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 04, 2022
Q3 2022
|
Redwood Financial Network Corp
|
SELL
|
- |
-807- 7.9% |
$39.7K - $39.8K
|
9.41K
$476K
|
|
|
Oct 28, 2022
Q3 2022
|
Spinnaker Trust
|
SELL
|
- |
-813- 0.75% |
$40K - $40.1K
|
108K
$5.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-868- 3.9% |
$42.7K - $42.9K
|
21.4K
$1.08M
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-877- 5.82% |
$43.1K - $43.3K
|
14.2K
$718K
|
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-969- 7.91% |
$47.7K - $47.8K
|
11.3K
$571K
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.01K- 2.93% |
$49.5K - $49.7K
|
33.3K
$1.69M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.02K- 8.77% |
$50K - $50.2K
|
10.6K
$535K
|
|
|
Oct 11, 2022
Q3 2022
|
Columbia Trust CO 01012016
|
SELL
|
- |
-1.05K- 0.21% |
$51.7K - $51.9K
|
502K
$25.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.08K- 16.83% |
$52.9K - $53.1K
|
5.31K
$269K
|
|
|
Nov 15, 2022
Q3 2022
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-1.08K- 20.35% |
$53.1K - $53.3K
|
4.23K
$214K
|
|
|
Oct 19, 2022
Q3 2022
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-1.1K- 1.31% |
$54K - $54.2K
|
82.7K
$4.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.16K- 2.9% |
$57.2K - $57.4K
|
38.9K
$1.97M
|
|
|
Oct 17, 2022
Q3 2022
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-1.22K- 6.1% |
$59.9K - $60.1K
|
18.7K
$948K
|
|
|
Oct 12, 2022
Q3 2022
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-1.28K- 73.02% |
$62.7K - $63K
|
471
$23.8K
|
|
|
Oct 24, 2022
Q3 2022
|
Investment Advisory Group, LLC
|
SELL
|
- |
-1.34K- 7.82% |
$65.9K - $66.1K
|
15.8K
$798K
|
|
|
Nov 08, 2022
Q3 2022
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-1.5K- 1.73% |
$73.8K - $74.1K
|
85.4K
$4.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.59K- 8.89% |
$78.2K - $78.5K
|
16.3K
$823K
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.77K- 18.57% |
$86.9K - $87.3K
|
7.75K
$392K
|
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.92K- 31.7% |
$94.6K - $95K
|
4.15K
$210K
|
|
|
Nov 03, 2022
Q3 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-1.99K- 10.71% |
$98K - $98.4K
|
16.6K
$840K
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2K- 33.75% |
$98.3K - $98.7K
|
3.92K
$198K
|
|
|
Oct 18, 2022
Q3 2022
|
Courier Capital LLC
|
SELL
|
- |
-2K- 14.44% |
$98.4K - $98.8K
|
11.9K
$600K
|
|
|
Oct 14, 2022
Q3 2022
|
Madrona Financial Services, LLC
|
SELL
|
- |
-2K- 28.03% |
$98.4K - $98.8K
|
5.14K
$260K
|
|
|
Dec 06, 2022
Q3 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-2.03K- 12.78% |
$99.9K - $100K
|
13.9K
$701K
|
|
|
Oct 24, 2022
Q3 2022
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-2.1K- 30.88% |
$103K - $104K
|
4.7K
$238K
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.24K- 4.92% |
$110K - $110K
|
43.2K
$2.18M
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-2.48K- 12.61% |
$122K - $122K
|
17.2K
$869K
|
|
|
Oct 31, 2022
Q3 2022
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-2.5K- 66.75% |
$123K - $124K
|
1.25K
$63.1K
|
|
|
Nov 10, 2022
Q3 2022
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-2.57K- 15.63% |
$126K - $127K
|
13.9K
$702K
|
|
|
Nov 14, 2022
Q3 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-2.58K- 22.04% |
$127K - $127K
|
9.13K
$462K
|
|
|
Nov 14, 2022
Q3 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-2.83K- 12.24% |
$139K - $140K
|
20.3K
$1.03M
|
|
|
Oct 31, 2022
Q3 2022
|
Graypoint LLC
|
SELL
|
- |
-2.83K- 29.53% |
$139K - $140K
|
6.76K
$342K
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.02K- 12.55% |
$149K - $149K
|
21.1K
$1.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-3.09K- 6.8% |
$152K - $152K
|
42.3K
$2.14M
|
|
|
Sep 11, 2024
Q3 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-3.54K- 12.62% |
$174K - $175K
|
24.5K
$1.24M
|
|
|
Oct 24, 2022
Q3 2022
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-3.83K- 9.02% |
$188K - $189K
|
38.6K
$1.95M
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.84K- 8.14% |
$189K - $190K
|
43.3K
$2.19M
|
|
|
Nov 09, 2022
Q3 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-3.89K- 18.06% |
$191K - $192K
|
17.7K
$893K
|
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-4.01K- 21.67% |
$197K - $198K
|
14.5K
$733K
|
|
|
Oct 13, 2022
Q3 2022
|
Lvw Advisors, LLC
|
SELL
|
- |
-4.77K- 15.25% |
$235K - $236K
|
26.5K
$1.34M
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.07K- 11.71% |
$249K - $250K
|
38.2K
$1.93M
|
|
|
Nov 09, 2022
Q3 2022
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-5.08K- 8.33% |
$250K - $251K
|
55.9K
$2.83M
|
|
|
Oct 27, 2022
Q3 2022
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-5.33K- 8.27% |
$262K - $263K
|
59.1K
$2.99M
|
|
|
Nov 07, 2022
Q3 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-5.46K- 3.1% |
$269K - $270K
|
171K
$8.65M
|
|
|
Nov 10, 2022
Q3 2022
|
Dakota Wealth Management
|
SELL
|
- |
-5.48K- 12.83% |
$269K - $270K
|
37.2K
$1.88M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.49K- 43.35% |
$270K - $271K
|
7.18K
$363K
|
|
|
Oct 20, 2022
Q3 2022
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-5.68K- 5.65% |
$280K - $281K
|
94.9K
$4.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-5.88K- 20.95% |
$289K - $290K
|
22.2K
$1.12M
|
|
|
Nov 08, 2022
Q3 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-5.94K- 4.43% |
$292K - $293K
|
128K
$6.47M
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-6.12K- 13.97% |
$301K - $302K
|
37.7K
$1.91M
|