Latest Institutional Sells of Ishares California Muni Bond E (CMF)

CMF Quotes by TradingView

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
Nov 09, 2023 Q3 2023
Tortoise Investment Management, LLC

SELL
 -
-352
- 33.46%
$19.2K - $20.1K
700 $38.6K
Oct 30, 2023 Q3 2023
Blue Chip Partners, Inc.

SELL
 -
-141
- 3.11%
$7.71K - $8.07K
4.39K $242K
Q2 2023
Aug 14, 2023 Q2 2023
Fca Corp

Houston, TX
SELL
 -
-2.8K
- 38.46%
$157K - $162K
4.48K $247K
Aug 10, 2023 Q2 2023
Coastwise Capital Group, LLC

La Jolla, CA
SELL
 -
-1.3K
- 25.4%
$72.8K - $75.3K
3.82K $211K
Jul 21, 2023 Q2 2023
Private Ocean, LLC

SELL
 -
-894
- 4.3%
$50.1K - $51.8K
19.9K $1.1M
Jul 26, 2023 Q2 2023
Root Financial Partners, LLC

Solana Beach, CA
SELL
 -
-138
- 2.94%
$7.73K - $7.99K
4.56K $252K
Aug 02, 2023 Q2 2023
Parcion Private Wealth LLC

Bellevue, WA
SELL
 -
-104
- 0.68%
$5.83K - $6.02K
15.2K $836K
Q1 2023
May 08, 2023 Q1 2023
Weil Company, Inc.

SELL
 -
-2.13K
- 31.24%
$119K - $123K
4.69K $259K
Apr 12, 2023 Q1 2023
Perkins Coie Trust CO

SELL
 -
-1.98K
- 22.01%
$111K - $114K
7.02K $388K
Apr 20, 2023 Q1 2023
Blue Zone Wealth Advisors, LLC

SELL
 -
-1.66K
- 30.62%
$92.4K - $95.4K
3.75K $207K
Q4 2022
Feb 14, 2023 Q4 2022
Silicon Valley Capital Partners

SELL
 -
-32.8K
- 99.98%
$1.77M - $1.87M
5 $276
Feb 09, 2023 Q4 2022
Summit Wealth & Retirement Planning, Inc.

SELL
 -
-5.27K
- 28.42%
$284K - $300K
13.3K $732K
Feb 14, 2023 Q4 2022
Epg Wealth Management LLC

Atlanta, GA
SELL
 -
-4.29K
- 99.98%
$232K - $244K
1 $55.2
Q3 2022
Nov 14, 2022 Q3 2022
Capstone Financial Advisors, Inc.

Downers Grove, IL
SELL
 -
-24.9K
Closed
$1.35M - $1.45M
0 $0
Nov 10, 2022 Q3 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
SELL
 -
-6.01K
- 5.94%
$326K - $348K
95.1K $5.25M
Oct 31, 2022 Q3 2022
Merit Financial Group, LLC

SELL
 -
-1.14K
- 12.0%
$62K - $66.3K
8.39K $463K
Nov 14, 2022 Q3 2022
London & Capital Asset Management LTD

London, X0
SELL
 -
-985
- 3.57%
$53.4K - $57.1K
26.6K $1.47M
Nov 14, 2022 Q3 2022
Verus Capital Partners, LLC

Scottsdale, AZ
SELL
 -
-638
- 13.47%
$34.6K - $37K
4.1K $226K
Jan 24, 2023 Q3 2022
Caprin Asset Management LLC

Henrico, VA
SELL
 -
-263
- 5.06%
$14.3K - $15.2K
4.94K $273K
Nov 14, 2022 Q3 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
SELL
 -
-145
- 1.63%
$7.86K - $8.41K
8.74K $483K
Q2 2022
Jul 27, 2022 Q2 2022
Aries Wealth Management

SELL
 -
-77.5K
Closed
$4.29M - $4.5M
0 $0
Jul 15, 2022 Q2 2022
Karp Capital Management Corp

SELL
 -
-56K
Closed
$3.1M - $3.25M
0 $0
Aug 11, 2022 Q2 2022
Seldon Capital LP

San Francisco, CA
SELL
 -
-17.7K
Closed
$982K - $1.03M
0 $0
Aug 16, 2022 Q2 2022
Willow Creek Wealth Management Inc.

Sebastopol, CA
SELL
 -
-6.16K
Closed
$341K - $358K
0 $0
Jul 29, 2022 Q2 2022
Grove Bank & Trust

SELL
 -
-5.61K
Closed
$310K - $326K
0 $0
Aug 12, 2022 Q2 2022
Tocqueville Asset Management L.P.

New York, NY
SELL
 -
-5K
Closed
$277K - $290K
0 $0
Jul 28, 2022 Q2 2022
D.A. Davidson & Co.

SELL
 -
-4.76K
Closed
$264K - $277K
0 $0
Jul 15, 2022 Q2 2022
Joel Isaacson & Co., LLC

SELL
 -
-4.13K
Closed
$228K - $240K
0 $0
Aug 12, 2022 Q2 2022
55 I, LLC

Boston, MA
SELL
 -
-3.75K
Closed
$207K - $218K
0 $0
Jul 12, 2022 Q2 2022
John W. Brooker & Co., Cp As

SELL
 -
-1K
- 56.4%
$55.4K - $58.1K
773 $42.7K
Aug 04, 2022 Q2 2022
Biltmore Family Office, LLC

SELL
 -
-700
Closed
$38.8K - $40.7K
0 $0
Jul 20, 2022 Q2 2022
White Lighthouse Investment Management Inc.

SELL
 -
-250
- 5.88%
$13.8K - $14.5K
4K $221K
Q1 2022
Apr 08, 2022 Q1 2022
Monterey Private Wealth, Inc.

SELL
 -
-16.6K
Closed
$965K - $1.04M
0 $0
May 13, 2022 Q1 2022
Laurel Wealth Advisors, Inc.

Solana Beach, CA
SELL
 -
-15.2K
Closed
$882K - $946K
0 $0
May 04, 2022 Q1 2022
Litman Gregory Wealth Management LLC

SELL
 -
-7.73K
Closed
$449K - $481K
0 $0
May 02, 2022 Q1 2022
Integral Investment Advisors, Inc.

SELL
 -
-6.73K
Closed
$391K - $419K
0 $0
Apr 14, 2022 Q1 2022
Glassman Wealth Services

SELL
 -
-5.22K
- 50.0%
$303K - $325K
5.22K $288K
Apr 28, 2022 Q1 2022
Spectrum Asset Management, Inc.

SELL
 -
-4.65K
Closed
$270K - $290K
0 $0
Apr 12, 2022 Q1 2022
Crestwood Advisors Group LLC

SELL
 -
-3.28K
Closed
$190K - $204K
0 $0
May 16, 2022 Q1 2022
Pathstone Family Office, LLC

Englewood, NJ
SELL
 -
-3.27K
Closed
$190K - $204K
0 $0
Apr 08, 2022 Q1 2022
Atwater Malick LLC

SELL
 -
-3.27K
Closed
$190K - $204K
0 $0
May 13, 2022 Q1 2022
Dimension Capital Management LLC

Coral Gables, FL
SELL
 -
-3.26K
Closed
$189K - $203K
0 $0
Apr 15, 2022 Q1 2022
Columbia Trust CO 01012016

SELL
 -
-1.65K
- 26.19%
$95.8K - $103K
4.65K $257K
May 16, 2022 Q1 2022
Snowden Capital Advisors LLC

New York, NY
SELL
 -
-250
Closed
$14.5K - $15.6K
0 $0
Apr 13, 2022 Q1 2022
Ford Financial Group, LLC

SELL
 -
-134
Closed
$7.78K - $8.34K
0 $0
Apr 29, 2022 Q1 2022
Total Clarity Wealth Management, Inc.

SELL
 -
-42
Closed
$2.44K - $2.62K
0 $0
Apr 27, 2022 Q1 2022
West Hill Financial Advisors, Inc.

SELL
 -
-36
Closed
$2.09K - $2.24K
0 $0
Q4 2021
Jan 11, 2022 Q4 2021
Brookstone Capital Management

SELL
 -
-70.6K
Closed
$4.36M - $4.4M
0 $0
Feb 14, 2022 Q4 2021
Barclays PLC

London, X0
SELL
 -
-37.6K
Closed
$2.32M - $2.35M
0 $0

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