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 |
---|---|---|---|---|---|---|---|
Apr 30, 2025
Q1 2025
|
Peoples Bank
|
BUY
|
- |
5.1KNew |
$255K - $257K
|
5.1K
$256K
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.85K+ 4.47% |
$242K - $244K
|
113K
$5.69M
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
4.84K+ 52.61% |
$242K - $244K
|
14K
$705K
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
4.74KNew |
$237K - $239K
|
4.74K
$238K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
4.63K+ 3.23% |
$231K - $233K
|
148K
$7.42M
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
4.59KNew |
$229K - $231K
|
4.59K
$230K
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
4.3KNew |
$215K - $217K
|
4.3K
$216K
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.3K+ 17.41% |
$215K - $217K
|
29K
$1.46M
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
4.18KNew |
$209K - $211K
|
4.18K
$210K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.09K+ 37.1% |
$204K - $206K
|
15.1K
$759K
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.02K+ 73.69% |
$201K - $203K
|
9.48K
$476K
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.99KNew |
$199K - $201K
|
3.99K
$200K
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
3.95K+ 18.68% |
$197K - $199K
|
25.1K
$1.26M
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.94K+ 8.6% |
$197K - $198K
|
49.7K
$2.5M
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.79K+ 14.64% |
$189K - $191K
|
29.7K
$1.49M
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
2.97K+ 40.73% |
$148K - $149K
|
10.2K
$514K
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
2.89K+ 4.77% |
$144K - $146K
|
63.5K
$3.19M
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.8K+ 67.18% |
$140K - $141K
|
6.96K
$349K
|
|
May 02, 2025
Q1 2025
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
2.7K+ 4.23% |
$135K - $136K
|
66.6K
$3.34M
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
2.56K+ 9.27% |
$128K - $129K
|
30.2K
$1.52M
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.29K+ 10.13% |
$114K - $115K
|
24.9K
$1.25M
|
|
Apr 21, 2025
Q1 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
1.62K+ 7.89% |
$81K - $81.6K
|
22.2K
$1.11M
|
|
May 08, 2025
Q1 2025
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
BUY
|
- |
1.5K+ 29.9% |
$74.7K - $75.3K
|
6.5K
$326K
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
1.49KNew |
$74.3K - $74.8K
|
1.49K
$74.6K
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
1.45K+ 9.49% |
$72.6K - $73.1K
|
16.8K
$841K
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
983+ 7.79% |
$49.1K - $49.5K
|
13.6K
$683K
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
674+ 4.8% |
$33.7K - $33.9K
|
14.7K
$738K
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
527+ 10.24% |
$26.3K - $26.5K
|
5.67K
$285K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
465+ 0.15% |
$23.2K - $23.4K
|
308K
$15.4M
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
420+ 2.02% |
$21K - $21.2K
|
21.2K
$1.06M
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
408+ 0.97% |
$20.4K - $20.5K
|
42.3K
$2.13M
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
311+ 0.34% |
$15.5K - $15.7K
|
92K
$4.62M
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
279+ 4.2% |
$13.9K - $14.1K
|
6.91K
$347K
|
|
Apr 22, 2025
Q1 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
178+ 0.51% |
$8.89K - $8.96K
|
35.1K
$1.76M
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
149+ 3.57% |
$7.45K - $7.5K
|
4.32K
$217K
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
114+ 9.42% |
$5.7K - $5.74K
|
1.32K
$66.5K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
102+ 28.41% |
$5.1K - $5.14K
|
461
$23.1K
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
100New |
$5K - $5.04K
|
100
$5.02K
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
75+ 0.37% |
$3.75K - $3.78K
|
20.6K
$1.03M
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
66+ 0.35% |
$3.3K - $3.32K
|
18.7K
$937K
|
|
Apr 28, 2025
Q1 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
25+ 0.14% |
$1.25K - $1.26K
|
17.8K
$894K
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
24+ 0.51% |
$1.2K - $1.21K
|
4.75K
$239K
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
22+ 0.51% |
$1.1K - $1.11K
|
4.31K
$216K
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
10+ 0.15% |
$500 - $504
|
6.77K
$340K
|
|
May 09, 2025
Q1 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
4+ 0.1% |
$200 - $201
|
4.05K
$203K
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4+ 0.02% |
$200 - $201
|
25.1K
$1.26M
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
3+ 0.62% |
$150 - $151
|
487
$24.4K
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2+ 0.03% |
$99.9 - $101
|
6.9K
$346K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-18- 0.89% |
$899 - $906
|
2K
$100K
|