Purchases and Sales Made in Q3 2022 in Blackrock Short Maturity Bond (NEAR)
This table provides information about the institutional ownership of Blackrock Short Maturity Bond (NEAR) during Q3 2022. 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 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.75K+ 2.12% |
$283K - $284K
|
277K
$14M
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.75KNew |
$283K - $284K
|
5.75K
$291K
|
|
|
Oct 21, 2022
Q3 2022
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
5.75K+ 2.78% |
$283K - $284K
|
213K
$10.8M
|
|
|
Nov 07, 2022
Q3 2022
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
5.67K+ 90.82% |
$279K - $280K
|
11.9K
$602K
|
|
|
Oct 18, 2022
Q3 2022
|
First American Trust, Fsb
|
BUY
|
- |
5.62KNew |
$277K - $278K
|
5.62K
$284K
|
|
|
Nov 14, 2022
Q3 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
5.56K+ 71.83% |
$273K - $275K
|
13.3K
$673K
|
|
|
Oct 11, 2022
Q3 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
5.31KNew |
$261K - $262K
|
5.31K
$269K
|
|
|
Nov 01, 2022
Q3 2022
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
5.3K+ 58.89% |
$261K - $262K
|
14.3K
$723K
|
|
|
Nov 10, 2022
Q3 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
4.96KNew |
$244K - $245K
|
4.96K
$251K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4.91K+ 21.11% |
$242K - $242K
|
28.2K
$1.43M
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.56KNew |
$224K - $225K
|
4.56K
$231K
|
|
|
Nov 10, 2022
Q3 2022
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
4.32K+ 12.07% |
$212K - $213K
|
40.1K
$2.03M
|
|
|
Oct 26, 2022
Q3 2022
|
Kwmg, LLC
|
BUY
|
- |
4.31K+ 2.08% |
$212K - $213K
|
212K
$10.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.29K+ 3.15% |
$211K - $212K
|
140K
$7.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.23K+ 9.25% |
$208K - $209K
|
49.9K
$2.53M
|
|
|
Oct 19, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.2KNew |
$207K - $207K
|
4.2K
$212K
|
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
4.12KNew |
$203K - $203K
|
4.12K
$208K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
4.11K+ 6.89% |
$202K - $203K
|
63.7K
$3.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
4.1K+ 16.6% |
$202K - $203K
|
28.8K
$1.46M
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
4.02K+ 8.34% |
$198K - $199K
|
52.2K
$2.64M
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.78K+ 9.57% |
$186K - $187K
|
43.3K
$2.19M
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.69K+ 17.86% |
$181K - $182K
|
24.3K
$1.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.35K+ 33.74% |
$165K - $165K
|
13.3K
$672K
|
|
|
Nov 15, 2022
Q3 2022
|
Washington Trust Bank
|
BUY
|
- |
3.22K+ 5.96% |
$159K - $159K
|
57.4K
$2.9M
|
|
|
Oct 19, 2022
Q3 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
3.12K+ 1.4% |
$153K - $154K
|
225K
$11.4M
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.76K+ 237.3% |
$136K - $136K
|
3.92K
$198K
|
|
|
Oct 17, 2022
Q3 2022
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
2.68K+ 60.93% |
$132K - $133K
|
7.09K
$359K
|
|
|
Oct 21, 2022
Q3 2022
|
Cross Staff Investments Inc
|
BUY
|
- |
2.54K+ 43.33% |
$125K - $125K
|
8.39K
$424K
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
2.4K+ 8.25% |
$118K - $118K
|
31.5K
$1.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
2.11K+ 3.02% |
$104K - $104K
|
71.9K
$3.64M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
2.07K+ 2.46% |
$102K - $102K
|
86.3K
$4.36M
|
|
|
Sep 25, 2024
Q3 2022
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
2.03K+ 1.8% |
$99.6K - $100K
|
115K
$5.81M
|
|
|
Oct 11, 2022
Q3 2022
|
Lvz, Inc.
|
BUY
|
- |
1.94K+ 12.54% |
$95.4K - $95.7K
|
17.4K
$880K
|
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.76KNew |
$86.7K - $87.1K
|
1.76K
$89.2K
|
|
|
Nov 09, 2022
Q3 2022
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
1.69K+ 7.37% |
$83.3K - $83.6K
|
24.7K
$1.25M
|
|
|
Oct 20, 2022
Q3 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.61K+ 5.39% |
$79.4K - $79.7K
|
31.5K
$1.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
1.54K+ 79.96% |
$75.6K - $75.8K
|
3.46K
$175K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
1.2KNew |
$59K - $59.3K
|
1.2K
$60.7K
|
|
|
Dec 02, 2022
Q3 2022
|
Values First Advisors, Inc.
|
BUY
|
- |
1.15K+ 1.09% |
$56.4K - $56.6K
|
106K
$5.38M
|
|
|
Oct 17, 2022
Q3 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.1K+ 23.65% |
$54.2K - $54.4K
|
5.76K
$291K
|
|
|
Nov 10, 2022
Q3 2022
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
1.01K+ 13.25% |
$49.8K - $50K
|
8.65K
$438K
|
|
|
Nov 07, 2022
Q3 2022
|
Neirg Wealth Management, LLC
|
BUY
|
- |
993+ 5.57% |
$48.8K - $49K
|
18.8K
$952K
|
|
|
Nov 01, 2022
Q3 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
913+ 17.81% |
$44.9K - $45.1K
|
6.04K
$305K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
776+ 2.47% |
$38.2K - $38.3K
|
32.2K
$1.63M
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
762+ 762.0% |
$37.5K - $37.6K
|
862
$43.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
574New |
$28.2K - $28.3K
|
574
$29K
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
572+ 0.57% |
$28.1K - $28.2K
|
101K
$5.12M
|
|
|
Nov 15, 2022
Q3 2022
|
Nvwm, LLC
|
BUY
|
- |
472New |
$23.2K - $23.3K
|
472
$23.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
400New |
$19.7K - $19.8K
|
400
$20.2K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
365+ 3.94% |
$18K - $18K
|
9.62K
$487K
|