Purchases and Sales Made in Q1 2024 in Blackrock Short Maturity Bond (NEAR)
This table provides information about the institutional ownership of Blackrock Short Maturity Bond (NEAR) during Q1 2024. 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 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
8.2K+ 8.96% |
$412K - $416K
|
99.7K
$5.04M
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
8.18KNew |
$411K - $415K
|
8.18K
$414K
|
|
|
May 07, 2024
Q1 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
8.09K+ 8.62% |
$406K - $411K
|
102K
$5.16M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.94K+ 20.08% |
$399K - $403K
|
47.5K
$2.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.44K+ 0.59% |
$374K - $378K
|
1.27M
$64.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Kwmg, LLC
|
BUY
|
- |
7.32K+ 3.11% |
$368K - $371K
|
243K
$12.3M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
6.8K+ 1.18% |
$341K - $345K
|
583K
$29.5M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
6.34K+ 5.84% |
$318K - $322K
|
115K
$5.81M
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
6.3K+ 27.88% |
$316K - $320K
|
28.9K
$1.46M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.13K+ 20.68% |
$308K - $311K
|
35.8K
$1.81M
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
5.96K+ 5.53% |
$299K - $302K
|
114K
$5.75M
|
|
|
May 06, 2024
Q1 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
5.92K+ 3.45% |
$297K - $300K
|
178K
$8.98M
|
|
|
May 06, 2024
Q1 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
5.5K+ 4.95% |
$276K - $279K
|
117K
$5.9M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.08K+ 10.97% |
$255K - $258K
|
51.4K
$2.6M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
4.78KNew |
$240K - $242K
|
4.78K
$242K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
4.71K+ 7.87% |
$237K - $239K
|
64.6K
$3.27M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
4.5KNew |
$226K - $228K
|
4.5K
$228K
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
4.46KNew |
$224K - $226K
|
4.46K
$226K
|
|
|
May 13, 2024
Q1 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
4.34KNew |
$218K - $220K
|
4.34K
$219K
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
4.24K+ 7.62% |
$213K - $215K
|
59.9K
$3.03M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
4.2KNew |
$211K - $213K
|
4.2K
$212K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.18KNew |
$210K - $212K
|
4.18K
$211K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.53K+ 34.97% |
$177K - $179K
|
13.6K
$690K
|
|
|
Apr 16, 2024
Q1 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
3.49K+ 2.76% |
$176K - $177K
|
130K
$6.58M
|
|
|
Apr 25, 2024
Q1 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
3.42K+ 2.23% |
$172K - $173K
|
157K
$7.93M
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
3.21K+ 48.22% |
$161K - $163K
|
9.88K
$500K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.13KNew |
$157K - $159K
|
3.13K
$158K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.12K+ 3.08% |
$157K - $158K
|
104K
$5.29M
|
|
|
May 13, 2024
Q1 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
3.02K+ 3.63% |
$152K - $153K
|
86.2K
$4.36M
|
|
|
Apr 15, 2024
Q1 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
2.95K+ 18.27% |
$148K - $150K
|
19.1K
$966K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.82K+ 67.8% |
$142K - $143K
|
6.98K
$353K
|
|
|
May 08, 2024
Q1 2024
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
2.31K+ 3.14% |
$116K - $117K
|
75.8K
$3.83M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.29K+ 18.19% |
$115K - $116K
|
14.9K
$753K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.12K+ 8.17% |
$106K - $107K
|
28K
$1.42M
|
|
|
May 01, 2024
Q1 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1.95K+ 12.27% |
$98K - $99K
|
17.9K
$903K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
1.85K+ 8.64% |
$93K - $93.9K
|
23.3K
$1.18M
|
|
|
Apr 23, 2024
Q1 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
1.83K+ 9.6% |
$92K - $93K
|
20.9K
$1.06M
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.82K+ 45.91% |
$91.3K - $92.2K
|
5.78K
$292K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.77K+ 5.62% |
$88.8K - $89.7K
|
33.2K
$1.68M
|
|
|
May 13, 2024
Q1 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
1.37K+ 2.15% |
$68.7K - $69.4K
|
65K
$3.29M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.3K+ 389.22% |
$65.3K - $66K
|
1.63K
$82.7K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.27KNew |
$63.9K - $64.6K
|
1.27K
$64.4K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.27K+ 12.72% |
$63.6K - $64.3K
|
11.2K
$568K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
1.23K+ 51.76% |
$61.9K - $62.5K
|
3.61K
$183K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.22KNew |
$61K - $61.7K
|
1.22K
$61.5K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.17KNew |
$58.8K - $59.4K
|
1.17K
$59.2K
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.11K+ 2.52% |
$55.9K - $56.4K
|
45.3K
$2.29M
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1KNew |
$50.2K - $50.8K
|
1K
$50.6K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
738+ 6.27% |
$37.1K - $37.5K
|
12.5K
$632K
|
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
714+ 9.99% |
$35.9K - $36.2K
|
7.86K
$398K
|