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 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-490- 7.7% |
$27.8K - $28.5K
|
5.87K
$324K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-441- 0.77% |
$25K - $25.6K
|
56.7K
$3.13M
|
|
|
Jan 30, 2025
Q4 2024
|
De Dora Capital, Inc.
|
SELL
|
- |
-422- 1.03% |
$23.9K - $24.5K
|
40.7K
$2.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-400- 0.5% |
$22.7K - $23.2K
|
80.2K
$4.43M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-352- 0.62% |
$19.9K - $20.5K
|
56.6K
$3.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-343- 3.49% |
$19.4K - $19.9K
|
9.5K
$524K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-276- 4.61% |
$15.6K - $16K
|
5.71K
$315K
|
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-264- 0.98% |
$15K - $15.3K
|
26.8K
$1.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-245- 3.58% |
$13.9K - $14.2K
|
6.61K
$365K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-234- 3.83% |
$13.3K - $13.6K
|
5.87K
$324K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-201- 1.11% |
$11.4K - $11.7K
|
18K
$993K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-150- 2.94% |
$8.5K - $8.72K
|
4.95K
$273K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-100- 1.73% |
$5.67K - $5.81K
|
5.68K
$314K
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-90- 18.18% |
$5.1K - $5.23K
|
405
$22.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-45- 0.55% |
$2.55K - $2.61K
|
8.07K
$446K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Hamilton Wealth, LLC
|
SELL
|
- |
-79.3K- 60.65% |
$4.49M - $4.61M
|
51.5K
$2.84M
|
|
|
Oct 18, 2024
Q3 2024
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-12.5K- 72.6% |
$710K - $729K
|
4.73K
$261K
|
|
|
Nov 06, 2024
Q3 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-8.8K- 52.38% |
$499K - $512K
|
8K
$442K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.87K- 2.89% |
$276K - $283K
|
164K
$9.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-1.73K- 12.16% |
$98K - $101K
|
12.5K
$690K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-1K- 16.67% |
$56.7K - $58.2K
|
5K
$276K
|
|
|
Nov 07, 2024
Q3 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-1K- 5.79% |
$56.7K - $58.2K
|
16.3K
$898K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-400- 3.72% |
$22.7K - $23.3K
|
10.4K
$571K
|
|
|
Mar 04, 2025
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-338- 3.72% |
$19.1K - $19.7K
|
8.76K
$483K
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-300- 18.51% |
$17K - $17.5K
|
1.32K
$72.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-245- 0.71% |
$13.9K - $14.3K
|
34.1K
$1.88M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-209- 1.45% |
$11.8K - $12.2K
|
14.2K
$786K
|
|
|
Nov 15, 2024
Q3 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-159- 7.06% |
$9.01K - $9.25K
|
2.09K
$116K
|
|
| Q2 2024 | |||||||
|
Jul 19, 2024
Q2 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-3.03K- 24.74% |
$171K - $173K
|
9.21K
$509K
|
|
| 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
$2.09M
|
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-13.6K- 60.26% |
$779K - $788K
|
8.96K
$495K
|
|
|
Apr 04, 2024
Q1 2024
|
Verity Wealth Advisors
|
SELL
|
- |
-7.87K- 41.9% |
$451K - $457K
|
10.9K
$603K
|
|
|
Apr 18, 2024
Q1 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-4.72K- 26.84% |
$271K - $274K
|
12.9K
$710K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.93K- 34.87% |
$110K - $112K
|
3.6K
$198K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-947- 20.92% |
$54.3K - $55K
|
3.58K
$198K
|
|
|
Apr 26, 2024
Q1 2024
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-782- 19.61% |
$44.8K - $45.4K
|
3.21K
$177K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-163- 0.28% |
$9.34K - $9.46K
|
57.5K
$3.18M
|
|
| Q4 2023 | |||||||
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-402K- 98.83% |
$21.7M - $23.4M
|
4.75K
$262K
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-25.4K- 59.92% |
$1.37M - $1.48M
|
17K
$939K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-17.2K- 8.78% |
$929K - $1M
|
179K
$9.87M
|
|
|
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
$707K
|
|
|
Feb 06, 2024
Q4 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-1.4K- 18.06% |
$75.5K - $81.3K
|
6.35K
$351K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-1.14K- 95.3% |
$61.2K - $65.9K
|
56
$3.09K
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-570- 4.22% |
$30.7K - $33.1K
|
12.9K
$714K
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-257- 6.16% |
$13.9K - $14.9K
|
3.91K
$216K
|
|
|
Feb 09, 2024
Q4 2023
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-185- 2.26% |
$9.98K - $10.7K
|
8K
$442K
|
|
| Q3 2023 | |||||||
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-2.23K- 64.96% |
$122K - $127K
|
1.2K
$66.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.62K- 36.19% |
$88.5K - $92.7K
|
2.86K
$158K
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
SELL
|
- |
-400- 2.37% |
$21.9K - $22.9K
|
16.5K
$911K
|
|