Purchases and Sales Made in Q2 2023 in Blackrock Short Maturity Munic (MEAR)
This table provides information about the institutional ownership of Blackrock Short Maturity Munic (MEAR) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
389K+ 460.0% |
$19.3M - $19.4M
|
473K
$23.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
317K+ 4139.7% |
$15.8M - $15.8M
|
325K
$16.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
208KNew |
$10.4M - $10.4M
|
208K
$10.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
66.4K+ 18.52% |
$3.3M - $3.32M
|
425K
$21.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
60.2K+ 10.43% |
$2.99M - $3.01M
|
637K
$31.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
52.7KNew |
$2.62M - $2.63M
|
52.7K
$2.64M
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
52.7KNew |
$2.62M - $2.63M
|
52.7K
$2.64M
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
46.4K+ 115.69% |
$2.3M - $2.32M
|
86.5K
$4.33M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
38.5K+ 52.82% |
$1.91M - $1.92M
|
111K
$5.57M
|
|
|
Jul 14, 2023
Q2 2023
|
Arden Trust CO
|
BUY
|
- |
37.8KNew |
$1.88M - $1.89M
|
37.8K
$1.89M
|
|
|
Aug 11, 2023
Q2 2023
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
37.7KNew |
$1.87M - $1.88M
|
37.7K
$1.89M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
30.4K+ 446.69% |
$1.51M - $1.52M
|
37.2K
$1.86M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
29.4K+ 135.72% |
$1.46M - $1.47M
|
51.1K
$2.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
19.1K+ 188.11% |
$947K - $952K
|
29.2K
$1.46M
|
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
16.3KNew |
$808K - $813K
|
16.3K
$815K
|
|
|
Jul 10, 2023
Q2 2023
|
Foster Group, Inc.
|
BUY
|
- |
14.3K+ 3.31% |
$710K - $714K
|
446K
$22.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.9K+ 140.83% |
$640K - $644K
|
22K
$1.1M
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
BUY
|
- |
8.97KNew |
$446K - $448K
|
8.97K
$449K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.35K+ 8.46% |
$415K - $417K
|
107K
$5.36M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.14KNew |
$404K - $407K
|
8.14K
$408K
|
|
|
Jul 17, 2023
Q2 2023
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
7.6K+ 53.67% |
$377K - $380K
|
21.8K
$1.09M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.28K+ 6.91% |
$362K - $364K
|
113K
$5.64M
|
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
BUY
|
- |
7.15K+ 13.76% |
$355K - $357K
|
59.1K
$2.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
5.04K+ 13.41% |
$250K - $252K
|
42.6K
$2.13M
|
|
|
Jul 24, 2023
Q2 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
4.06K+ 19.23% |
$202K - $203K
|
25.2K
$1.26M
|
|
|
Jul 13, 2023
Q2 2023
|
Webster Bank, N. A.
|
BUY
|
- |
4.02KNew |
$200K - $201K
|
4.02K
$201K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.49KNew |
$173K - $174K
|
3.49K
$175K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.15K+ 15.41% |
$157K - $158K
|
23.6K
$1.18M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
3.01K+ 3.14% |
$149K - $150K
|
99K
$4.96M
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.85K+ 9.95% |
$142K - $142K
|
31.5K
$1.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.81K+ 28.27% |
$140K - $141K
|
12.8K
$639K
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
BUY
|
- |
2.69K+ 3.8% |
$134K - $134K
|
73.5K
$3.68M
|
|
|
Jul 13, 2023
Q2 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
2.53K+ 7.95% |
$126K - $127K
|
34.4K
$1.72M
|
|
|
Jul 10, 2023
Q2 2023
|
Kwmg, LLC
|
BUY
|
- |
2.27K+ 6.2% |
$113K - $114K
|
38.9K
$1.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
2.24K+ 36.78% |
$111K - $112K
|
8.34K
$418K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.98K+ 15.75% |
$98.2K - $98.7K
|
14.5K
$727K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.86K+ 16.3% |
$92.5K - $93K
|
13.3K
$665K
|
|
|
Jul 21, 2023
Q2 2023
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
1.8K+ 3.72% |
$89.4K - $89.9K
|
50.3K
$2.52M
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
1.58K+ 68.1% |
$78.5K - $79K
|
3.9K
$195K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.27K+ 1.75% |
$63.2K - $63.6K
|
74.2K
$3.72M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
1.08K+ 0.56% |
$53.8K - $54.1K
|
194K
$9.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.06K+ 21.46% |
$52.6K - $52.9K
|
5.99K
$300K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
763+ 1.27% |
$37.9K - $38.1K
|
60.9K
$3.05M
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
433+ 23.77% |
$21.5K - $21.6K
|
2.26K
$113K
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
400New |
$19.9K - $20K
|
400
$20K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
55+ 0.74% |
$2.73K - $2.75K
|
7.48K
$375K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
35New |
$1.74K - $1.75K
|
35
$1.75K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
20+ 0.06% |
$994 - $999
|
34.1K
$1.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
18+ 1.86% |
$894 - $899
|
986
$49.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|