Who owns iShares S&P Cal AMTFr Mncpl Bnd Fd?
- Ticker: CMF
- CUSIP Number: 464288356
Tip: Access positions for across all investors
Analyze quarterly positions in iShares S&P Cal AMTFr Mncpl Bnd with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold iShares S&P Cal AMTFr Mncpl Bnd Fd this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Charles Schwab Investment Advisory | 9.1M | $526M | 23% | Dec 2023 |
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EP Wealth Advisors | 1.3M | $73M | 191% | Dec 2023 |
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Bank of America Corporation | 1.2M | $67M | 19% | Dec 2023 |
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UBS Group | 894k | $52M | 13% | Dec 2023 |
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Mariner Wealth Advisors | 728k | $42M | -1% | Dec 2023 |
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Tiaa Trust, National Association | 627k | $36M | -10% | Dec 2023 |
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Wells Fargo & Company | 605k | $35M | 17% | Dec 2023 |
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Mercer Global Advisors | 538k | $31M | 420% | Dec 2023 |
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Manhattan West Asset Management | 436k | $25M | 0% | Dec 2023 |
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First Foundation Advisors | 414k | $24M | 18% | Dec 2023 |
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Raub Brock Capital Management | 409k | $24M | -2% | Mar 2024 |
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Slow Capital | 393k | $23M | -7% | Mar 2024 |
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Adviser Investments | 332k | $19M | -1% | Dec 2023 |
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Orin Green Financial | 331k | $19M | 4% | Dec 2023 |
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Royal Bank of Canada | 328k | $19M | 335% | Dec 2023 |
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Alliancebernstein | 295k | $17M | 54% | Dec 2023 |
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Opes Wealth Management | 294k | $17M | 6% | Dec 2023 |
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Facet Wealth | 289k | $17M | 11% | Dec 2023 |
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Brio Consultants | 279k | $16M | -46% | Dec 2023 |
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Financial Connections Group | 268k | $16M | 100% | Dec 2023 |
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Assetmark | 233k | $14M | 3% | Dec 2023 |
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Jpmorgan Chase & Co | 221k | $13M | 3% | Dec 2023 |
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Myecfo | 206k | $12M | 7% | Mar 2024 |
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Bank Of Montreal | 185k | $11M | -26% | Dec 2023 |
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Wealthsource Partners | 179k | $10M | -9% | Dec 2023 |
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Pure Financial Advisors | 175k | $10M | 2% | Mar 2024 |
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Creative Planning | 173k | $10M | -14% | Dec 2023 |
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Raymond James Financial Services Advisors | 167k | $9.6M | 5% | Mar 2024 |
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Miracle Mile Advisors | 158k | $9.1M | -49% | Mar 2024 |
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Bailard | 146k | $8.5M | -82% | Dec 2023 |
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Beacon Pointe Advisors | 123k | $7.1M | 19% | Dec 2023 |
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Advisor Group Holdings | 121k | $7.0M | -25% | Dec 2023 |
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Signature Estate and Investment Advisors | 119k | $6.9M | 100% | Dec 2023 |
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HPM Partners | 118k | $6.8M | 18% | Dec 2023 |
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Rsm Us Wealth Management | 116k | $6.7M | -7% | Dec 2023 |
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Betterment | 116k | $6.7M | 1% | Dec 2023 |
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Mission Wealth Management | 114k | $6.6M | -18% | Dec 2023 |
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Rinkey Investments | 110k | $6.4M | 17% | Dec 2023 |
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Commonwealth Equity Services | 109k | $6.3M | 9% | Dec 2023 |
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Navalign | 108k | $6.2M | 6% | Mar 2024 |
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Captrust Financial Advisors | 98k | $5.7M | -27% | Dec 2023 |
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Affinity Capital Advisors | 96k | $5.5M | 48% | Mar 2024 |
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Traveka Wealth | 94k | $5.4M | 2% | Mar 2024 |
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Parallel Advisors | 91k | $5.3M | 0% | Dec 2023 |
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Bank of Stockton Trust & Investment | 86k | $5.0M | 0% | Mar 2024 |
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Prime Capital Investment Advisors | 85k | $4.9M | -37% | Dec 2023 |
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Dynamic Advisors Solutions | 85k | $4.9M | 0% | Mar 2024 |
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Deutsche Bank Aktiengesellschaft | 83k | $4.8M | 0% | Dec 2023 |
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Certus Wealth Management | 73k | $4.2M | 46% | Dec 2023 |
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Lodestar Private Asset Management | 69k | $4.0M | 3% | Mar 2024 |
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Kestra Advisory Services | 69k | $4.0M | 1178% | Dec 2023 |
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First American Trust | 65k | $3.8M | 32% | Dec 2023 |
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United Capital Financial Advisers | 62k | $3.6M | -61% | Dec 2023 |
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Whittier Trust | 62k | $3.6M | -4% | Dec 2023 |
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Omega Financial Group | 61k | $3.5M | 5% | Mar 2024 |
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Steel Peak Wealth Management | 60k | $3.5M | 11% | Mar 2024 |
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Envestnet Portfolio Solutions | 58k | $3.4M | 100% | Dec 2023 |
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Lincoln National | 58k | $3.3M | -4% | Dec 2023 |
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Spinnaker Investment Group | 57k | $3.3M | 10% | Mar 2024 |
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Ehrlich Financial Group | 57k | $3.3M | 100% | Mar 2024 |
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Warren Street Wealth Advisors | 56k | $3.2M | -2% | Dec 2023 |
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Creative Capital Management Investments | 54k | $3.1M | 2% | Mar 2024 |
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Elmwood Wealth Management | 53k | $3.0M | 6% | Dec 2023 |
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Bell Investment Advisors | 51k | $2.9M | 4% | Dec 2023 |
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Heritage Wealth Management | 47k | $2.7M | 100% | Dec 2023 |
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HighTower Advisors | 45k | $2.6M | -26% | Dec 2023 |
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Williams & Novak | 45k | $2.6M | 0% | Mar 2024 |
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DeDora Capital | 42k | $2.4M | 3% | Mar 2024 |
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Westside Investment Management | 40k | $2.3M | 1% | Mar 2024 |
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Pacific Capital Wealth Advisors | 39k | $2.3M | -8% | Dec 2023 |
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Hsbc Holdings | 37k | $2.1M | 3% | Dec 2023 |
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RHS Financial | 36k | $2.1M | 56% | Mar 2024 |
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Leisure Capital Management | 33k | $1.9M | 6% | Dec 2023 |
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 30k | $1.7M | 17% | Dec 2023 |
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Towerpoint Wealth | 27k | $1.6M | -1% | Mar 2024 |
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Gould Asset Management | 27k | $1.6M | 35% | Dec 2023 |
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Safeguard Investment Advisory Group | 26k | $1.5M | -5% | Dec 2023 |
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Stifel Financial | 26k | $1.5M | 15% | Dec 2023 |
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Apella Capital | 26k | $1.5M | -3% | Mar 2024 |
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HCR Wealth Advisors | 25k | $1.4M | 22% | Dec 2023 |
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Boltwood Capital Management | 25k | $1.4M | 1% | Mar 2024 |
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SimpliFi | 24k | $1.4M | -10% | Mar 2024 |
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Wedmont Private Capital | 24k | $1.4M | 5% | Mar 2024 |
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Orion Portfolio Solutions | 24k | $1.4M | 9% | Dec 2023 |
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McNaughton Wealth Management | 23k | $1.3M | 3% | Mar 2024 |
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Us Bancorp | 23k | $1.3M | -59% | Dec 2023 |
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WealthCollab | 22k | $1.2M | 100% | Dec 2023 |
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Peninsula Wealth | 21k | $1.2M | 8% | Dec 2023 |
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Traverso Chambers Private Wealth Management | 21k | $1.2M | 0% | Dec 2023 |
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Empower Advisory Group | 21k | $1.2M | -24% | Dec 2023 |
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Atomi Financial Group | 21k | $1.2M | 100% | Dec 2023 |
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Johnson Bixby & Associates | 21k | $1.2M | 0% | Mar 2024 |
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McIlrath & Eck | 20k | $1.2M | 15% | Dec 2023 |
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Private Ocean | 20k | $1.1M | 0% | Mar 2024 |
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Curtis Advisory Group | 20k | $1.1M | -45% | Dec 2023 |
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Tillman Hartley | 19k | $1.1M | 18% | Dec 2023 |
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O'shaughnessy Asset Management | 18k | $1.1M | 26% | Dec 2023 |
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H D Vest Advisory Services | 18k | $1.0M | 56% | Dec 2023 |
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Eclectic Associates | 17k | $998k | -34% | Mar 2024 |
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LM Advisors | 17k | $1.0M | 100% | Dec 2023 |
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Wealthfront Advisers | 17k | $983k | 34% | Mar 2024 |
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Buckingham Asset Management | 17k | $986k | -5% | Dec 2023 |
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One Degree Advisors | 16k | $926k | 100% | Dec 2023 |
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AE Wealth Management | 16k | $908k | 100% | Dec 2023 |
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Neumann Capital Management | 15k | $882k | 58% | Dec 2023 |
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Financial Advocates Investment Management | 14k | $835k | 100% | Dec 2023 |
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Carl P. Sherr & Co | 14k | $824k | 4% | Dec 2023 |
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ValMark Advisers | 14k | $818k | 0% | Dec 2023 |
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Journey Strategic Wealth | 14k | $808k | -61% | Dec 2023 |
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KWB Wealth | 13k | $744k | 0% | Mar 2024 |
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Ariston Services Group | 13k | $740k | -27% | Mar 2024 |
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NewEdge Wealth | 13k | $742k | -10% | Dec 2023 |
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Tenon Financial | 13k | $736k | 100% | Mar 2024 |
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One Capital Management | 13k | $730k | -2% | Dec 2023 |
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Farmers & Merchants Trust Co of Long Beach | 12k | $712k | 38% | Mar 2024 |
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Integris Wealth Management | 12k | $709k | -9% | Dec 2023 |
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Honkamp Krueger Financial Services | 12k | $707k | 213% | Dec 2023 |
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Fisher Investments | 12k | $701k | 22% | Dec 2023 |
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Investment Advisory Group | 11k | $661k | 0% | Dec 2023 |
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Jane Street | 11k | $638k | -98% | Dec 2023 |
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Change Path | 11k | $633k | -16% | Dec 2023 |
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VERITY Wealth Advisors | 11k | $628k | -42% | Mar 2024 |
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Topel & Distasi Wealth Management | 11k | $632k | 53% | Dec 2023 |
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Hamilton Wealth | 11k | $622k | 167% | Dec 2023 |
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Bristlecone Advisors | 11k | $616k | 9% | Mar 2024 |
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Motley Fool Wealth Management | 11k | $609k | 0% | Dec 2023 |
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Mattern Capital Management | 10k | $600k | -4% | Dec 2023 |
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Wealthcare Advisory Partners | 10k | $593k | 53% | Mar 2024 |
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True Link Financial Advisors | 10k | $593k | 100% | Mar 2024 |
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Wealth Enhancement Advisory Services | 9.8k | $562k | 2% | Mar 2024 |
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Goldman Sachs Group | 9.4k | $545k | -9% | Dec 2023 |
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Three Bridge Wealth Advisors | 9.3k | $539k | 87% | Dec 2023 |
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Vista Wealth Management Group | 8.6k | $497k | 0% | Dec 2023 |
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Coldstream Capital Management | 8.3k | $481k | 0% | Dec 2023 |
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Waypoint Wealth Partners | 8.0k | $460k | 0% | Mar 2024 |
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Ieq Capital | 8.0k | $462k | 1% | Dec 2023 |
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NDWM | 7.4k | $428k | 0% | Mar 2024 |
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ShankerValleau Wealth Advisors | 7.3k | $422k | 100% | Mar 2024 |
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Cambridge Investment Research Advisors | 7.3k | $420k | -6% | Mar 2024 |
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Kingsview Wealth Management | 7.1k | $412k | -35% | Dec 2023 |
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Clifford Swan Investment Counsel | 7.0k | $403k | 0% | Mar 2024 |
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Aspen Investment Management | 7.0k | $401k | 100% | Mar 2024 |
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Eagle Ridge Investment Management | 6.7k | $386k | 2% | Mar 2024 |
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Cherry Tree Wealth Management | 6.7k | $386k | 0% | Dec 2023 |
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Life Planning Partners | 6.6k | $380k | 100% | Dec 2023 |
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Wedbush Morgan Securities | 6.5k | $378k | 0% | Dec 2023 |
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Northeast Financial Group | 6.5k | $375k | 39% | Mar 2024 |
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Taylor, Cottrill, Erickson & Associates | 6.4k | $368k | -18% | Dec 2023 |
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Lido Advisors | 6.3k | $365k | -15% | Dec 2023 |
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Prosperitas Financial | 6.3k | $340k | 1% | Dec 2023 |
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Falcon Wealth Planning | 6.2k | $354k | 0% | Mar 2024 |
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Van Strum & Towne | 6.1k | $353k | 0% | Dec 2023 |
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Client First Capital | 5.9k | $338k | -9% | Mar 2024 |
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Atlas Capital Advisors | 5.6k | $322k | -18% | Mar 2024 |
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Davidson Investment Advisors | 5.6k | $322k | -11% | Dec 2023 |
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Wolverine Trading | 4.3k | $249k | -66% | Dec 2023 |
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HB Wealth Management | 3.6k | $210k | -49% | Dec 2023 |
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Who sold out of iShares S&P Cal AMTFr Mncpl Bnd?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Flow Traders US | Sep 2023 | 68k | $3.7M |
Invera Wealth Advisors | Dec 2023 | 21k | $1.2M |
Allspring Global Investments Holdings | Dec 2023 | 17k | $986k |
IMPACTfolio | Sep 2023 | 15k | $818k |
Summit Wealth & Retirement Planning | Sep 2023 | 13k | $727k |
My Personal CFO | Dec 2023 | 10k | $579k |
Alpha Cubed Investments | Dec 2023 | 8.5k | $491k |
Brighton Jones | Sep 2023 | 7.2k | $394k |