Evernest Financial Advisors, LLC Blackrock Short Maturity Munic Transaction History

Evernest Financial Advisors, LLC

$255 Million
Q1 2025

A detailed history of Evernest Financial Advisors, LLC transactions in Blackrock Short Maturity Munic stock. As of the latest transaction made, Evernest Financial Advisors, LLC holds 16,756 shares of MEAR stock, worth $840,145. This represents 0.33% of its overall portfolio holdings.

Number of Shares

16,756

Previous 15,304 9.49%

Holding current value

$840,145

Previous $764,000 10.08%

% of portfolio

0.33%

Previous 0.21%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$49.97 - $50.36 $72,556 - $73,122	1,452 Added 9.49%	16,756 $841,000
Q4 2024 Jan 23, 2025	BUY	$49.94 - $50.28 $38,803 - $39,067	777 Added 5.35%	15,304 $764,000
Q3 2024 Oct 21, 2024	BUY	$49.99 - $50.34 $14,097 - $14,195	282 Added 1.98%	14,527 $730,000
Q2 2024 Aug 07, 2024	SELL	$49.95 - $50.15 $9,640 - $9,678	-193 Reduced 1.34%	14,245 $714,000
Q1 2024 May 10, 2024	SELL	$49.97 - $50.18 $8,295 - $8,329	-166 Reduced 1.14%	14,438 $722 Million
Q4 2023 May 10, 2024	SELL	$49.67 - $50.06 $126,906 - $127,903	-2,555 Reduced 17.7%	11,883 $594 Million
Q4 2021 Feb 13, 2024	BUY	$50.08 - $50.17 $731,368 - $732,682	14,604 New	14,604 $731 Million

Others Institutions Holding MEAR

# of Institutions

187

Shares Held

15.3M

Call Options Held

Put Options Held

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About BLACKROCK SHORT MATURITY MUNIC

Ticker MEAR
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Evernest Financial Advisors, LLC Blackrock Short Maturity Munic Transaction History