Horizon Family Wealth, Inc. Blackrock Short Maturity Munic Transaction History

Horizon Family Wealth, Inc.

$157 Million
Q3 2025

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 09, 2025	BUY	$49.97 - $50.36 $199 - $201	4 Added 0.1%	4,051 $203,000
Q4 2024 Feb 11, 2025	BUY	$49.94 - $50.28 $449 - $452	9 Added 0.22%	4,047 $202,000
Q3 2024 Nov 14, 2024	BUY	$49.99 - $50.34 $349 - $352	7 Added 0.17%	4,038 $203,000
Q2 2024 Aug 07, 2024	BUY	$49.95 - $50.15 $399 - $401	8 Added 0.2%	4,031 $202,000
Q1 2024 May 09, 2024	BUY	$49.97 - $50.18 $199 - $200	4 Added 0.1%	4,023 $201,000

Q4 2023 Feb 07, 2024	BUY	$49.67 - $50.06 $199,623 - $201,191	4,019 New	4,019 $200,000
Q3 2022 Oct 28, 2022	BUY	$49.6 - $49.86 $892 - $897	18 Added 0.15%	11,637 $578,000
Q2 2022 Aug 05, 2022	SELL	$49.59 - $49.78 $910,720 - $914,209	-18,365 Reduced 61.25%	11,619 $578,000
Q1 2022 May 06, 2022	BUY	$49.74 - $50.11 $50,336 - $50,711	1,012 Added 3.49%	29,984 $1.49 Million
Q4 2021 Feb 11, 2022	BUY	$50.08 - $50.17 $1.45 Million - $1.45 Million	28,972 New	28,972 $1.45 Million

Others Institutions Holding MEAR

# of Institutions

209

Shares Held

19.6M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

3.42M
Shares

$172 Million
0.01% of portfolio
Rockwood Wealth Management, LLC New Hope, PA

2.03M
Shares

$102 Million
8.18% of portfolio
Resonant Capital Advisors, LLC

1.37M
Shares

$69.1 Million
4.11% of portfolio
Captrust Financial Advisors Raleigh, NC

1.26M
Shares

$63.4 Million
0.14% of portfolio
Bank Of America Corp Charlotte, NC

1.08M
Shares

$54.4 Million
0.0% of portfolio

About BLACKROCK SHORT MATURITY MUNIC

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