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 11, 2023
Q1 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-255- 2.8% |
$12.6K - $12.7K
|
8.85K
$450K
|
|
|
Apr 14, 2023
Q1 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-265- 4.49% |
$13.1K - $13.1K
|
5.64K
$287K
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-268- 2.04% |
$13.2K - $13.3K
|
12.9K
$656K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-269- 11.73% |
$13.3K - $13.3K
|
2.03K
$103K
|
|
|
Apr 18, 2023
Q1 2023
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-288- 5.74% |
$14.2K - $14.3K
|
4.73K
$241K
|
|
|
May 05, 2023
Q1 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-291- 6.11% |
$14.3K - $14.4K
|
4.47K
$227K
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-346- 6.07% |
$17K - $17.2K
|
5.36K
$273K
|
|
|
Apr 20, 2023
Q1 2023
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-397- 2.87% |
$19.6K - $19.7K
|
13.4K
$683K
|
|
|
May 10, 2023
Q1 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-409- 2.61% |
$20.1K - $20.3K
|
15.3K
$777K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-409- 6.54% |
$20.1K - $20.3K
|
5.85K
$297K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-427- 3.56% |
$21K - $21.2K
|
11.6K
$588K
|
|
|
Apr 19, 2023
Q1 2023
|
Sol Capital Management CO
|
SELL
|
- |
-475- 4.07% |
$23.4K - $23.6K
|
11.2K
$569K
|
|
|
May 11, 2023
Q1 2023
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-500- 5.78% |
$24.6K - $24.8K
|
8.15K
$415K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-562- 19.41% |
$27.7K - $27.9K
|
2.33K
$119K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-615- 1.91% |
$30.3K - $30.5K
|
31.6K
$1.61M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-626- 1.79% |
$30.8K - $31.1K
|
34.3K
$1.74M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-643- 5.72% |
$31.7K - $31.9K
|
10.6K
$539K
|
|
|
May 03, 2023
Q1 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-650- 0.96% |
$32K - $32.3K
|
67K
$3.41M
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-776- 10.16% |
$38.2K - $38.5K
|
6.86K
$349K
|
|
|
May 02, 2023
Q1 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-812- 16.65% |
$40K - $40.3K
|
4.06K
$207K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-828- 15.35% |
$40.8K - $41.1K
|
4.57K
$232K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-892- 2.45% |
$43.9K - $44.3K
|
35.5K
$1.81M
|
|
|
May 15, 2023
Q1 2023
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-900- 7.32% |
$44.3K - $44.7K
|
11.4K
$579K
|
|
|
Apr 19, 2023
Q1 2023
|
Astor Investment Management LLC
|
SELL
|
- |
-926- 0.82% |
$45.6K - $45.9K
|
111K
$5.67M
|
|
|
May 09, 2023
Q1 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-938- 6.9% |
$46.2K - $46.5K
|
12.7K
$644K
|
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-974- 11.01% |
$48K - $48.3K
|
7.87K
$400K
|
|
|
May 08, 2023
Q1 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-975- 7.11% |
$48K - $48.4K
|
12.7K
$647K
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-983- 4.78% |
$48.4K - $48.8K
|
19.6K
$995K
|
|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
SELL
|
- |
-1K- 8.44% |
$49.3K - $49.6K
|
10.9K
$552K
|
|
|
May 04, 2023
Q1 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-1.07K- 0.64% |
$52.8K - $53.2K
|
167K
$8.5M
|
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.11K- 8.29% |
$54.6K - $55K
|
12.3K
$624K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.25K- 67.62% |
$61.7K - $62.2K
|
600
$30.5K
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.35K- 18.86% |
$66.3K - $66.7K
|
5.79K
$294K
|
|
|
May 15, 2023
Q1 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-1.36K- 7.48% |
$67K - $67.5K
|
16.8K
$856K
|
|
|
May 05, 2023
Q1 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-1.41K- 2.35% |
$69.6K - $70.1K
|
58.6K
$2.98M
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.47K- 6.89% |
$72.5K - $73K
|
19.9K
$1.01M
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.52K- 8.46% |
$75K - $75.6K
|
16.5K
$839K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.53K- 4.07% |
$75.6K - $76.1K
|
36.1K
$1.84M
|
|
|
Sep 26, 2024
Q1 2023
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-1.57K- 1.4% |
$77.3K - $77.9K
|
111K
$5.62M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.57K- 22.27% |
$77.4K - $78K
|
5.48K
$279K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.75K- 1.3% |
$86K - $86.6K
|
133K
$6.74M
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.82K- 14.62% |
$89.7K - $90.4K
|
10.6K
$541K
|
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1.86K- 12.88% |
$91.4K - $92K
|
12.5K
$638K
|
|
|
May 04, 2023
Q1 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-1.94K- 16.71% |
$95.4K - $96.1K
|
9.66K
$491K
|
|
|
May 11, 2023
Q1 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-1.99K- 26.77% |
$97.8K - $98.5K
|
5.43K
$276K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.02K- 7.98% |
$99.7K - $100K
|
23.4K
$1.19M
|
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-2.05K- 29.7% |
$101K - $102K
|
4.84K
$246K
|
|
|
Apr 04, 2023
Q1 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-2.11K- 95.48% |
$104K - $105K
|
100
$5.09K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.22K- 7.08% |
$109K - $110K
|
29.1K
$1.48M
|
|
|
Apr 10, 2023
Q1 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-2.36K- 16.32% |
$116K - $117K
|
12.1K
$615K
|