Purchases and Sales Made in Q1 2023 in Blackrock Short Maturity Munic (MEAR)
This table provides information about the institutional ownership of Blackrock Short Maturity Munic (MEAR) during Q1 2023. The information is specifically focused on institutions that hold shares of BLACKROCK SHORT MATURITY MUNIC.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 06, 2023
Q1 2023
|
Foster Group, Inc.
|
BUY
|
- |
432KNew |
$21.4M - $21.6M
|
432K
$21.6M
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
197K+ 121.63% |
$9.77M - $9.83M
|
359K
$17.9M
|
|
Jul 20, 2023
Q1 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
63.5K+ 12.37% |
$3.15M - $3.17M
|
577K
$28.8M
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
47.5KNew |
$2.36M - $2.37M
|
47.5K
$2.38M
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
BUY
|
- |
40.6K+ 134.9% |
$2.02M - $2.03M
|
70.8K
$3.54M
|
|
Apr 20, 2023
Q1 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
36.2K+ 98.09% |
$1.8M - $1.81M
|
73.1K
$3.65M
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
34.9K+ 374.31% |
$1.73M - $1.74M
|
44.2K
$2.21M
|
|
Apr 19, 2023
Q1 2023
|
Windsor Group LTD
|
BUY
|
- |
34.7K+ 201.13% |
$1.72M - $1.73M
|
52K
$2.6M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
28.6K+ 64.71% |
$1.42M - $1.43M
|
72.9K
$3.64M
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
25.9K+ 15.54% |
$1.29M - $1.29M
|
193K
$9.62M
|
|
Apr 28, 2023
Q1 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
15.4K+ 32.33% |
$765K - $769K
|
63K
$3.15M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
12.5KNew |
$623K - $627K
|
12.5K
$627K
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
12K+ 71.89% |
$595K - $599K
|
28.7K
$1.43M
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
11.9K+ 2694.12% |
$591K - $595K
|
12.4K
$617K
|
|
Apr 24, 2023
Q1 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
10.4K+ 14.23% |
$518K - $522K
|
83.8K
$4.19M
|
|
May 12, 2023
Q1 2023
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
10.1KNew |
$503K - $506K
|
10.1K
$506K
|
|
Apr 06, 2023
Q1 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
9.08K+ 48.25% |
$451K - $453K
|
27.9K
$1.39M
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.53K+ 42.14% |
$423K - $426K
|
28.8K
$1.44M
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.99KNew |
$397K - $399K
|
7.99K
$399K
|
|
Apr 13, 2023
Q1 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
7.28KNew |
$361K - $364K
|
7.28K
$364K
|
|
Apr 28, 2023
Q1 2023
|
Win Advisors, Inc
|
BUY
|
- |
7.09KNew |
$352K - $354K
|
7.09K
$354K
|
|
Apr 28, 2023
Q1 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
6.2KNew |
$308K - $310K
|
6.2K
$310K
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
6.1KNew |
$303K - $305K
|
6.1K
$305K
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
5.13KNew |
$254K - $256K
|
5.13K
$256K
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
4.33KNew |
$215K - $216K
|
4.33K
$216K
|
|
Apr 17, 2023
Q1 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
3.95K+ 14.15% |
$196K - $197K
|
31.8K
$1.59M
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
3.68K+ 9.32% |
$183K - $184K
|
43.2K
$2.16M
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.6K+ 3.79% |
$179K - $180K
|
98.7K
$4.93M
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.44K+ 42.99% |
$171K - $172K
|
11.4K
$571K
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
2.32KNew |
$115K - $116K
|
2.32K
$116K
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.31K+ 4.06% |
$114K - $115K
|
59.1K
$2.95M
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
2KNew |
$99.3K - $99.9K
|
2K
$99.9K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
1.89K+ 2.01% |
$94K - $94.6K
|
96K
$4.8M
|
|
Apr 21, 2023
Q1 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
1.86K+ 9.65% |
$92.3K - $92.9K
|
21.1K
$1.06M
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.82KNew |
$90.5K - $91K
|
1.82K
$91K
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
1.78K+ 13.29% |
$88.3K - $88.8K
|
15.2K
$757K
|
|
Apr 06, 2023
Q1 2023
|
Kwmg, LLC
|
BUY
|
- |
1.68K+ 4.81% |
$83.6K - $84.1K
|
36.7K
$1.83M
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
BUY
|
- |
887+ 4.91% |
$44K - $44.3K
|
18.9K
$947K
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
663New |
$32.9K - $33.1K
|
663
$33.1K
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
627+ 2.47% |
$31.1K - $31.3K
|
26K
$1.3M
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
258+ 0.76% |
$12.8K - $12.9K
|
34.1K
$1.7M
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
100+ 2.95% |
$4.97K - $5K
|
3.49K
$174K
|
|
Apr 14, 2023
Q1 2023
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
81+ 0.58% |
$4.02K - $4.05K
|
14.2K
$707K
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
39+ 0.53% |
$1.94K - $1.95K
|
7.43K
$371K
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4- 0.41% |
$199 - $200
|
968
$48.4K
|
|
Apr 21, 2023
Q1 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-13- 0.05% |
$645 - $649
|
24.3K
$1.21M
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-88Closed |
$4.37K - $4.4K
|
0
$0
|
|
Apr 25, 2023
Q1 2023
|
Cross Staff Investments Inc
|
SELL
|
- |
-100- 1.23% |
$4.97K - $5K
|
8K
$400K
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-164- 3.44% |
$8.14K - $8.19K
|
4.6K
$230K
|