Purchases and Sales Made in Q4 2024 in Blackrock Short Maturity Bond (NEAR)
This table provides information about the institutional ownership of Blackrock Short Maturity Bond (NEAR) during Q4 2024. 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 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.7K+ 17.26% |
$85.7K - $87K
|
11.6K
$586K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.55K+ 5.02% |
$77.9K - $79.2K
|
32.5K
$1.64M
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
1.36K+ 21.49% |
$68.4K - $69.5K
|
7.69K
$390K
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.3K+ 31.55% |
$65.4K - $66.4K
|
5.42K
$274K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.29K+ 7.2% |
$64.9K - $65.9K
|
19.2K
$973K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.22K+ 23.75% |
$61.3K - $62.3K
|
6.36K
$322K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
1.21K+ 6.13% |
$60.8K - $61.8K
|
20.9K
$1.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1.18K+ 1.96% |
$59.5K - $60.5K
|
61.6K
$3.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.14K+ 22.14% |
$57.2K - $58.1K
|
6.27K
$318K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.1K+ 22.99% |
$55.2K - $56.1K
|
5.88K
$298K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
907+ 1.72% |
$45.6K - $46.3K
|
53.6K
$2.71M
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
897New |
$45.1K - $45.8K
|
897
$45.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
880New |
$44.2K - $45K
|
880
$44.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
871+ 1.76% |
$43.8K - $44.5K
|
50.4K
$2.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
858New |
$43.1K - $43.8K
|
858
$43.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
788+ 16.46% |
$39.6K - $40.3K
|
5.58K
$282K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
772+ 79.92% |
$38.8K - $39.4K
|
1.74K
$88K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
695+ 1.54% |
$34.9K - $35.5K
|
45.9K
$2.33M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
659New |
$33.1K - $33.7K
|
659
$33.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
611+ 4.6% |
$30.7K - $31.2K
|
13.9K
$703K
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
600New |
$30.2K - $30.6K
|
600
$30.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
475+ 8.59% |
$23.9K - $24.3K
|
6K
$304K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
475+ 8.94% |
$23.9K - $24.3K
|
5.79K
$293K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
400New |
$20.1K - $20.4K
|
400
$20.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
351+ 7.49% |
$17.6K - $17.9K
|
5.04K
$255K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
297+ 15.05% |
$14.9K - $15.2K
|
2.27K
$115K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
289+ 2.95% |
$14.5K - $14.8K
|
10.1K
$510K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
267New |
$13.4K - $13.6K
|
267
$13.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
261+ 0.82% |
$13.1K - $13.3K
|
32.2K
$1.63M
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
BUY
|
- |
259+ 0.42% |
$13K - $13.2K
|
62.3K
$3.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
219+ 1.61% |
$11K - $11.2K
|
13.8K
$701K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
212New |
$10.7K - $10.8K
|
212
$10.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
208+ 4.79% |
$10.5K - $10.6K
|
4.55K
$230K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
200+ 4.1% |
$10.1K - $10.2K
|
5.08K
$257K
|
|
|
Feb 14, 2025
Q4 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
170+ 0.84% |
$8.55K - $8.68K
|
20.5K
$1.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
153+ 1.73% |
$7.69K - $7.82K
|
8.98K
$455K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
139+ 1.73% |
$6.99K - $7.1K
|
8.15K
$413K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
103+ 6.3% |
$5.18K - $5.26K
|
1.74K
$88K
|
|
|
Jan 31, 2025
Q4 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
98+ 2.29% |
$4.93K - $5.01K
|
4.38K
$222K
|
|
|
Feb 10, 2025
Q4 2024
|
ETF Store, Inc.
|
BUY
|
- |
97+ 0.98% |
$4.88K - $4.95K
|
9.99K
$506K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
87New |
$4.37K - $4.44K
|
87
$4.41K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
81+ 0.86% |
$4.07K - $4.14K
|
9.52K
$482K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
73+ 25.44% |
$3.67K - $3.73K
|
360
$18.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
63+ 1.16% |
$3.17K - $3.22K
|
5.51K
$279K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
58+ 0.1% |
$2.92K - $2.96K
|
60.2K
$3.05M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
51+ 0.55% |
$2.56K - $2.61K
|
9.29K
$470K
|
|
|
Jan 24, 2025
Q4 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
50+ 0.44% |
$2.51K - $2.55K
|
11.5K
$580K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
49+ 1.15% |
$2.46K - $2.5K
|
4.3K
$218K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
44+ 95.65% |
$2.21K - $2.25K
|
90
$4.56K
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
43+ 0.79% |
$2.16K - $2.2K
|
5.46K
$276K
|