Purchases and Sales Made in Q1 2023 in Blackrock Short Maturity Bond (NEAR)
This table provides information about the institutional ownership of Blackrock Short Maturity Bond (NEAR) during Q1 2023. The information is specifically focused on institutions that hold shares of BLACKROCK SHORT MATURITY BOND .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2023
Q1 2023
|
Wj Wealth Management, LLC
|
BUY
|
- |
575+ 11.86% |
$28.3K - $28.5K
|
5.43K
$274K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
415New |
$20.4K - $20.6K
|
415
$21K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
400New |
$19.7K - $19.8K
|
400
$20.2K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
319New |
$15.7K - $15.8K
|
319
$16.1K
|
|
|
May 11, 2023
Q1 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
316+ 6.15% |
$15.6K - $15.7K
|
5.45K
$276K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
278+ 62.75% |
$13.7K - $13.8K
|
721
$36.5K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
267+ 0.81% |
$13.2K - $13.2K
|
33.4K
$1.69M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
235New |
$11.6K - $11.7K
|
235
$11.9K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
220New |
$10.8K - $10.9K
|
220
$11.1K
|
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
155+ 0.57% |
$7.64K - $7.69K
|
27.1K
$1.37M
|
|
|
May 12, 2023
Q1 2023
|
Share Andrew L.
Manchester, NH |
BUY
|
- |
151+ 3.3% |
$7.44K - $7.49K
|
4.73K
$239K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
122+ 2.39% |
$6.01K - $6.05K
|
5.22K
$264K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
98New |
$4.83K - $4.86K
|
98
$4.96K
|
|
|
May 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
68+ 0.44% |
$3.35K - $3.37K
|
15.5K
$783K
|
|
|
Apr 26, 2023
Q1 2023
|
First American Trust, Fsb
|
BUY
|
- |
51+ 1.17% |
$2.51K - $2.53K
|
4.4K
$222K
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
50+ 1.21% |
$2.46K - $2.48K
|
4.17K
$211K
|
|
|
Apr 19, 2023
Q1 2023
|
Providence First Trust CO
|
BUY
|
- |
49+ 0.57% |
$2.41K - $2.43K
|
8.72K
$441K
|
|
|
May 15, 2023
Q1 2023
|
ETF Store, Inc.
|
BUY
|
- |
48+ 0.54% |
$2.36K - $2.38K
|
8.92K
$451K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
27+ 1.81% |
$1.33K - $1.34K
|
1.52K
$76.8K
|
|
|
Apr 18, 2023
Q1 2023
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
23+ 0.35% |
$1.13K - $1.14K
|
6.67K
$337K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
16+ 0.52% |
$788 - $794
|
3.07K
$155K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
12+ 0.07% |
$591 - $595
|
18.2K
$920K
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
6+ 0.15% |
$296 - $298
|
4.01K
$203K
|
|
|
Apr 21, 2023
Q1 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
4+ 0.04% |
$197 - $198
|
10.5K
$533K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$49.3 - $49.6
|
3.72K
$188K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 1.27% |
$49.3 - $49.6
|
80
$4.05K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
1+ 1.19% |
$49.3 - $49.6
|
85
$4.3K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.01% |
$49.3 - $49.6
|
10K
$507K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
BUY
|
- |
1+ 0.26% |
$49.3 - $49.6
|
382
$19.3K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1New |
$49.3 - $49.6
|
1
$50.6
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
1+ 0.26% |
$49.3 - $49.6
|
382
$19.3K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-8- 0.09% |
$394 - $397
|
9.05K
$458K
|
|
|
Apr 27, 2023
Q1 2023
|
My Wealth Management Inc.
|
SELL
|
- |
-44- 0.11% |
$2.17K - $2.18K
|
40.8K
$2.06M
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-56- 11.38% |
$2.76K - $2.78K
|
436
$22.1K
|
|
|
May 10, 2023
Q1 2023
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-76- 0.77% |
$3.74K - $3.77K
|
9.85K
$498K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-82- 92.13% |
$4.04K - $4.07K
|
7
$354
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-87- 15.65% |
$4.29K - $4.32K
|
469
$23.7K
|
|
|
Apr 11, 2023
Q1 2023
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-99- 0.14% |
$4.88K - $4.91K
|
73K
$3.69M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-112- 9.2% |
$5.52K - $5.56K
|
1.11K
$55.9K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-121- 0.29% |
$5.96K - $6K
|
41.9K
$2.12M
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-125- 7.17% |
$6.16K - $6.2K
|
1.62K
$81.9K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-144- 2.4% |
$7.09K - $7.15K
|
5.85K
$296K
|
|
|
May 11, 2023
Q1 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-160- 2.48% |
$7.88K - $7.94K
|
6.3K
$319K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-170- 26.15% |
$8.37K - $8.44K
|
480
$24.3K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-173- 18.06% |
$8.52K - $8.58K
|
785
$39.7K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-195- 1.27% |
$9.61K - $9.68K
|
15.2K
$769K
|
|
|
Apr 25, 2023
Q1 2023
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-206- 4.56% |
$10.1K - $10.2K
|
4.31K
$218K
|
|
|
Apr 06, 2023
Q1 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-211- 4.84% |
$10.4K - $10.5K
|
4.15K
$210K
|
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-224- 4.02% |
$11K - $11.1K
|
5.34K
$270K
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-239- 5.0% |
$11.8K - $11.9K
|
4.54K
$230K
|