Institutional Ownership Blackrock Short Maturity Bond (NEAR)
This table provides information about the institutional ownership of Blackrock Short Maturity Bond (NEAR). We have compiled data on the 348 institutions that hold shares in the stock, with a total of 38.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Client Services, LLC
Louisville, KY |
Oct 03, 2024 Q3 2024 |
5,137
shares
|
$260,034
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
5,136
shares
|
$259,984
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Madrona Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
5,135
shares
|
$259,933
0.08% of portfolio
|
Q2 2023
Reduced 5.8%
|
|
|
Alpha Cubed Investments, LLC
|
Oct 07, 2024 Q3 2024 |
5,135
shares
|
$259,933
0.01% of portfolio
|
Q2 2024
Reduced 8.87%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
5,123
shares
|
$259,326
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
5,065
shares
|
$256,390
0.01% of portfolio
|
Q2 2024
Reduced 14.18%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
5,000
shares
|
$253,100
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
4,979
shares
|
$252,036
0.01% of portfolio
|
Q3 2024
Reduced 8.14%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 16, 2024 Q3 2024 |
4,970
shares
|
$251,581
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
4,970
shares
|
$251,581
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Dgs Capital Management, LLC
|
Apr 15, 2024 Q1 2024 |
4,883
shares
|
$247,177
0.07% of portfolio
|
Q1 2024
Added 7.18%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
4,879
shares
|
$246,974
0.03% of portfolio
|
Q3 2024
Added 9.35%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
4,788
shares
|
$242,368
0.01% of portfolio
|
Q3 2024
Added 9.24%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
4,777
shares
|
$241,811
0.0% of portfolio
|
Q3 2024
Added 5.94%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 08, 2024 Q3 2024 |
4,724
shares
|
$239,128
0.09% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
Apeiron Ria LLC
|
Nov 14, 2024 Q3 2024 |
4,708
shares
|
$238,318
0.07% of portfolio
|
Q4 2023
Reduced 24.49%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,432
shares
|
$224,347
0.01% of portfolio
|
Q3 2024
Reduced 3.65%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
4,338
shares
|
$219,589
0.01% of portfolio
|
Q3 2024
Reduced 13.76%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 15, 2024 Q3 2024 |
4,288
shares
|
$217,058
0.03% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
West Hill Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
4,279
shares
|
$216,602
0.05% of portfolio
|
Q3 2024
Added 2.12%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
4,255
shares
|
$215,388
0.0% of portfolio
|
Q3 2024
Reduced 51.58%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
4,211
shares
|
$213,160
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mayflower Financial Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
4,199
shares
|
$212,553
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
4,194
shares
|
$212,300
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
4,121
shares
|
$208,605
0.01% of portfolio
|
Q3 2024
Added 0.05%
|