Purchases and Sales Made in Q1 2025 in Blackrock Short Maturity Munic (MEAR)
This table provides information about the institutional ownership of Blackrock Short Maturity Munic (MEAR) during Q1 2025. 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 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
180K+ 17.14% |
$9.01M - $9.08M
|
1.23M
$61.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
174K+ 10.75% |
$8.68M - $8.75M
|
1.79M
$89.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
137K+ 47.22% |
$6.86M - $6.91M
|
428K
$21.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
42.1K+ 550.47% |
$2.1M - $2.12M
|
49.8K
$2.49M
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
BUY
|
- |
38.2KNew |
$1.91M - $1.92M
|
38.2K
$1.91M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
35.8KNew |
$1.79M - $1.8M
|
35.8K
$1.79M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
30K+ 17.54% |
$1.5M - $1.51M
|
201K
$10.1M
|
|
|
May 02, 2025
Q1 2025
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
25.2K+ 152.66% |
$1.26M - $1.27M
|
41.7K
$2.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
24.5KNew |
$1.22M - $1.23M
|
24.5K
$1.23M
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
18.3K+ 5.25% |
$912K - $919K
|
366K
$18.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
16.4K+ 11.79% |
$819K - $825K
|
155K
$7.78M
|
|
|
Apr 29, 2025
Q1 2025
|
Client First Capital LLC
|
BUY
|
- |
13.8KNew |
$692K - $697K
|
13.8K
$693K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
13.3KNew |
$664K - $670K
|
13.3K
$666K
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
12.6K+ 8.77% |
$629K - $634K
|
156K
$7.83M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
11.4KNew |
$570K - $574K
|
11.4K
$571K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
11.3KNew |
$563K - $568K
|
11.3K
$565K
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
10.8K+ 17.2% |
$537K - $542K
|
73.3K
$3.67M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
8.02K+ 402.76% |
$401K - $404K
|
10K
$501K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.98K+ 53.31% |
$399K - $402K
|
22.9K
$1.15M
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
7.41K+ 10.84% |
$370K - $373K
|
75.7K
$3.79M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.19K+ 16.89% |
$359K - $362K
|
49.8K
$2.49M
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
BUY
|
- |
6.65KNew |
$332K - $335K
|
6.65K
$333K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
6.19KNew |
$309K - $312K
|
6.19K
$310K
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
6.14K+ 1.2% |
$307K - $309K
|
520K
$26M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.12KNew |
$256K - $258K
|
5.12K
$256K
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Bank
|
BUY
|
- |
5.1KNew |
$255K - $257K
|
5.1K
$256K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
4.63K+ 3.23% |
$231K - $233K
|
148K
$7.41M
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
4.59KNew |
$229K - $231K
|
4.59K
$230K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
4.18KNew |
$209K - $211K
|
4.18K
$209K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.99KNew |
$199K - $201K
|
3.99K
$200K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
2.97K+ 40.73% |
$148K - $149K
|
10.2K
$513K
|
|
|
May 02, 2025
Q1 2025
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
2.7K+ 4.23% |
$135K - $136K
|
66.6K
$3.34M
|
|
|
Apr 21, 2025
Q1 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
1.62K+ 7.89% |
$81K - $81.6K
|
22.2K
$1.11M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
1.49KNew |
$74.3K - $74.8K
|
1.49K
$74.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
674+ 4.8% |
$33.7K - $33.9K
|
14.7K
$737K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
527+ 10.24% |
$26.3K - $26.5K
|
5.67K
$284K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
420+ 2.02% |
$21K - $21.2K
|
21.2K
$1.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
178+ 0.51% |
$8.89K - $8.96K
|
35.1K
$1.76M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
114+ 9.42% |
$5.7K - $5.74K
|
1.32K
$66.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
102+ 28.41% |
$5.1K - $5.14K
|
461
$23.1K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
100New |
$5K - $5.04K
|
100
$5.01K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
75+ 0.37% |
$3.75K - $3.78K
|
20.6K
$1.03M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
66+ 0.35% |
$3.3K - $3.32K
|
18.7K
$935K
|
|
|
Apr 28, 2025
Q1 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
25+ 0.14% |
$1.25K - $1.26K
|
17.8K
$892K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
22+ 0.51% |
$1.1K - $1.11K
|
4.31K
$216K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
3+ 0.62% |
$150 - $151
|
487
$24.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-18- 0.89% |
$899 - $906
|
2K
$100K
|
|
|
Apr 08, 2025
Q1 2025
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-634- 1.59% |
$31.7K - $31.9K
|
39.2K
$1.96M
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-671- 11.36% |
$33.5K - $33.8K
|
5.24K
$262K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
SELL
|
- |
-748- 12.08% |
$37.4K - $37.7K
|
5.44K
$273K
|