strum & Towne Inc. 0 −100,00 0
2025-08-14 13F Raymond James Financial Inc 130 977 −27,45 7 301 −28,14
2025-05-01 13F Manuka Financial, LLC 0 −100,00 0
2025-08-13 13F Continuum Advisory, LLC 0 −100,00 0
2025-07-09 13F Towerpoint Wealth, LLC 26 967 −0,41 1 503 −1,31
2025-08-01 13F Strategic Financial Services, Inc, 0 −100,00 0 −100,00
2025-08-12 13F Deutsche Bank Ag\ 80 350 −30,80 4 479 −31,48
2025-08-08 13F ERTS Wealth Advisors, LLC 0 −100,00 0
2025-09-04 13F/A Advisor Group Holdings, Inc. 161 632 −20,61 9 017 −21,32
2025-07-16 13F Spinnaker Investment Group, LLC 18 733 −13,33 1 044 −14,14
2025-08-13 13F Northwestern Mutual Wealth Management Co 87 919 −26,67 4 901 −27,38
2025-07-16 13F Perigon Wealth Management, LLC 0 −100,00 0
2025-08-06 13F Savant Capital, LLC 8 889 −51,71 495 −52,17
2025-05-15 13F Millennium Management Llc 0 −100,00 0 −100,00
2025-08-14 13F EP Wealth Advisors, Inc. 1 195 011 −6,24 66 610 −7,14
2025-08-14 13F Citadel Advisors Llc 34 045 −8,37 1 898 −9,28
2025-08-11 13F Bell Investment Advisors, Inc 18 775 −74,68 1 047 −74,93
2025-08-12 13F Financial Advocates Investment Management 7 080 −22,99 395 −23,79
2025-07-07 13F Vishria Bird Financial Group, LLC 0 −100,00 0
2025-05-09 13F Topel & Distasi Wealth Management, LLC 0 −100,00 0
2025-08-05 13F Tme Financial, Inc. 7 999 −35,42 446 −36,15
2025-08-13 13F Argyle Capital Partners, LLC 22 853 −2,28 1 274 −3,27
2025-07-17 13F Neumann Capital Management, LLC 0 −100,00 0
2025-07-17 13F Keystone Global Partners, LLC 17 106 −0,61 953 −1,55
2025-08-12 13F Founders Financial Alliance, LLC 0 −100,00 0
2025-08-11 13F Aspen Investment Management Inc 10 631 −2,30 1
2025-08-14 13F Aqr Capital Management Llc 0 −100,00 0
2025-08-14 13F Destination Wealth Management 17 901 −3,24 998 −4,23
2025-08-07 13F SFE Investment Counsel 6 098 −17,43 340 −18,31
2025-07-16 13F Blue Oak Capital, LLC 51 098 −4,72 2 848 −5,63
2025-07-24 13F Financial Connections Group, Inc. 166 442 −13,18 9 −10,00
2025-08-11 13F Wealthspire Advisors, LLC 45 622 −22,99 2 543 −23,73
2025-07-25 13F RHS Financial, LLC 11 187 −61,23 624 −61,64
2025-08-13 13F Lido Advisors, LLC 14 585 −34,32 813 −34,91
2025-08-12 13F Calton & Associates, Inc. 0 −100,00 0
2025-08-05 13F Bank Of Montreal /can/ 124 879 −44,39 6 961 −44,93
2025-08-14 13F Syon Capital Llc 1 205 909 −10,43 67 217 −11,29
2025-08-14 13F Royal Bank Of Canada 404 780 −6,98 22 562 −7,88
2025-08-13 13F Hsbc Holdings Plc 21 899 −12,15 1 221 −13,04
2025-08-15 13F Equitable Holdings, Inc. 3 921 −13,71 219 −14,51
2025-07-21 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 24 295 −28,51 1 354 −29,18
2025-08-12 13F MAI Capital Management 27 513 −15,71 1 534 −16,55
2025-05-13 13F Watts Gwilliam & Co., LLC 0 −100,00 0
2025-07-24 13F Williams & Novak, LLC 17 345 −59,06 967 −59,46
2025-08-15 13F Morgan Stanley 1 776 876 −2,59 99 043 −3,53
2025-07-08 13F Parallel Advisors, LLC 27 174 −68,64 1 515 −68,95
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 8 401 −51,13 467 −51,81
2025-07-22 13F McNaughton Wealth Management, LLC 25 472 −16,67 1 420 −17,50
2025-07-23 13F Prime Capital Investment Advisors, LLC 73 417 −12,60 4 092 −13,43
2025-08-07 13F Shared Vision Wealth Group LLC 4 507 −60,33 250 −61,03
2025-08-14 13F Bank Of America Corp /de/ 1 172 106 −9,37 65 333 −10,23
2025-07-15 13F Bank Of Stockton 72 851 −5,11 4 061 −6,02
2025-08-11 13F Avantax Planning Partners, Inc. 10 266 −10,89 572 −11,73
2025-08-13 13F Fisher Asset Management, LLC 5 616 −19,82 313 −20,56
2025-07-09 13F Dynamic Advisor Solutions LLC 25 908 −10,06 1 444 −10,92
2025-07-17 13F Johnson Bixby & Associates, LLC 20 582 −30,57 1 147 −31,24
2025-07-23 13F Raub Brock Capital Management LP 0 −100,00 0
2025-08-12 13F AlphaCore Capital LLC 851 −27,70 47 −28,79
2025-07-03 13F Garde Capital, Inc. 119 008 −2,72 6 634 −3,66
2025-08-14 13F Integrated Wealth Concepts LLC 34 249 −7,43 1 909 −8,31
2025-08-06 13F Prospera Financial Services Inc 0 −100,00 0 −100,00
2025-07-11 13F Myecfo, Llc 227 283 −0,68 12 881 0,02
2025-08-05 13F Gould Asset Management Llc /ca/ 42 855 −12,39 2 389 −13,23
2025-08-27 13F/A Brinker Capital Investments, LLC 16 733 −8,15 933 −9,07
2025-07-08 13F Ehrlich Financial Group 86 680 −1,46 4 832 −2,40
2025-08-08 13F Cetera Investment Advisers 219 757 −5,67 12 249 −6,57
2025-08-06 13F Cornerstone Investment Partners, LLC 0 −100,00 0
2025-07-25 13F Atria Wealth Solutions, Inc. 3 950 −37,06 220 −37,96
2025-07-17 13F Halbert Hargrove Global Advisors, Llc 0 −100,00 0
2025-08-14 13F Fmr Llc 2 396 725 −50,34 133 593 −50,82
2025-08-01 13F Clark Asset Management, LLC 23 423 −10,25 1 306 −11,10
2025-07-11 13F Farther Finance Advisors, LLC 12 852 −19,11 716 −19,91
2025-08-06 13F Columbia River Financial Group, LLC 0 −100,00 0
2025-05-13 13F Cresset Asset Management, LLC 0 −100,00 0
2025-08-11 13F Amara Financial, Llc. 0 −100,00 0
2025-08-05 13F Mission Wealth Management, Lp 80 393 −18,88 4 481 −19,65
2025-07-16 13F Highline Wealth Partners Llc 6 240 −9,45 348 −10,34
2025-08-14 13F Abound Financial, Llc 0 −100,00 0
2025-04-17 13F Vista Wealth Management Group, LLC 7 845 −36,11 442 −37,27
2025-05-14 13F Change Path, LLC 0 −100,00 0
2025-07-25 13F Lodestar Private Asset Management Llc 60 579 −6,02 3 377 −6,92
2025-07-28 13F Heritage Wealth Management, Inc. /CA/ 47 013 −3,50 2 620 −4,41
2025-07-17 13F Capital Insight Partners, Llc 7 937 −44,38 442 −44,96
2025-08-07 13F Sanchez Wealth Management Group 4 810 −25,94 268 −26,58
2025-08-06 13F Adviser Investments LLC 344 078 −1,88 19 179 −2,83
2025-05-13 13F Financial Advisors Network, Inc. 0 −100,00 0 −100,00
2025-07-21 13F Creative Capital Management Investments LLC 32 530 −35,66 1 813 −36,27
2025-08-12 13F Main Management LLC 1 976 −1,98 0
2025-08-13 13F Townsquare Capital Llc 0 −100,00 0
2025-07-10 13F Shira Ridge Wealth Management 12 777 −46,96 712 −47,45
2025-07-14 13F GAMMA Investing LLC 3 691 −55,85 206 −56,38
2025-08-13 13F Rsm Us Wealth Management Llc 75 165 −24,56 4 190 −25,29
2025-07-18 13F Pure Financial Advisors, Inc. 192 104 −2,58 10 708 −3,52
2025-08-11 13F Principal Securities, Inc. 0 −100,00 0
2025-05-15 13F Pathstone Holdings, LLC 0 −100,00 0
2025-07-10 13F Sovran Advisors, LLC 6 838 −39,12 380 −38,87
2025-05-14 13F Prosperitas Financial LLC 0 −100,00 0 −100,00
2025-08-07 13F/A Tortoise Investment Management, LLC 0 −100,00 0
2025-08-07 13F Resources Investment Advisors, LLC. 111 548 −32,83 6 218 −33,47
2025-07-22 13F Miracle Mile Advisors, LLC 116 441 −2,83 6 490 −3,77
2025-08-14 13F Safeguard Investment Advisory Group, LLC 16 275 −9,88 907 −10,73
2025-08-11 13F United Capital Financial Advisers, Llc 43 600 −56,95 2 430 −57,36
2025-07-22 13F Three Bridge Wealth Advisors, LLC 11 972 −18,22 667 −18,96
2025-07-31 13F Wealthfront Advisers Llc 8 648 197 −3,39 482 051 −4,32
2025-08-06 13F Commonwealth Equity Services, Llc 151 129 −5,40 8 0,00
2025-08-14 13F First Foundation Advisors 521 518 −1,13 29 069 −2,08
2025-04-21 13F Catalina Capital Group, LLC 0 −100,00 0
2025-05-15 13F/A Orion Portfolio Solutions, LLC 18 217 −14,93 1 025 −16,39
2025-07-24 13F True Link Financial Advisors, LLC 11 810 −2,88 658 −3,80
2025-08-14 13F Susquehanna International Group, Llp 17 655 −92,82 984 −92,89
2025-07-17 13F Eclectic Associates Inc /adv 6 760 −48,88 377 −49,46
2025-07-24 13F Certus Wealth Management, LLC 142 019 −0,00 7 916 0,19
2025-08-12 13F Coldstream Capital Management Inc 4 213 −51,25 235 −51,85
2025-05-09 13F Leisure Capital Management 0 −100,00 0
2025-07-29 13F Orin Green Financial, LLC 342 121 −6,53 19 070 −5,10
2025-08-12 13F BlackRock, Inc. 228 353 −10,21 12 728 −11,07
2025-08-14 13F UBS Group AG 577 630 −19,93 32 197 −20,70
2025-07-16 13F Traveka Wealth, LLC 75 366 −3,52 4 201 −4,46
2025-07-17 13F Farmers & Merchants Trust Co of Long Beach 9 060 −28,72 505 −29,37
2025-07-08 13F Boltwood Capital Management 10 650 −8,97 594 −9,88
2025-05-15 13F Engineers Gate Manager LP 0 −100,00 0
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