Purchases and Sales Made in Q4 2023 in Blackrock Short Maturity Munic (MEAR)
This table provides information about the institutional ownership of Blackrock Short Maturity Munic (MEAR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
190KNew |
$9.46M - $9.53M
|
190K
$9.51M
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
184KNew |
$9.15M - $9.22M
|
184K
$9.21M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
179K+ 124.47% |
$8.88M - $8.95M
|
322K
$16.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
119KNew |
$5.9M - $5.95M
|
119K
$5.94M
|
|
|
Apr 03, 2024
Q4 2023
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
113KNew |
$5.64M - $5.68M
|
113K
$5.67M
|
|
|
Jan 11, 2024
Q4 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
102K+ 46.35% |
$5.08M - $5.12M
|
323K
$16.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
86.4KNew |
$4.29M - $4.33M
|
86.4K
$4.32M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
78.5KNew |
$3.9M - $3.93M
|
78.5K
$3.92M
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
68.6K+ 11.95% |
$3.41M - $3.43M
|
642K
$32.1M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
48.8K+ 35.1% |
$2.42M - $2.44M
|
188K
$9.38M
|
|
|
Jan 17, 2024
Q4 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
44.4K+ 6.46% |
$2.2M - $2.22M
|
732K
$36.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
44.4K+ 17.7% |
$2.2M - $2.22M
|
295K
$14.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
39.5K+ 133.75% |
$1.96M - $1.98M
|
69K
$3.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
38.9K+ 34.87% |
$1.93M - $1.95M
|
150K
$7.52M
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
38.1K+ 949.45% |
$1.89M - $1.91M
|
42.1K
$2.11M
|
|
|
Feb 15, 2024
Q4 2023
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
35KNew |
$1.74M - $1.75M
|
35K
$1.75M
|
|
|
Jan 18, 2024
Q4 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
33.7KNew |
$1.67M - $1.69M
|
33.7K
$1.69M
|
|
|
Jan 11, 2024
Q4 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
28.2K+ 49.25% |
$1.4M - $1.41M
|
85.5K
$4.27M
|
|
|
Feb 05, 2024
Q4 2023
|
Win Advisors, Inc
|
BUY
|
- |
28KNew |
$1.39M - $1.4M
|
28K
$1.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Smart Money Group LLC
|
BUY
|
- |
16.4K+ 15.05% |
$813K - $819K
|
125K
$6.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
14.9KNew |
$741K - $746K
|
14.9K
$745K
|
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
14KNew |
$697K - $702K
|
14K
$701K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
11.7K+ 116.65% |
$581K - $585K
|
21.7K
$1.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.9K+ 54.51% |
$539K - $544K
|
30.8K
$1.54M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
10.6KNew |
$526K - $530K
|
10.6K
$529K
|
|
|
Jan 04, 2024
Q4 2023
|
Verity Wealth Advisors
|
BUY
|
- |
10KNew |
$499K - $503K
|
10K
$502K
|
|
|
Feb 02, 2024
Q4 2023
|
Cross Staff Investments Inc
|
BUY
|
- |
8KNew |
$397K - $400K
|
8K
$400K
|
|
|
Feb 13, 2024
Q4 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
7.12KNew |
$354K - $357K
|
7.12K
$356K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
6.92K+ 71.65% |
$344K - $346K
|
16.6K
$829K
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
6.47KNew |
$322K - $324K
|
6.47K
$323K
|
|
|
Jan 18, 2024
Q4 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
6.36K+ 18.51% |
$316K - $319K
|
40.8K
$2.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.06K+ 8.7% |
$301K - $303K
|
75.7K
$3.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.72K+ 63.27% |
$284K - $286K
|
14.8K
$737K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
5.4KNew |
$268K - $270K
|
5.4K
$270K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
5.19K+ 3.34% |
$258K - $260K
|
161K
$8.03M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.07K+ 5.34% |
$252K - $254K
|
99.9K
$4.99M
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
5.06K+ 23.25% |
$251K - $253K
|
26.8K
$1.34M
|
|
|
Feb 02, 2024
Q4 2023
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
BUY
|
- |
5KNew |
$248K - $250K
|
5K
$250K
|
|
|
Jan 10, 2024
Q4 2023
|
Harbor Group, Inc.
|
BUY
|
- |
4.03KNew |
$200K - $202K
|
4.03K
$201K
|
|
|
Feb 07, 2024
Q4 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
4.02KNew |
$200K - $201K
|
4.02K
$201K
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
3.96K+ 24.32% |
$196K - $198K
|
20.2K
$1.01M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
3.93KNew |
$195K - $197K
|
3.93K
$196K
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.89KNew |
$193K - $195K
|
3.89K
$194K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.85K+ 2.76% |
$191K - $193K
|
143K
$7.16M
|
|
|
Jan 11, 2024
Q4 2023
|
Kwmg, LLC
|
BUY
|
- |
3.27K+ 7.82% |
$162K - $164K
|
45.1K
$2.25M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
2.92KNew |
$145K - $146K
|
2.92K
$146K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.88KNew |
$143K - $144K
|
2.88K
$144K
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
2.84K+ 27.5% |
$141K - $142K
|
13.2K
$659K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
2.39K+ 48.72% |
$119K - $119K
|
7.29K
$364K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.38K+ 24.18% |
$118K - $119K
|
12.2K
$611K
|