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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-734K- 6.68% |
$41.1M - $42.2M
|
10.3M
$574M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-462K- 98.22% |
$25.9M - $26.6M
|
8.36K
$468K
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-118K- 10.27% |
$6.6M - $6.78M
|
1.03M
$57.7M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-43.1K- 7.18% |
$2.41M - $2.47M
|
556K
$31.1M
|
|
|
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
$29.5M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-24.8K- 3.0% |
$1.38M - $1.42M
|
801K
$44.8M
|
|
|
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
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-10.8K- 47.81% |
$605K - $622K
|
11.8K
$661K
|
|
|
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
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.72K- 4.04% |
$376K - $386K
|
160K
$8.94M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-6.15K- 5.84% |
$344K - $353K
|
99.1K
$5.54M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.75K- 47.79% |
$321K - $330K
|
6.28K
$351K
|
|
|
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
|
|
|
May 06, 2025
Q1 2025
|
Orin Green Financial, LLC
|
SELL
|
- |
-4.64K- 1.25% |
$260K - $267K
|
366K
$20.5M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-4.5K- 81.07% |
$252K - $259K
|
1.05K
$58.7K
|
|
|
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
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.39K- 3.29% |
$190K - $195K
|
99.6K
$5.57M
|
|
|
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
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-1.07K- 19.53% |
$59.6K - $61.2K
|
4.39K
$245K
|
|
|
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 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
SELL
|
- |
-1.02K- 93.92% |
$57K - $58.6K
|
66
$3.69K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-920- 12.89% |
$51.5K - $52.9K
|
6.22K
$348K
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-893- 1.18% |
$49.9K - $51.3K
|
74.9K
$4.19M
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-878- 2.31% |
$49.1K - $50.5K
|
37.1K
$2.07M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-778- 2.63% |
$43.5K - $44.7K
|
28.8K
$1.61M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-479- 2.66% |
$26.8K - $27.5K
|
17.5K
$979K
|
|
|
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
|