Mc Adam, LLC Blackrock Short Maturity Munic Transaction History

Mc Adam, LLC

$1.79 Billion
Q2 2025

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 24, 2025	BUY	$49.94 - $50.28 $4,294 - $4,324	86 Added 1.27%	6,862 $342,000
Q3 2024 Oct 22, 2024	SELL	$49.99 - $50.34 $36,742 - $36,999	-735 Reduced 9.79%	6,776 $340,000
Q1 2024 Apr 23, 2024	SELL	$49.97 - $50.18 $149 - $150	-3 Reduced 0.04%	7,511 $376,000
Q4 2023 Feb 05, 2024	BUY	$49.67 - $50.06 $115,383 - $116,289	2,323 Added 44.75%	7,514 $375,000
Q3 2023 Oct 31, 2023	BUY	$49.76 - $49.97 $5,921 - $5,946	119 Added 2.35%	5,191 $258,000
Q2 2023 Aug 02, 2023	SELL	$49.68 - $49.97 $2,633 - $2,648	-53 Reduced 1.03%	5,072 $253,000
Q1 2023 Apr 24, 2023	BUY	$49.65 - $49.96 $254,456 - $256,045	5,125 New	5,125 $256,000

Others Institutions Holding MEAR

# of Institutions

207

Shares Held

18.2M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

3.1M
Shares

$156 Million
0.01% of portfolio
Rockwood Wealth Management, LLC New Hope, PA

2.03M
Shares

$102 Million
8.18% of portfolio
Resonant Capital Advisors, LLC

1.23M
Shares

$62.1 Million
4.03% of portfolio
Bank Of America Corp Charlotte, NC

1.15M
Shares

$57.9 Million
0.0% of portfolio
Integrated Wealth Concepts LLC

658K
Shares

$33.2 Million
0.36% of portfolio

About BLACKROCK SHORT MATURITY MUNIC

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