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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
691+ 6.86% |
$34.7K - $35.1K
|
10.8K
$545K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
638+ 7.13% |
$32K - $32.4K
|
9.58K
$485K
|
|
|
May 02, 2024
Q1 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
611+ 1.1% |
$30.7K - $31K
|
56.2K
$2.84M
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
610New |
$30.6K - $31K
|
610
$30.9K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
600+ 4.26% |
$30.1K - $30.5K
|
14.7K
$742K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
592+ 1.72% |
$29.7K - $30K
|
35K
$1.77M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
569New |
$28.6K - $28.9K
|
569
$28.8K
|
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
511+ 7.41% |
$25.7K - $25.9K
|
7.41K
$375K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
454+ 3.07% |
$22.8K - $23K
|
15.3K
$772K
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
422New |
$21.2K - $21.4K
|
422
$21.3K
|
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
400+ 2.26% |
$20.1K - $20.3K
|
18.1K
$917K
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
363+ 2.36% |
$18.2K - $18.4K
|
15.8K
$798K
|
|
|
Apr 18, 2024
Q1 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
346+ 1.02% |
$17.4K - $17.6K
|
34.3K
$1.74M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
335New |
$16.8K - $17K
|
335
$16.9K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
330New |
$16.6K - $16.7K
|
330
$16.7K
|
|
|
Apr 15, 2024
Q1 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
327+ 7.18% |
$16.4K - $16.6K
|
4.88K
$247K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
282+ 3.86% |
$14.2K - $14.3K
|
7.58K
$384K
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
271+ 1.31% |
$13.6K - $13.8K
|
20.9K
$1.06M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
243+ 3.06% |
$12.2K - $12.3K
|
8.17K
$414K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
170+ 2428.57% |
$8.54K - $8.63K
|
177
$8.95K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
147+ 17.17% |
$7.38K - $7.46K
|
1K
$50.7K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
146+ 2.54% |
$7.33K - $7.41K
|
5.9K
$299K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
139+ 3.65% |
$6.98K - $7.05K
|
3.95K
$200K
|
|
|
Apr 30, 2024
Q1 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
126+ 2.66% |
$6.33K - $6.39K
|
4.87K
$246K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
117+ 1.53% |
$5.88K - $5.94K
|
7.76K
$392K
|
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
109+ 5.58% |
$5.48K - $5.53K
|
2.06K
$104K
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
107+ 0.81% |
$5.37K - $5.43K
|
13.3K
$672K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
100New |
$5.02K - $5.08K
|
100
$5.06K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
93New |
$4.67K - $4.72K
|
93
$4.7K
|
|
|
May 10, 2024
Q1 2024
|
Share Andrew L.
Manchester, NH |
BUY
|
- |
76+ 1.56% |
$3.82K - $3.86K
|
4.94K
$250K
|
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
BUY
|
- |
75+ 0.72% |
$3.77K - $3.81K
|
10.5K
$529K
|
|
|
May 10, 2024
Q1 2024
|
Providence First Trust CO
|
BUY
|
- |
73+ 0.8% |
$3.67K - $3.7K
|
9.15K
$463K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
69+ 0.81% |
$3.47K - $3.5K
|
8.61K
$435K
|
|
|
Apr 09, 2024
Q1 2024
|
New Capital Management LP
|
BUY
|
- |
49+ 0.79% |
$2.46K - $2.49K
|
6.28K
$318K
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
35+ 0.13% |
$1.76K - $1.78K
|
27.7K
$1.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
22+ 0.33% |
$1.11K - $1.12K
|
6.73K
$341K
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
BUY
|
- |
21+ 6.27% |
$1.05K - $1.07K
|
356
$18K
|
|
|
Aug 08, 2024
Q1 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
20+ 0.37% |
$1K - $1.02K
|
5.36K
$271K
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
19+ 0.16% |
$954 - $964
|
12.2K
$616K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
10New |
$502 - $508
|
10
$506
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
7+ 0.03% |
$352 - $355
|
21.3K
$1.08M
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
3+ 0.21% |
$151 - $152
|
1.42K
$72K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 1.2% |
$50.2 - $50.8
|
84
$4.25K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 0.1% |
$50.2 - $50.8
|
963
$48.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.02% |
$50.2 - $50.8
|
5.27K
$267K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
BUY
|
- |
1+ 0.84% |
$50.2 - $50.8
|
120
$6.07K
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 1.43% |
$50.2 - $50.8
|
71
$3.59K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-14- 0.34% |
$703 - $711
|
4.12K
$208K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-15- 62.5% |
$753 - $761
|
9
$455
|