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 |
---|---|---|---|---|---|---|---|
Feb 11, 2022
Q4 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
38+ 0.61% |
$1.9K - $1.9K
|
6.22K
$315K
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
26+ 0.77% |
$1.3K - $1.3K
|
3.41K
$172K
|
|
Feb 01, 2022
Q4 2021
|
Providence First Trust CO
|
BUY
|
- |
22+ 0.21% |
$1.1K - $1.1K
|
10.6K
$535K
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
20+ 0.12% |
$999 - $1K
|
16.4K
$829K
|
|
Feb 14, 2022
Q4 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
16+ 0.2% |
$799 - $802
|
7.85K
$397K
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
14+ 0.79% |
$699 - $702
|
1.79K
$90.6K
|
|
Feb 10, 2022
Q4 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
12+ 0.13% |
$599 - $601
|
9.11K
$461K
|
|
Feb 16, 2022
Q4 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
8+ 0.1% |
$399 - $401
|
7.78K
$394K
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
8+ 0.11% |
$399 - $401
|
7.63K
$386K
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
8+ 6.4% |
$399 - $401
|
133
$6.73K
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
3+ 0.04% |
$150 - $150
|
7.92K
$401K
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2+ 0.04% |
$99.9 - $100
|
4.68K
$237K
|
|
Jan 26, 2022
Q4 2021
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
1+ 0.01% |
$49.9 - $50.1
|
11.8K
$599K
|
|
Feb 10, 2022
Q4 2021
|
Madrona Financial Services, LLC
|
SELL
|
- |
-15- 0.21% |
$749 - $752
|
7.14K
$361K
|
|
Feb 04, 2022
Q4 2021
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-28- 2.21% |
$1.4K - $1.4K
|
1.24K
$62.7K
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-34- 0.56% |
$1.7K - $1.7K
|
6K
$303K
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-39- 0.07% |
$1.95K - $1.95K
|
59.7K
$3.02M
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
SELL
|
- |
-40Closed |
$2K - $2K
|
0
$0
|
|
Feb 23, 2022
Q4 2021
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-60Closed |
$3K - $3.01K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Edge Wealth Management LLC
|
SELL
|
- |
-60- 93.75% |
$3K - $3.01K
|
4
$202
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-60Closed |
$3K - $3.01K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-75- 0.56% |
$3.74K - $3.76K
|
13.3K
$673K
|
|
Feb 01, 2022
Q4 2021
|
First Bank & Trust
|
SELL
|
- |
-86Closed |
$4.29K - $4.31K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
SELL
|
- |
-89Closed |
$4.44K - $4.46K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-102- 1.36% |
$5.09K - $5.11K
|
7.38K
$373K
|
|
Jan 24, 2022
Q4 2021
|
Clear Investment Research, LLC
|
SELL
|
- |
-107- 8.69% |
$5.34K - $5.36K
|
1.13K
$56.9K
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-109- 1.38% |
$5.44K - $5.46K
|
7.81K
$395K
|
|
Feb 14, 2022
Q4 2021
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-120Closed |
$5.99K - $6.01K
|
0
$0
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-132- 2.02% |
$6.59K - $6.62K
|
6.39K
$323K
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-144- 1.0% |
$7.19K - $7.22K
|
14.3K
$724K
|
|
Feb 10, 2022
Q4 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-173Closed |
$8.64K - $8.67K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-181- 12.32% |
$9.04K - $9.07K
|
1.29K
$65.2K
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-193- 6.13% |
$9.64K - $9.67K
|
2.96K
$149K
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-194- 14.43% |
$9.69K - $9.72K
|
1.15K
$58.2K
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-237- 1.5% |
$11.8K - $11.9K
|
15.6K
$790K
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
SELL
|
- |
-337Closed |
$16.8K - $16.9K
|
0
$0
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-356- 16.54% |
$17.8K - $17.8K
|
1.8K
$90.9K
|
|
Jan 31, 2022
Q4 2021
|
1900 Wealth Management LLC
|
SELL
|
- |
-388- 1.54% |
$19.4K - $19.4K
|
24.8K
$1.26M
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-397- 6.08% |
$19.8K - $19.9K
|
6.14K
$310K
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-400Closed |
$20K - $20K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Meitav Dash Investments LTD
|
SELL
|
- |
-400- 5.96% |
$20K - $20K
|
6.31K
$319K
|
|
Feb 14, 2022
Q4 2021
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-402- 2.64% |
$20.1K - $20.1K
|
14.8K
$750K
|
|
Feb 10, 2022
Q4 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-457- 29.09% |
$22.8K - $22.9K
|
1.11K
$56.4K
|
|
Jan 26, 2022
Q4 2021
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-500- 9.43% |
$25K - $25.1K
|
4.8K
$243K
|
|
Jan 20, 2022
Q4 2021
|
Astor Investment Management LLC
|
SELL
|
- |
-505Closed |
$25.2K - $25.3K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
4 J Wealth Management LLC
|
SELL
|
- |
-527- 3.07% |
$26.3K - $26.4K
|
16.6K
$842K
|
|
Feb 11, 2022
Q4 2021
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-529- 90.27% |
$26.4K - $26.5K
|
57
$2.88K
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-556- 9.74% |
$27.8K - $27.9K
|
5.15K
$261K
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-558- 22.86% |
$27.9K - $28K
|
1.88K
$95.3K
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-572Closed |
$28.6K - $28.7K
|
0
$0
|