Purchases and Sales Made in Q2 2024 in Blackrock Short Maturity Munic (MEAR)
This table provides information about the institutional ownership of Blackrock Short Maturity Munic (MEAR) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
292K+ 13.85% |
$14.6M - $14.6M
|
2.4M
$120M
|
|
|
Aug 28, 2024
Q2 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
187KNew |
$9.34M - $9.37M
|
187K
$9.34M
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
167K+ 24.11% |
$8.35M - $8.38M
|
860K
$43M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
131K+ 77.75% |
$6.56M - $6.59M
|
300K
$15M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
112K+ 136.3% |
$5.6M - $5.63M
|
195K
$9.72M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
95.4K+ 34.31% |
$4.77M - $4.79M
|
374K
$18.7M
|
|
|
Jul 26, 2024
Q2 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
52.1K+ 6.31% |
$2.6M - $2.61M
|
877K
$43.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
47.5K+ 235.45% |
$2.37M - $2.38M
|
67.7K
$3.38M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
37.9K+ 85.5% |
$1.89M - $1.9M
|
82.1K
$4.1M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
23.5K+ 18.99% |
$1.18M - $1.18M
|
147K
$7.37M
|
|
|
Aug 01, 2024
Q2 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
22.5K+ 56.72% |
$1.12M - $1.13M
|
62.1K
$3.1M
|
|
|
Dec 10, 2024
Q2 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
21.7KNew |
$1.08M - $1.09M
|
21.7K
$1.08M
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
BUY
|
- |
21.2K+ 57.66% |
$1.06M - $1.07M
|
58.1K
$2.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
20.8K+ 39.56% |
$1.04M - $1.04M
|
73.2K
$3.66M
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
18.1KNew |
$905K - $909K
|
18.1K
$906K
|
|
|
Aug 09, 2024
Q2 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
17.9K+ 14.48% |
$895K - $898K
|
142K
$7.08M
|
|
|
Jul 17, 2024
Q2 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
16.7K+ 14.21% |
$833K - $836K
|
134K
$6.7M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
16.3KNew |
$815K - $819K
|
16.3K
$816K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
15.3K+ 12.38% |
$764K - $767K
|
139K
$6.94M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
15.3K+ 12.38% |
$764K - $767K
|
139K
$6.94M
|
|
|
Jul 31, 2024
Q2 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
15K+ 142.51% |
$748K - $751K
|
25.5K
$1.27M
|
|
|
Aug 12, 2024
Q2 2024
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
14.3K+ 42.48% |
$713K - $716K
|
47.9K
$2.39M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.4K+ 23.06% |
$668K - $670K
|
71.3K
$3.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12.9KNew |
$646K - $648K
|
12.9K
$646K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12.5KNew |
$625K - $628K
|
12.5K
$625K
|
|
|
Jul 17, 2024
Q2 2024
|
First Citizens Financial Corp
|
BUY
|
- |
9.5KNew |
$474K - $476K
|
9.5K
$474K
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
9.24K+ 51.14% |
$461K - $463K
|
27.3K
$1.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
8.89K+ 12.26% |
$444K - $446K
|
81.5K
$4.07M
|
|
|
Jul 19, 2024
Q2 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
8.52KNew |
$426K - $427K
|
8.52K
$426K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
7.99KNew |
$399K - $401K
|
7.99K
$399K
|
|
|
Aug 08, 2024
Q2 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
7.5K+ 33.55% |
$375K - $376K
|
29.9K
$1.49M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.78KNew |
$339K - $340K
|
6.78K
$339K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
6.66K+ 17.54% |
$333K - $334K
|
44.6K
$2.23M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.27K+ 12.36% |
$313K - $314K
|
57K
$2.85M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.42K+ 5.37% |
$271K - $272K
|
106K
$5.32M
|
|
|
Jul 17, 2024
Q2 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
5.15K+ 14.96% |
$257K - $258K
|
39.6K
$1.98M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.97K+ 171.6% |
$248K - $249K
|
7.86K
$393K
|
|
|
Aug 12, 2024
Q2 2024
|
Smart Money Group LLC
|
BUY
|
- |
4.61K+ 3.18% |
$230K - $231K
|
150K
$7.47M
|
|
|
Jul 22, 2024
Q2 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
4.45K+ 33.44% |
$222K - $223K
|
17.7K
$886K
|
|
|
Jul 30, 2024
Q2 2024
|
Foster Group, Inc.
|
BUY
|
- |
4.09K+ 0.85% |
$204K - $205K
|
486K
$24.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
4KNew |
$200K - $201K
|
4K
$200K
|
|
|
Aug 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
3KNew |
$150K - $151K
|
3K
$150K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.9K+ 39.92% |
$145K - $145K
|
10.2K
$508K
|
|
|
Jul 01, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.77K+ 13.57% |
$139K - $139K
|
23.2K
$1.16M
|
|
|
Aug 07, 2024
Q2 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
2.68K+ 0.84% |
$134K - $134K
|
322K
$16.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.48K+ 18.32% |
$124K - $124K
|
16K
$800K
|
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
2.44K+ 16.44% |
$122K - $122K
|
17.3K
$863K
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
2.39K+ 4.24% |
$119K - $120K
|
58.7K
$2.93M
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.36K+ 7.93% |
$118K - $118K
|
32.1K
$1.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.14K+ 32.64% |
$107K - $107K
|
8.71K
$435K
|