Purchases and Sales Made in Q4 2023 in Blackrock Short Maturity Bond (NEAR)
This table provides information about the institutional ownership of Blackrock Short Maturity Bond (NEAR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
9.39K+ 112.59% |
$467K - $474K
|
17.7K
$897K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
8.92K+ 9.02% |
$443K - $451K
|
108K
$5.45M
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
8.71K+ 18.57% |
$433K - $440K
|
55.6K
$2.81M
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
8.43KNew |
$419K - $426K
|
8.43K
$426K
|
|
|
Jan 30, 2024
Q4 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
8.16K+ 94.34% |
$405K - $412K
|
16.8K
$850K
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
7.93KNew |
$394K - $400K
|
7.93K
$401K
|
|
|
Jan 24, 2024
Q4 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
7.7KNew |
$383K - $389K
|
7.7K
$390K
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
7.15KNew |
$355K - $361K
|
7.15K
$362K
|
|
|
Mar 07, 2024
Q4 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
6.9KNew |
$343K - $349K
|
6.9K
$349K
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
6.67KNew |
$331K - $337K
|
6.67K
$337K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
6.31K+ 46.71% |
$314K - $319K
|
19.8K
$1M
|
|
|
Feb 09, 2024
Q4 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
5.44K+ 9.35% |
$270K - $275K
|
63.7K
$3.22M
|
|
|
Aug 08, 2024
Q4 2023
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
5.34KNew |
$265K - $270K
|
5.34K
$270K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.3K+ 55.65% |
$263K - $268K
|
14.8K
$749K
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
5.05KNew |
$251K - $255K
|
5.05K
$255K
|
|
|
Jan 09, 2024
Q4 2023
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
4.98KNew |
$247K - $251K
|
4.98K
$252K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.91K+ 13.04% |
$244K - $248K
|
42.5K
$2.15M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.64KNew |
$231K - $234K
|
4.64K
$235K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.43K+ 46.66% |
$220K - $224K
|
13.9K
$705K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.29K+ 1.55% |
$213K - $217K
|
281K
$14.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.21KNew |
$209K - $212K
|
4.21K
$213K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
4.2K+ 18.5% |
$209K - $212K
|
26.9K
$1.36M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.19K+ 7.75% |
$208K - $212K
|
58.3K
$2.95M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.16KNew |
$207K - $210K
|
4.16K
$211K
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
4KNew |
$199K - $202K
|
4K
$202K
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.96KNew |
$197K - $200K
|
3.96K
$200K
|
|
|
Feb 08, 2024
Q4 2023
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
3.94K+ 5.66% |
$196K - $199K
|
73.5K
$3.72M
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
3.89K+ 2.7% |
$193K - $197K
|
148K
$7.5M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.61K+ 2.84% |
$180K - $183K
|
131K
$6.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.46K+ 19.91% |
$172K - $175K
|
20.8K
$1.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.36K+ 12.21% |
$167K - $170K
|
30.9K
$1.56M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
3.27K+ 2.01% |
$162K - $165K
|
166K
$8.38M
|
|
|
Jan 26, 2024
Q4 2023
|
One Advisory Partners, LLC
|
BUY
|
- |
3.22K+ 39.26% |
$160K - $163K
|
11.4K
$578K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.16K+ 7.53% |
$157K - $159K
|
45.1K
$2.28M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.07K+ 80.07% |
$152K - $155K
|
6.89K
$349K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.81K+ 8.14% |
$139K - $142K
|
37.3K
$1.88M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.75K+ 410.93% |
$136K - $139K
|
3.41K
$173K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.61KNew |
$130K - $132K
|
2.61K
$132K
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
BUY
|
- |
2.6K+ 7.0% |
$129K - $131K
|
39.7K
$2.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
2.35K+ 281.92% |
$117K - $119K
|
3.19K
$161K
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
2.35K+ 24.96% |
$117K - $119K
|
11.8K
$595K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2.29KNew |
$114K - $116K
|
2.29K
$116K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2.24K+ 6.28% |
$111K - $113K
|
37.9K
$1.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.17K+ 0.07% |
$108K - $109K
|
3.02M
$153M
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
2K+ 5.53% |
$99.5K - $101K
|
38.2K
$1.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2K+ 1.68% |
$99.3K - $101K
|
121K
$6.11M
|
|
|
Jan 11, 2024
Q4 2023
|
First Citizens Financial Corp
|
BUY
|
- |
1.73K+ 8.54% |
$85.7K - $87.1K
|
21.9K
$1.11M
|
|
|
Feb 08, 2024
Q4 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
1.64K+ 1.08% |
$81.4K - $82.7K
|
153K
$7.76M
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
1.54K+ 4.41% |
$76.5K - $77.8K
|
36.5K
$1.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1.42KNew |
$70.6K - $71.8K
|
1.42K
$71.9K
|