Purchases and Sales Made in Q4 2024 in Blackrock Short Maturity Munic (MEAR)
This table provides information about the institutional ownership of Blackrock Short Maturity Munic (MEAR) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
664K+ 69.75% |
$33.2M - $33.4M
|
1.62M
$80.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
34K+ 122.91% |
$1.7M - $1.71M
|
61.7K
$3.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
28.8K+ 5.94% |
$1.44M - $1.45M
|
514K
$25.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
26.4K+ 159.08% |
$1.32M - $1.33M
|
43K
$2.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
20.5KNew |
$1.03M - $1.03M
|
20.5K
$1.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
9.97K+ 2.95% |
$498K - $501K
|
348K
$17.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
8.92K+ 15.02% |
$445K - $448K
|
68.3K
$3.42M
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
7.65KNew |
$382K - $385K
|
7.65K
$383K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.46KNew |
$273K - $274K
|
5.46K
$273K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.55K+ 7.92% |
$77.4K - $77.9K
|
21.1K
$1.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
1.5K+ 1.01% |
$75.1K - $75.6K
|
151K
$7.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
1.47K+ 39.86% |
$73.3K - $73.8K
|
5.15K
$258K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1K+ 4.2% |
$50.1K - $50.5K
|
24.9K
$1.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1K+ 8.54% |
$49.9K - $50.3K
|
12.7K
$637K
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
777+ 5.35% |
$38.8K - $39.1K
|
15.3K
$766K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
580+ 41.13% |
$29K - $29.2K
|
1.99K
$99.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
245+ 4.12% |
$12.2K - $12.3K
|
6.19K
$310K
|
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
90+ 1.09% |
$4.49K - $4.53K
|
8.34K
$418K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
86+ 1.27% |
$4.29K - $4.32K
|
6.86K
$344K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
62+ 0.3% |
$3.1K - $3.12K
|
20.5K
$1.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
16+ 6.5% |
$799 - $804
|
262
$13.1K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-40- 0.4% |
$2K - $2.01K
|
10K
$502K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-925- 17.03% |
$46.2K - $46.5K
|
4.51K
$226K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
SELL
|
- |
-1.56K- 3.11% |
$77.7K - $78.2K
|
48.5K
$2.43M
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-1.9K- 9.64% |
$94.8K - $95.4K
|
17.8K
$891K
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-17K- 21.95% |
$851K - $857K
|
60.6K
$3.03M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-69.2K- 6.17% |
$3.45M - $3.48M
|
1.05M
$52.7M
|