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 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-115- 1.87% |
$6.43K - $6.61K
|
6.02K
$335K
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-115- 5.84% |
$6.43K - $6.61K
|
1.85K
$103K
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
SELL
|
- |
-114- 2.54% |
$6.38K - $6.55K
|
4.37K
$243K
|
|
|
Apr 16, 2025
Q1 2025
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-114- 1.81% |
$6.38K - $6.55K
|
6.19K
$344K
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-108- 1.2% |
$6.04K - $6.21K
|
8.9K
$495K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-95- 0.82% |
$5.31K - $5.46K
|
11.5K
$641K
|
|
|
May 15, 2025
Q1 2025
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-77- 3.68% |
$4.31K - $4.43K
|
2.02K
$112K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-40- 1.57% |
$2.24K - $2.3K
|
2.52K
$140K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-37- 3.34% |
$2.07K - $2.13K
|
1.07K
$59.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-25- 0.04% |
$1.4K - $1.44K
|
65.2K
$3.62M
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-469K- 98.25% |
$26.6M - $27.3M
|
8.34K
$464K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-78.4K- 38.52% |
$4.44M - $4.56M
|
125K
$6.96M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-9.19K- 9.89% |
$521K - $534K
|
83.8K
$4.66M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-2.6K- 42.62% |
$147K - $151K
|
3.5K
$195K
|
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-264- 0.98% |
$15K - $15.3K
|
26.8K
$1.49M
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-245- 3.58% |
$13.9K - $14.2K
|
6.61K
$367K
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-90- 18.18% |
$5.1K - $5.23K
|
405
$22.5K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Hamilton Wealth, LLC
|
SELL
|
- |
-79.3K- 60.65% |
$4.49M - $4.61M
|
51.5K
$2.86M
|
|
|
Jun 26, 2025
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-33.5K- 28.81% |
$1.89M - $1.95M
|
82.7K
$4.6M
|
|
|
Oct 18, 2024
Q3 2024
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-12.5K- 72.6% |
$710K - $729K
|
4.73K
$263K
|
|
|
Nov 06, 2024
Q3 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-8.8K- 52.38% |
$499K - $512K
|
8K
$445K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.87K- 2.89% |
$276K - $283K
|
164K
$9.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-1.73K- 12.16% |
$98K - $101K
|
12.5K
$695K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-1K- 16.67% |
$56.7K - $58.2K
|
5K
$278K
|
|
|
Mar 04, 2025
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-338- 3.72% |
$19.1K - $19.7K
|
8.76K
$487K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-245- 0.71% |
$13.9K - $14.3K
|
34.1K
$1.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-209- 1.45% |
$11.8K - $12.2K
|
14.2K
$792K
|
|
| Q2 2024 | |||||||
|
Jul 19, 2024
Q2 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-3.03K- 24.74% |
$171K - $173K
|
9.21K
$512K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-68.1K- 64.27% |
$3.9M - $3.95M
|
37.8K
$2.1M
|
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-13.6K- 60.26% |
$779K - $788K
|
8.96K
$498K
|
|
|
Apr 04, 2024
Q1 2024
|
Verity Wealth Advisors
|
SELL
|
- |
-7.87K- 41.9% |
$451K - $457K
|
10.9K
$607K
|
|
|
Apr 18, 2024
Q1 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-4.72K- 26.84% |
$271K - $274K
|
12.9K
$716K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.93K- 34.87% |
$110K - $112K
|
3.6K
$200K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-947- 20.92% |
$54.3K - $55K
|
3.58K
$199K
|
|
|
Apr 26, 2024
Q1 2024
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-782- 19.61% |
$44.8K - $45.4K
|
3.21K
$178K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-163- 0.28% |
$9.34K - $9.46K
|
57.5K
$3.2M
|
|
| Q4 2023 | |||||||
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-402K- 98.83% |
$21.7M - $23.4M
|
4.75K
$264K
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-25.4K- 59.92% |
$1.37M - $1.48M
|
17K
$946K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-17.2K- 8.78% |
$929K - $1M
|
179K
$9.95M
|
|
|
Feb 15, 2024
Q4 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-5.32KClosed |
$287K - $309K
|
0
$0
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.43K- 10.02% |
$76.9K - $82.8K
|
12.8K
$712K
|
|
|
Feb 06, 2024
Q4 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-1.4K- 18.06% |
$75.5K - $81.3K
|
6.35K
$353K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-1.14K- 95.3% |
$61.2K - $65.9K
|
56
$3.11K
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-570- 4.22% |
$30.7K - $33.1K
|
12.9K
$719K
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-257- 6.16% |
$13.9K - $14.9K
|
3.91K
$218K
|
|
|
Feb 09, 2024
Q4 2023
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-185- 2.26% |
$9.98K - $10.7K
|
8K
$445K
|
|
| Q3 2023 | |||||||
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-2.23K- 64.96% |
$122K - $127K
|
1.2K
$66.7K
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
SELL
|
- |
-400- 2.37% |
$21.9K - $22.9K
|
16.5K
$918K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-352- 33.46% |
$19.2K - $20.1K
|
700
$38.9K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-141- 3.11% |
$7.71K - $8.07K
|
4.39K
$244K
|
|