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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3+ 0.08% |
$150 - $151
|
3.89K
$195K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-440- 9.41% |
$22K - $22.1K
|
4.23K
$212K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.98K+ 23.75% |
$149K - $150K
|
15.5K
$779K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
26+ 0.2% |
$1.3K - $1.3K
|
13.2K
$664K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.58K+ 17.28% |
$129K - $129K
|
17.5K
$877K
|
|
|
May 10, 2024
Q1 2024
|
Seaview Investment Managers LLC
|
BUY
|
- |
4.59KNew |
$229K - $230K
|
4.59K
$230K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
5+ 0.03% |
$250 - $251
|
18.9K
$949K
|
|
|
Apr 29, 2024
Q1 2024
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-599- 3.0% |
$29.9K - $30.1K
|
19.4K
$971K
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
6.69KNew |
$334K - $336K
|
6.69K
$335K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
500+ 413.22% |
$25K - $25.1K
|
621
$31.2K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
4.45KNew |
$222K - $223K
|
4.45K
$223K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.63KNew |
$132K - $132K
|
2.63K
$132K
|
|
| Q4 2023 | |||||||
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
92New |
$4.57K - $4.61K
|
92
$4.62K
|
|
|
Feb 15, 2024
Q4 2023
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
35KNew |
$1.74M - $1.75M
|
35K
$1.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-300- 5.24% |
$14.9K - $15K
|
5.42K
$272K
|
|
|
Feb 13, 2024
Q4 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
7.12KNew |
$354K - $357K
|
7.12K
$357K
|
|
|
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
$401K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.5KNew |
$74.5K - $75K
|
1.5K
$75.2K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
5.4KNew |
$268K - $270K
|
5.4K
$271K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
2.92KNew |
$145K - $146K
|
2.92K
$146K
|
|
|
Jan 10, 2024
Q4 2023
|
Harbor Group, Inc.
|
BUY
|
- |
4.03KNew |
$200K - $202K
|
4.03K
$202K
|
|
|
Jan 09, 2024
Q4 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
1K+ 24.89% |
$49.7K - $50.1K
|
5.02K
$252K
|
|
| Q3 2023 | |||||||
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2.2KNew |
$109K - $110K
|
2.2K
$110K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-10.4K- 5.38% |
$518K - $520K
|
183K
$9.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-9- 0.23% |
$448 - $450
|
3.89K
$195K
|
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
4.05KNew |
$202K - $202K
|
4.05K
$203K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
400New |
$19.9K - $20K
|
400
$20.1K
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
9.65KNew |
$480K - $482K
|
9.65K
$484K
|
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-400- 8.7% |
$19.9K - $20K
|
4.2K
$211K
|
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-2.15K- 21.68% |
$107K - $107K
|
7.77K
$390K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
4.58KNew |
$228K - $229K
|
4.58K
$230K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
6.96K+ 11.78% |
$346K - $348K
|
66.1K
$3.32M
|
|
|
Oct 24, 2023
Q3 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-213- 4.14% |
$10.6K - $10.6K
|
4.93K
$247K
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.19K- 79.15% |
$59.1K - $59.4K
|
313
$15.7K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
8.7KNew |
$433K - $435K
|
8.7K
$436K
|
|
| Q2 2023 | |||||||
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-4.33KClosed |
$215K - $216K
|
0
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-100- 1.38% |
$4.97K - $5K
|
7.16K
$359K
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
BUY
|
- |
8.97KNew |
$446K - $448K
|
8.97K
$450K
|
|
|
Jul 17, 2023
Q2 2023
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
7.6K+ 53.67% |
$377K - $380K
|
21.8K
$1.09M
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
52.7KNew |
$2.62M - $2.63M
|
52.7K
$2.64M
|
|
| Q1 2023 | |||||||
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.99KNew |
$397K - $399K
|
7.99K
$401K
|
|
|
May 15, 2023
Q1 2023
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-500- 10.0% |
$24.8K - $25K
|
4.5K
$226K
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
627+ 2.47% |
$31.1K - $31.3K
|
26K
$1.31M
|
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
2KNew |
$99.3K - $99.9K
|
2K
$100K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
1.78K+ 13.29% |
$88.3K - $88.8K
|
15.2K
$760K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
663New |
$32.9K - $33.1K
|
663
$33.3K
|
|
| Q4 2022 | |||||||
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
49KNew |
$2.43M - $2.44M
|
49K
$2.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
91New |
$4.51K - $4.53K
|
91
$4.57K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-62- 0.44% |
$3.07K - $3.09K
|
14.2K
$711K
|
|