Purchases and Sales Made in Q1 2025 in Blackrock Short Maturity Munic (MEAR)
This table provides information about the institutional ownership of Blackrock Short Maturity Munic (MEAR) during Q1 2025. 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, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.78M+ 1160.75% |
$88.9M - $89.6M
|
1.93M
$97M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
800K+ 7132.16% |
$40M - $40.3M
|
811K
$40.7M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
284KNew |
$14.2M - $14.3M
|
284K
$14.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
180K+ 17.14% |
$9.01M - $9.08M
|
1.23M
$61.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
174K+ 10.75% |
$8.68M - $8.75M
|
1.79M
$89.8M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
168K+ 56.54% |
$8.39M - $8.46M
|
465K
$23.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
137K+ 47.22% |
$6.86M - $6.91M
|
428K
$21.5M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
72.1K+ 206.15% |
$3.6M - $3.63M
|
107K
$5.37M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
56KNew |
$2.8M - $2.82M
|
56K
$2.81M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
53.7K+ 117.79% |
$2.68M - $2.7M
|
99.2K
$4.98M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
50.7K+ 15.15% |
$2.53M - $2.55M
|
385K
$19.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
42.1K+ 550.47% |
$2.1M - $2.12M
|
49.8K
$2.5M
|
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
40KNew |
$2M - $2.02M
|
40K
$2.01M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
39.8K+ 65.69% |
$1.99M - $2M
|
100K
$5.04M
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
BUY
|
- |
38.2KNew |
$1.91M - $1.92M
|
38.2K
$1.92M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
35.8KNew |
$1.79M - $1.8M
|
35.8K
$1.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
30K+ 17.54% |
$1.5M - $1.51M
|
201K
$10.1M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
28.4K+ 3.09% |
$1.42M - $1.43M
|
947K
$47.5M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
26.3K+ 1824.65% |
$1.32M - $1.33M
|
27.8K
$1.4M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
25.9K+ 30.26% |
$1.29M - $1.3M
|
112K
$5.6M
|
|
|
May 02, 2025
Q1 2025
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
25.2K+ 152.66% |
$1.26M - $1.27M
|
41.7K
$2.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
24.5KNew |
$1.22M - $1.23M
|
24.5K
$1.23M
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
18.3K+ 5.25% |
$912K - $919K
|
366K
$18.4M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
17.5K+ 9.5% |
$877K - $883K
|
202K
$10.2M
|
|
|
May 07, 2025
Q1 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
16.6K+ 46.5% |
$829K - $835K
|
52.3K
$2.62M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
16.4K+ 11.79% |
$819K - $825K
|
155K
$7.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Client First Capital LLC
|
BUY
|
- |
13.8KNew |
$692K - $697K
|
13.8K
$695K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
13.3KNew |
$664K - $670K
|
13.3K
$667K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
13K+ 33.59% |
$652K - $657K
|
51.9K
$2.61M
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
12.6K+ 8.77% |
$629K - $634K
|
156K
$7.84M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
12.3K+ 36.36% |
$614K - $619K
|
46.1K
$2.31M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
11.4KNew |
$570K - $574K
|
11.4K
$572K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.4K+ 63.42% |
$568K - $573K
|
29.3K
$1.47M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
11.3KNew |
$563K - $568K
|
11.3K
$566K
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
10.8K+ 17.2% |
$537K - $542K
|
73.3K
$3.68M
|
|
|
May 14, 2025
Q1 2025
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
8.76K+ 3.71% |
$438K - $441K
|
245K
$12.3M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
8.35K+ 94.13% |
$417K - $421K
|
17.2K
$865K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
8.02K+ 169.18% |
$401K - $404K
|
12.8K
$641K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
8.02K+ 402.76% |
$401K - $404K
|
10K
$502K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.98K+ 53.31% |
$399K - $402K
|
22.9K
$1.15M
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
7.41K+ 10.84% |
$370K - $373K
|
75.7K
$3.8M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
7.39K+ 8.76% |
$369K - $372K
|
91.7K
$4.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.19K+ 16.89% |
$359K - $362K
|
49.8K
$2.5M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.95K+ 43.23% |
$347K - $350K
|
23K
$1.16M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
6.83KNew |
$341K - $344K
|
6.83K
$343K
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
BUY
|
- |
6.65KNew |
$332K - $335K
|
6.65K
$334K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
6.19KNew |
$309K - $312K
|
6.19K
$311K
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
6.14K+ 1.2% |
$307K - $309K
|
520K
$26.1M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.25KNew |
$262K - $264K
|
5.25K
$263K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.12KNew |
$256K - $258K
|
5.12K
$257K
|