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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
207New |
$10.3K - $10.4K
|
207
$10.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
835New |
$41.7K - $42K
|
835
$42.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
316+ 3.88% |
$15.8K - $15.9K
|
8.45K
$426K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
47.3K+ 35.32% |
$2.37M - $2.38M
|
181K
$9.15M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-30.2K- 56.05% |
$1.51M - $1.52M
|
23.7K
$1.19M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
18.4K+ 115.0% |
$919K - $926K
|
34.4K
$1.73M
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-7.97K- 62.51% |
$399K - $401K
|
4.78K
$241K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12.5KNew |
$625K - $628K
|
12.5K
$632K
|
|
|
Aug 13, 2024
Q2 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-282- 6.53% |
$14.1K - $14.1K
|
4.04K
$204K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
158New |
$7.89K - $7.92K
|
158
$7.97K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-404K- 90.2% |
$20.2M - $20.3M
|
43.9K
$2.22M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
269+ 2.93% |
$13.4K - $13.5K
|
9.46K
$477K
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-5.67K- 35.03% |
$283K - $284K
|
10.5K
$530K
|
|
|
Aug 05, 2024
Q2 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
4KNew |
$200K - $201K
|
4K
$202K
|
|
|
Aug 02, 2024
Q2 2024
|
Verity Wealth Advisors
|
SELL
|
- |
-4K- 25.91% |
$200K - $200K
|
11.4K
$577K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.48KNew |
$74.1K - $74.4K
|
1.48K
$74.8K
|
|
|
Jul 19, 2024
Q2 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
8.52KNew |
$426K - $427K
|
8.52K
$430K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
BUY
|
- |
21.2K+ 57.66% |
$1.06M - $1.07M
|
58.1K
$2.93M
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
381New |
$19K - $19.1K
|
381
$19.2K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-440- 9.41% |
$22K - $22.1K
|
4.23K
$214K
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3+ 0.08% |
$150 - $151
|
3.89K
$196K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.98K+ 23.75% |
$149K - $150K
|
15.5K
$784K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
26+ 0.2% |
$1.3K - $1.3K
|
13.2K
$668K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.58K+ 17.28% |
$129K - $129K
|
17.5K
$882K
|
|
|
May 10, 2024
Q1 2024
|
Seaview Investment Managers LLC
|
BUY
|
- |
4.59KNew |
$229K - $230K
|
4.59K
$232K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
5+ 0.03% |
$250 - $251
|
18.9K
$955K
|
|
|
Apr 29, 2024
Q1 2024
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-599- 3.0% |
$29.9K - $30.1K
|
19.4K
$977K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
4.45KNew |
$222K - $223K
|
4.45K
$224K
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
6.69KNew |
$334K - $336K
|
6.69K
$337K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.63KNew |
$132K - $132K
|
2.63K
$133K
|
|
| Q4 2023 | |||||||
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
92New |
$4.57K - $4.61K
|
92
$4.64K
|
|
|
Feb 15, 2024
Q4 2023
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
35KNew |
$1.74M - $1.75M
|
35K
$1.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
7.12KNew |
$354K - $357K
|
7.12K
$359K
|
|
|
Feb 13, 2024
Q4 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-300- 5.24% |
$14.9K - $15K
|
5.42K
$274K
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
5.06K+ 23.25% |
$251K - $253K
|
26.8K
$1.35M
|
|
|
Feb 02, 2024
Q4 2023
|
Cross Staff Investments Inc
|
BUY
|
- |
8KNew |
$397K - $400K
|
8K
$404K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.5KNew |
$74.5K - $75K
|
1.5K
$75.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
5.4KNew |
$268K - $270K
|
5.4K
$272K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
2.92KNew |
$145K - $146K
|
2.92K
$147K
|
|
|
Jan 10, 2024
Q4 2023
|
Harbor Group, Inc.
|
BUY
|
- |
4.03KNew |
$200K - $202K
|
4.03K
$203K
|
|
|
Jan 09, 2024
Q4 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
1K+ 24.89% |
$49.7K - $50.1K
|
5.02K
$253K
|
|
| Q3 2023 | |||||||
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2.2KNew |
$109K - $110K
|
2.2K
$111K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-10.4K- 5.38% |
$518K - $520K
|
183K
$9.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-9- 0.23% |
$448 - $450
|
3.89K
$196K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
400New |
$19.9K - $20K
|
400
$20.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
4.05KNew |
$202K - $202K
|
4.05K
$204K
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
9.65KNew |
$480K - $482K
|
9.65K
$487K
|
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-400- 8.7% |
$19.9K - $20K
|
4.2K
$212K
|
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-2.15K- 21.68% |
$107K - $107K
|
7.77K
$392K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
4.58KNew |
$228K - $229K
|
4.58K
$231K
|
|