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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2024
Q2 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
4.8K+ 0.88% |
$240K - $242K
|
549K
$27.8M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
4.7KNew |
$235K - $237K
|
4.7K
$238K
|
|
|
Aug 07, 2024
Q2 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
4.64KNew |
$231K - $233K
|
4.64K
$235K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.55K+ 11.51% |
$227K - $229K
|
44.1K
$2.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.51KNew |
$225K - $227K
|
4.51K
$228K
|
|
|
Aug 14, 2024
Q2 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
4.48KNew |
$223K - $225K
|
4.48K
$226K
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
4.07KNew |
$203K - $205K
|
4.07K
$206K
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
3.62K+ 2.45% |
$181K - $182K
|
151K
$7.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
3.57K+ 11.73% |
$178K - $180K
|
34K
$1.72M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.02K+ 8.43% |
$151K - $152K
|
38.8K
$1.96M
|
|
|
Aug 05, 2024
Q2 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
2.34K+ 1.32% |
$117K - $118K
|
180K
$9.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.29K+ 21.24% |
$114K - $115K
|
13.1K
$660K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.17K+ 4.29% |
$108K - $109K
|
52.9K
$2.67M
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
2.01K+ 1.26% |
$100K - $101K
|
161K
$8.16M
|
|
|
Jul 30, 2024
Q2 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.93K+ 5.63% |
$96.4K - $97.1K
|
36.2K
$1.83M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.86K+ 6.62% |
$92.6K - $93.4K
|
29.9K
$1.51M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.84K+ 0.39% |
$91.9K - $92.7K
|
480K
$24.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
1.83K+ 41.05% |
$91.4K - $92.1K
|
6.29K
$318K
|
|
|
Jul 15, 2024
Q2 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
1.68K+ 2.59% |
$84K - $84.7K
|
66.7K
$3.38M
|
|
|
Jul 19, 2024
Q2 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
1.58K+ 3.06% |
$78.8K - $79.5K
|
53.2K
$2.69M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.57K+ 3.81% |
$78.3K - $79K
|
42.7K
$2.16M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.49K+ 3.27% |
$74.4K - $75K
|
47.1K
$2.38M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.41K+ 2.74% |
$70.4K - $71K
|
52.8K
$2.67M
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.3K+ 4.5% |
$64.9K - $65.4K
|
30.2K
$1.53M
|
|
|
Jul 15, 2024
Q2 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
1.23K+ 3.04% |
$61.5K - $62K
|
41.7K
$2.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
1.14K+ 2.19% |
$57.1K - $57.6K
|
53.3K
$2.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.1K+ 5.73% |
$54.8K - $55.2K
|
20.2K
$1.02M
|
|
|
Aug 15, 2024
Q2 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
995+ 7.23% |
$49.7K - $50.1K
|
14.8K
$747K
|
|
|
Aug 08, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
904+ 1.54% |
$45.1K - $45.5K
|
59.4K
$3.01M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
856New |
$42.7K - $43.1K
|
856
$43.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
850+ 23.53% |
$42.4K - $42.8K
|
4.46K
$226K
|
|
|
Aug 12, 2024
Q2 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
690+ 9.52% |
$34.5K - $34.7K
|
7.94K
$402K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
645+ 6.73% |
$32.2K - $32.5K
|
10.2K
$517K
|
|
|
Jul 26, 2024
Q2 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
606+ 3.17% |
$30.3K - $30.5K
|
19.7K
$997K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
533+ 1.93% |
$26.6K - $26.8K
|
28.1K
$1.42M
|
|
|
Jul 18, 2024
Q2 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
505+ 7.99% |
$25.2K - $25.4K
|
6.83K
$345K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
495New |
$24.7K - $24.9K
|
495
$25K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
415New |
$20.7K - $20.9K
|
415
$21K
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
400New |
$20K - $20.1K
|
400
$20.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
BUY
|
- |
400+ 4.39% |
$20K - $20.1K
|
9.51K
$481K
|
|
|
Jul 17, 2024
Q2 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
392+ 1.88% |
$19.6K - $19.7K
|
21.3K
$1.08M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
320New |
$16K - $16.1K
|
320
$16.2K
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
270+ 6.43% |
$13.5K - $13.6K
|
4.47K
$226K
|
|
|
Aug 02, 2024
Q2 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
209+ 0.79% |
$10.4K - $10.5K
|
26.6K
$1.35M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
180+ 3.42% |
$8.99K - $9.06K
|
5.45K
$276K
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
160+ 1.2% |
$7.99K - $8.05K
|
13.5K
$681K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
153New |
$7.64K - $7.7K
|
153
$7.74K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
138New |
$6.89K - $6.95K
|
138
$6.98K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
111+ 1.61% |
$5.54K - $5.59K
|
7.02K
$355K
|
|
|
Aug 01, 2024
Q2 2024
|
Providence First Trust CO
|
BUY
|
- |
110+ 1.2% |
$5.49K - $5.54K
|
9.26K
$469K
|