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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-462K- 98.22% |
$25.9M - $26.6M
|
8.36K
$468K
|
|
|
Apr 22, 2025
Q1 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-19.4K- 47.36% |
$1.09M - $1.12M
|
21.6K
$1.21M
|
|
|
Apr 24, 2025
Q1 2025
|
Amara Financial, Llc.
San Francisco, CA |
SELL
|
- |
-16.1K- 16.87% |
$899K - $924K
|
79.3K
$4.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-15.3K- 3.16% |
$856K - $879K
|
469K
$26.2M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-13.2K- 20.05% |
$739K - $760K
|
52.7K
$2.95M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-8.65K- 4.95% |
$484K - $497K
|
166K
$9.29M
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-8.58K- 29.91% |
$480K - $493K
|
20.1K
$1.12M
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-7.86K- 8.2% |
$439K - $452K
|
88K
$4.92M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-7.79K- 10.78% |
$436K - $448K
|
64.5K
$3.61M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-6.87K- 50.0% |
$384K - $395K
|
6.87K
$385K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-6.15K- 5.84% |
$344K - $353K
|
99.1K
$5.54M
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-5.04K- 9.06% |
$282K - $290K
|
50.6K
$2.83M
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-4.91K- 27.08% |
$275K - $282K
|
13.2K
$740K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-4.43K- 36.11% |
$248K - $255K
|
7.85K
$439K
|
|
|
Apr 17, 2025
Q1 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-4.42K- 15.65% |
$247K - $254K
|
23.8K
$1.33M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-3.61K- 18.75% |
$202K - $208K
|
15.7K
$876K
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
SELL
|
- |
-3.26K- 21.79% |
$182K - $187K
|
11.7K
$654K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.28K- 1.86% |
$127K - $131K
|
120K
$6.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-2.07K- 6.68% |
$115K - $119K
|
28.9K
$1.61M
|
|
|
Apr 23, 2025
Q1 2025
|
Bank Of Stockton
|
SELL
|
- |
-2.02K- 2.57% |
$113K - $116K
|
76.8K
$4.29M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.85K- 9.7% |
$103K - $106K
|
17.2K
$962K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.39K- 0.7% |
$77.7K - $79.9K
|
197K
$11M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.36K- 3.15% |
$75.9K - $78K
|
41.7K
$2.33M
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-1.25K- 9.55% |
$69.7K - $71.7K
|
11.8K
$660K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-1.18K- 9.53% |
$65.7K - $67.5K
|
11.2K
$624K
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-1.15K- 2.0% |
$64.1K - $65.9K
|
56.1K
$3.14M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.12K- 1.99% |
$62.9K - $64.6K
|
55.5K
$3.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-1.02K- 4.07% |
$57.2K - $58.8K
|
24.1K
$1.35M
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-893- 1.18% |
$49.9K - $51.3K
|
74.9K
$4.19M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-778- 2.63% |
$43.5K - $44.7K
|
28.8K
$1.61M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-368- 5.46% |
$20.6K - $21.1K
|
6.37K
$356K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-363- 6.39% |
$20.3K - $20.9K
|
5.32K
$298K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-303- 3.19% |
$16.9K - $17.4K
|
9.19K
$514K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-241- 3.04% |
$13.5K - $13.9K
|
7.68K
$429K
|
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-224- 0.29% |
$12.5K - $12.9K
|
78.1K
$4.37M
|
|
|
Apr 14, 2025
Q1 2025
|
First National Bank Sioux Falls
|
SELL
|
- |
-222- 2.17% |
$12.4K - $12.8K
|
10K
$559K
|
|
|
Apr 16, 2025
Q1 2025
|
Sanchez Wealth Management Group
|
SELL
|
- |
-170- 2.55% |
$9.51K - $9.77K
|
6.5K
$363K
|
|
|
Apr 09, 2025
Q1 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-119- 0.44% |
$6.66K - $6.84K
|
27.1K
$1.51M
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-115- 5.84% |
$6.43K - $6.61K
|
1.85K
$104K
|
|
|
Apr 16, 2025
Q1 2025
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-114- 1.81% |
$6.38K - $6.55K
|
6.19K
$346K
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-108- 1.2% |
$6.04K - $6.21K
|
8.9K
$498K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-95- 0.82% |
$5.31K - $5.46K
|
11.5K
$644K
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-25- 0.04% |
$1.4K - $1.44K
|
65.2K
$3.65M
|
|
|
Apr 24, 2025
Q1 2025
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-7- 0.01% |
$392 - $402
|
64.5K
$3.61M
|
|
| Q4 2024 | |||||||
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-2.25M- 16.99% |
$128M - $131M
|
11M
$615M
|
|
|
Feb 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-469K- 98.25% |
$26.6M - $27.3M
|
8.34K
$466K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-46K- 5.48% |
$2.61M - $2.67M
|
793K
$44.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-43.4K- 6.75% |
$2.46M - $2.52M
|
600K
$33.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-18.8K- 2.8% |
$1.07M - $1.09M
|
652K
$36.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-16.8K- 8.52% |
$954K - $978K
|
181K
$10.1M
|
|