Purchases and Sales Made in Q3 2020 in Blackrock Short Maturity Bond (NEAR)
This table provides information about the institutional ownership of Blackrock Short Maturity Bond (NEAR) during Q3 2020. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 16, 2020
Q3 2020
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-680- 9.17% |
$34K - $34.1K
|
6.74K
$341K
|
|
|
Nov 13, 2020
Q3 2020
|
Aspire Private Capital, LLC
|
SELL
|
- |
-687- 22.73% |
$34.3K - $34.5K
|
2.34K
$118K
|
|
|
Nov 05, 2020
Q3 2020
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-771- 2.53% |
$38.5K - $38.7K
|
29.7K
$1.5M
|
|
|
Nov 13, 2020
Q3 2020
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-839- 12.68% |
$41.9K - $42.1K
|
5.78K
$292K
|
|
|
Nov 12, 2020
Q3 2020
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-840- 9.91% |
$42K - $42.1K
|
7.64K
$387K
|
|
|
Nov 16, 2020
Q3 2020
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-865- 3.52% |
$43.2K - $43.4K
|
23.7K
$1.2M
|
|
|
Nov 13, 2020
Q3 2020
|
9258 Wealth Management, LLC
|
SELL
|
- |
-877- 6.8% |
$43.8K - $44K
|
12K
$608K
|
|
|
Nov 04, 2020
Q3 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-948- 1.26% |
$47.4K - $47.5K
|
74.1K
$3.75M
|
|
|
Nov 09, 2020
Q3 2020
|
Courier Capital LLC
|
SELL
|
- |
-1K- 15.74% |
$50K - $50.2K
|
5.35K
$271K
|
|
|
Nov 05, 2020
Q3 2020
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1K- 12.35% |
$50K - $50.2K
|
7.1K
$359K
|
|
|
May 15, 2024
Q3 2020
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.04K- 56.99% |
$52.2K - $52.4K
|
788
$39.9K
|
|
|
Nov 12, 2020
Q3 2020
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.05K- 4.48% |
$52.4K - $52.6K
|
22.3K
$1.13M
|
|
|
Nov 03, 2020
Q3 2020
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.05KClosed |
$52.5K - $52.7K
|
0
$0
|
|
|
Nov 19, 2020
Q3 2020
|
Tru Independence LLC
|
SELL
|
- |
-1.08KClosed |
$53.8K - $54K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.17K- 4.2% |
$58.3K - $58.5K
|
26.6K
$1.35M
|
|
|
Oct 19, 2020
Q3 2020
|
Patten Group, Inc.
|
SELL
|
- |
-1.17K- 11.0% |
$58.3K - $58.5K
|
9.44K
$478K
|
|
|
Oct 13, 2020
Q3 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.24K- 15.71% |
$62.2K - $62.4K
|
6.68K
$338K
|
|
|
Nov 19, 2020
Q3 2020
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.54K- 9.56% |
$77.2K - $77.4K
|
14.6K
$739K
|
|
|
Sep 08, 2021
Q3 2020
|
Retirement Group, LLC
|
SELL
|
- |
-1.59K- 98.51% |
$79.5K - $79.8K
|
24
$1.21K
|
|
|
Nov 27, 2020
Q3 2020
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.72K- 7.71% |
$85.7K - $86.1K
|
20.5K
$1.04M
|
|
|
Oct 09, 2020
Q3 2020
|
Windsor Capital Management, LLC
|
SELL
|
- |
-1.74K- 4.99% |
$86.8K - $87.2K
|
33.1K
$1.67M
|
|
|
Oct 19, 2020
Q3 2020
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-1.91K- 5.91% |
$95.6K - $96K
|
30.5K
$1.54M
|
|
|
Oct 26, 2020
Q3 2020
|
Ma Private Wealth
|
SELL
|
- |
-2.15K- 0.87% |
$107K - $108K
|
245K
$12.4M
|
|
|
Nov 15, 2022
Q3 2020
|
Values First Advisors, Inc.
|
SELL
|
- |
-2.2K- 4.72% |
$110K - $110K
|
44.5K
$2.25M
|
|
|
Nov 06, 2020
Q3 2020
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.28K- 50.39% |
$114K - $114K
|
2.25K
$114K
|
|
|
Nov 02, 2020
Q3 2020
|
Graypoint LLC
|
SELL
|
- |
-2.35K- 11.05% |
$117K - $118K
|
18.9K
$955K
|
|
|
Nov 12, 2020
Q3 2020
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-2.38K- 34.1% |
$119K - $120K
|
4.61K
$233K
|
|
|
Oct 30, 2020
Q3 2020
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.41K- 5.37% |
$121K - $121K
|
42.5K
$2.15M
|
|
|
Nov 10, 2020
Q3 2020
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-2.46K- 1.26% |
$123K - $124K
|
193K
$9.77M
|
|
|
Oct 29, 2020
Q3 2020
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.57K- 0.72% |
$128K - $129K
|
354K
$17.9M
|
|
|
Nov 16, 2020
Q3 2020
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-2.88K- 75.47% |
$144K - $144K
|
936
$47.4K
|
|
|
Nov 16, 2020
Q3 2020
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-2.96K- 12.99% |
$148K - $148K
|
19.8K
$1M
|
|
|
Dec 03, 2020
Q3 2020
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.98K- 12.5% |
$149K - $150K
|
20.9K
$1.06M
|
|
|
Oct 13, 2020
Q3 2020
|
Successful Portfolios LLC
|
SELL
|
- |
-3.08K- 32.32% |
$154K - $155K
|
6.45K
$327K
|
|
|
Oct 09, 2020
Q3 2020
|
True Private Wealth Advisors
|
SELL
|
- |
-3.09K- 24.72% |
$154K - $155K
|
9.41K
$476K
|
|
|
Sep 07, 2021
Q3 2020
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.58K- 0.8% |
$179K - $180K
|
444K
$22.4M
|
|
|
Sep 10, 2024
Q3 2020
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-3.68K- 9.32% |
$184K - $185K
|
35.8K
$1.81M
|
|
|
Nov 03, 2020
Q3 2020
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-3.72K- 10.66% |
$186K - $187K
|
31.2K
$1.58M
|
|
|
Nov 13, 2020
Q3 2020
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.77K- 6.94% |
$188K - $189K
|
50.6K
$2.56M
|
|
|
Oct 22, 2020
Q3 2020
|
Ubp Investment Advisors Sa
|
SELL
|
- |
-3.82K- 3.12% |
$191K - $192K
|
119K
$6.01M
|
|
|
Nov 04, 2020
Q3 2020
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.98K- 83.62% |
$199K - $200K
|
780
$39.5K
|
|
|
Nov 13, 2020
Q3 2020
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.99K- 7.19% |
$199K - $200K
|
51.4K
$2.6M
|
|
|
Dec 18, 2020
Q3 2020
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-4.26K- 8.25% |
$213K - $213K
|
47.3K
$2.39M
|
|
|
Nov 02, 2020
Q3 2020
|
Ifg Advisory, LLC
|
SELL
|
- |
-4.4KClosed |
$220K - $220K
|
0
$0
|
|
|
Oct 05, 2020
Q3 2020
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-4.48K- 46.01% |
$224K - $225K
|
5.25K
$266K
|
|
|
Nov 09, 2020
Q3 2020
|
Texas Treasury Safekeeping Trust CO
Austin, TX |
SELL
|
- |
-4.48K- 0.22% |
$224K - $225K
|
2.03M
$103M
|
|
|
Oct 27, 2020
Q3 2020
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.87KClosed |
$243K - $244K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-5KClosed |
$250K - $251K
|
0
$0
|
|
|
Oct 20, 2020
Q3 2020
|
Strong Box Wealth, LLC
|
SELL
|
- |
-5KClosed |
$250K - $251K
|
0
$0
|
|
|
Sep 15, 2021
Q3 2020
|
Cwm, LLC
|
SELL
|
- |
-5.18K- 42.42% |
$259K - $260K
|
7.03K
$356K
|