Elmwood Wealth Management, Inc. Blackrock Short Maturity Munic Transaction History

Elmwood Wealth Management, Inc.

$206 Million
Q2 2024

A detailed history of Elmwood Wealth Management, Inc. transactions in Blackrock Short Maturity Munic stock. As of the latest transaction made, Elmwood Wealth Management, Inc. holds 43,165 shares of MEAR stock, worth $2.17 Million. This represents 1.05% of its overall portfolio holdings.

Number of Shares

43,165

Previous 62,835 31.3%

Holding current value

$2.17 Million

Previous $3.15 Million 31.28%

% of portfolio

1.05%

Previous 1.44%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	SELL	$49.95 - $50.15 $982,516 - $986,450	-19,670 Reduced 31.3%	43,165 $2.16 Million
Q1 2024 May 10, 2024	BUY	$49.97 - $50.18 $107,435 - $107,887	2,150 Added 3.54%	62,835 $3.15 Million
Q4 2023 Jan 30, 2024	SELL	$49.67 - $50.06 $57,120 - $57,569	-1,150 Reduced 1.86%	60,685 $3.03 Million
Q3 2023 Nov 15, 2023	SELL	$49.76 - $49.97 $59,712 - $59,964	-1,200 Reduced 1.9%	61,835 $3.08 Million
Q1 2023 Apr 28, 2023	BUY	$49.65 - $49.96 $764,610 - $769,384	15,400 Added 32.33%	63,035 $3.15 Million
Q4 2022 Jan 25, 2023	BUY	$49.58 - $49.81 $84,286 - $84,677	1,700 Added 3.7%	47,635 $0
Q3 2022 Nov 14, 2022	BUY	$49.6 - $49.86 $248,000 - $249,300	5,000 Added 12.21%	45,935 $2.28 Million
Q2 2022 Jul 12, 2022	BUY	$49.59 - $49.78 $59,508 - $59,736	1,200 Added 3.02%	40,935 $2.04 Million
Q1 2022 May 16, 2022	BUY	$49.74 - $50.11 $392,946 - $395,869	7,900 Added 24.82%	39,735 $1.98 Million
Q4 2021 Feb 08, 2022	BUY	$50.08 - $50.17 $125,200 - $125,425	2,500 Added 8.52%	31,835 $1.6 Million
Q2 2021 Aug 13, 2021	SELL	$50.17 - $50.27 $100,340 - $100,540	-2,000 Reduced 6.38%	29,335 $1.47 Million
Q2 2020 Aug 13, 2020	BUY	$49.27 - $50.15 $332,572 - $338,512	6,750 Added 27.46%	31,335 $1.57 Million
Q1 2020 May 12, 2020	SELL	$48.94 - $50.3 $159,055 - $163,475	-3,250 Reduced 11.68%	24,585 $0
Q3 2019 Nov 13, 2019	BUY	$50.09 - $50.15 $20,737 - $20,762	414 Added 1.51%	27,835 $1.4 Million
Q2 2019 Aug 07, 2019	SELL	N/A	-1,814 Reduced 6.2%	27,421 $1.38 Million
Q1 2019 May 22, 2019	BUY	N/A	1,350 Added 4.84%	29,235 $1.46 Million
Q4 2018 Feb 14, 2019	SELL	N/A	-1,100 Reduced 3.8%	27,885 $0
Q3 2018 Oct 11, 2018	BUY	N/A	1,600 Added 5.84%	28,985 $1.45 Billion
Q2 2018 Aug 22, 2018	BUY	N/A	2,800 Added 11.39%	27,385 $1.37 Billion
Q1 2018 May 10, 2018	BUY	N/A	24,585 New	24,585 $1.22 Billion

Others Institutions Holding MEAR

# of Institutions

146

Shares Held

11M

Call Options Held

Put Options Held

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About BLACKROCK SHORT MATURITY MUNIC

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Elmwood Wealth Management, Inc. Blackrock Short Maturity Munic Transaction History