Source Financial Advisors LLC Blackrock Short Maturity Munic Transaction History

Source Financial Advisors LLC

$337 Million
Q3 2024

A detailed history of Source Financial Advisors LLC transactions in Blackrock Short Maturity Munic stock. As of the latest transaction made, Source Financial Advisors LLC holds 181,370 shares of MEAR stock, worth $9.11 Million. This represents 2.7% of its overall portfolio holdings.

Number of Shares

181,370

Previous 134,035 35.32%

Holding current value

$9.11 Million

Previous $6.72 Million 35.78%

% of portfolio

2.7%

Previous 2.07%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	BUY	$49.99 - $50.34 $2.37 Million - $2.38 Million	47,335 Added 35.32%	181,370 $9.13 Million
Q2 2024 Jul 17, 2024	BUY	$49.95 - $50.15 $832,816 - $836,150	16,673 Added 14.21%	134,035 $6.72 Million
Q1 2024 May 01, 2024	BUY	$49.97 - $50.18 $1.59 Million - $1.6 Million	31,817 Added 37.19%	117,362 $5.88 Million
Q4 2023 Jan 11, 2024	BUY	$49.67 - $50.06 $1.4 Million - $1.41 Million	28,229 Added 49.25%	85,545 $4.28 Million
Q3 2023 Oct 26, 2023	SELL	$49.76 - $49.97 $162,764 - $163,451	-3,271 Reduced 5.4%	57,316 $2.85 Million
Q2 2023 Jul 24, 2023	SELL	$49.68 - $49.97 $619,857 - $623,475	-12,477 Reduced 17.08%	60,587 $3.02 Million
Q1 2023 Apr 20, 2023	BUY	$49.65 - $49.96 $1.8 Million - $1.81 Million	36,179 Added 98.09%	73,064 $3.65 Million
Q4 2022 Jan 31, 2023	BUY	$49.58 - $49.81 $1.58 Million - $1.59 Million	31,858 Added 633.74%	36,885 $1.83 Million
Q3 2022 Nov 14, 2022	BUY	$49.6 - $49.86 $249,339 - $250,646	5,027 New	5,027 $250,000

Others Institutions Holding MEAR

# of Institutions

173

Shares Held

12.3M

Call Options Held

Put Options Held

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About BLACKROCK SHORT MATURITY MUNIC

Ticker MEAR
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Source Financial Advisors LLC Blackrock Short Maturity Munic Transaction History