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 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1.21K- 23.07% |
$60.1K - $61.1K
|
4.03K
$204K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-1.29K- 14.57% |
$64K - $65.1K
|
7.55K
$382K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.35K- 2.76% |
$66.9K - $68K
|
47.4K
$2.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-1.43K- 7.23% |
$71K - $72.1K
|
18.3K
$927K
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-1.53K- 24.49% |
$75.9K - $77.1K
|
4.71K
$238K
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-1.56K- 15.83% |
$77.5K - $78.8K
|
8.3K
$420K
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
SELL
|
- |
-1.88K- 18.05% |
$93.5K - $95K
|
8.54K
$432K
|
|
|
Jan 19, 2024
Q4 2023
|
New Capital Management LP
|
SELL
|
- |
-1.89K- 23.24% |
$93.7K - $95.3K
|
6.23K
$315K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
SELL
|
- |
-1.89K- 10.93% |
$93.9K - $95.5K
|
15.4K
$779K
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.93K- 25.96% |
$95.9K - $97.5K
|
5.5K
$278K
|
|
|
Jan 18, 2024
Q4 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-2K- 10.08% |
$99.2K - $101K
|
17.8K
$901K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.02K- 24.11% |
$100K - $102K
|
6.35K
$321K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.06K- 24.13% |
$102K - $104K
|
6.47K
$327K
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-2.09K- 3.23% |
$104K - $105K
|
62.4K
$3.16M
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-2.39K- 6.9% |
$119K - $121K
|
32.2K
$1.63M
|
|
|
Feb 06, 2024
Q4 2023
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-2.44K- 24.83% |
$121K - $123K
|
7.38K
$373K
|
|
|
Jan 30, 2024
Q4 2023
|
Astor Investment Management LLC
|
SELL
|
- |
-2.46K- 2.22% |
$122K - $124K
|
108K
$5.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.59K- 13.23% |
$129K - $131K
|
17K
$860K
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-2.7K- 32.47% |
$134K - $136K
|
5.61K
$284K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3.21K- 28.66% |
$160K - $162K
|
7.99K
$404K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-3.6K- 13.74% |
$179K - $182K
|
22.6K
$1.14M
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-3.68K- 5.38% |
$183K - $186K
|
64.6K
$3.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-3.99K- 17.51% |
$198K - $201K
|
18.8K
$951K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.13K- 11.61% |
$205K - $208K
|
31.4K
$1.59M
|
|
|
Jan 31, 2024
Q4 2023
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-4.3K- 34.14% |
$214K - $217K
|
8.3K
$420K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-4.49K- 21.89% |
$223K - $227K
|
16K
$810K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.6K- 9.03% |
$229K - $232K
|
46.3K
$2.34M
|
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-4.75K- 32.16% |
$236K - $240K
|
10K
$507K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-4.86K- 14.91% |
$241K - $245K
|
27.7K
$1.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.92K- 48.29% |
$244K - $249K
|
5.27K
$267K
|
|
|
Jan 22, 2024
Q4 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-4.94K- 13.81% |
$246K - $250K
|
30.8K
$1.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4.98K- 16.98% |
$247K - $251K
|
24.3K
$1.23M
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-5.06K- 6.83% |
$251K - $255K
|
69K
$3.49M
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-5.08K- 20.67% |
$252K - $256K
|
19.5K
$986K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-5.7K- 8.21% |
$283K - $288K
|
63.8K
$3.23M
|
|
|
Feb 12, 2024
Q4 2023
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-5.89K- 46.76% |
$293K - $298K
|
6.71K
$339K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-6.11K- 11.38% |
$304K - $309K
|
47.6K
$2.41M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-6.5K- 38.78% |
$323K - $329K
|
10.3K
$519K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-6.54K- 18.56% |
$325K - $330K
|
28.7K
$1.45M
|
|
|
Jan 10, 2024
Q4 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-6.65K- 4.99% |
$330K - $336K
|
127K
$6.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-6.86K- 5.95% |
$341K - $347K
|
109K
$5.49M
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
SELL
|
- |
-7.17K- 19.38% |
$356K - $362K
|
29.8K
$1.51M
|
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-8.17K- 8.19% |
$406K - $413K
|
91.5K
$4.63M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-8.24K- 12.25% |
$410K - $416K
|
59.1K
$2.99M
|
|
|
Feb 02, 2024
Q4 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-8.36K- 30.74% |
$415K - $422K
|
18.8K
$953K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-8.68K- 0.62% |
$431K - $439K
|
1.4M
$70.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-11K- 21.32% |
$548K - $557K
|
40.7K
$2.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-11.1K- 7.98% |
$550K - $559K
|
128K
$6.46M
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-11.7K- 4.58% |
$583K - $593K
|
244K
$12.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-12.2K- 8.69% |
$606K - $616K
|
128K
$6.48M
|