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 10, 2022
Q2 2022
|
Citigroup Inc
|
SELL
|
- |
-163- 0.37% |
$8.02K - $8.08K
|
43.8K
$2.22M
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-168- 11.63% |
$8.27K - $8.33K
|
1.28K
$64.6K
|
|
Aug 05, 2022
Q2 2022
|
Marco Investment Management LLC
|
SELL
|
- |
-180- 1.7% |
$8.86K - $8.92K
|
10.4K
$525K
|
|
Aug 16, 2022
Q2 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-190- 3.9% |
$9.35K - $9.42K
|
4.68K
$237K
|
|
Jul 21, 2022
Q2 2022
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-200- 0.49% |
$9.84K - $9.91K
|
40.5K
$2.05M
|
|
Jul 15, 2022
Q2 2022
|
Moseley Investment Management Inc
|
SELL
|
- |
-207- 0.36% |
$10.2K - $10.3K
|
57.9K
$2.93M
|
|
Aug 09, 2022
Q2 2022
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-226- 2.84% |
$11.1K - $11.2K
|
7.74K
$391K
|
|
Jul 29, 2022
Q2 2022
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-232- 3.3% |
$11.4K - $11.5K
|
6.81K
$344K
|
|
Jul 29, 2022
Q2 2022
|
Cross Staff Investments Inc
|
SELL
|
- |
-233- 3.98% |
$11.5K - $11.5K
|
5.62K
$284K
|
|
Aug 08, 2022
Q2 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-240Closed |
$11.8K - $11.9K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-262- 5.84% |
$12.9K - $13K
|
4.22K
$214K
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
SELL
|
- |
-291- 53.01% |
$14.3K - $14.4K
|
258
$13.1K
|
|
Aug 01, 2022
Q2 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-305- 3.14% |
$15K - $15.1K
|
9.41K
$476K
|
|
Jul 27, 2022
Q2 2022
|
Riverview Trust CO
|
SELL
|
- |
-340Closed |
$16.7K - $16.9K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Share Andrew L.
Manchester, NH |
SELL
|
- |
-369- 7.46% |
$18.2K - $18.3K
|
4.58K
$231K
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-385- 5.05% |
$18.9K - $19.1K
|
7.23K
$366K
|
|
Aug 11, 2022
Q2 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-403- 0.5% |
$19.8K - $20K
|
79.5K
$4.02M
|
|
Jul 13, 2022
Q2 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-496- 6.87% |
$24.4K - $24.6K
|
6.72K
$340K
|
|
Aug 05, 2022
Q2 2022
|
Staley Capital Advisers Inc
|
SELL
|
- |
-500- 0.31% |
$24.6K - $24.8K
|
159K
$8.06M
|
|
Jul 15, 2022
Q2 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-530- 11.21% |
$26.1K - $26.3K
|
4.2K
$212K
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-572Closed |
$28.2K - $28.4K
|
0
$0
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-617- 34.62% |
$30.4K - $30.6K
|
1.17K
$58.9K
|
|
Aug 04, 2022
Q2 2022
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-625- 26.36% |
$30.8K - $31K
|
1.75K
$88.3K
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-662- 5.4% |
$32.6K - $32.8K
|
11.6K
$586K
|
|
Jul 25, 2022
Q2 2022
|
Dt Investment Partners, LLC
|
SELL
|
- |
-671- 5.85% |
$33K - $33.3K
|
10.8K
$547K
|
|
Jul 26, 2022
Q2 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-677- 4.72% |
$33.3K - $33.6K
|
13.7K
$691K
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-688- 48.9% |
$33.9K - $34.1K
|
719
$36.4K
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-689- 19.01% |
$33.9K - $34.2K
|
2.94K
$149K
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-750Closed |
$36.9K - $37.2K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-756- 8.29% |
$37.2K - $37.5K
|
8.36K
$423K
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-837- 6.67% |
$41.2K - $41.5K
|
11.7K
$593K
|
|
Jul 18, 2022
Q2 2022
|
Patten Group, Inc.
|
SELL
|
- |
-846- 3.43% |
$41.6K - $41.9K
|
23.8K
$1.2M
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-896- 5.78% |
$44.1K - $44.4K
|
14.6K
$739K
|
|
Jul 27, 2022
Q2 2022
|
Flc Capital Advisors
|
SELL
|
- |
-931- 13.31% |
$45.8K - $46.1K
|
6.06K
$307K
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-994- 2.07% |
$48.9K - $49.3K
|
47.1K
$2.38M
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-1KClosed |
$49.2K - $49.6K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.04K- 7.85% |
$51.4K - $51.8K
|
12.2K
$620K
|
|
Aug 01, 2022
Q2 2022
|
My Wealth Management Inc.
|
SELL
|
- |
-1.15K- 1.86% |
$56.5K - $56.9K
|
60.6K
$3.07M
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.17K- 0.69% |
$57.5K - $57.9K
|
169K
$8.55M
|
|
Aug 11, 2022
Q2 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.17K- 0.92% |
$57.6K - $58K
|
126K
$6.39M
|
|
Aug 05, 2022
Q2 2022
|
Dakota Wealth Management
|
SELL
|
- |
-1.23K- 2.79% |
$60.3K - $60.7K
|
42.7K
$2.16M
|
|
Sep 25, 2024
Q2 2022
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-1.23K- 1.08% |
$60.5K - $60.9K
|
113K
$5.7M
|
|
Aug 15, 2022
Q2 2022
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-1.25K- 7.04% |
$61.3K - $61.8K
|
16.4K
$832K
|
|
Aug 15, 2022
Q2 2022
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-1.3K- 9.86% |
$64K - $64.4K
|
11.9K
$601K
|
|
Aug 15, 2022
Q2 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-1.3K- 16.54% |
$64K - $64.4K
|
6.56K
$332K
|
|
Jul 29, 2022
Q2 2022
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-1.3K- 22.53% |
$64K - $64.4K
|
4.47K
$226K
|
|
Jul 22, 2022
Q2 2022
|
Financial Life Advisors
|
SELL
|
- |
-1.31K- 0.7% |
$64.3K - $64.8K
|
184K
$9.32M
|
|
Aug 11, 2022
Q2 2022
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-1.4K- 2.23% |
$68.9K - $69.4K
|
61.4K
$3.1M
|
|
Aug 02, 2022
Q2 2022
|
ETF Store, Inc.
|
SELL
|
- |
-1.43K- 13.99% |
$70.3K - $70.8K
|
8.79K
$444K
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.48K- 5.79% |
$72.8K - $73.4K
|
24.1K
$1.22M
|