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, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-37.6KClosed |
$2.32M - $2.35M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.76KClosed |
$232K - $234K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.35K- 48.55% |
$207K - $209K
|
3.55K
$196K
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-1.63KClosed |
$100K - $101K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-400Closed |
$24.7K - $24.9K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-5.81KClosed |
$361K - $366K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-4.2KClosed |
$261K - $265K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-4.01KClosed |
$249K - $253K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.62KClosed |
$163K - $165K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 13, 2021
Q2 2021
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-6.86KClosed |
$425K - $431K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-3.44KClosed |
$213K - $216K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-2.8KClosed |
$174K - $176K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1KClosed |
$62.1K - $62.8K
|
0
$0
|
|
Q1 2021 | |||||||
Apr 23, 2021
Q1 2021
|
Parker Investment Management, LLC
|
SELL
|
- |
-30.9KClosed |
$1.91M - $1.95M
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-23KClosed |
$1.42M - $1.45M
|
0
$0
|
|
May 06, 2021
Q1 2021
|
M&T Bank Corp
|
SELL
|
- |
-8KClosed |
$494K - $505K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-7.08KClosed |
$437K - $447K
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Papp L Roy & Associates
|
SELL
|
- |
-4.7KClosed |
$290K - $297K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-3.69KClosed |
$228K - $233K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-860Closed |
$53.1K - $54.3K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 12, 2021
Q4 2020
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-226KClosed |
$13.9M - $14.2M
|
0
$0
|
|
Jan 11, 2021
Q4 2020
|
Parkside Advisors LLC
|
SELL
|
- |
-133KClosed |
$8.25M - $8.4M
|
0
$0
|
|
Feb 03, 2021
Q4 2020
|
Shufro Rose & CO LLC
|
SELL
|
- |
-7.22KClosed |
$446K - $454K
|
0
$0
|
|
Jan 09, 2024
Q4 2020
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-7.16KClosed |
$443K - $451K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Gen Trust, LLC
|
SELL
|
- |
-4.4KClosed |
$272K - $277K
|
0
$0
|
|
Feb 01, 2021
Q4 2020
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-4.25KClosed |
$263K - $267K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-3.38KClosed |
$209K - $213K
|
0
$0
|
|
Jan 27, 2021
Q4 2020
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-2.93KClosed |
$181K - $184K
|
0
$0
|
|
Feb 03, 2021
Q4 2020
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-200Closed |
$12.4K - $12.6K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 17, 2020
Q3 2020
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-26.9KClosed |
$1.67M - $1.7M
|
0
$0
|
|
Oct 06, 2020
Q3 2020
|
Gradient Investments LLC
|
SELL
|
- |
-438Closed |
$27.2K - $27.7K
|
0
$0
|
|
Q2 2020 | |||||||
Jul 10, 2020
Q2 2020
|
Flc Capital Advisors
|
SELL
|
- |
-7.46KClosed |
$440K - $465K
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-3.72KClosed |
$220K - $232K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-524Closed |
$30.9K - $32.7K
|
0
$0
|
|
Aug 04, 2020
Q2 2020
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-124Closed |
$7.31K - $7.74K
|
0
$0
|
|
Q1 2020 | |||||||
May 13, 2020
Q1 2020
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-20KClosed |
$1.08M - $1.26M
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Retirement Capital Strategies
|
SELL
|
- |
-5.54KClosed |
$298K - $349K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.73KClosed |
$254K - $297K
|
0
$0
|
|
Apr 27, 2020
Q1 2020
|
Sonata Capital Group Inc
|
SELL
|
- |
-1.71K- 26.91% |
$91.7K - $107K
|
4.63K
$256K
|
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.06K- 46.83% |
$56.8K - $66.5K
|
1.2K
$66.2K
|
|
Apr 24, 2020
Q1 2020
|
Tfg Advisers LLC
|
SELL
|
- |
-978Closed |
$52.6K - $61.6K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-50Closed |
$2.69K - $3.15K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 14, 2019
Q3 2019
|
Avestar Capital, LLC
|
SELL
|
- |
-250Closed |
$15.1K - $15.5K
|
0
$0
|
|
Q2 2019 | |||||||
Aug 07, 2019
Q2 2019
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-14.2KClosed |
$839K - $858K
|
0
$0
|
|
Aug 07, 2019
Q2 2019
|
Pictet North America Advisors Sa
|
SELL
|
- |
-14.2KClosed |
$839K - $858K
|
0
$0
|
|
Aug 13, 2019
Q2 2019
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-10.7KClosed |
$634K - $649K
|
0
$0
|
|
Aug 07, 2019
Q2 2019
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-6.43KClosed |
$381K - $390K
|
0
$0
|
|
Aug 08, 2019
Q2 2019
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-5.19KClosed |
$307K - $315K
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Family Management Corp
New York, NY |
SELL
|
- |
-4.89KClosed |
$290K - $297K
|
0
$0
|
|
Q1 2019 | |||||||
Apr 30, 2019
Q1 2019
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-15KClosed |
$872K - $891K
|
0
$0
|