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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-2.25M- 16.99% |
$128M - $131M
|
11M
$625M
|
|
|
Feb 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-469K- 98.25% |
$26.6M - $27.3M
|
8.34K
$474K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-46K- 5.48% |
$2.61M - $2.67M
|
793K
$45.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-43.4K- 6.75% |
$2.46M - $2.52M
|
600K
$34.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-32.4K- 10.24% |
$1.83M - $1.88M
|
284K
$16.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-18.8K- 2.8% |
$1.07M - $1.09M
|
652K
$37.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-16.8K- 8.52% |
$954K - $978K
|
181K
$10.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-15K- 25.38% |
$849K - $871K
|
44.1K
$2.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-12.7K- 6.13% |
$721K - $739K
|
195K
$11.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-11.5K- 27.03% |
$649K - $665K
|
30.9K
$1.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-11.1K- 5.79% |
$627K - $643K
|
180K
$10.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-9.19K- 9.89% |
$521K - $534K
|
83.8K
$4.76M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-9K- 13.71% |
$510K - $523K
|
56.7K
$3.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-8.43K- 6.43% |
$478K - $490K
|
123K
$6.97M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-7.74K- 5.96% |
$438K - $450K
|
122K
$6.94M
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-7.35K- 3.1% |
$416K - $427K
|
230K
$13.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-7.07K- 2.45% |
$400K - $411K
|
281K
$16M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-4.7K- 6.59% |
$266K - $273K
|
66.7K
$3.79M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-4.56K- 4.15% |
$258K - $265K
|
105K
$5.98M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-4.47K- 4.15% |
$253K - $259K
|
103K
$5.86M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-4.4K- 13.5% |
$250K - $256K
|
28.2K
$1.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-4.31K- 8.62% |
$244K - $250K
|
45.6K
$2.59M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-3.88K- 5.1% |
$220K - $226K
|
72.3K
$4.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-3.77K- 9.22% |
$213K - $219K
|
37.1K
$2.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-2.6K- 42.62% |
$147K - $151K
|
3.5K
$199K
|
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
SELL
|
- |
-2.52K- 3.09% |
$143K - $146K
|
78.8K
$4.48M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.14K- 2.43% |
$121K - $124K
|
85.9K
$4.88M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.63K- 1.85% |
$92.2K - $94.5K
|
86.5K
$4.92M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-1.58K- 3.19% |
$89.2K - $91.5K
|
47.8K
$2.72M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.23K- 14.53% |
$69.8K - $71.6K
|
7.25K
$412K
|
|
|
Feb 14, 2025
Q4 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.14K- 5.71% |
$64.5K - $66.1K
|
18.8K
$1.07M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-967- 1.45% |
$54.8K - $56.2K
|
65.9K
$3.75M
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-716- 0.94% |
$40.6K - $41.6K
|
75.8K
$4.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-708- 9.51% |
$40.1K - $41.1K
|
6.74K
$383K
|
|
|
Jan 23, 2025
Q4 2024
|
Simpli Fi, Inc.
|
SELL
|
- |
-597- 2.41% |
$33.8K - $34.7K
|
24.2K
$1.38M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-580- 4.76% |
$32.9K - $33.7K
|
11.6K
$660K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-502- 6.57% |
$28.4K - $29.2K
|
7.14K
$406K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-490- 7.7% |
$27.8K - $28.5K
|
5.87K
$334K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-441- 0.77% |
$25K - $25.6K
|
56.7K
$3.22M
|
|
|
Jan 30, 2025
Q4 2024
|
De Dora Capital, Inc.
|
SELL
|
- |
-422- 1.03% |
$23.9K - $24.5K
|
40.7K
$2.31M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-400- 0.5% |
$22.7K - $23.2K
|
80.2K
$4.56M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-352- 0.62% |
$19.9K - $20.5K
|
56.6K
$3.22M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-343- 3.49% |
$19.4K - $19.9K
|
9.5K
$540K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-276- 4.61% |
$15.6K - $16K
|
5.71K
$324K
|
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-264- 0.98% |
$15K - $15.3K
|
26.8K
$1.52M
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-250- 1.64% |
$14.2K - $14.5K
|
15K
$850K
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-245- 3.58% |
$13.9K - $14.2K
|
6.61K
$375K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-234- 3.83% |
$13.3K - $13.6K
|
5.87K
$334K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-201- 1.11% |
$11.4K - $11.7K
|
18K
$1.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-150- 2.94% |
$8.5K - $8.72K
|
4.95K
$281K
|