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 345 institutions that hold shares in the stock, with a total of 40.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.06 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 30, 2024 Q2 2024 |
13,051
shares
|
$669,255
0.02% of portfolio
|
Q2 2024
Added 21.24%
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 22, 2024 Q2 2024 |
12,875
shares
|
$660,230
0.28% of portfolio
|
Q2 2024
Added 69.79%
|
|
Cross Staff Investments Inc
|
Aug 06, 2024 Q2 2024 |
12,872
shares
|
$660,076
0.55% of portfolio
|
Q2 2024
Added 0.31%
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
12,664
shares
|
$649,409
0.03% of portfolio
|
Q2 2024
Reduced 75.67%
|
|
Koshinski Asset Management, Inc.
|
Jul 12, 2024 Q2 2024 |
12,165
shares
|
$623,821
0.06% of portfolio
|
Q1 2024
New holding
|
|
Darrow Company, Inc.
|
Jul 23, 2024 Q2 2024 |
12,039
shares
|
$617,359
0.39% of portfolio
|
Q4 2022
Reduced 49.22%
|
|
Tci Wealth Advisors, Inc.
|
Jul 30, 2024 Q2 2024 |
11,734
shares
|
$601,719
0.06% of portfolio
|
Q2 2024
Reduced 43.85%
|
|
Valley Financial Group, Inc.
Ambler, PA |
Aug 14, 2024 Q2 2024 |
11,715
shares
|
$600,745
0.43% of portfolio
|
Q2 2024
Reduced 1.39%
|
|
True Mark Investments, LLC
Chicago, IL |
Jul 29, 2024 Q2 2024 |
11,702
shares
|
$600,078
0.2% of portfolio
|
Q2 2024
New holding
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
11,513
shares
|
$590,386
0.0% of portfolio
|
Q2 2024
Reduced 20.67%
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Aug 06, 2024 Q2 2024 |
11,405
shares
|
$584,848
0.16% of portfolio
|
Q2 2024
New holding
|
|
One Advisory Partners, LLC
|
Aug 07, 2024 Q2 2024 |
11,205
shares
|
$574,592
0.26% of portfolio
|
Q1 2024
Reduced 1.99%
|
|
Kfa Private Wealth Group, LLC
|
Aug 07, 2024 Q2 2024 |
10,951
shares
|
$561,567
0.29% of portfolio
|
Q2 2024
Reduced 38.66%
|
|
4 J Wealth Management LLC
|
Jul 17, 2024 Q2 2024 |
10,918
shares
|
$559,875
0.51% of portfolio
|
Q2 2024
Reduced 1.24%
|
|
Prospera Financial Services Inc
|
Aug 13, 2024 Q2 2024 |
10,878
shares
|
$557,823
0.02% of portfolio
|
Q1 2024
Reduced 26.66%
|
|
Courier Capital LLC
|
Jul 23, 2024 Q2 2024 |
10,854
shares
|
$556,593
0.04% of portfolio
|
Q1 2023
Reduced 8.44%
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
10,638
shares
|
$545,516
0.1% of portfolio
|
Q1 2023
Reduced 14.62%
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Sep 11, 2024 Q2 2024 |
10,537
shares
|
$540,337
0.11% of portfolio
|
Q2 2024
Added 0.22%
|
|
D.A. Davidson & Co.
|
Jul 31, 2024 Q2 2024 |
10,480
shares
|
$537,414
0.0% of portfolio
|
Q2 2024
Reduced 28.56%
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 18, 2024 Q2 2024 |
10,467
shares
|
$536,747
0.13% of portfolio
|
Q2 2024
Reduced 1.87%
|
|
Townsquare Capital LLC
|
Aug 14, 2024 Q2 2024 |
10,326
shares
|
$529,517
0.01% of portfolio
|
Q2 2024
Reduced 8.0%
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
10,225
shares
|
$524,338
0.01% of portfolio
|
Q2 2024
Added 6.73%
|
|
Gries Financial LLC
Cleveland, OH |
Aug 02, 2024 Q2 2024 |
10,062
shares
|
$515,979
0.12% of portfolio
|
Q3 2023
New holding
|
|
Davidson Capital Management Inc.
Corpus Christi, TX |
Aug 12, 2024 Q2 2024 |
10,026
shares
|
$514,133
0.16% of portfolio
|
Q4 2023
Reduced 32.16%
|
|
Cva Family Office, LLC
|
Jul 09, 2024 Q2 2024 |
9,915
shares
|
$508,441
0.09% of portfolio
|
Q1 2024
New holding
|