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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-304K- 3.39% |
$16.6M - $17.2M
|
8.65M
$492M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-228K- 92.82% |
$12.4M - $12.9M
|
17.7K
$1M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-144K- 19.93% |
$7.84M - $8.15M
|
578K
$32.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-140K- 10.43% |
$7.65M - $7.96M
|
1.21M
$68.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
SELL
|
- |
-140K- 41.21% |
$7.62M - $7.92M
|
199K
$11.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-121K- 9.37% |
$6.6M - $6.87M
|
1.17M
$66.7M
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-117K- 87.52% |
$6.4M - $6.65M
|
16.7K
$952K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-99.7K- 44.39% |
$5.44M - $5.65M
|
125K
$7.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-79.5K- 6.24% |
$4.33M - $4.51M
|
1.2M
$68M
|
|
|
Jul 23, 2025
Q2 2025
|
Slow Capital, Inc.
|
SELL
|
- |
-63K- 19.14% |
$3.43M - $3.57M
|
266K
$15.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-59.5K- 68.64% |
$3.24M - $3.37M
|
27.2K
$1.55M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-57.7K- 56.95% |
$3.14M - $3.27M
|
43.6K
$2.48M
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-55.4K- 74.68% |
$3.02M - $3.14M
|
18.8K
$1.07M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-54.5K- 32.83% |
$2.97M - $3.09M
|
112K
$6.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-49.5K- 27.45% |
$2.7M - $2.81M
|
131K
$7.45M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-47.3K- 2.59% |
$2.58M - $2.68M
|
1.78M
$101M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-45.6K- 92.44% |
$2.48M - $2.58M
|
3.73K
$212K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-42.4K- 17.46% |
$2.31M - $2.4M
|
200K
$11.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-35.8K- 30.8% |
$1.95M - $2.03M
|
80.4K
$4.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-32K- 26.67% |
$1.74M - $1.81M
|
87.9K
$5M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-30.4K- 6.98% |
$1.66M - $1.72M
|
405K
$23M
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-25.3K- 13.18% |
$1.38M - $1.43M
|
166K
$9.47M
|
|
|
Jul 24, 2025
Q2 2025
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-25K- 59.06% |
$1.36M - $1.42M
|
17.3K
$987K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-24.5K- 24.56% |
$1.33M - $1.39M
|
75.2K
$4.28M
|
|
|
Jul 29, 2025
Q2 2025
|
Orin Green Financial, LLC
|
SELL
|
- |
-23.9K- 6.53% |
$1.3M - $1.35M
|
342K
$19.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Navalign, LLC
|
SELL
|
- |
-22.7K- 11.5% |
$1.24M - $1.29M
|
175K
$9.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-22.7K- 2.67% |
$1.24M - $1.29M
|
827K
$47M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-18.7K- 18.88% |
$1.02M - $1.06M
|
80.4K
$4.57M
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-18K- 35.66% |
$983K - $1.02M
|
32.5K
$1.85M
|
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-17.7K- 61.23% |
$963K - $1M
|
11.2K
$637K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-13.6K- 22.99% |
$742K - $772K
|
45.6K
$2.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-13.6K- 57.18% |
$742K - $772K
|
10.2K
$580K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-13.2K- 5.67% |
$720K - $749K
|
220K
$12.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-11.3K- 46.96% |
$617K - $641K
|
12.8K
$727K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-10.6K- 12.6% |
$577K - $600K
|
73.4K
$4.18M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-9.69K- 28.51% |
$528K - $549K
|
24.3K
$1.38M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-9.52K- 51.71% |
$519K - $540K
|
8.89K
$506K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-9.34K- 3.95% |
$509K - $530K
|
227K
$12.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-9.06K- 30.57% |
$494K - $514K
|
20.6K
$1.17M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-8.79K- 51.13% |
$479K - $498K
|
8.4K
$478K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.62K- 5.4% |
$470K - $489K
|
151K
$8.6M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8.31K- 6.66% |
$453K - $471K
|
116K
$6.63M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-7.62K- 34.32% |
$415K - $432K
|
14.6K
$830K
|
|
|
Aug 07, 2025
Q2 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-6.86K- 60.33% |
$374K - $389K
|
4.51K
$256K
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-6.61K- 1.88% |
$360K - $375K
|
344K
$19.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-6.46K- 48.88% |
$352K - $366K
|
6.76K
$385K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-6.33K- 44.38% |
$345K - $359K
|
7.94K
$452K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-6.15K- 51.3% |
$335K - $349K
|
5.84K
$332K
|
|
|
Aug 04, 2025
Q2 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-6.06K- 12.39% |
$330K - $344K
|
42.9K
$2.44M
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-5.94K- 1.13% |
$324K - $337K
|
522K
$29.7M
|