Latest Institutional Transactions on Black Rock Municipal 2030 Target Term Trust (BTT)
This table provides information on the latest institutional transactions involving Black Rock Municipal 2030 Target Term Trust (BTT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2022
Q1 2022
|
Innova Wealth Partners
|
BUY
|
- |
10KNew |
$230K - $260K
|
10K
$215K
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.5KClosed |
$34.5K - $39K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-1.59KClosed |
$40.2K - $41.5K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-485Closed |
$12.2K - $12.6K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-910Closed |
$23K - $23.7K
|
0
$0
|
|
|
Jan 06, 2022
Q4 2021
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-6.17KClosed |
$156K - $161K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-12.3KClosed |
$314K - $326K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-5KClosed |
$128K - $133K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-8.06KClosed |
$206K - $214K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
31.7KNew |
$810K - $841K
|
31.7K
$680K
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-500Closed |
$12.8K - $13.3K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
City Holding CO
|
SELL
|
- |
-1.51KClosed |
$38.6K - $40K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
American National Bank
|
SELL
|
- |
-408Closed |
$10.4K - $10.8K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-3.08KClosed |
$78.4K - $80.7K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
17New |
$433 - $446
|
17
$365
|
|
|
Aug 11, 2021
Q2 2021
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-42.6KClosed |
$1.08M - $1.12M
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.01K- 13.7% |
$51.2K - $52.7K
|
12.7K
$272K
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4KClosed |
$102K - $105K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-400Closed |
$10.2K - $10.5K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Tfo Tdc, LLC
|
SELL
|
- |
-3KClosed |
$76.4K - $78.6K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
24.4KNew |
$609K - $634K
|
24.4K
$523K
|
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.88KClosed |
$46.9K - $48.9K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1KClosed |
$25K - $26K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Gen Trust, LLC
|
SELL
|
- |
-40.3KClosed |
$1.01M - $1.05M
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
11KNew |
$275K - $286K
|
11K
$236K
|
|
|
Apr 28, 2021
Q1 2021
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-8.15KClosed |
$204K - $212K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Investors Research Corp
|
SELL
|
- |
-1KClosed |
$25K - $26K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-715Closed |
$17.9K - $18.6K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2.2KNew |
$54.5K - $56.5K
|
2.2K
$47.2K
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-802Closed |
$19.9K - $20.6K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-20KClosed |
$495K - $512K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Motco
|
SELL
|
- |
-3.25KClosed |
$80.6K - $83.5K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
1 St Source Bank
|
SELL
|
- |
-10.2KClosed |
$253K - $262K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Dec 10, 2020
Q3 2020
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-9.21KClosed |
$218K - $231K
|
0
$0
|
|
|
Dec 07, 2020
Q3 2020
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-9.2KClosed |
$218K - $231K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Family Management Corp
New York, NY |
SELL
|
- |
-12.9KClosed |
$305K - $323K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-5.36KClosed |
$127K - $134K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-607Closed |
$14.4K - $15.2K
|
0
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Heritage Investors Management Corp
|
SELL
|
- |
-14.2KClosed |
$336K - $356K
|
0
$0
|
|
|
Oct 19, 2020
Q3 2020
|
Dividend Assets Capital, LLC
|
BUY
|
- |
4K+ 15.04% |
$94.8K - $100K
|
30.6K
$656K
|
|
| Q2 2020 | |||||||
|
Aug 19, 2020
Q2 2020
|
Rmr Wealth Builders
|
SELL
|
- |
-4Closed |
$87.8 - $95.8
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-30.9KClosed |
$678K - $740K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-10KClosed |
$220K - $240K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Darwin Advisors, LLC
|
SELL
|
- |
-1.4KClosed |
$30.8K - $33.6K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-2.3KClosed |
$50.6K - $55.2K
|
0
$0
|
|
|
Aug 04, 2020
Q2 2020
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
750New |
$16.5K - $18K
|
750
$16.1K
|
|
|
Jul 13, 2020
Q2 2020
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-8.95KClosed |
$196K - $214K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.2KNew |
$63K - $80K
|
3.2K
$68.6K
|
|
|
May 15, 2020
Q1 2020
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-9.1KClosed |
$179K - $228K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-153KClosed |
$3.01M - $3.82M
|
0
$0
|
|