CMF / iShares Trust - iShares California Muni Bond ETF – Własność instytucjonalna – Sprzedawcy

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

Własność instytucjonalna i funduszowa – Sprzedający

Na tej stronie znajdują się instytucje, fundusze i głównych akcjonariuszy, którzy zmniejszyli swoje udziały lub zamknęli swoje pozycje w ostatnim okresie sprawozdawczym. Czerwone rzędy wskazują pozycje zamknięte. Kliknij ikonę linku, aby zobaczyć pełną historię transakcji.

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Data pliku Źródło Inwestor Typ Średnia cena
(Est)
Akcje Akcje; Δ 
(%)
Zgłoszono
Wartość
($1000)
Wartość; Δ 
(%)
Przydział portu
(%)
2026-05-07 13F Crewe Advisors LLC 580 -33,71 33 -36,00
2026-05-04 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 35 210 -10,28 2 002 -11,18
2026-04-17 13F Union Savings Bank 5 279 -33,57 300 -34,21
2026-05-15 13F Northeast Financial Group, Inc. 0 -100,00 0
2026-05-01 13F Financial Connections Group, Inc. 153 857 -2,22 9 -11,11
2026-05-15 13F Brasada Capital Management, Lp 12 050 -10,81 686 -11,60
2026-05-08 13F Steward Partners Investment Advisory, Llc 358 790 -0,70 20 401 -1,74
2026-04-24 13F Root Financial Partners, LLC 1 314 -43,22 75 -43,94
2026-02-11 13F Fca Corp /tx 0 -100,00 0
2026-05-13 13F Lido Advisors, LLC 12 224 -19,40 695 -19,65
2026-02-09 13F Coldstream Capital Management Inc 0 -100,00 0
2026-05-08 13F Leisure Capital Management 0 -100,00 0
2026-04-23 13F Foronjy Financial Llc 28 285 -4,36 1 608 -5,36
2026-05-14 13F Cwm, Llc 112 944 -12,47 6 422 91 628,57
2026-04-30 13F Kestra Advisory Services, LLC 19 995 -14,04 1 137 -14,97
2026-04-07 13F Farther Finance Advisors, LLC 128 029 -2,71 7 282 -3,69
2026-04-29 13F WealthPlan Investment Management, LLC 23 049 -6,38 1 311 -7,36
2026-05-15 13F Ameriprise Financial Inc 243 494 -6,02 13 845 -7,00
2026-04-08 13F Spinnaker Investment Group, LLC 17 152 -22,05 975 -22,86
2026-04-30 13F Private Trust Co Na 6 451 -2,20 367 -3,17
2026-04-20 13F Values Added Financial LLC 14 787 -56,08 841 -56,57
2026-04-08 13F Ehrlich Financial Group 68 533 -0,54 3 897 -1,59
2026-02-04 13F Ameritas Advisory Services, LLC 0 -100,00 0
2026-04-28 13F Golden State Wealth Management, LLC 1 755 -72,42 100 -72,88
2026-05-12 13F First American Trust, Fsb 110 938 -2,91 6 308 -3,93
2026-05-04 13F Avantax Planning Partners, Inc. 10 244 -0,22 582 -1,19
2026-05-08 13F Align Financial, LLC 110 -98,26 6 0,00
2026-05-12 13F Bnp Paribas Arbitrage, Sa 38 -99,94 2 -99,95
2026-05-15 13F Fairview Capital Investment Management, Llc 32 871 -0,90 1 869 -1,94
2026-02-17 13F Capital Insight Partners, Llc 11 585 -32,15 666 -31,65
2026-04-24 13F Slow Capital, Inc. 278 292 -1,12 15 824 -2,15
2026-05-14 13F Main Management LLC 1 885 -3,48 0
2026-02-17 13F Old Mission Capital Llc 0 -100,00 0
2026-04-23 13F Moss Adams Wealth Advisors LLC 4 879 -55,16 277 -55,68
2026-01-16 13F Ronald Blue Trust, Inc. 0 -100,00 0
2026-05-15 13F Advisor Group Holdings, Inc. 53 864 -65,51 3 063 -65,88
2026-05-04 13F Mattern Capital Management, Llc 12 053 -6,75 685 -7,68
2026-01-30 13F Camden Capital, LLC 0 -100,00 0
2026-04-06 13F CX Institutional 1 125 -0,09 0
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 17 689 -23,14 1 008 -24,06
2026-05-05 13F Steel Peak Wealth Management LLC 45 150 -1,12 2 567 -2,13
2026-05-11 13F Portfolio Design Labs, LLC 13 975 -3,87 795 -4,91
2026-05-14 13F Thryve Wealth Management Llc 97 938 -3,47 5 569 -4,48
2026-04-20 13F Williams & Novak, LLC 14 816 -15,75 843 -16,63
2026-05-14 13F Sand Hill Global Advisors, LLC 69 965 -7,09 3 978 -8,04
2026-05-14 13F Gts Securities Llc 0 -100,00 0
2026-05-04 13F Optima Capital Llc 0 -100,00 0
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 11 843 -0,35 1
2026-04-09 13F Wedmont Private Capital 142 044 -9,77 8 126 -10,57
2026-05-12 13F Rsm Us Wealth Management Llc 73 534 -1,90 4 181 -2,88
2026-04-08 13F Miracle Mile Advisors, LLC 8 869 -26,36 504 -27,06
2026-05-12 13F Werba Rubin Papier Wealth Management 3 671 -32,04 209 -32,90
2026-05-05 13F UBS Group AG 531 875 -0,93 30 242 -1,97
2026-05-15 13F MAI Capital Management 51 928 -6,61 2 953 -7,58
2026-05-01 13F SFE Investment Counsel 0 -100,00 0
2026-05-01 13F SFE Investment Counsel Put 0 -100,00 0
2026-04-13 13F Fiduciary Financial Group, Llc 25 717 -3,29 1 462 -4,26
2026-05-15 13F Millennium Management Llc 0 -100,00 0
2026-01-20 13F Sovran Advisors, LLC 0 -100,00 0
2026-05-15 13F Engineers Gate Manager LP 0 -100,00 0
2026-05-13 13F Measured Wealth Private Client Group, LLC 0 -100,00 0
2026-05-14 13F Raymond James Financial Inc 144 709 -5,60 8 228 -6,58
2026-05-08 13F Twin Peaks Wealth Advisors, LLC 8 379 -6,54 476 -8,29
2026-05-11 13F WFA of San Diego, LLC 0 -100,00 0
2026-04-24 13F Verus Wealth Management, Llc 6 550 -2,24 372 -3,12
2026-05-05 13F PFG Advisors 3 712 -9,64 211 -10,59
2026-05-11 13F Ducere Wealth Management LLC 90 272 -7,39 5 133 -8,36
2026-04-29 13F/A True Link Financial Advisors, LLC 11 610 -1,69 660 -2,65
2026-04-09 13F VERITY Wealth Advisors 0 -100,00 0
2026-05-13 13F Bank Of Montreal /can/ 150 685 -1,33 8 568 -2,36
2026-02-11 13F Shared Vision Wealth Group LLC 0 -100,00 0
2026-05-15 13F Intelligence Driven Advisers, LLC 0 -100,00 0
2026-05-14 13F Us Bancorp \de\ 2 406 -97,49 137 -97,53
2026-02-12 13F Strive Asset Management, LLC 0 -100,00 0
2026-04-29 13F Silver Oak Wealth Advisors Services, Llc 66 536 -28,04 3 783 -28,78
2026-04-08 13F McNaughton Wealth Management, LLC 23 311 -12,67 1 325 -13,57
2026-05-04 13F Mml Investors Services, Llc 90 384 -12,58 5 139 -13,48
2026-05-12 13F Tiaa Trust, National Association 27 517 -95,96 1 565 -96,00
2026-05-05 13F Gould Asset Management Llc /ca/ 42 780 -5,59 2 432 -6,57
2026-05-05 13F Crestwood Advisors Group LLC 10 083 -2,97 573 -4,02
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 0 -100,00 0
2026-05-15 13F Goldman Sachs Group Inc 13 778 -61,02 783 -61,43
2026-05-14 13F Integrity Financial Corp /WA 0 -100,00 0
2026-04-29 13F Bank Of Stockton 39 537 -16,54 2 248 -17,38
2026-05-12 13F Three Bridge Wealth Advisors, LLC 3 886 -35,68 221 -36,60
2026-05-11 13F Atlas Legacy Advisors, LLC 198 262 -6,94 11 273 -7,91
2026-03-19 13F Painted Porch Advisors LLC 0 -100,00 0 -100,00
2026-05-08 13F Strategic Financial Services, Inc, 0 -100,00 0
2026-02-06 13F/A IFP Advisors, Inc 0 -100,00 0
2026-01-27 13F Brighton Jones Llc 0 -100,00 0
2026-02-03 13F Sequoia Financial Advisors, LLC 0 -100,00 0
2026-04-29 13F Axxcess Wealth Management, Llc 0 -100,00 0
2026-02-17 13F Susquehanna International Group, Llp 0 -100,00 0
2026-05-08 13F/A Davidson Investment Advisors 23 168 -1,15 1 317 -2,15
2026-04-27 13F FF Advisors,LLC 0 -100,00 0
2026-05-14 13F Renaissance Technologies Llc 18 700 -83,39 1 063 -83,57
2026-05-13 13F Cetera Investment Advisers 368 508 -2,53 20 953 -3,54
2026-05-15 13F Laird Norton Trust Company, Llc 16 766 -3,67 953 -4,70
2026-05-15 13F/A Itau Unibanco Holding S.A. 6 510 -56,06 370 -56,52
2026-04-22 13F Traveka Wealth, LLC 49 688 -21,79 2 825 -22,60
2026-05-14 13F Safeguard Investment Advisory Group, LLC 5 363 -2,42 305 -3,49
2026-04-23 13F Fortitude Financial, LLC 5 897 -5,98 335 -6,94
2026-02-11 13F Gwn Securities Inc. 0 -100,00 0
2026-05-15 13F Fmr Llc 1 807 029 -5,21 102 748 -6,20
2026-05-13 13F Brinker Capital Investments, LLC 0 -100,00 0
2026-05-15 13F Bank Of America Corp /de/ 1 836 874 -5,00 104 445 -6,00
2026-04-23 13F Caliber Wealth Management, LLC / KS 0 -100,00 0
2026-05-15 13F/A Independent Financial Group, Llc 11 297 -35,45 642 -36,12
2026-05-07 13F Conquis Financial Llc 36 289 -30,44 2 086 -30,43
2026-04-15 13F WESPAC Advisors SoCal, LLC 28 975 -9,16 1 648 -10,10
2026-04-29 13F Orin Green Financial, LLC 287 164 -6,47 16 328 -7,44
2026-04-27 13F DeDora Capital, Inc. 49 042 -0,25 2 789 -1,27
2026-05-11 13F Bailard, Inc. 1 234 606 -14,21 70 200 -15,11
2026-02-11 13F Gateway Wealth Partners, LLC 0 -100,00 0
2026-05-15 13F Mission Wealth Management, Lp 69 471 -6,66 3 950 -7,62
2026-05-15 13F Qube Research & Technologies Ltd 558 -83,50 32 -84,02
2026-02-13 13F Palisade Asset Management, LLC 0 -100,00 0
2026-05-06 13F Brio Consultants, LLC 197 127 -0,53 11 260 -1,12
2026-04-20 13F Clune & Associates, Ltd. 0 -100,00 0
2026-05-12 13F Omega Financial Group, LLC 62 311 -7,85 3 543 -8,80
2026-04-30 13F Hsbc Holdings Plc 21 228 -6,12 1 207 -7,08
2026-05-04 13F First Foundation Advisors 356 732 -2,87 20 284 -3,89
2026-04-08 13F Sharper & Granite LLC 0 -100,00 0
2026-05-05 13F Fisher Asset Management, LLC 6 066 -14,89 345 -15,89
2026-05-04 13F IFC Advisors LLC 17 869 -6,69 1 016 -7,64
2026-05-15 13F CI Private Wealth, LLC 27 595 -14,22 1 569 -15,10
2026-02-17 13F KM Capital Management Ltd. 0 -100,00 0
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