Purchases and Sales Made in Q4 2021 in Blackrock Short Maturity Bond (NEAR)
This table provides information about the institutional ownership of Blackrock Short Maturity Bond (NEAR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2022
Q4 2021
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
3.09K+ 1.7% |
$154K - $155K
|
185K
$9.36M
|
|
|
Feb 10, 2022
Q4 2021
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
2.68K+ 4.2% |
$134K - $134K
|
66.3K
$3.36M
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.63K+ 23.03% |
$131K - $132K
|
14K
$710K
|
|
|
Feb 10, 2022
Q4 2021
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
2.18K+ 6.55% |
$109K - $109K
|
35.4K
$1.79M
|
|
|
Feb 01, 2022
Q4 2021
|
Gryphon Financial Partners LLC
|
BUY
|
- |
2.06KNew |
$103K - $103K
|
2.06K
$104K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.83K+ 0.18% |
$91.4K - $91.7K
|
1.03M
$51.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.77K+ 28.18% |
$88.6K - $88.9K
|
8.07K
$408K
|
|
|
Feb 07, 2022
Q4 2021
|
Windsor Capital Management, LLC
|
BUY
|
- |
1.66K+ 6.31% |
$82.8K - $83.1K
|
27.9K
$1.41M
|
|
|
Jan 25, 2022
Q4 2021
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1.64K+ 13.69% |
$81.6K - $81.9K
|
13.6K
$687K
|
|
|
Jan 19, 2022
Q4 2021
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
1.59K+ 9.88% |
$79.5K - $79.8K
|
17.7K
$896K
|
|
|
Jan 31, 2022
Q4 2021
|
Graypoint LLC
|
BUY
|
- |
1.53K+ 11.08% |
$76.1K - $76.4K
|
15.3K
$773K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.52KNew |
$75.9K - $76.2K
|
1.52K
$76.9K
|
|
|
Jan 19, 2022
Q4 2021
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
1.5K+ 3.92% |
$74.7K - $75K
|
39.7K
$2.01M
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.48K+ 4.91% |
$73.9K - $74.2K
|
31.6K
$1.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.46K+ 35.84% |
$73K - $73.3K
|
5.54K
$280K
|
|
|
Feb 02, 2022
Q4 2021
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.45KNew |
$72.4K - $72.7K
|
1.45K
$73.4K
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.43K+ 17.89% |
$71.3K - $71.6K
|
9.42K
$476K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.27K+ 4.41% |
$63.2K - $63.5K
|
30K
$1.52M
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1.17KNew |
$58.5K - $58.7K
|
1.17K
$59.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Personal Wealth Partners
Bloomington, MN |
BUY
|
- |
1.12K+ 5.85% |
$55.9K - $56.1K
|
20.3K
$1.02M
|
|
|
Apr 04, 2022
Q4 2021
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1KNew |
$49.9K - $50.1K
|
1K
$50.6K
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
895New |
$44.7K - $44.9K
|
895
$45.3K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
843New |
$42.1K - $42.3K
|
843
$42.6K
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
814New |
$40.6K - $40.8K
|
814
$41.2K
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
750+ 1.64% |
$37.4K - $37.6K
|
46.5K
$2.35M
|
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
645New |
$32.2K - $32.3K
|
645
$32.6K
|
|
|
Jan 26, 2022
Q4 2021
|
Flc Capital Advisors
|
BUY
|
- |
504+ 6.44% |
$25.2K - $25.3K
|
8.34K
$422K
|
|
|
Jan 21, 2022
Q4 2021
|
Corbenic Partners LLC
|
BUY
|
- |
450New |
$22.5K - $22.6K
|
450
$22.8K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
437+ 1.41% |
$21.8K - $21.9K
|
31.4K
$1.59M
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
400New |
$20K - $20K
|
400
$20.2K
|
|
|
Feb 09, 2022
Q4 2021
|
Congress Park Capital LLC
|
BUY
|
- |
400+ 10.0% |
$20K - $20K
|
4.4K
$223K
|
|
|
Feb 02, 2022
Q4 2021
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
380+ 1.23% |
$19K - $19K
|
31.3K
$1.58M
|
|
|
Jan 10, 2022
Q4 2021
|
Summit Financial Group, Inc.
|
BUY
|
- |
350+ 1.0% |
$17.5K - $17.5K
|
35.2K
$1.78M
|
|
|
Feb 04, 2022
Q4 2021
|
Ntv Asset Management LLC
|
BUY
|
- |
318+ 1.28% |
$15.9K - $15.9K
|
25.1K
$1.27M
|
|
|
Jan 28, 2022
Q4 2021
|
Bellwether Advisors, LLC
|
BUY
|
- |
312+ 4.67% |
$15.6K - $15.6K
|
7K
$354K
|
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
310+ 0.69% |
$15.5K - $15.5K
|
45.5K
$2.3M
|
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
293+ 5.81% |
$14.6K - $14.7K
|
5.34K
$270K
|
|
|
Feb 14, 2022
Q4 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
292+ 6.39% |
$14.6K - $14.6K
|
4.86K
$246K
|
|
|
Jan 20, 2022
Q4 2021
|
Sage Capital Advisors,Llc
|
BUY
|
- |
260+ 0.35% |
$13K - $13K
|
73.7K
$3.73M
|
|
|
Feb 11, 2022
Q4 2021
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
232+ 0.74% |
$11.6K - $11.6K
|
31.4K
$1.59M
|
|
|
Feb 23, 2022
Q4 2021
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
200New |
$9.99K - $10K
|
200
$10.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
185+ 0.44% |
$9.24K - $9.27K
|
42.5K
$2.15M
|
|
|
Jan 11, 2022
Q4 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
175+ 3.96% |
$8.74K - $8.77K
|
4.59K
$232K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
174New |
$8.69K - $8.72K
|
174
$8.8K
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
135+ 2.78% |
$6.74K - $6.77K
|
5K
$253K
|
|
|
Jan 19, 2022
Q4 2021
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
134+ 3.11% |
$6.69K - $6.72K
|
4.44K
$225K
|
|
|
Jan 24, 2022
Q4 2021
|
Northwest Wealth Management, LLC
|
BUY
|
- |
130+ 1.68% |
$6.49K - $6.52K
|
7.85K
$397K
|
|
|
Feb 11, 2022
Q4 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
95+ 1.83% |
$4.74K - $4.76K
|
5.3K
$268K
|
|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
75+ 7.73% |
$3.74K - $3.76K
|
1.05K
$52.9K
|
|
|
Jan 21, 2022
Q4 2021
|
Edge Wealth Management LLC
|
BUY
|
- |
60+ 1500.0% |
$3K - $3.01K
|
64
$3.24K
|