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 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-59.5K- 68.64% |
$3.24M - $3.37M
|
27.2K
$1.51M
|
|
|
Jul 09, 2025
Q2 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-13.6K- 57.18% |
$742K - $772K
|
10.2K
$567K
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-11.3K- 46.96% |
$617K - $641K
|
12.8K
$711K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-8.79K- 51.13% |
$479K - $498K
|
8.4K
$467K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-4.39K- 39.12% |
$240K - $249K
|
6.84K
$380K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-3.33K- 2.72% |
$182K - $189K
|
119K
$6.62M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.04K- 19.11% |
$166K - $172K
|
12.9K
$715K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.9K- 10.06% |
$158K - $164K
|
25.9K
$1.44M
|
|
|
Jul 11, 2025
Q2 2025
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-1.55K- 0.68% |
$84.5K - $87.9K
|
227K
$12.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-1.28K- 1.46% |
$69.9K - $72.7K
|
86.7K
$4.82M
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
SELL
|
- |
-1.05K- 8.97% |
$57.2K - $59.5K
|
10.7K
$592K
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-111- 0.41% |
$6.05K - $6.29K
|
27K
$1.5M
|
|
| Q1 2025 | |||||||
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-734K- 6.68% |
$41.1M - $42.2M
|
10.3M
$571M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-621K- 83.83% |
$34.8M - $35.7M
|
120K
$6.67M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-462K- 98.22% |
$25.9M - $26.6M
|
8.36K
$465K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-401K- 23.65% |
$22.4M - $23M
|
1.29M
$71.9M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-201K- 30.73% |
$11.2M - $11.5M
|
452K
$25.1M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-148K- 10.43% |
$8.3M - $8.53M
|
1.27M
$70.9M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-118K- 10.27% |
$6.6M - $6.78M
|
1.03M
$57.3M
|
|
|
May 15, 2025
Q1 2025
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-92.5K- 51.2% |
$5.17M - $5.32M
|
88.2K
$4.9M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-85K- 30.18% |
$4.75M - $4.88M
|
196K
$10.9M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-75K- 79.98% |
$4.2M - $4.31M
|
18.8K
$1.04M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-71.8K- 9.05% |
$4.01M - $4.13M
|
721K
$40.1M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-50.2K- 18.28% |
$2.81M - $2.89M
|
225K
$12.5M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-43.1K- 7.18% |
$2.41M - $2.47M
|
556K
$31M
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-38.1K- 16.56% |
$2.13M - $2.19M
|
192K
$10.7M
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-34.3K- 6.1% |
$1.92M - $1.97M
|
527K
$29.3M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-32K- 3.63% |
$1.79M - $1.84M
|
849K
$47.2M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-30.1K- 66.14% |
$1.68M - $1.73M
|
15.4K
$858K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-28.4K- 8.42% |
$1.59M - $1.63M
|
309K
$17.2M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-25K- 56.66% |
$1.4M - $1.44M
|
19.1K
$1.06M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-24.8K- 3.0% |
$1.38M - $1.42M
|
801K
$44.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-19.4K- 47.36% |
$1.09M - $1.12M
|
21.6K
$1.2M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-18.4K- 9.26% |
$1.03M - $1.06M
|
181K
$10M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-17.3K- 14.14% |
$969K - $996K
|
105K
$5.86M
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
SELL
|
- |
-17.1K- 16.18% |
$956K - $983K
|
88.6K
$4.93M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-16.3K- 0.88% |
$910K - $935K
|
1.82M
$101M
|
|
|
Apr 24, 2025
Q1 2025
|
Amara Financial, Llc.
San Francisco, CA |
SELL
|
- |
-16.1K- 16.87% |
$899K - $924K
|
79.3K
$4.41M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-16K- 7.57% |
$894K - $919K
|
195K
$10.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-15.3K- 3.16% |
$856K - $879K
|
469K
$26.1M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-15.2K- 4.16% |
$851K - $875K
|
351K
$19.5M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-13.2K- 20.05% |
$739K - $760K
|
52.7K
$2.93M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12.7K- 2.83% |
$708K - $727K
|
435K
$24.2M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-12.6K- 27.86% |
$705K - $724K
|
32.6K
$1.82M
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-10.8K- 47.81% |
$605K - $622K
|
11.8K
$657K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-10.1K- 13.52% |
$567K - $583K
|
64.9K
$3.61M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-9.97K- 21.22% |
$557K - $573K
|
37K
$2.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-8.65K- 4.95% |
$484K - $497K
|
166K
$9.24M
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-8.58K- 29.91% |
$480K - $493K
|
20.1K
$1.12M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-7.79K- 10.78% |
$436K - $448K
|
64.5K
$3.59M
|
|