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
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-3.8K- 33.37% |
$188K - $189K
|
7.59K
$384K
|
|
|
Jul 13, 2023
Q2 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-3.95K- 44.6% |
$195K - $196K
|
4.91K
$248K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-4.04K- 50.03% |
$200K - $201K
|
4.03K
$204K
|
|
|
Jul 24, 2023
Q2 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-4.65K- 6.77% |
$230K - $231K
|
64.1K
$3.24M
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-4.71K- 33.54% |
$233K - $234K
|
9.34K
$472K
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-4.76K- 36.9% |
$236K - $237K
|
8.14K
$412K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-4.77K- 11.39% |
$236K - $237K
|
37.1K
$1.88M
|
|
|
Jul 10, 2023
Q2 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-4.86K- 3.52% |
$241K - $242K
|
133K
$6.74M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-5.13K- 23.28% |
$254K - $255K
|
16.9K
$856K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.38K- 0.58% |
$266K - $267K
|
929K
$47M
|
|
|
Jul 10, 2023
Q2 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-5.5K- 5.13% |
$272K - $274K
|
102K
$5.15M
|
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-5.57K- 3.97% |
$275K - $277K
|
134K
$6.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Beacon Financial Group
|
SELL
|
- |
-6.24K- 14.91% |
$309K - $310K
|
35.6K
$1.8M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-6.8K- 31.84% |
$336K - $338K
|
14.6K
$737K
|
|
|
Jul 06, 2023
Q2 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-6.81K- 10.16% |
$337K - $339K
|
60.2K
$3.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7.48K- 5.64% |
$370K - $372K
|
125K
$6.33M
|
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-7.6K- 14.2% |
$376K - $378K
|
45.9K
$2.32M
|
|
|
Aug 08, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-7.75K- 10.4% |
$384K - $385K
|
66.8K
$3.38M
|
|
|
Aug 04, 2023
Q2 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-8.09K- 12.27% |
$400K - $402K
|
57.8K
$2.92M
|
|
|
Aug 08, 2023
Q2 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-8.25K- 23.2% |
$408K - $410K
|
27.3K
$1.38M
|
|
|
Aug 10, 2023
Q2 2023
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-8.66K- 0.41% |
$428K - $431K
|
2.08M
$105M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.34K- 2.19% |
$462K - $464K
|
416K
$21.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-9.75K- 53.77% |
$483K - $485K
|
8.39K
$424K
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-10.4K- 11.13% |
$513K - $515K
|
82.7K
$4.19M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-10.7K- 20.11% |
$530K - $533K
|
42.6K
$2.15M
|
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-10.7K- 8.48% |
$532K - $534K
|
116K
$5.86M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-11.2K- 13.51% |
$553K - $556K
|
71.5K
$3.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-12.5K- 36.7% |
$617K - $620K
|
21.5K
$1.09M
|
|
|
Jul 12, 2023
Q2 2023
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-12.6K- 6.3% |
$623K - $626K
|
187K
$9.48M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-14.2K- 41.47% |
$703K - $706K
|
20.1K
$1.01M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-14.5K- 28.62% |
$717K - $720K
|
36.1K
$1.83M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-14.5K- 24.67% |
$718K - $721K
|
44.3K
$2.24M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-14.9K- 38.32% |
$735K - $739K
|
23.9K
$1.21M
|
|
|
Aug 10, 2023
Q2 2023
|
Washington Trust Bank
|
SELL
|
- |
-15.2K- 51.95% |
$753K - $756K
|
14.1K
$712K
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-15.3K- 72.88% |
$757K - $761K
|
5.7K
$288K
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-17.9K- 46.25% |
$886K - $891K
|
20.8K
$1.05M
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-21KClosed |
$1.04M - $1.05M
|
0
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Crestone Asset Management LLC
|
SELL
|
- |
-22K- 7.52% |
$1.09M - $1.09M
|
270K
$13.7M
|
|
|
Aug 01, 2023
Q2 2023
|
Spinnaker Trust
|
SELL
|
- |
-22.3K- 26.73% |
$1.1M - $1.11M
|
61K
$3.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-22.4K- 14.62% |
$1.11M - $1.11M
|
131K
$6.62M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-22.6K- 70.84% |
$1.12M - $1.12M
|
9.29K
$470K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-30.5K- 51.93% |
$1.51M - $1.52M
|
28.3K
$1.43M
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-43.9K- 81.3% |
$2.17M - $2.18M
|
10.1K
$511K
|
|
|
Aug 09, 2023
Q2 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-45.1K- 35.37% |
$2.23M - $2.24M
|
82.5K
$4.17M
|
|
|
Aug 02, 2023
Q2 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-50.3K- 11.6% |
$2.49M - $2.5M
|
384K
$19.4M
|
|
|
Jul 17, 2023
Q2 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-55.8K- 6.88% |
$2.76M - $2.78M
|
756K
$38.3M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-57.2K- 41.26% |
$2.83M - $2.84M
|
81.4K
$4.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-61.8K- 5.44% |
$3.06M - $3.07M
|
1.07M
$54.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-64.6K- 89.01% |
$3.2M - $3.21M
|
7.98K
$404K
|
|
|
Jul 31, 2023
Q2 2023
|
Astor Investment Management LLC
|
SELL
|
- |
-82.7K- 74.2% |
$4.09M - $4.11M
|
28.8K
$1.45M
|