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 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1New |
$49.7 - $50.5
|
1
$50.6
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 1.45% |
$49.7 - $50.5
|
70
$3.54K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 29, 2024
Q4 2023
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-10- 0.05% |
$497 - $505
|
19.1K
$965K
|
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-14- 0.34% |
$696 - $707
|
4.05K
$205K
|
|
|
Sep 26, 2024
Q4 2023
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-15- 0.18% |
$746 - $758
|
8.42K
$426K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-22- 10.73% |
$1.09K - $1.11K
|
183
$9.26K
|
|
|
Jan 22, 2024
Q4 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-27- 0.24% |
$1.34K - $1.36K
|
11.1K
$563K
|
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-34- 3.38% |
$1.69K - $1.72K
|
971
$49.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-37- 0.02% |
$1.84K - $1.87K
|
172K
$8.68M
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-47- 0.67% |
$2.34K - $2.37K
|
6.97K
$353K
|
|
|
Jan 18, 2024
Q4 2023
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-63- 0.99% |
$3.13K - $3.18K
|
6.32K
$320K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-72- 0.46% |
$3.58K - $3.64K
|
15.7K
$795K
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-83- 0.57% |
$4.13K - $4.19K
|
14.4K
$726K
|
|
|
Jan 11, 2024
Q4 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-103- 0.16% |
$5.12K - $5.2K
|
64K
$3.24M
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-117- 1.98% |
$5.81K - $5.91K
|
5.79K
$293K
|
|
|
Jan 18, 2024
Q4 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-194- 1.25% |
$9.64K - $9.8K
|
15.3K
$776K
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-199- 13.12% |
$9.89K - $10.1K
|
1.32K
$66.7K
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
SELL
|
- |
-213- 0.83% |
$10.6K - $10.8K
|
25.6K
$1.29M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-261- 5.94% |
$13K - $13.2K
|
4.13K
$209K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-280- 4.13% |
$13.9K - $14.1K
|
6.5K
$329K
|
|
|
Jan 12, 2024
Q4 2023
|
Wj Wealth Management, LLC
|
SELL
|
- |
-300- 1.02% |
$14.9K - $15.2K
|
29.3K
$1.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-345- 1.26% |
$17.1K - $17.4K
|
27K
$1.36M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-351- 12.85% |
$17.4K - $17.7K
|
2.38K
$120K
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-380- 7.65% |
$18.9K - $19.2K
|
4.59K
$232K
|
|
|
Feb 01, 2024
Q4 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-382- 1.11% |
$19K - $19.3K
|
34K
$1.72M
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
SELL
|
- |
-400- 3.84% |
$19.9K - $20.2K
|
10K
$507K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-432- 4.1% |
$21.5K - $21.8K
|
10.1K
$511K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-451- 5.0% |
$22.4K - $22.8K
|
8.57K
$434K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-535- 2.44% |
$26.6K - $27K
|
21.4K
$1.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-545- 78.76% |
$27.1K - $27.5K
|
147
$7.44K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-570- 72.34% |
$28.3K - $28.8K
|
218
$11K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-648- 1.81% |
$32.2K - $32.7K
|
35.1K
$1.78M
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-650- 22.54% |
$32.3K - $32.8K
|
2.23K
$113K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-699- 10.02% |
$34.7K - $35.3K
|
6.27K
$317K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-700- 37.43% |
$34.8K - $35.4K
|
1.17K
$59.2K
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-704- 5.33% |
$35K - $35.6K
|
12.5K
$632K
|
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-714- 9.08% |
$35.5K - $36.1K
|
7.15K
$362K
|
|
|
Jan 09, 2024
Q4 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-747- 8.04% |
$37.1K - $37.7K
|
8.54K
$432K
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-800- 8.27% |
$39.8K - $40.4K
|
8.87K
$449K
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-801- 0.11% |
$39.8K - $40.5K
|
706K
$35.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Crestone Asset Management LLC
|
SELL
|
- |
-898- 0.36% |
$44.6K - $45.4K
|
246K
$12.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-920- 4.93% |
$45.7K - $46.5K
|
17.7K
$897K
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-977- 0.74% |
$48.6K - $49.4K
|
131K
$6.65M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.02K- 2.3% |
$50.6K - $51.5K
|
43.3K
$2.19M
|
|
|
Jan 11, 2024
Q4 2023
|
Kwmg, LLC
|
SELL
|
- |
-1.03K- 0.44% |
$51.1K - $52K
|
235K
$11.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-1.06K- 0.64% |
$52.5K - $53.4K
|
164K
$8.28M
|
|
|
Feb 12, 2024
Q4 2023
|
Meridian Management CO
|
SELL
|
- |
-1.08K- 13.48% |
$53.4K - $54.3K
|
6.9K
$349K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.09K- 12.06% |
$54.1K - $55K
|
7.93K
$401K
|
|
|
Jan 23, 2024
Q4 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-1.15K- 4.21% |
$57.2K - $58.1K
|
26.1K
$1.32M
|