Purchases and Sales Made in Q3 2023 in Blackrock Short Maturity Bond (NEAR)
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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-93- 5.78% |
$4.61K - $4.64K
|
1.52K
$76.7K
|
|
|
Oct 31, 2023
Q3 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-96- 0.66% |
$4.76K - $4.79K
|
14.4K
$730K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-102- 1.2% |
$5.05K - $5.09K
|
8.37K
$423K
|
|
|
Nov 09, 2023
Q3 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-130- 0.48% |
$6.44K - $6.49K
|
27.2K
$1.38M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-143- 0.85% |
$7.09K - $7.13K
|
16.8K
$848K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-149- 0.46% |
$7.38K - $7.43K
|
32.6K
$1.65M
|
|
|
Sep 26, 2024
Q3 2023
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-156- 1.82% |
$7.73K - $7.78K
|
8.44K
$427K
|
|
|
Nov 03, 2023
Q3 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-166- 3.41% |
$8.23K - $8.28K
|
4.71K
$238K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-185- 0.84% |
$9.17K - $9.23K
|
21.9K
$1.11M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-196- 89.09% |
$9.71K - $9.78K
|
24
$1.21K
|
|
|
Oct 30, 2023
Q3 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-202- 2.88% |
$10K - $10.1K
|
6.82K
$345K
|
|
|
Nov 06, 2023
Q3 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-250- 2.52% |
$12.4K - $12.5K
|
9.67K
$489K
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-253- 63.25% |
$12.5K - $12.6K
|
147
$7.44K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-263- 44.73% |
$13K - $13.1K
|
325
$16.4K
|
|
|
Oct 24, 2023
Q3 2023
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-284- 4.26% |
$14.1K - $14.2K
|
6.39K
$323K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-291- 22.45% |
$14.4K - $14.5K
|
1.01K
$50.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-313- 1.5% |
$15.5K - $15.6K
|
20.5K
$1.04M
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-399- 8.32% |
$19.8K - $19.9K
|
4.39K
$222K
|
|
|
Nov 14, 2023
Q3 2023
|
My Wealth Management Inc.
|
SELL
|
- |
-426- 1.03% |
$21.1K - $21.3K
|
41K
$2.07M
|
|
|
Oct 17, 2023
Q3 2023
|
Planning Alternatives LTD
|
SELL
|
- |
-445- 0.39% |
$22K - $22.2K
|
113K
$5.73M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-487- 9.39% |
$24.1K - $24.3K
|
4.7K
$238K
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-500- 4.79% |
$24.8K - $24.9K
|
9.94K
$503K
|
|
|
Nov 15, 2023
Q3 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-500- 36.82% |
$24.8K - $24.9K
|
858
$43.4K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-500- 1.4% |
$24.8K - $24.9K
|
35.2K
$1.78M
|
|
|
Oct 30, 2023
Q3 2023
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-522- 6.19% |
$25.9K - $26K
|
7.91K
$400K
|
|
|
Nov 06, 2023
Q3 2023
|
Washington Trust Bank
|
SELL
|
- |
-534- 3.8% |
$26.5K - $26.6K
|
13.5K
$685K
|
|
|
Nov 13, 2023
Q3 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-590- 0.72% |
$29.2K - $29.4K
|
81.9K
$4.14M
|
|
|
Nov 14, 2023
Q3 2023
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-600- 7.91% |
$29.7K - $29.9K
|
6.99K
$353K
|
|
|
Nov 08, 2023
Q3 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-604- 7.18% |
$29.9K - $30.1K
|
7.8K
$395K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-621- 18.53% |
$30.8K - $31K
|
2.73K
$138K
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-628- 7.72% |
$31.1K - $31.3K
|
7.51K
$380K
|
|
|
Nov 07, 2023
Q3 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-666- 26.92% |
$33K - $33.2K
|
1.81K
$91.5K
|
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
SELL
|
- |
-680- 6.12% |
$33.7K - $33.9K
|
10.4K
$527K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-687- 3.56% |
$34K - $34.3K
|
18.6K
$941K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-694- 4.21% |
$34.4K - $34.6K
|
15.8K
$799K
|
|
|
Oct 30, 2023
Q3 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-698- 11.09% |
$34.6K - $34.8K
|
5.6K
$283K
|
|
|
Nov 02, 2023
Q3 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-717- 6.78% |
$35.5K - $35.8K
|
9.86K
$499K
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-717- 1.32% |
$35.5K - $35.8K
|
53.7K
$2.72M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-746- 3.18% |
$37K - $37.2K
|
22.7K
$1.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-746- 3.18% |
$37K - $37.2K
|
22.7K
$1.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-850- 4.67% |
$42.1K - $42.4K
|
17.4K
$878K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-906- 0.95% |
$44.9K - $45.2K
|
94.4K
$4.77M
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-955- 11.39% |
$47.3K - $47.6K
|
7.43K
$376K
|
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-1K- 10.71% |
$49.6K - $49.9K
|
8.34K
$422K
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.01K- 11.63% |
$49.8K - $50.1K
|
7.64K
$386K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.01K- 10.06% |
$50K - $50.3K
|
9.02K
$456K
|
|
|
Oct 18, 2023
Q3 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-1.02K- 6.14% |
$50.3K - $50.7K
|
15.5K
$786K
|
|
|
Oct 12, 2023
Q3 2023
|
Patten Group, Inc.
|
SELL
|
- |
-1.37K- 3.55% |
$67.6K - $68.1K
|
37.1K
$1.88M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.38K- 3.71% |
$68.4K - $68.8K
|
35.8K
$1.81M
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.38K- 10.98% |
$68.5K - $68.9K
|
11.2K
$567K
|