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 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3K- 20.67% |
$150K - $151K
|
11.5K
$582K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-3.22K- 26.98% |
$161K - $162K
|
8.72K
$441K
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.3K- 2.87% |
$165K - $166K
|
112K
$5.64M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-3.66K- 5.79% |
$183K - $184K
|
59.5K
$3.01M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.68K- 14.49% |
$184K - $185K
|
21.7K
$1.1M
|
|
|
Jul 10, 2024
Q2 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-3.76K- 6.5% |
$188K - $189K
|
54.1K
$2.74M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.8K- 46.43% |
$189K - $191K
|
4.38K
$222K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.93K- 91.62% |
$196K - $198K
|
359
$18.2K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.19K- 28.56% |
$209K - $211K
|
10.5K
$530K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4.61K- 24.6% |
$230K - $232K
|
14.1K
$714K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.65K- 14.87% |
$232K - $234K
|
26.7K
$1.35M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-5K- 71.58% |
$250K - $252K
|
1.98K
$100K
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-5.08K- 26.05% |
$253K - $256K
|
14.4K
$729K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-5.52K- 21.3% |
$276K - $278K
|
20.4K
$1.03M
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-5.6K- 16.0% |
$280K - $282K
|
29.4K
$1.49M
|
|
|
Aug 01, 2024
Q2 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-6.66K- 44.13% |
$332K - $335K
|
8.43K
$427K
|
|
|
Aug 07, 2024
Q2 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-6.9K- 38.66% |
$345K - $347K
|
11K
$554K
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-8.25K- 23.29% |
$412K - $415K
|
27.2K
$1.37M
|
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-9.16K- 43.85% |
$458K - $461K
|
11.7K
$594K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.45K- 2.05% |
$472K - $475K
|
452K
$22.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-9.82K- 9.33% |
$490K - $494K
|
95.5K
$4.83M
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-11K- 8.04% |
$551K - $555K
|
126K
$6.38M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-12.8K- 81.62% |
$639K - $644K
|
2.88K
$146K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-12.9K- 7.47% |
$645K - $650K
|
160K
$8.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-13.8K- 22.11% |
$687K - $693K
|
48.5K
$2.45M
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-14.2K- 45.07% |
$707K - $713K
|
17.3K
$873K
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-14.7K- 25.04% |
$735K - $741K
|
44.1K
$2.23M
|
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-18.9K- 16.43% |
$945K - $953K
|
96.3K
$4.87M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-19.4K- 2.67% |
$967K - $975K
|
706K
$35.7M
|
|
|
Jul 16, 2024
Q2 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-22.6K- 17.38% |
$1.13M - $1.14M
|
108K
$5.44M
|
|
|
Aug 06, 2024
Q2 2024
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-27.4K- 47.28% |
$1.37M - $1.38M
|
30.5K
$1.54M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-28.6K- 18.57% |
$1.43M - $1.44M
|
125K
$6.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-30.8K- 31.56% |
$1.54M - $1.55M
|
66.9K
$3.38M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-32.6K- 98.29% |
$1.63M - $1.64M
|
568
$28.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-33.7K- 1.9% |
$1.68M - $1.7M
|
1.74M
$88M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-34.4K- 18.85% |
$1.72M - $1.73M
|
148K
$7.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-39.4K- 75.67% |
$1.97M - $1.98M
|
12.7K
$641K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-39.8K- 24.61% |
$1.99M - $2M
|
122K
$6.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-41.8K- 7.18% |
$2.09M - $2.1M
|
541K
$27.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-49.4K- 13.4% |
$2.47M - $2.49M
|
319K
$16.1M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-50.1K- 19.04% |
$2.5M - $2.52M
|
213K
$10.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-53.4K- 19.95% |
$2.67M - $2.69M
|
214K
$10.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-57.8K- 5.84% |
$2.89M - $2.91M
|
932K
$47.2M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-60.7K- 8.41% |
$3.03M - $3.06M
|
661K
$33.5M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-75.8K- 42.01% |
$3.78M - $3.81M
|
105K
$5.29M
|
|
|
Jul 31, 2024
Q2 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-118K- 16.8% |
$5.89M - $5.94M
|
584K
$29.6M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-126K- 22.7% |
$6.27M - $6.32M
|
428K
$21.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-133K- 9.95% |
$6.66M - $6.72M
|
1.21M
$61.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-147K- 69.22% |
$7.32M - $7.38M
|
65.2K
$3.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-202K- 23.68% |
$10.1M - $10.2M
|
650K
$32.9M
|