Steel Peak Wealth Management LLC Blackrock Short Maturity Munic Transaction History

Steel Peak Wealth Management LLC

$2.25 Billion
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 02, 2023	SELL	$49.76 - $49.97 $19,904 - $19,988	-400 Reduced 8.7%	4,200 $209,000
Q1 2023 May 05, 2023	SELL	$49.65 - $49.96 $8,142 - $8,193	-164 Reduced 3.44%	4,600 $229,000
Q4 2022 Jan 25, 2023	SELL	$49.58 - $49.81 $262,774 - $263,993	-5,300 Reduced 52.66%	4,764 $0
Q2 2022 Aug 02, 2022	SELL	$49.59 - $49.78 $84,303 - $84,626	-1,700 Reduced 14.45%	10,064 $500,000
Q4 2021 Jan 31, 2022	SELL	$50.08 - $50.17 $120,192 - $120,408	-2,400 Reduced 16.94%	11,764 $589,000
Q3 2021 Nov 15, 2021	BUY	$50.14 - $50.24 $20,056 - $20,096	400 Added 2.91%	14,164 $711,000
Q2 2021 Aug 13, 2021	SELL	$50.17 - $50.27 $50,170 - $50,270	-1,000 Reduced 6.77%	13,764 $691,000
Q1 2021 May 18, 2021	SELL	$50.17 - $50.27 $2.21 Million - $2.21 Million	-43,989 Reduced 74.87%	14,764 $742,000
Q4 2020 Feb 04, 2021	BUY	$50.12 - $50.32 $40,647 - $40,809	811 Added 1.4%	58,753 $2.95 Million
Q3 2020 Oct 26, 2020	BUY	$49.97 - $50.34 $595,142 - $599,549	11,910 Added 25.87%	57,942 $2.91 Million
Q2 2020 Jul 21, 2020	BUY	$49.27 - $50.15 $650,659 - $662,280	13,206 Added 40.23%	46,032 $2.31 Million
Q1 2020 Apr 16, 2020	BUY	$48.94 - $50.3 $77,912 - $80,077	1,592 Added 5.1%	32,826 $1.63 Million
Q4 2019 Feb 06, 2020	BUY	$50.08 - $50.2 $1.56 Million - $1.57 Million	31,234 New	31,234 $1.57 Million

Others Institutions Holding MEAR

# of Institutions

157

Shares Held

11.9M

Call Options Held

0

Put Options Held

0

Jpmorgan Chase & CO New York, NY

1.39M
Shares

$69.6 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.15M
Shares

$57.5 Million
0.0% of portfolio
Resonant Capital Advisors, LLC

1.12M
Shares

$56 Million
4.21% of portfolio
Rockwood Wealth Management, LLC New Hope, PA

952K
Shares

$47.6 Million
5.27% of portfolio
Integrated Wealth Concepts LLC

695K
Shares

$34.7 Million
0.45% of portfolio

About BLACKROCK SHORT MATURITY MUNIC

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