Highland Financial Advisors, LLC Blackrock Short Maturity Munic Transaction History

Highland Financial Advisors, LLC

$281 Million
Q3 2024

A detailed history of Highland Financial Advisors, LLC transactions in Blackrock Short Maturity Munic stock. As of the latest transaction made, Highland Financial Advisors, LLC holds 39,766 shares of MEAR stock, worth $2 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares

39,766

Previous 39,591 0.44%

Holding current value

$2 Million

Previous $1.99 Million 0.81%

% of portfolio

0.71%

Previous 0.74%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	BUY	$49.99 - $50.34 $8,748 - $8,809	175 Added 0.44%	39,766 $2 Million
Q2 2024 Jul 17, 2024	BUY	$49.95 - $50.15 $257,292 - $258,322	5,151 Added 14.96%	39,591 $1.99 Million
Q1 2024 May 06, 2024	SELL	$49.97 - $50.18 $315,460 - $316,786	-6,313 Reduced 15.49%	34,440 $1.73 Million
Q4 2023 Jan 18, 2024	BUY	$49.67 - $50.06 $316,099 - $318,581	6,364 Added 18.51%	40,753 $2.04 Million
Q3 2023 Oct 25, 2023	BUY	$49.76 - $49.97 $1,094 - $1,099	22 Added 0.06%	34,389 $1.71 Million
Q2 2023 Jul 13, 2023	BUY	$49.68 - $49.97 $125,789 - $126,524	2,532 Added 7.95%	34,367 $1.72 Million
Q1 2023 Apr 17, 2023	BUY	$49.65 - $49.96 $195,918 - $197,142	3,946 Added 14.15%	31,835 $1.59 Million
Q4 2022 Feb 08, 2023	BUY	$49.58 - $49.81 $1.38 Million - $1.39 Million	27,889 New	27,889 $1.39 Million

Others Institutions Holding MEAR

# of Institutions

147

Shares Held

11.6M

Call Options Held

Put Options Held

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About BLACKROCK SHORT MATURITY MUNIC

Ticker MEAR
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Highland Financial Advisors, LLC Blackrock Short Maturity Munic Transaction History