Latest Institutional Sells of Ishares California Muni Bond E (CMF)
This list provides information on the latest institutional transactions involving Ishares California Muni Bond E (CMF) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Hamilton Wealth, LLC
|
SELL
|
- |
-79.3K- 60.65% |
$4.49M - $4.61M
|
51.5K
$2.94M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-52.4K- 64.11% |
$2.97M - $3.05M
|
29.3K
$1.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-26.6K- 8.79% |
$1.51M - $1.55M
|
276K
$15.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-26.6K- 3.22% |
$1.51M - $1.55M
|
799K
$45.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-19.2K- 44.45% |
$1.09M - $1.11M
|
23.9K
$1.37M
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-16.7K- 2.97% |
$947K - $972K
|
545K
$31.1M
|
|
|
Oct 18, 2024
Q3 2024
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-12.5K- 72.6% |
$710K - $729K
|
4.73K
$270K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-11K- 24.87% |
$624K - $641K
|
33.3K
$1.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-9.04K- 3.67% |
$512K - $526K
|
237K
$13.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-8.8K- 52.38% |
$499K - $512K
|
8K
$456K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-7.65K- 5.56% |
$433K - $445K
|
130K
$7.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-7.16K- 3.46% |
$405K - $416K
|
199K
$11.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-6.41K- 13.8% |
$363K - $373K
|
40K
$2.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.56K- 1.9% |
$315K - $323K
|
287K
$16.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-5.41K- 26.41% |
$306K - $315K
|
15.1K
$860K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.87K- 2.89% |
$276K - $283K
|
164K
$9.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-4.62K- 0.71% |
$262K - $269K
|
643K
$36.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-4.56K- 1.39% |
$258K - $265K
|
325K
$18.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.32K- 4.61% |
$245K - $251K
|
89.3K
$5.09M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-4K- 12.11% |
$226K - $233K
|
29K
$1.66M
|
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
SELL
|
- |
-3.61K- 19.18% |
$205K - $210K
|
15.2K
$868K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.32K- 2.99% |
$188K - $193K
|
107K
$6.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.79K- 26.71% |
$158K - $162K
|
7.64K
$436K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.72K- 12.42% |
$154K - $158K
|
19.2K
$1.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-2.28K- 2.85% |
$129K - $133K
|
77.8K
$4.44M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.13K- 1.2% |
$120K - $124K
|
175K
$9.96M
|
|
|
Oct 07, 2024
Q3 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-2.13K- 4.08% |
$120K - $124K
|
49.9K
$2.85M
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-1.95K- 1.88% |
$111K - $114K
|
102K
$5.81M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-1.9K- 2.76% |
$108K - $111K
|
66.9K
$3.82M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.85K- 41.28% |
$105K - $108K
|
2.63K
$150K
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.8K- 31.11% |
$102K - $105K
|
3.98K
$227K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-1.77K- 5.14% |
$100K - $103K
|
32.6K
$1.86M
|
|
|
Oct 18, 2024
Q3 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-1.75K- 3.41% |
$98.9K - $102K
|
49.4K
$2.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-1.73K- 12.16% |
$98K - $101K
|
12.5K
$713K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-1.67K- 12.42% |
$94.3K - $96.9K
|
11.7K
$670K
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.22K- 16.63% |
$68.9K - $70.8K
|
6.1K
$348K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.1K- 1.35% |
$62.5K - $64.2K
|
80.6K
$4.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-1K- 16.67% |
$56.7K - $58.2K
|
5K
$285K
|
|
|
Nov 07, 2024
Q3 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-1K- 5.79% |
$56.7K - $58.2K
|
16.3K
$928K
|
|
|
Oct 17, 2024
Q3 2024
|
Raub Brock Capital Management LP
|
SELL
|
- |
-910- 0.22% |
$51.6K - $52.9K
|
408K
$23.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-859- 4.13% |
$48.7K - $50K
|
19.9K
$1.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-833- 13.25% |
$47.2K - $48.5K
|
5.45K
$311K
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-831- 15.27% |
$47.1K - $48.3K
|
4.61K
$263K
|
|
|
Oct 21, 2024
Q3 2024
|
De Dora Capital, Inc.
|
SELL
|
- |
-758- 1.81% |
$42.9K - $44.1K
|
41.1K
$2.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-442- 6.49% |
$25K - $25.7K
|
6.36K
$363K
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Investment Advisors
|
SELL
|
- |
-437- 3.79% |
$24.8K - $25.4K
|
11.1K
$633K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-423- 0.32% |
$24K - $24.6K
|
131K
$7.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-400- 3.72% |
$22.7K - $23.3K
|
10.4K
$590K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-385- 3.77% |
$21.8K - $22.4K
|
9.84K
$561K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-359- 7.95% |
$20.3K - $20.9K
|
4.16K
$237K
|