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 $9.08 Million. This represents 2.7% of its overall portfolio holdings.

Number of Shares
181,370
Previous 134,035 35.32%
Holding current value
$9.08 Million
Previous $6.72 Million 35.78%
% of portfolio
2.7%
Previous 2.07%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
156
Shares Held
11.9M
Call Options Held
0
Put Options Held
0
View Full List

About BLACKROCK SHORT MATURITY MUNIC

MEAR Quotes by TradingView
  • Ticker MEAR
  • Sector ETFs
  • Industry ETFs
More about MEAR
Track This Portfolio

Track Source Financial Advisors LLC Portfolio

Follow Source Financial Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Source Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Source Financial Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email