Latest Institutional Transactions on Blackrock Short Maturity Munic (MEAR)
This table provides information on the latest institutional transactions involving Blackrock Short Maturity Munic (MEAR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
33.7K+ 67.82% |
$1.68M - $1.7M
|
83.5K
$4.21M
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-14.2K- 37.23% |
$708K - $715K
|
24K
$1.21M
|
|
Q1 2025 | |||||||
Aug 26, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
9.77KNew |
$488K - $492K
|
9.77K
$493K
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
8.15KNew |
$407K - $410K
|
8.15K
$411K
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.4K- 22.58% |
$70K - $70.5K
|
4.8K
$242K
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.36K- 15.87% |
$268K - $270K
|
28.4K
$1.43M
|
|
May 15, 2025
Q1 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-322- 2.28% |
$16.1K - $16.2K
|
13.8K
$697K
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.8K+ 67.18% |
$140K - $141K
|
6.96K
$351K
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.37K- 99.96% |
$118K - $119K
|
1
$50.5
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.03K- 4.89% |
$51.4K - $51.8K
|
20K
$1.01M
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
465+ 0.15% |
$23.2K - $23.4K
|
308K
$15.5M
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.94K+ 8.6% |
$197K - $198K
|
49.7K
$2.51M
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.27K- 5.88% |
$63.4K - $63.9K
|
20.3K
$1.02M
|
|
May 09, 2025
Q1 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
4+ 0.1% |
$200 - $201
|
4.05K
$204K
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
4.3KNew |
$215K - $217K
|
4.3K
$217K
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.99KNew |
$199K - $201K
|
3.99K
$201K
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
3+ 0.62% |
$150 - $151
|
487
$24.6K
|
|
Apr 28, 2025
Q1 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
25+ 0.14% |
$1.25K - $1.26K
|
17.8K
$899K
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
4.59KNew |
$229K - $231K
|
4.59K
$231K
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
1.49KNew |
$74.3K - $74.8K
|
1.49K
$75K
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
BUY
|
- |
6.65KNew |
$332K - $335K
|
6.65K
$336K
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
100New |
$5K - $5.04K
|
100
$5.05K
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
11.3KNew |
$563K - $568K
|
11.3K
$569K
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
SELL
|
- |
-748- 12.08% |
$37.4K - $37.7K
|
5.44K
$275K
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-34.6K- 59.05% |
$1.73M - $1.74M
|
24K
$1.21M
|
|
Q4 2024 | |||||||
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
20.1KNew |
$1.01M - $1.01M
|
20.1K
$1.02M
|
|
Feb 14, 2025
Q4 2024
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
8.15KNew |
$407K - $410K
|
8.15K
$411K
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
2.1KNew |
$105K - $106K
|
2.1K
$106K
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
25.9KNew |
$1.29M - $1.3M
|
25.9K
$1.31M
|
|
Feb 11, 2025
Q4 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
762+ 2.83% |
$38.1K - $38.3K
|
27.7K
$1.4M
|
|
Feb 10, 2025
Q4 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
23.3K+ 100.0% |
$1.16M - $1.17M
|
46.6K
$2.35M
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2KNew |
$99.9K - $101K
|
2K
$101K
|
|
Feb 10, 2025
Q4 2024
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
6KNew |
$300K - $302K
|
6K
$303K
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
7.32KNew |
$365K - $368K
|
7.32K
$369K
|
|
Jan 31, 2025
Q4 2024
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
5.16KNew |
$258K - $259K
|
5.16K
$260K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
20.8K+ 85.07% |
$1.04M - $1.04M
|
45.2K
$2.28M
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
20+ 6.15% |
$999 - $1.01K
|
345
$17.4K
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-6.02K- 25.0% |
$300K - $303K
|
18K
$911K
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
12.4KNew |
$622K - $626K
|
12.4K
$628K
|
|
Jan 27, 2025
Q4 2024
|
Win Advisors, Inc
|
BUY
|
- |
18.5KNew |
$922K - $928K
|
18.5K
$931K
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
86+ 1.27% |
$4.29K - $4.32K
|
6.86K
$346K
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-925- 17.03% |
$46.2K - $46.5K
|
4.51K
$227K
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
34K+ 122.91% |
$1.7M - $1.71M
|
61.7K
$3.12M
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
16+ 6.5% |
$799 - $804
|
262
$13.2K
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
6.61KNew |
$330K - $333K
|
6.61K
$333K
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-31.5K- 50.59% |
$1.58M - $1.59M
|
30.8K
$1.55M
|
|
Nov 13, 2024
Q3 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
6.65KNew |
$332K - $335K
|
6.65K
$336K
|
|
Nov 13, 2024
Q3 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
7KNew |
$350K - $352K
|
7K
$353K
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.18K+ 4.14% |
$159K - $160K
|
80K
$4.04M
|