Purchases and Sales Made in Q2 2023 in Blackrock Short Maturity Bond (NEAR)
This table provides information about the institutional ownership of Blackrock Short Maturity Bond (NEAR) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Cohanzick Management, LLC
Pleasantville, NY |
BUY
|
- |
6.36KNew |
$315K - $316K
|
6.36K
$322K
|
|
|
Aug 14, 2023
Q2 2023
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
5.54K+ 9.02% |
$274K - $275K
|
66.9K
$3.39M
|
|
|
Aug 01, 2023
Q2 2023
|
Cross Staff Investments Inc
|
BUY
|
- |
5.21K+ 62.15% |
$258K - $259K
|
13.6K
$688K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
5.02KNew |
$248K - $250K
|
5.02K
$254K
|
|
|
Jul 13, 2023
Q2 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
4.99K+ 85.0% |
$247K - $248K
|
10.9K
$550K
|
|
|
Aug 02, 2023
Q2 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
4.87KNew |
$241K - $242K
|
4.87K
$247K
|
|
|
Jul 26, 2023
Q2 2023
|
Patten Group, Inc.
|
BUY
|
- |
4.84K+ 14.4% |
$240K - $241K
|
38.5K
$1.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
4.46K+ 38.74% |
$221K - $222K
|
16K
$808K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
4.25K+ 3.18% |
$210K - $211K
|
138K
$6.96M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.12KNew |
$204K - $205K
|
4.12K
$208K
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.04KNew |
$200K - $201K
|
4.04K
$204K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.95K+ 6.52% |
$195K - $196K
|
64.5K
$3.26M
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
3.49K+ 7.95% |
$173K - $173K
|
47.3K
$2.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
3.17K+ 33.82% |
$157K - $158K
|
12.6K
$635K
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.15K+ 3.36% |
$156K - $157K
|
97K
$4.91M
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
3.06K+ 2.4% |
$151K - $152K
|
130K
$6.58M
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
3.05K+ 4.66% |
$151K - $151K
|
68.4K
$3.46M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.91K+ 25.18% |
$144K - $145K
|
14.5K
$731K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
2.8K+ 510.56% |
$139K - $139K
|
3.35K
$170K
|
|
|
Aug 10, 2023
Q2 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
2.52K+ 52.37% |
$125K - $125K
|
7.33K
$371K
|
|
|
Jul 17, 2023
Q2 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
2.5K+ 15.49% |
$124K - $124K
|
18.6K
$943K
|
|
|
Aug 07, 2023
Q2 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
2.31K+ 15.82% |
$114K - $115K
|
16.9K
$856K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
2.3K+ 3.31% |
$114K - $115K
|
71.9K
$3.64M
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
2.22K+ 2.35% |
$110K - $110K
|
96.9K
$4.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.21K+ 21.31% |
$109K - $110K
|
12.6K
$637K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.17K+ 40.29% |
$107K - $108K
|
7.56K
$382K
|
|
|
Aug 01, 2023
Q2 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
2.02K+ 1.21% |
$100K - $101K
|
169K
$8.56M
|
|
|
Jul 27, 2023
Q2 2023
|
Next Capital Management LLC
|
BUY
|
- |
2.02K+ 28.99% |
$99.8K - $100K
|
8.98K
$454K
|
|
|
Jul 13, 2023
Q2 2023
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
1.95K+ 15.22% |
$96.3K - $96.8K
|
14.7K
$745K
|
|
|
Aug 02, 2023
Q2 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
1.88K+ 2.1% |
$93K - $93.4K
|
91.3K
$4.62M
|
|
|
Jul 26, 2023
Q2 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
1.7K+ 6.99% |
$84.1K - $84.5K
|
26K
$1.32M
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.63K+ 8.35% |
$80.9K - $81.2K
|
21.2K
$1.07M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.55K+ 4.36% |
$76.6K - $77K
|
37.1K
$1.87M
|
|
|
Jul 31, 2023
Q2 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
1.54K+ 1.04% |
$76.4K - $76.8K
|
150K
$7.59M
|
|
|
Aug 09, 2023
Q2 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
1.48K+ 148.64% |
$73.2K - $73.5K
|
2.47K
$125K
|
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1.36KNew |
$67.2K - $67.5K
|
1.36K
$68.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.36K+ 0.24% |
$67.2K - $67.5K
|
569K
$28.8M
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1.02KNew |
$50.2K - $50.5K
|
1.02K
$51.3K
|
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1K+ 8.15% |
$49.5K - $49.7K
|
13.3K
$671K
|
|
|
Jul 27, 2023
Q2 2023
|
ETF Store, Inc.
|
BUY
|
- |
842+ 9.44% |
$41.7K - $41.9K
|
9.76K
$494K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
740+ 31.72% |
$36.6K - $36.8K
|
3.07K
$155K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
706+ 1.32% |
$34.9K - $35.1K
|
54K
$2.73M
|
|
|
Jul 31, 2023
Q2 2023
|
My Wealth Management Inc.
|
BUY
|
- |
652+ 1.6% |
$32.3K - $32.4K
|
41.4K
$2.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
618+ 1.02% |
$30.6K - $30.7K
|
61.4K
$3.11M
|
|
|
Jul 18, 2023
Q2 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
611+ 6.33% |
$30.2K - $30.4K
|
10.3K
$519K
|
|
|
Jul 13, 2023
Q2 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
600+ 9.34% |
$29.7K - $29.8K
|
7.02K
$355K
|
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
BUY
|
- |
516+ 0.44% |
$25.5K - $25.7K
|
119K
$6.01M
|
|
|
Jul 18, 2023
Q2 2023
|
Lvz, Inc.
|
BUY
|
- |
476+ 2.46% |
$23.6K - $23.7K
|
19.8K
$1M
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
463New |
$22.9K - $23K
|
463
$23.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
400New |
$19.8K - $19.9K
|
400
$20.2K
|