Purchases and Sales Made in Q3 2024 in Blackrock Short Maturity Munic (MEAR)
This table provides information about the institutional ownership of Blackrock Short Maturity Munic (MEAR) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
3.99K+ 132.83% |
$199K - $201K
|
6.99K
$349K
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.99KNew |
$199K - $201K
|
3.99K
$199K
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
3.7K+ 18.29% |
$185K - $186K
|
23.9K
$1.2M
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.6K+ 4.73% |
$180K - $181K
|
79.7K
$3.98M
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
3.5K+ 11.72% |
$175K - $176K
|
33.4K
$1.67M
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.18K+ 4.14% |
$159K - $160K
|
80K
$4M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
2.73K+ 1.85% |
$136K - $137K
|
150K
$7.51M
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.68K+ 29.19% |
$134K - $135K
|
11.8K
$592K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.65K+ 2.49% |
$132K - $133K
|
109K
$5.45M
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.26K+ 22.48% |
$113K - $114K
|
12.3K
$614K
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
BUY
|
- |
2.2K+ 4.59% |
$110K - $111K
|
50.1K
$2.5M
|
|
Nov 13, 2024
Q3 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
1.99K+ 19.61% |
$99.5K - $100K
|
12.1K
$607K
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.89K+ 3851.02% |
$94.3K - $95K
|
1.94K
$96.7K
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.07K+ 13.55% |
$53.2K - $53.6K
|
8.93K
$446K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
935+ 5.73% |
$46.7K - $47.1K
|
17.3K
$862K
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
835New |
$41.7K - $42K
|
835
$41.7K
|
|
Oct 28, 2024
Q3 2024
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
760+ 1.59% |
$38K - $38.3K
|
48.6K
$2.43M
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
658New |
$32.9K - $33.1K
|
658
$32.9K
|
|
Nov 12, 2024
Q3 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
646+ 2.45% |
$32.3K - $32.5K
|
27K
$1.35M
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
436+ 8.73% |
$21.8K - $21.9K
|
5.43K
$271K
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
316+ 3.88% |
$15.8K - $15.9K
|
8.45K
$422K
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
298New |
$14.9K - $15K
|
298
$14.9K
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
287+ 0.84% |
$14.3K - $14.4K
|
34.5K
$1.72M
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
282+ 1.98% |
$14.1K - $14.2K
|
14.5K
$726K
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
207New |
$10.3K - $10.4K
|
207
$10.3K
|
|
Oct 30, 2024
Q3 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
175+ 0.44% |
$8.75K - $8.81K
|
39.8K
$1.99M
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
71+ 1.93% |
$3.55K - $3.57K
|
3.76K
$188K
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
41+ 0.2% |
$2.05K - $2.06K
|
20.5K
$1.02M
|
|
Nov 14, 2024
Q3 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
7+ 0.17% |
$350 - $352
|
4.04K
$202K
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 0.85% |
$150 - $151
|
355
$17.7K
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.05% |
$50 - $50.3
|
2.03K
$102K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1- 0.05% |
$50 - $50.3
|
2K
$99.9K
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3- 0.01% |
$150 - $151
|
24.9K
$1.24M
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-67- 0.32% |
$3.35K - $3.37K
|
20.8K
$1.04M
|
|
Oct 31, 2024
Q3 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-125- 0.63% |
$6.25K - $6.29K
|
19.7K
$984K
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-187- 2.15% |
$9.35K - $9.41K
|
8.52K
$426K
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-212- 3.26% |
$10.6K - $10.7K
|
6.29K
$314K
|
|
Oct 09, 2024
Q3 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-281- 3.29% |
$14K - $14.1K
|
8.25K
$412K
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
SELL
|
- |
-316- 5.05% |
$15.8K - $15.9K
|
5.95K
$297K
|
|
Nov 05, 2024
Q3 2024
|
Smart Money Group LLC
|
SELL
|
- |
-350- 0.23% |
$17.5K - $17.6K
|
149K
$7.46M
|
|
Nov 14, 2024
Q3 2024
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-500- 3.76% |
$25K - $25.2K
|
12.8K
$640K
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-735- 9.79% |
$36.7K - $37K
|
6.78K
$339K
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-765- 9.17% |
$38.2K - $38.5K
|
7.58K
$379K
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
SELL
|
- |
-968- 0.2% |
$48.4K - $48.7K
|
485K
$24.2M
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.15K- 6.5% |
$57.7K - $58.1K
|
16.6K
$829K
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-1.24K- 15.49% |
$61.8K - $62.3K
|
6.75K
$337K
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-1.44K- 6.86% |
$72.1K - $72.6K
|
19.6K
$979K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.11K- 7.58% |
$105K - $106K
|
25.7K
$1.28M
|