Purchases and Sales Made in Q2 2022 in Blackrock Short Maturity Bond (NEAR)
This table provides information about the institutional ownership of Blackrock Short Maturity Bond (NEAR) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
633+ 3.16% |
$31.2K - $31.4K
|
20.7K
$1.04M
|
|
Jul 19, 2022
Q2 2022
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
625New |
$30.8K - $31K
|
625
$31.6K
|
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
552+ 30.72% |
$27.2K - $27.4K
|
2.35K
$119K
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
549New |
$27K - $27.2K
|
549
$27.8K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
500New |
$24.6K - $24.8K
|
500
$25.3K
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
485New |
$23.9K - $24K
|
485
$24.5K
|
|
Jul 07, 2022
Q2 2022
|
Summit Financial Group, Inc.
|
BUY
|
- |
425+ 0.97% |
$20.9K - $21.1K
|
44.2K
$2.23M
|
|
Jul 15, 2022
Q2 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
423+ 2.38% |
$20.8K - $21K
|
18.2K
$921K
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
387New |
$19K - $19.2K
|
387
$19.6K
|
|
Jul 20, 2022
Q2 2022
|
Next Capital Management LLC
|
BUY
|
- |
385+ 5.86% |
$18.9K - $19.1K
|
6.96K
$352K
|
|
Jul 27, 2022
Q2 2022
|
Lvz, Inc.
|
BUY
|
- |
343+ 2.27% |
$16.9K - $17K
|
15.5K
$782K
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
243+ 0.46% |
$12K - $12K
|
53.6K
$2.71M
|
|
Oct 21, 2022
Q2 2022
|
Cross Staff Investments Inc
|
BUY
|
- |
233+ 4.15% |
$11.5K - $11.5K
|
5.85K
$296K
|
|
Aug 12, 2022
Q2 2022
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
149+ 1.45% |
$7.33K - $7.39K
|
10.4K
$528K
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
120New |
$5.91K - $5.95K
|
120
$6.07K
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
85New |
$4.18K - $4.21K
|
85
$4.3K
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
65New |
$3.2K - $3.22K
|
65
$3.29K
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
41New |
$2.02K - $2.03K
|
41
$2.07K
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
BUY
|
- |
40+ 0.17% |
$1.97K - $1.98K
|
23.4K
$1.18M
|
|
Jul 22, 2022
Q2 2022
|
Providence First Trust CO
|
BUY
|
- |
23+ 0.22% |
$1.13K - $1.14K
|
10.6K
$537K
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
15+ 0.07% |
$738 - $744
|
20.4K
$1.03M
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
13+ 0.24% |
$640 - $644
|
5.4K
$273K
|
|
Aug 04, 2022
Q2 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
13+ 0.13% |
$640 - $644
|
10.2K
$517K
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
12+ 0.19% |
$591 - $595
|
6.22K
$314K
|
|
Jul 13, 2022
Q2 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
12+ 0.07% |
$591 - $595
|
18.4K
$932K
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
3New |
$148 - $149
|
3
$152
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
2+ 0.04% |
$98.4 - $99.1
|
5.5K
$278K
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1+ 0.15% |
$49.2 - $49.6
|
647
$32.7K
|
|
Aug 17, 2022
Q2 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1+ 0.02% |
$49.2 - $49.6
|
4.82K
$244K
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$49.2 - $49.6
|
5.92K
$299K
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.01% |
$49.2 - $49.6
|
12.4K
$627K
|
|
Aug 05, 2022
Q2 2022
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
1New |
$49.2 - $49.6
|
1
$50.6
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2- 0.01% |
$98.4 - $99.1
|
17.9K
$904K
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-7Closed |
$345 - $347
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-10- 0.17% |
$492 - $496
|
5.99K
$303K
|
|
Aug 15, 2022
Q2 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-15- 0.25% |
$738 - $744
|
6.05K
$306K
|
|
Aug 05, 2022
Q2 2022
|
Meridian Management CO
|
SELL
|
- |
-15- 0.17% |
$738 - $744
|
8.96K
$453K
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-56- 0.14% |
$2.76K - $2.78K
|
39.5K
$2M
|
|
Aug 16, 2022
Q2 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-57Closed |
$2.81K - $2.83K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-59- 1.32% |
$2.9K - $2.92K
|
4.41K
$223K
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-75- 7.18% |
$3.69K - $3.72K
|
970
$49.1K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-99- 0.32% |
$4.87K - $4.91K
|
30.6K
$1.55M
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
SELL
|
- |
-100- 2.15% |
$4.92K - $4.96K
|
4.54K
$230K
|
|
Aug 17, 2022
Q2 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-101- 1.25% |
$4.97K - $5.01K
|
7.99K
$404K
|
|
Aug 05, 2022
Q2 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-116- 1.67% |
$5.71K - $5.75K
|
6.84K
$346K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-117- 4.32% |
$5.76K - $5.8K
|
2.59K
$131K
|
|
Aug 11, 2022
Q2 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-126- 10.75% |
$6.2K - $6.25K
|
1.05K
$52.9K
|
|
Aug 05, 2022
Q2 2022
|
Clear Investment Research, LLC
|
SELL
|
- |
-130- 9.67% |
$6.4K - $6.44K
|
1.21K
$61.4K
|
|
Jul 15, 2022
Q2 2022
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-148- 0.74% |
$7.28K - $7.34K
|
20K
$1.01M
|
|
Aug 05, 2022
Q2 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-158Closed |
$7.78K - $7.83K
|
0
$0
|