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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-2.31K- 9.86% |
$127K - $132K
|
21.1K
$1.21M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-2.22K- 1.16% |
$122K - $127K
|
190K
$10.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-2.1K- 34.45% |
$116K - $120K
|
4K
$229K
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.79K- 96.76% |
$98.9K - $102K
|
60
$3.44K
|
|
|
Nov 14, 2025
Q3 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.68K- 6.1% |
$92.4K - $95.7K
|
25.8K
$1.48M
|
|
|
Nov 24, 2025
Q3 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1.65K- 26.19% |
$91.2K - $94.4K
|
4.66K
$267K
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-1.58K- 36.93% |
$87.2K - $90.3K
|
2.7K
$155K
|
|
|
Oct 22, 2025
Q3 2025
|
Foronjy Financial LLC
Los Osos, CA |
SELL
|
- |
-1.43K- 5.11% |
$79.1K - $81.9K
|
26.6K
$1.53M
|
|
|
Nov 14, 2025
Q3 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.42K- 2.67% |
$78.3K - $81.1K
|
51.8K
$2.97M
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.36K- 7.98% |
$75.1K - $77.8K
|
15.7K
$901K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.34K- 4.92% |
$73.8K - $76.4K
|
25.8K
$1.48M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.3K- 1.62% |
$71.7K - $74.3K
|
79.1K
$4.54M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
SELL
|
- |
-1.29K- 2.34% |
$71.2K - $73.7K
|
53.9K
$3.09M
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-1.08K- 4.52% |
$59.8K - $61.9K
|
22.9K
$1.31M
|
|
|
Oct 22, 2025
Q3 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-1.07K- 9.54% |
$58.9K - $61K
|
10.1K
$580K
|
|
|
Oct 22, 2025
Q3 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-1.05K- 8.17% |
$57.9K - $60K
|
11.8K
$677K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.04K- 3.03% |
$57.2K - $59.2K
|
33.2K
$1.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.02K- 4.69% |
$56K - $58K
|
20.6K
$1.18M
|
|
|
Nov 03, 2025
Q3 2025
|
Ifc Advisors LLC
Los Angeles, CA |
SELL
|
- |
-775- 3.21% |
$42.7K - $44.3K
|
23.4K
$1.34M
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-747- 1.85% |
$41.2K - $42.7K
|
39.5K
$2.27M
|
|
|
Nov 14, 2025
Q3 2025
|
Fca Corp
Houston, TX |
SELL
|
- |
-730- 16.72% |
$40.3K - $41.7K
|
3.64K
$209K
|
|
|
Nov 14, 2025
Q3 2025
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-718- 5.02% |
$39.6K - $41K
|
13.6K
$779K
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-692- 11.64% |
$38.2K - $39.5K
|
5.26K
$301K
|
|
|
Nov 12, 2025
Q3 2025
|
Portfolio Design Labs, LLC
Encino, CA |
SELL
|
- |
-683- 4.43% |
$37.7K - $39K
|
14.7K
$844K
|
|
|
Nov 06, 2025
Q3 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-580- 0.88% |
$32K - $33.1K
|
65.6K
$3.76M
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-524- 7.69% |
$28.9K - $29.9K
|
6.29K
$361K
|
|
|
Oct 10, 2025
Q3 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-509- 2.72% |
$28.1K - $29.1K
|
18.2K
$1.05M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-505- 4.21% |
$27.9K - $28.9K
|
11.5K
$658K
|
|
|
Oct 10, 2025
Q3 2025
|
Fortitude Financial, LLC
Spokane, WA |
SELL
|
- |
-505- 3.75% |
$27.9K - $28.9K
|
13K
$743K
|
|
|
Nov 14, 2025
Q3 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-503- 7.06% |
$27.7K - $28.7K
|
6.63K
$380K
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-435- 51.12% |
$24K - $24.9K
|
416
$23.9K
|
|
|
Oct 20, 2025
Q3 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-427- 3.34% |
$23.6K - $24.4K
|
12.4K
$708K
|
|
|
Nov 14, 2025
Q3 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-425- 1.38% |
$23.4K - $24.3K
|
30.3K
$1.74M
|
|
|
Oct 29, 2025
Q3 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-361- 3.54% |
$19.9K - $20.6K
|
9.83K
$564K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-197- 0.76% |
$10.9K - $11.3K
|
25.7K
$1.47M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-180- 44.23% |
$9.93K - $10.3K
|
227
$13K
|
|
|
Oct 29, 2025
Q3 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-176- 1.39% |
$9.71K - $10.1K
|
12.5K
$715K
|
|
|
Nov 05, 2025
Q3 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-172- 0.37% |
$9.49K - $9.83K
|
46.8K
$2.69M
|
|
|
Nov 12, 2025
Q3 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-144- 8.76% |
$7.94K - $8.23K
|
1.5K
$86K
|
|
|
Oct 22, 2025
Q3 2025
|
Verus Wealth Management, LLC
De Pere, WI |
SELL
|
- |
-130- 1.87% |
$7.17K - $7.43K
|
6.82K
$391K
|
|
|
Oct 29, 2025
Q3 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-97- 2.15% |
$5.35K - $5.54K
|
4.41K
$253K
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-73- 0.1% |
$4.03K - $4.17K
|
75.1K
$4.31M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-46- 1.17% |
$2.54K - $2.63K
|
3.88K
$222K
|
|
|
Nov 14, 2025
Q3 2025
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-40- 1.98% |
$2.21K - $2.29K
|
1.98K
$113K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-30- 0.44% |
$1.65K - $1.71K
|
6.81K
$390K
|
|
|
Nov 10, 2025
Q3 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
SELL
|
- |
-17- 11.33% |
$938 - $971
|
133
$7.63K
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-79.5K- 6.24% |
$4.33M - $4.51M
|
1.2M
$68.5M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-30.4K- 6.98% |
$1.66M - $1.72M
|
405K
$23.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-9.06K- 30.57% |
$494K - $514K
|
20.6K
$1.18M
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-6.46K- 48.88% |
$352K - $366K
|
6.76K
$388K
|
|