Purchases and Sales Made in Q2 2023 in Blackrock Short Maturity Munic (MEAR)
This table provides information about the institutional ownership of Blackrock Short Maturity Munic (MEAR) during Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Aug 04, 2023
Q2 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-35- 0.05% |
$1.74K - $1.75K
|
69.6K
$3.48M
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-52- 0.57% |
$2.58K - $2.6K
|
9.03K
$452K
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
SELL
|
- |
-53- 1.03% |
$2.63K - $2.65K
|
5.07K
$254K
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-100- 1.38% |
$4.97K - $5K
|
7.16K
$358K
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-122- 0.48% |
$6.06K - $6.1K
|
25.1K
$1.25M
|
|
Jul 14, 2023
Q2 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-290- 1.2% |
$14.4K - $14.5K
|
24K
$1.2M
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-379- 3.85% |
$18.8K - $18.9K
|
9.48K
$474K
|
|
Jul 12, 2023
Q2 2023
|
Lantz Financial LLC
|
SELL
|
- |
-429- 4.29% |
$21.3K - $21.4K
|
9.58K
$479K
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-551- 6.97% |
$27.4K - $27.5K
|
7.35K
$368K
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-742- 3.92% |
$36.9K - $37.1K
|
18.2K
$911K
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-795- 7.74% |
$39.5K - $39.7K
|
9.48K
$474K
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-832- 6.74% |
$41.3K - $41.6K
|
11.5K
$576K
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-929- 7.28% |
$46.2K - $46.4K
|
11.8K
$592K
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-985- 4.55% |
$48.9K - $49.2K
|
20.7K
$1.03M
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-990- 28.38% |
$49.2K - $49.5K
|
2.5K
$125K
|
|
Jul 24, 2023
Q2 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-1K- 8.38% |
$49.7K - $50K
|
10.9K
$547K
|
|
Jul 17, 2023
Q2 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-1.3K- 10.5% |
$64.7K - $65.1K
|
11.1K
$556K
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.48K- 69.54% |
$73.3K - $73.7K
|
646
$32.3K
|
|
Jul 13, 2023
Q2 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-1.67K- 23.24% |
$83K - $83.4K
|
5.52K
$276K
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.75K- 7.63% |
$86.9K - $87.4K
|
21.2K
$1.06M
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.95K- 6.66% |
$96.9K - $97.4K
|
27.3K
$1.37M
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
SELL
|
- |
-1.96K- 9.91% |
$97.1K - $97.7K
|
17.8K
$889K
|
|
Jul 13, 2023
Q2 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-2.13K- 29.3% |
$106K - $107K
|
5.15K
$258K
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.29K- 20.45% |
$114K - $114K
|
8.91K
$446K
|
|
Aug 08, 2023
Q2 2023
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-2.5K- 14.33% |
$124K - $125K
|
15K
$748K
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-2.73K- 34.34% |
$136K - $137K
|
5.22K
$261K
|
|
Aug 03, 2023
Q2 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-3.61K- 4.31% |
$179K - $180K
|
80.2K
$4.01M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.64K- 23.34% |
$181K - $182K
|
11.9K
$598K
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-3.84K- 13.14% |
$191K - $192K
|
25.4K
$1.27M
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.1K- 9.28% |
$204K - $205K
|
40.1K
$2.01M
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-4.33KClosed |
$215K - $216K
|
0
$0
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.76K- 8.05% |
$236K - $238K
|
54.3K
$2.72M
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-5K- 97.64% |
$248K - $250K
|
121
$6.05K
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.68K- 18.11% |
$282K - $284K
|
25.7K
$1.28M
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.92K- 5.6% |
$294K - $296K
|
99.8K
$4.99M
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.73K- 18.56% |
$334K - $336K
|
29.5K
$1.48M
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-6.86K- 32.9% |
$341K - $343K
|
14K
$701K
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-7.35K- 48.68% |
$365K - $367K
|
7.75K
$388K
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.42K- 25.79% |
$368K - $371K
|
21.3K
$1.07M
|
|
Jul 11, 2023
Q2 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-8.04K- 3.04% |
$400K - $402K
|
256K
$12.8M
|
|
Jul 24, 2023
Q2 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-12.5K- 17.08% |
$620K - $623K
|
60.6K
$3.03M
|
|
Jul 17, 2023
Q2 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-18K- 64.43% |
$893K - $898K
|
9.92K
$496K
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-19.8K- 45.81% |
$983K - $989K
|
23.4K
$1.17M
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-37.4K- 25.69% |
$1.86M - $1.87M
|
108K
$5.41M
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-47.5KClosed |
$2.36M - $2.38M
|
0
$0
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-71.6K- 92.81% |
$3.56M - $3.58M
|
5.55K
$278K
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-81.7K- 52.83% |
$4.06M - $4.08M
|
72.9K
$3.65M
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-109K- 4.09% |
$5.42M - $5.45M
|
2.56M
$128M
|