Purchases and Sales Made in Q3 2023 in Blackrock Short Maturity Bond (NEAR)

NEAR Quotes by TradingView

This table provides information about the institutional ownership of Blackrock Short Maturity Bond (NEAR) during Q3 2023. 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
Oct 17, 2023 Q3 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
692
New
$34.3K - $34.5K
692 $35K
Oct 26, 2023 Q3 2023
Chicago Partners Investment Group LLC

BUY
 -
662
+ 5.88%
$32.8K - $33K
11.9K $603K
Oct 27, 2023 Q3 2023
First Horizon Advisors, Inc.

BUY
 -
612
New
$30.3K - $30.5K
612 $31K
Oct 24, 2023 Q3 2023
4 J Wealth Management LLC

BUY
 -
598
+ 5.67%
$29.6K - $29.8K
11.2K $564K
Oct 25, 2023 Q3 2023
Blue Path Capital Management, LLC

Atlanta, GA
BUY
 -
499
New
$24.7K - $24.9K
499 $25.2K
Oct 25, 2023 Q3 2023
ETF Store, Inc.

BUY
 -
477
+ 4.89%
$23.6K - $23.8K
10.2K $518K
Nov 08, 2023 Q3 2023
Lvz, Inc.

BUY
 -
410
+ 2.07%
$20.3K - $20.5K
20.2K $1.02M
Nov 09, 2023 Q3 2023
Hallmark Capital Management Inc

BUY
 -
359
New
$17.8K - $17.9K
359 $18.2K
Oct 10, 2023 Q3 2023
Goal Vest Advisory LLC

BUY
 -
325
+ 70.19%
$16.1K - $16.2K
788 $39.9K
Nov 09, 2023 Q3 2023
Blair William & CO

Chicago, IL
BUY
 -
298
+ 52.01%
$14.8K - $14.9K
871 $44.1K
Nov 15, 2023 Q3 2023
Belpointe Asset Management LLC

BUY
 -
244
+ 0.84%
$12.1K - $12.2K
29.3K $1.48M
Oct 30, 2023 Q3 2023
Sanctuary Wealth Management, L.L.C.

BUY
 -
215
New
$10.7K - $10.7K
215 $10.9K
Nov 13, 2023 Q3 2023
Provence Wealth Management Group

BUY
 -
199
New
$9.86K - $9.93K
199 $10.1K
Oct 04, 2023 Q3 2023
Aletheian Wealth Advisors LLC

BUY
 -
183
+ 1.24%
$9.07K - $9.13K
14.9K $755K
Oct 31, 2023 Q3 2023
Tci Wealth Advisors, Inc.

BUY
 -
175
+ 0.86%
$8.67K - $8.73K
20.6K $1.04M
Nov 13, 2023 Q3 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
157
+ 2.08%
$7.78K - $7.83K
7.72K $390K
Nov 13, 2023 Q3 2023
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
145
+ 1.13%
$7.18K - $7.23K
12.9K $654K
Oct 17, 2023 Q3 2023
Cross Staff Investments Inc

BUY
 -
137
+ 1.01%
$6.79K - $6.83K
13.7K $695K
Oct 19, 2023 Q3 2023
Alpha Cubed Investments, LLC

BUY
 -
117
+ 2.02%
$5.8K - $5.84K
5.91K $299K
Oct 10, 2023 Q3 2023
Castle Rock Wealth Management, LLC

BUY
 -
116
+ 0.26%
$5.75K - $5.79K
44.1K $2.23M
Nov 13, 2023 Q3 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
113
New
$5.6K - $5.64K
113 $5.72K
Oct 25, 2023 Q3 2023
Providence First Trust CO

BUY
 -
100
+ 1.14%
$4.96K - $4.99K
8.91K $451K
Nov 14, 2023 Q3 2023
New England Asset Management Inc

Farmington, CT
BUY
 -
100
New
$4.96K - $4.99K
100 $5.06K
Oct 19, 2023 Q3 2023
Ropes Wealth Advisors LLC

Boston, MA
BUY
 -
94
+ 1.13%
$4.66K - $4.69K
8.38K $424K
Nov 14, 2023 Q3 2023
Fortress Wealth Management, Inc.

BUY
 -
60
+ 0.48%
$2.97K - $2.99K
12.6K $638K
Oct 12, 2023 Q3 2023
Ifp Advisors, Inc

BUY
 -
32
+ 18.29%
$1.59K - $1.6K
207 $10.5K
Oct 30, 2023 Q3 2023
Bogart Wealth, LLC

BUY
 -
29
New
$1.44K - $1.45K
29 $1.47K
Nov 02, 2023 Q3 2023
Capital Investment Advisory Services, LLC

BUY
 -
26
+ 0.31%
$1.29K - $1.3K
8.53K $431K
Nov 08, 2023 Q3 2023
Archer Investment Corp

BUY
 -
21
New
$1.04K - $1.05K
21 $1.06K
Nov 14, 2023 Q3 2023
Laffer Tengler Investments

Nashville, TN
BUY
 -
11
+ 0.12%
$545 - $549
9.41K $476K
Oct 16, 2023 Q3 2023
Arkfeld Wealth Strategies, L.L.C.

BUY
 -
11
+ 0.02%
$545 - $549
64.1K $3.24M
Oct 04, 2023 Q3 2023
Charter Oak Capital Management, LLC

BUY
 -
7
+ 0.1%
$347 - $349
7.02K $355K
Oct 28, 2024 Q3 2023
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
3
New
$149 - $150
3 $152
Nov 07, 2023 Q3 2023
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
1
+ 0.1%
$49.6 - $49.9
959 $48.5K
Nov 06, 2023 Q3 2023
Winch Advisory Services, LLC

Appleton, WI
BUY
 -
1
+ 1.47%
$49.6 - $49.9
69 $3.49K
Nov 13, 2023 Q3 2023
Tradition Wealth Management, LLC

BUY
 -
1
+ 0.03%
$49.6 - $49.9
3.1K $157K
Nov 02, 2023 Q3 2023
Jnba Financial Advisors

BUY
 -
1
+ 0.86%
$49.6 - $49.9
117 $5.92K
Nov 13, 2023 Q3 2023
Farther Finance Advisors, LLC

San Francisco, CA
SELL
 -
-1
- 0.02%
$49.6 - $49.9
5.76K $291K
Nov 01, 2023 Q3 2023
Focused Wealth Management, Inc

SELL
 -
-2
- 0.97%
$99.1 - $99.8
205 $10.4K
Oct 12, 2023 Q3 2023
Sage Capital Advisors,Llc

SELL
 -
-3
- -0.0%
$149 - $150
73K $3.69M
Nov 09, 2023 Q3 2023
Strategy Asset Managers LLC

SELL
 -
-8
- 0.2%
$396 - $399
4.07K $206K
Nov 14, 2023 Q3 2023
Lido Advisors, LLC

Los Angeles, CA
SELL
 -
-9
- 0.22%
$446 - $449
4.03K $204K
Oct 19, 2023 Q3 2023
Apeiron Ria LLC

SELL
 -
-11
- 0.18%
$545 - $549
6.24K $315K
Nov 08, 2023 Q3 2023
Mattern Capital Management, LLC

Lakewood, CO
SELL
 -
-13
- 0.05%
$644 - $649
27.3K $1.38M
Oct 30, 2023 Q3 2023
Pflug Koory, LLC

SELL
 -
-14
- 0.47%
$694 - $698
2.94K $149K
Nov 08, 2023 Q3 2023
W.G. Shaheen & Associates Dba Whitney & CO

SELL
 -
-25
- 0.36%
$1.24K - $1.25K
6.97K $352K
Nov 13, 2023 Q3 2023
Founders Financial Alliance, LLC

Raleigh, NC
SELL
 -
-27
- 5.2%
$1.34K - $1.35K
492 $24.9K
Nov 13, 2023 Q3 2023
West Hill Financial Advisors, Inc.

SELL
 -
-69
- 1.62%
$3.42K - $3.44K
4.19K $212K
Sep 11, 2024 Q3 2023
Summit Wealth Partners, LLC

Orlando, FL
SELL
 -
-71
- 0.54%
$3.52K - $3.54K
13.2K $668K

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