Purchases and Sales Made in Q2 2024 in Blackrock Short Maturity Bond (NEAR)
This table provides information about the institutional ownership of Blackrock Short Maturity Bond (NEAR) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
834K+ 55.54% |
$41.6M - $42M
|
2.34M
$118M
|
|
|
Aug 14, 2024
Q2 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
274K+ 11.31% |
$13.7M - $13.8M
|
2.69M
$137M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
201K+ 2479.21% |
$10.1M - $10.1M
|
210K
$10.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
193K+ 658.22% |
$9.64M - $9.72M
|
222K
$11.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
185K+ 10.67% |
$9.26M - $9.33M
|
1.92M
$97.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
138KNew |
$6.87M - $6.92M
|
138K
$6.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
128KNew |
$6.37M - $6.42M
|
128K
$6.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
121K+ 8.82% |
$6.06M - $6.11M
|
1.5M
$75.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
66.3K+ 40.79% |
$3.31M - $3.34M
|
229K
$11.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
63.2K+ 21.07% |
$3.16M - $3.18M
|
363K
$18.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
49.6K+ 47.49% |
$2.48M - $2.5M
|
154K
$7.81M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
40.4K+ 3.17% |
$2.02M - $2.03M
|
1.31M
$66.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
35.8K+ 28.02% |
$1.79M - $1.8M
|
163K
$8.28M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
32.5K+ 87.49% |
$1.62M - $1.64M
|
69.7K
$3.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
26.6KNew |
$1.33M - $1.34M
|
26.6K
$1.35M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
25K+ 919.23% |
$1.25M - $1.26M
|
27.7K
$1.4M
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
23.9KNew |
$1.19M - $1.2M
|
23.9K
$1.21M
|
|
|
Aug 02, 2024
Q2 2024
|
Win Advisors, Inc
|
BUY
|
- |
23.4KNew |
$1.17M - $1.18M
|
23.4K
$1.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
20.1KNew |
$1M - $1.01M
|
20.1K
$1.02M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
19.9K+ 468.87% |
$993K - $1M
|
24.1K
$1.22M
|
|
|
Jul 12, 2024
Q2 2024
|
Kwmg, LLC
|
BUY
|
- |
16.7K+ 6.87% |
$832K - $839K
|
259K
$13.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
14.5KNew |
$724K - $730K
|
14.5K
$735K
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
14.4K+ 10.33% |
$718K - $723K
|
153K
$7.78M
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
13.6K+ 326.01% |
$680K - $686K
|
17.8K
$903K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
13.3KNew |
$665K - $671K
|
13.3K
$676K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
13.1K+ 23.19% |
$652K - $657K
|
69.4K
$3.52M
|
|
|
Jul 31, 2024
Q2 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
12.8K+ 8.16% |
$639K - $644K
|
170K
$8.6M
|
|
|
Jul 29, 2024
Q2 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
11.7KNew |
$584K - $589K
|
11.7K
$593K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Management Network Inc
|
BUY
|
- |
11.5K+ 9.48% |
$572K - $576K
|
132K
$6.71M
|
|
|
Aug 06, 2024
Q2 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
11.4KNew |
$569K - $574K
|
11.4K
$578K
|
|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
BUY
|
- |
11.2K+ 47.55% |
$560K - $564K
|
34.8K
$1.76M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
10.9KNew |
$543K - $547K
|
10.9K
$552K
|
|
|
Jul 26, 2024
Q2 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
9.5K+ 9.32% |
$474K - $478K
|
111K
$5.65M
|
|
|
Aug 12, 2024
Q2 2024
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
9.19K+ 12.13% |
$459K - $463K
|
85K
$4.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.09K+ 0.23% |
$404K - $407K
|
3.46M
$175M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.07K+ 48.0% |
$403K - $406K
|
24.9K
$1.26M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
7.99K+ 74.67% |
$399K - $402K
|
18.7K
$948K
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
BUY
|
- |
7.59K+ 8.43% |
$379K - $382K
|
97.6K
$4.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
7.29K+ 24.58% |
$364K - $367K
|
37K
$1.87M
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
6.93K+ 6.09% |
$346K - $349K
|
121K
$6.12M
|
|
|
Aug 07, 2024
Q2 2024
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
BUY
|
- |
6.75K+ 2.88% |
$337K - $340K
|
241K
$12.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
6.61K+ 9.14% |
$330K - $332K
|
78.9K
$4M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.53K+ 14.26% |
$326K - $329K
|
52.4K
$2.65M
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
6.42K+ 9.93% |
$320K - $323K
|
71K
$3.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
6.14K+ 10.93% |
$307K - $309K
|
62.3K
$3.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
5.9K+ 5.06% |
$295K - $297K
|
123K
$6.21M
|
|
|
Aug 08, 2024
Q2 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
5.37K+ 485.97% |
$268K - $270K
|
6.48K
$328K
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
5.29K+ 69.79% |
$264K - $266K
|
12.9K
$653K
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
5.17KNew |
$258K - $260K
|
5.17K
$262K
|
|
|
Jul 31, 2024
Q2 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
4.85K+ 10.27% |
$242K - $244K
|
52K
$2.64M
|