Purchases and Sales Made in Q1 2024 in Blackrock Short Maturity Munic (MEAR)
This table provides information about the institutional ownership of Blackrock Short Maturity Munic (MEAR) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
972+ 7.73% |
$48.6K - $48.8K
|
13.5K
$677K
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
945+ 6.21% |
$47.2K - $47.4K
|
16.2K
$808K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
879+ 1.12% |
$43.9K - $44.1K
|
79.4K
$3.97M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
824+ 1.09% |
$41.2K - $41.3K
|
76.5K
$3.82M
|
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
669+ 1.22% |
$33.4K - $33.6K
|
55.6K
$2.78M
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
500+ 413.22% |
$25K - $25.1K
|
621
$31K
|
|
|
May 10, 2024
Q1 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
191+ 0.57% |
$9.54K - $9.58K
|
33.9K
$1.69M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
140+ 1.77% |
$7K - $7.03K
|
8.07K
$403K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
132+ 1.75% |
$6.6K - $6.62K
|
7.69K
$384K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
128New |
$6.4K - $6.42K
|
128
$6.4K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
125+ 38.46% |
$6.25K - $6.27K
|
450
$22.5K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
26+ 0.2% |
$1.3K - $1.3K
|
13.2K
$662K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
16+ 0.56% |
$800 - $803
|
2.89K
$145K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
8+ 3.54% |
$400 - $401
|
234
$11.7K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
5+ 0.03% |
$250 - $251
|
18.9K
$946K
|
|
|
May 09, 2024
Q1 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
4+ 0.1% |
$200 - $201
|
4.02K
$201K
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3+ 0.08% |
$150 - $151
|
3.89K
$195K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 0.09% |
$99.9 - $100
|
2.19K
$109K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
SELL
|
- |
-3- 0.04% |
$150 - $151
|
7.51K
$375K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-21- 0.29% |
$1.05K - $1.05K
|
7.27K
$363K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-82- 41.21% |
$4.1K - $4.11K
|
117
$5.85K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-116- 0.38% |
$5.8K - $5.82K
|
30.7K
$1.53M
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-123- 1.9% |
$6.15K - $6.17K
|
6.35K
$317K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-156- 3.97% |
$7.8K - $7.83K
|
3.77K
$189K
|
|
|
May 10, 2024
Q1 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-166- 1.14% |
$8.3K - $8.33K
|
14.4K
$721K
|
|
|
Oct 03, 2024
Q1 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-261- 2.95% |
$13K - $13.1K
|
8.59K
$429K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-320- 5.58% |
$16K - $16.1K
|
5.41K
$270K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-440- 9.41% |
$22K - $22.1K
|
4.23K
$212K
|
|
|
Apr 29, 2024
Q1 2024
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-599- 3.0% |
$29.9K - $30.1K
|
19.4K
$967K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-615- 1.75% |
$30.7K - $30.9K
|
34.6K
$1.73M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-700- 9.03% |
$35K - $35.1K
|
7.05K
$352K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-736- 2.08% |
$36.8K - $36.9K
|
34.6K
$1.73M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.31K- 6.02% |
$65.3K - $65.5K
|
20.4K
$1.02M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.31K- 5.77% |
$65.5K - $65.7K
|
21.4K
$1.07M
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
SELL
|
- |
-1.4K- 17.92% |
$69.9K - $70.2K
|
6.41K
$320K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-1.49K- 14.01% |
$74.2K - $74.5K
|
9.11K
$455K
|
|
|
May 02, 2024
Q1 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-1.67K- 27.87% |
$83.3K - $83.7K
|
4.32K
$216K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.7K- 16.2% |
$85K - $85.4K
|
8.81K
$440K
|
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-1.99K- 15.94% |
$99.6K - $100K
|
10.5K
$525K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-2K- 20.09% |
$99.9K - $100K
|
7.95K
$397K
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2.77K- 11.95% |
$139K - $139K
|
20.4K
$1.02M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.86K- 5.98% |
$143K - $144K
|
45K
$2.25M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.32K- 35.47% |
$166K - $166K
|
6.03K
$302K
|
|
|
May 10, 2024
Q1 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-3.34K- 1.03% |
$167K - $168K
|
319K
$16M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.15K- 28.1% |
$207K - $208K
|
10.6K
$530K
|
|
|
Apr 22, 2024
Q1 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-5.16K- 20.71% |
$258K - $259K
|
19.7K
$987K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.44K- 10.94% |
$272K - $273K
|
44.3K
$2.21M
|
|
|
May 06, 2024
Q1 2024
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-6.31K- 15.49% |
$315K - $317K
|
34.4K
$1.72M
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-6.7K- 9.71% |
$335K - $336K
|
62.3K
$3.11M
|