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 21, 2025
Q2 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-5.09K- 16.67% |
$278K - $289K
|
25.5K
$1.45M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-5.09K- 2.58% |
$278K - $289K
|
192K
$10.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-4.67K- 55.85% |
$255K - $265K
|
3.69K
$210K
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-4.43K- 51.25% |
$241K - $251K
|
4.21K
$240K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-4.39K- 39.12% |
$240K - $249K
|
6.84K
$389K
|
|
|
Aug 05, 2025
Q2 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
SELL
|
- |
-4.39K- 35.42% |
$239K - $249K
|
8K
$455K
|
|
|
Jul 14, 2025
Q2 2025
|
Bank Of Stockton
|
SELL
|
- |
-3.92K- 5.11% |
$214K - $222K
|
72.9K
$4.15M
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-3.88K- 6.02% |
$212K - $220K
|
60.6K
$3.45M
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-3.65K- 28.72% |
$199K - $207K
|
9.06K
$516K
|
|
|
Aug 13, 2025
Q2 2025
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
SELL
|
- |
-3.64K- 34.53% |
$198K - $206K
|
6.89K
$392K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3.39K- 2.83% |
$185K - $192K
|
116K
$6.63M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-3.33K- 2.72% |
$182K - $189K
|
119K
$6.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.11K- 8.37% |
$170K - $176K
|
34K
$1.94M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.04K- 19.11% |
$166K - $172K
|
12.9K
$731K
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-3.03K- 12.15% |
$165K - $172K
|
21.9K
$1.25M
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-2.95K- 33.15% |
$161K - $167K
|
5.95K
$338K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.9K- 10.06% |
$158K - $164K
|
25.9K
$1.47M
|
|
|
Jul 16, 2025
Q2 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-2.88K- 13.33% |
$157K - $163K
|
18.7K
$1.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.75K- 7.43% |
$150K - $156K
|
34.2K
$1.95M
|
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-2.75K- 3.52% |
$150K - $156K
|
75.4K
$4.29M
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-2.68K- 10.25% |
$146K - $152K
|
23.4K
$1.33M
|
|
|
Jul 22, 2025
Q2 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-2.67K- 18.22% |
$145K - $151K
|
12K
$681K
|
|
|
Jul 16, 2025
Q2 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-2.53K- 4.72% |
$138K - $144K
|
51.1K
$2.91M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.33K- 37.06% |
$127K - $132K
|
3.95K
$225K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.11K- 22.99% |
$115K - $120K
|
7.08K
$403K
|
|
|
Aug 14, 2025
Q2 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.78K- 9.88% |
$97.3K - $101K
|
16.3K
$926K
|
|
|
Aug 05, 2025
Q2 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
SELL
|
- |
-1.73K- 28.57% |
$94.5K - $98.3K
|
4.33K
$247K
|
|
|
Jul 28, 2025
Q2 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-1.71K- 3.5% |
$93K - $96.7K
|
47K
$2.68M
|
|
|
Aug 07, 2025
Q2 2025
|
Sanchez Wealth Management Group
|
SELL
|
- |
-1.69K- 25.94% |
$91.9K - $95.5K
|
4.81K
$274K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.56K- 22.62% |
$84.8K - $88.2K
|
5.32K
$303K
|
|
|
Jul 11, 2025
Q2 2025
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-1.55K- 0.68% |
$84.5K - $87.9K
|
227K
$12.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.46K- 3.49% |
$79.3K - $82.5K
|
40.3K
$2.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.39K- 19.82% |
$75.7K - $78.7K
|
5.62K
$320K
|
|
|
Aug 07, 2025
Q2 2025
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-1.29K- 17.43% |
$70.2K - $73K
|
6.1K
$347K
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-1.28K- 1.46% |
$69.9K - $72.7K
|
86.7K
$4.93M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.26K- 10.89% |
$68.4K - $71.2K
|
10.3K
$584K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.1K- 17.32% |
$60.1K - $62.5K
|
5.27K
$300K
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
SELL
|
- |
-1.05K- 8.97% |
$57.2K - $59.5K
|
10.7K
$606K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-949- 17.83% |
$51.7K - $53.8K
|
4.37K
$249K
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-655- 0.54% |
$35.7K - $37.1K
|
121K
$6.89M
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-651- 9.45% |
$35.5K - $36.9K
|
6.24K
$355K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-623- 13.71% |
$34K - $35.3K
|
3.92K
$223K
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
SELL
|
- |
-599- 3.24% |
$32.7K - $34K
|
17.9K
$1.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
SELL
|
- |
-533- 2.28% |
$29.1K - $30.2K
|
22.9K
$1.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-515- 11.74% |
$28.1K - $29.2K
|
3.87K
$220K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-358- 5.37% |
$19.5K - $20.3K
|
6.31K
$359K
|
|
|
Jul 24, 2025
Q2 2025
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-350- 2.88% |
$19.1K - $19.8K
|
11.8K
$672K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-326- 27.7% |
$17.8K - $18.5K
|
851
$48.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-250- 2.3% |
$13.6K - $14.2K
|
10.6K
$605K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-112- 1.67% |
$6.11K - $6.35K
|
6.58K
$375K
|