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 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-5- 6.02% |
$251 - $251
|
78
$3.95K
|
|
|
Oct 14, 2021
Q3 2021
|
Successful Portfolios LLC
|
SELL
|
- |
-15- 0.36% |
$752 - $752
|
4.15K
$210K
|
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
SELL
|
- |
-15- 0.03% |
$752 - $752
|
53.7K
$2.72M
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-25- 0.79% |
$1.25K - $1.25K
|
3.15K
$159K
|
|
|
Aug 13, 2024
Q3 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-55- 2.49% |
$2.76K - $2.76K
|
2.15K
$109K
|
|
|
Nov 01, 2021
Q3 2021
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-56- 8.72% |
$2.81K - $2.81K
|
586
$29.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-60Closed |
$3.01K - $3.01K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-90- 3.56% |
$4.51K - $4.51K
|
2.44K
$123K
|
|
|
Oct 19, 2021
Q3 2021
|
Hc Financial Advisors Inc
|
SELL
|
- |
-99Closed |
$4.96K - $4.97K
|
0
$0
|
|
|
May 15, 2024
Q3 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-100- 33.33% |
$5.01K - $5.02K
|
200
$10.1K
|
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-105- 0.5% |
$5.26K - $5.27K
|
20.8K
$1.05M
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-106- 14.5% |
$5.31K - $5.32K
|
625
$31.6K
|
|
|
Oct 19, 2021
Q3 2021
|
Uma Financial Services, Inc.
|
SELL
|
- |
-139- 3.05% |
$6.97K - $6.97K
|
4.42K
$224K
|
|
|
Oct 13, 2021
Q3 2021
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-146- 3.28% |
$7.32K - $7.32K
|
4.31K
$218K
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-163- 2.13% |
$8.17K - $8.18K
|
7.48K
$378K
|
|
|
Oct 29, 2021
Q3 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-165- 9.5% |
$8.27K - $8.28K
|
1.57K
$79.5K
|
|
|
Nov 15, 2021
Q3 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-166Closed |
$8.32K - $8.33K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Lvz, Inc.
|
SELL
|
- |
-217- 1.21% |
$10.9K - $10.9K
|
17.8K
$899K
|
|
|
Nov 15, 2021
Q3 2021
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-241- 1.29% |
$12.1K - $12.1K
|
18.4K
$933K
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-242- 3.58% |
$12.1K - $12.1K
|
6.52K
$330K
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-245Closed |
$12.3K - $12.3K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
4 J Wealth Management LLC
|
SELL
|
- |
-264- 1.51% |
$13.2K - $13.2K
|
17.2K
$869K
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
SELL
|
- |
-276- 45.02% |
$13.8K - $13.8K
|
337
$17K
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-298- 1.49% |
$14.9K - $14.9K
|
19.7K
$997K
|
|
|
Oct 28, 2021
Q3 2021
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-325- 1.29% |
$16.3K - $16.3K
|
24.8K
$1.26M
|
|
|
Oct 14, 2021
Q3 2021
|
Vicus Capital
State College, PA |
SELL
|
- |
-426- 4.47% |
$21.4K - $21.4K
|
9.1K
$460K
|
|
|
Oct 26, 2021
Q3 2021
|
Sol Capital Management CO
|
SELL
|
- |
-475- 0.88% |
$23.8K - $23.8K
|
53.6K
$2.71M
|
|
|
Nov 10, 2021
Q3 2021
|
Marco Investment Management LLC
|
SELL
|
- |
-484- 3.22% |
$24.3K - $24.3K
|
14.5K
$735K
|
|
|
Sep 10, 2024
Q3 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-484- 1.42% |
$24.3K - $24.3K
|
33.6K
$1.7M
|
|
|
Nov 04, 2021
Q3 2021
|
Independent Family Office, LLC
|
SELL
|
- |
-500- 3.62% |
$25.1K - $25.1K
|
13.3K
$673K
|
|
|
Oct 28, 2021
Q3 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-500- 8.28% |
$25.1K - $25.1K
|
5.54K
$280K
|
|
|
Nov 12, 2021
Q3 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-503- 8.82% |
$25.2K - $25.2K
|
5.2K
$263K
|
|
|
Nov 12, 2021
Q3 2021
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-513- 11.14% |
$25.7K - $25.7K
|
4.09K
$207K
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-573- 3.43% |
$28.7K - $28.7K
|
16.1K
$816K
|
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-588- 2.41% |
$29.5K - $29.5K
|
23.8K
$1.2M
|
|
|
Nov 09, 2021
Q3 2021
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-650- 1.53% |
$32.6K - $32.6K
|
41.9K
$2.12M
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-741- 0.43% |
$37.1K - $37.2K
|
170K
$8.62M
|
|
|
Oct 19, 2021
Q3 2021
|
G&S Capital LLC
|
SELL
|
- |
-804- 14.47% |
$40.3K - $40.3K
|
4.75K
$240K
|
|
|
Dec 14, 2021
Q3 2021
|
Strategy Asset Managers LLC
|
SELL
|
- |
-806- 10.55% |
$40.4K - $40.4K
|
6.83K
$346K
|
|
|
Nov 12, 2021
Q3 2021
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-866- 3.74% |
$43.4K - $43.4K
|
22.3K
$1.13M
|
|
|
Nov 15, 2021
Q3 2021
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-949- 0.3% |
$47.6K - $47.6K
|
314K
$15.9M
|
|
|
Oct 14, 2021
Q3 2021
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.03K- 19.16% |
$51.5K - $51.5K
|
4.33K
$219K
|
|
|
Nov 15, 2021
Q3 2021
|
Dakota Wealth Management
|
SELL
|
- |
-1.09K- 2.46% |
$54.7K - $54.8K
|
43.2K
$2.19M
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.1K- 12.16% |
$54.9K - $55K
|
7.92K
$401K
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.12KClosed |
$56.3K - $56.3K
|
0
$0
|
|
|
Oct 06, 2021
Q3 2021
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-1.13K- 32.26% |
$56.6K - $56.6K
|
2.37K
$120K
|
|
|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.28K- 1.77% |
$64.3K - $64.4K
|
71.1K
$3.6M
|
|
|
Oct 13, 2021
Q3 2021
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-1.29K- 1.81% |
$64.7K - $64.7K
|
70K
$3.54M
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
SELL
|
- |
-1.32K- 4.09% |
$66.2K - $66.2K
|
30.9K
$1.56M
|
|
|
Oct 25, 2021
Q3 2021
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-1.4K- 2.28% |
$70K - $70K
|
59.7K
$3.02M
|