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 347 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 |
|---|---|---|---|---|---|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
856
shares
|
$43,305
0.0% of portfolio
|
Q1 2024
Added 17.17%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
781
shares
|
$39,510
0.0% of portfolio
|
Q3 2024
Reduced 75.54%
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
700
shares
|
$35,413
0.02% of portfolio
|
Q3 2021
New holding
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
645
shares
|
$32,630
0.01% of portfolio
|
Q3 2024
Reduced 11.03%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
625
shares
|
$31,618
0.0% of portfolio
|
Q4 2023
Added 201.93%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
578
shares
|
$29,241
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
520
shares
|
$26,306
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
500
shares
|
$25,295
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
495
shares
|
$25,042
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
492
shares
|
$24,890
0.01% of portfolio
|
Q3 2023
Reduced 5.2%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
422
shares
|
$21,348
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ridgewood Investments LLC
|
Oct 04, 2024 Q3 2024 |
413
shares
|
$20,893
0.01% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
400
shares
|
$20,236
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
382
shares
|
$19,325
0.0% of portfolio
|
Q1 2023
Added 0.26%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
382
shares
|
$19,325
0.0% of portfolio
|
Q1 2023
Added 0.26%
|
|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
359
shares
|
$18,161
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
359
shares
|
$18,161
0.0% of portfolio
|
Q2 2024
Reduced 91.62%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
330
shares
|
$16,694
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
319
shares
|
$16,138
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
296
shares
|
$14,974
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Friedenthal Financial
|
Oct 17, 2024 Q3 2024 |
287
shares
|
$14,519
0.01% of portfolio
|
Q3 2024
Reduced 24.27%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
220
shares
|
$11,129
0.01% of portfolio
|
Q2 2024
Added 24.29%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
215
shares
|
$10,876
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
200
shares
|
$10,118
0.0% of portfolio
|
Q3 2021
Reduced 33.33%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
199
shares
|
$10,067
0.01% of portfolio
|
Q3 2023
New holding
|