Purchases and Sales Made in Q3 2021 in Blackrock Short Maturity Bond (NEAR)
This table provides information about the institutional ownership of Blackrock Short Maturity Bond (NEAR) during Q3 2021. 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 15, 2021
Q3 2021
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
8.23K+ 49.86% |
$412K - $413K
|
24.7K
$1.25M
|
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.06K+ 50.86% |
$404K - $404K
|
23.9K
$1.21M
|
|
|
Nov 05, 2021
Q3 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
7.85K+ 4.07% |
$393K - $394K
|
201K
$10.2M
|
|
|
Oct 27, 2021
Q3 2021
|
Moseley Investment Management Inc
|
BUY
|
- |
7.82K+ 15.71% |
$392K - $392K
|
57.6K
$2.91M
|
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
7.76K+ 13.18% |
$389K - $389K
|
66.6K
$3.37M
|
|
|
Nov 01, 2021
Q3 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
7.71KNew |
$387K - $387K
|
7.71K
$390K
|
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7.62KNew |
$382K - $382K
|
7.62K
$386K
|
|
|
Nov 12, 2021
Q3 2021
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
7.51K+ 13.37% |
$376K - $377K
|
63.7K
$3.22M
|
|
|
Oct 29, 2021
Q3 2021
|
Financial Life Advisors
|
BUY
|
- |
7.44K+ 4.3% |
$373K - $373K
|
180K
$9.12M
|
|
|
Nov 15, 2021
Q3 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.96KNew |
$349K - $349K
|
6.96K
$352K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.5K+ 4.29% |
$326K - $326K
|
158K
$7.98M
|
|
|
Nov 03, 2021
Q3 2021
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
6.2KNew |
$311K - $311K
|
6.2K
$314K
|
|
|
Nov 12, 2021
Q3 2021
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
6KNew |
$301K - $301K
|
6K
$304K
|
|
|
Nov 09, 2021
Q3 2021
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
5.8KNew |
$291K - $291K
|
5.8K
$293K
|
|
|
Nov 12, 2021
Q3 2021
|
Beta Wealth Group, Inc.
|
BUY
|
- |
5.64K+ 30.52% |
$283K - $283K
|
24.1K
$1.22M
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.51K+ 39.61% |
$276K - $276K
|
19.4K
$983K
|
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
BUY
|
- |
5.51K+ 10.16% |
$276K - $276K
|
59.7K
$3.02M
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.34K+ 2.79% |
$268K - $268K
|
197K
$9.96M
|
|
|
Nov 04, 2021
Q3 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
5.17K+ 6.55% |
$259K - $259K
|
84.1K
$4.26M
|
|
|
Nov 19, 2021
Q3 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
4.57KNew |
$229K - $229K
|
4.57K
$231K
|
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
4.48K+ 4.98% |
$225K - $225K
|
94.4K
$4.77M
|
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
4.33KNew |
$217K - $217K
|
4.33K
$219K
|
|
|
Oct 14, 2021
Q3 2021
|
Northstar Advisory Group, LLC
|
BUY
|
- |
4.31KNew |
$216K - $216K
|
4.31K
$218K
|
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.29K+ 13.77% |
$215K - $215K
|
35.4K
$1.79M
|
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.29K+ 13.77% |
$215K - $215K
|
35.4K
$1.79M
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.25K+ 29.93% |
$213K - $213K
|
18.5K
$934K
|
|
|
Nov 22, 2021
Q3 2021
|
Comerica Bank
|
BUY
|
- |
4.17KNew |
$209K - $209K
|
4.17K
$211K
|
|
|
Nov 15, 2021
Q3 2021
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
4.08KNew |
$204K - $205K
|
4.08K
$206K
|
|
|
Nov 03, 2021
Q3 2021
|
Congress Park Capital LLC
|
BUY
|
- |
4KNew |
$200K - $201K
|
4K
$202K
|
|
|
Nov 16, 2021
Q3 2021
|
Westshore Wealth, LLC
|
BUY
|
- |
4KNew |
$200K - $201K
|
4K
$202K
|
|
|
Nov 01, 2021
Q3 2021
|
La Fleur & Godfrey LLC
|
BUY
|
- |
4K+ 15.78% |
$200K - $200K
|
29.3K
$1.48M
|
|
|
Nov 01, 2021
Q3 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
3.73K+ 2.2% |
$187K - $187K
|
173K
$8.76M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.68K+ 4.32% |
$184K - $185K
|
88.9K
$4.5M
|
|
|
Oct 13, 2021
Q3 2021
|
Avity Investment Management Inc.
|
BUY
|
- |
3.5K+ 9.72% |
$175K - $176K
|
39.5K
$2M
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.38KNew |
$169K - $169K
|
3.38K
$171K
|
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.34K+ 13.81% |
$167K - $167K
|
27.5K
$1.39M
|
|
|
Oct 19, 2021
Q3 2021
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
3.28K+ 10.94% |
$164K - $165K
|
33.3K
$1.68M
|
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
3.21KNew |
$161K - $161K
|
3.21K
$163K
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.18K+ 3.15% |
$160K - $160K
|
104K
$5.27M
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.82K+ 1.27% |
$141K - $141K
|
224K
$11.3M
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
2.53K+ 9.92% |
$127K - $127K
|
28.1K
$1.42M
|
|
|
Oct 07, 2021
Q3 2021
|
Kwmg, LLC
|
BUY
|
- |
2.44K+ 1.23% |
$122K - $122K
|
200K
$10.1M
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2.33K+ 19.52% |
$117K - $117K
|
14.2K
$720K
|
|
|
Oct 15, 2021
Q3 2021
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
2.31K+ 25.41% |
$116K - $116K
|
11.4K
$576K
|
|
|
Nov 05, 2021
Q3 2021
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.77K+ 9.49% |
$88.9K - $89K
|
20.5K
$1.04M
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.75K+ 6.49% |
$87.7K - $87.7K
|
28.7K
$1.45M
|
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.69K+ 17.43% |
$84.9K - $84.9K
|
11.4K
$577K
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.48K+ 5.16% |
$74.1K - $74.1K
|
30.1K
$1.52M
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.46K+ 45.25% |
$73.1K - $73.1K
|
4.68K
$237K
|
|
|
Oct 08, 2021
Q3 2021
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
1.43K+ 3.9% |
$71.9K - $71.9K
|
38.2K
$1.93M
|