Purchases and Sales Made in Q1 2024 in Blackrock Short Maturity Munic (MEAR)
This table provides information about the institutional ownership of Blackrock Short Maturity Munic (MEAR) during Q1 2024. The information is specifically focused on institutions that hold shares of BLACKROCK SHORT MATURITY MUNIC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
239KNew |
$12M - $12M
|
239K
$12M
|
|
|
Apr 22, 2024
Q1 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
92.8K+ 12.67% |
$4.64M - $4.65M
|
825K
$41.4M
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
51.3K+ 27.81% |
$2.56M - $2.57M
|
236K
$11.8M
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
50.9K+ 7.93% |
$2.54M - $2.55M
|
693K
$34.8M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
48.2K+ 14.93% |
$2.41M - $2.42M
|
371K
$18.6M
|
|
|
May 01, 2024
Q1 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
31.8K+ 37.19% |
$1.59M - $1.6M
|
117K
$5.89M
|
|
|
May 14, 2024
Q1 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
31.3K+ 72.11% |
$1.56M - $1.57M
|
74.7K
$3.75M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
28.8K+ 476.73% |
$1.44M - $1.44M
|
34.8K
$1.75M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
28.3K+ 29.55% |
$1.41M - $1.42M
|
124K
$6.22M
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
BUY
|
- |
22.5K+ 4.9% |
$1.12M - $1.13M
|
482K
$24.2M
|
|
|
May 08, 2024
Q1 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
22.4KNew |
$1.12M - $1.12M
|
22.4K
$1.12M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
22.3K+ 78.62% |
$1.12M - $1.12M
|
50.7K
$2.55M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
21.4K+ 128.98% |
$1.07M - $1.07M
|
38K
$1.91M
|
|
|
May 02, 2024
Q1 2024
|
Smart Money Group LLC
|
BUY
|
- |
19.9K+ 15.88% |
$993K - $997K
|
145K
$7.28M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18.5K+ 12.32% |
$926K - $930K
|
169K
$8.48M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
18.5K+ 28.98% |
$924K - $928K
|
82.3K
$4.13M
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
15.7K+ 112.11% |
$786K - $789K
|
29.8K
$1.49M
|
|
|
Apr 30, 2024
Q1 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
13.3KNew |
$664K - $667K
|
13.3K
$667K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
13K+ 33.14% |
$651K - $654K
|
52.3K
$2.63M
|
|
|
May 15, 2024
Q1 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
10.2K+ 9.02% |
$511K - $513K
|
124K
$6.21M
|
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
9.78K+ 32.79% |
$489K - $491K
|
39.6K
$1.99M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
9.2KNew |
$460K - $462K
|
9.2K
$462K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.95K+ 65.09% |
$397K - $399K
|
20.2K
$1.01M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
6.78K+ 1.54% |
$339K - $340K
|
448K
$22.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
6.77K+ 52.15% |
$338K - $340K
|
19.8K
$992K
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
6.69KNew |
$334K - $336K
|
6.69K
$336K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.57KNew |
$328K - $329K
|
6.57K
$330K
|
|
|
Apr 04, 2024
Q1 2024
|
Verity Wealth Advisors
|
BUY
|
- |
5.38K+ 53.63% |
$269K - $270K
|
15.4K
$774K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.89K+ 44.61% |
$244K - $245K
|
15.9K
$796K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.73K+ 105.8% |
$236K - $237K
|
9.19K
$461K
|
|
|
May 10, 2024
Q1 2024
|
Seaview Investment Managers LLC
|
BUY
|
- |
4.59KNew |
$229K - $230K
|
4.59K
$230K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
4.45KNew |
$222K - $223K
|
4.45K
$223K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.4KNew |
$220K - $221K
|
4.4K
$221K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.98K+ 23.75% |
$149K - $150K
|
15.5K
$780K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.74K+ 34.33% |
$137K - $138K
|
10.7K
$539K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.63KNew |
$132K - $132K
|
2.63K
$132K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.58K+ 17.28% |
$129K - $129K
|
17.5K
$878K
|
|
|
Apr 15, 2024
Q1 2024
|
Kwmg, LLC
|
BUY
|
- |
2.38K+ 5.28% |
$119K - $119K
|
47.5K
$2.38M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.32K+ 2.32% |
$116K - $117K
|
102K
$5.13M
|
|
|
May 10, 2024
Q1 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
2.15K+ 3.54% |
$107K - $108K
|
62.8K
$3.15M
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
BUY
|
- |
1.83K+ 5.22% |
$91.3K - $91.7K
|
36.8K
$1.85M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.81K+ 7.41% |
$90.3K - $90.7K
|
26.2K
$1.31M
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
1.79K+ 19.89% |
$89.2K - $89.6K
|
10.8K
$540K
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.65K+ 12.54% |
$82.6K - $82.9K
|
14.8K
$745K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.6K+ 21.86% |
$79.8K - $80.1K
|
8.9K
$447K
|
|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.55K+ 37.17% |
$77.2K - $77.5K
|
5.7K
$286K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.48K+ 11.15% |
$74K - $74.3K
|
14.8K
$741K
|
|
|
May 08, 2024
Q1 2024
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
1.45K+ 4.51% |
$72.5K - $72.8K
|
33.6K
$1.69M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.2K+ 4.52% |
$60K - $60.2K
|
27.7K
$1.39M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.2K+ 16.4% |
$60K - $60.2K
|
8.52K
$428K
|