Latest Institutional Transactions on Blackrock Short Maturity Munic (MEAR)
This table provides information on the latest institutional transactions involving Blackrock Short Maturity Munic (MEAR) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
5.4KNew |
$268K - $270K
|
5.4K
$272K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
2.92KNew |
$145K - $146K
|
2.92K
$147K
|
|
|
Jan 10, 2024
Q4 2023
|
Harbor Group, Inc.
|
BUY
|
- |
4.03KNew |
$200K - $202K
|
4.03K
$203K
|
|
|
Jan 09, 2024
Q4 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
1K+ 24.89% |
$49.7K - $50.1K
|
5.02K
$253K
|
|
| Q3 2023 | |||||||
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2.2KNew |
$109K - $110K
|
2.2K
$111K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-10.4K- 5.38% |
$518K - $520K
|
183K
$9.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-9- 0.23% |
$448 - $450
|
3.89K
$196K
|
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
4.05KNew |
$202K - $202K
|
4.05K
$204K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
400New |
$19.9K - $20K
|
400
$20.1K
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
9.65KNew |
$480K - $482K
|
9.65K
$486K
|
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-400- 8.7% |
$19.9K - $20K
|
4.2K
$211K
|
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-2.15K- 21.68% |
$107K - $107K
|
7.77K
$391K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
4.58KNew |
$228K - $229K
|
4.58K
$231K
|
|
|
Oct 24, 2023
Q3 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-213- 4.14% |
$10.6K - $10.6K
|
4.93K
$248K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
6.96K+ 11.78% |
$346K - $348K
|
66.1K
$3.33M
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.19K- 79.15% |
$59.1K - $59.4K
|
313
$15.8K
|
|
| Q2 2023 | |||||||
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-4.33KClosed |
$215K - $216K
|
0
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-100- 1.38% |
$4.97K - $5K
|
7.16K
$360K
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
BUY
|
- |
8.97KNew |
$446K - $448K
|
8.97K
$452K
|
|
|
Jul 17, 2023
Q2 2023
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
7.6K+ 53.67% |
$377K - $380K
|
21.8K
$1.1M
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
52.7KNew |
$2.62M - $2.63M
|
52.7K
$2.65M
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-500- 10.0% |
$24.8K - $25K
|
4.5K
$227K
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
627+ 2.47% |
$31.1K - $31.3K
|
26K
$1.31M
|
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
2KNew |
$99.3K - $99.9K
|
2K
$101K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
1.78K+ 13.29% |
$88.3K - $88.8K
|
15.2K
$763K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
663New |
$32.9K - $33.1K
|
663
$33.4K
|
|
| Q4 2022 | |||||||
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
49KNew |
$2.43M - $2.44M
|
49K
$2.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
9.97KNew |
$494K - $496K
|
9.97K
$502K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-62- 0.44% |
$3.07K - $3.09K
|
14.2K
$713K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
91New |
$4.51K - $4.53K
|
91
$4.58K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-146- 1.97% |
$7.24K - $7.27K
|
7.27K
$366K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
81+ 100.0% |
$4.02K - $4.03K
|
162
$8.16K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-44.9K- 81.02% |
$2.23M - $2.24M
|
10.5K
$530K
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
25.4KNew |
$1.26M - $1.26M
|
25.4K
$1.28M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.57K- 45.96% |
$276K - $278K
|
6.55K
$330K
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-58.7K- 88.01% |
$2.91M - $2.92M
|
8K
$403K
|
|
|
Feb 01, 2023
Q4 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-2.28K- 13.74% |
$113K - $113K
|
14.3K
$719K
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
18.5KNew |
$917K - $921K
|
18.5K
$931K
|
|
| Q3 2022 | |||||||
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-5.16KClosed |
$256K - $257K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-2.52K- 7.92% |
$125K - $126K
|
29.3K
$1.47M
|
|
|
Nov 14, 2022
Q3 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-11.8K- 46.63% |
$586K - $589K
|
13.5K
$681K
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
76New |
$3.77K - $3.79K
|
76
$3.83K
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
21.9KNew |
$1.09M - $1.09M
|
21.9K
$1.1M
|
|
|
Oct 31, 2022
Q3 2022
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
25.6KNew |
$1.27M - $1.28M
|
25.6K
$1.29M
|
|
|
Oct 27, 2022
Q3 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-10.8KClosed |
$534K - $537K
|
0
$0
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-45Closed |
$2.23K - $2.24K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
SELL
|
- |
-680- 92.27% |
$33.7K - $33.9K
|
57
$2.87K
|
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-6.42KClosed |
$318K - $320K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-208- 3.23% |
$10.3K - $10.4K
|
6.22K
$313K
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-56.9KClosed |
$2.82M - $2.83M
|
0
$0
|
|