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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-266- 2.32% |
$13.4K - $13.6K
|
11.2K
$570K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-269- 4.24% |
$13.5K - $13.7K
|
6.08K
$309K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-313- 2.72% |
$15.7K - $16K
|
11.2K
$570K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-323- 7.53% |
$16.2K - $16.5K
|
3.97K
$202K
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-326- 0.45% |
$16.4K - $16.7K
|
72.6K
$3.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-342- 1.6% |
$17.2K - $17.5K
|
21.1K
$1.07M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-358- 1.36% |
$18K - $18.3K
|
26.1K
$1.33M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-378- 5.53% |
$19K - $19.3K
|
6.46K
$329K
|
|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-400- 7.27% |
$20.1K - $20.4K
|
5.1K
$260K
|
|
|
Feb 07, 2025
Q4 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-400- 0.33% |
$20.1K - $20.4K
|
122K
$6.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-438- 6.08% |
$22K - $22.4K
|
6.77K
$345K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-450- 72.0% |
$22.6K - $23K
|
175
$8.91K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-461- 6.64% |
$23.2K - $23.5K
|
6.48K
$330K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-487- 1.8% |
$24.5K - $24.9K
|
26.6K
$1.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-511- 19.59% |
$25.7K - $26.1K
|
2.1K
$107K
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-540- 0.91% |
$27.2K - $27.6K
|
58.7K
$2.99M
|
|
|
Jan 13, 2025
Q4 2024
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-560- 7.13% |
$28.2K - $28.6K
|
7.3K
$371K
|
|
|
Jan 24, 2025
Q4 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-600- 2.98% |
$30.2K - $30.6K
|
19.6K
$995K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-626- 4.53% |
$31.5K - $32K
|
13.2K
$671K
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-738- 6.75% |
$37.1K - $37.7K
|
10.2K
$519K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-791- 6.39% |
$39.8K - $40.4K
|
11.6K
$590K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-800- 8.41% |
$40.2K - $40.9K
|
8.71K
$443K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-802- 3.2% |
$40.3K - $41K
|
24.2K
$1.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-827- 11.01% |
$41.6K - $42.2K
|
6.69K
$340K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-841- 98.25% |
$42.3K - $43K
|
15
$763
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-886- 5.36% |
$44.5K - $45.3K
|
15.7K
$797K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-979- 2.96% |
$49.2K - $50K
|
32.1K
$1.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.01K- 1.7% |
$50.9K - $51.7K
|
58.5K
$2.98M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-1.07K- 4.75% |
$53.5K - $54.4K
|
21.4K
$1.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.13K- 3.31% |
$56.9K - $57.8K
|
33K
$1.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1.33K- 64.03% |
$66.9K - $67.9K
|
747
$38K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-1.68K- 9.41% |
$84.3K - $85.7K
|
16.1K
$821K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.75K- 24.81% |
$87.7K - $89.1K
|
5.29K
$269K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.76K- 11.62% |
$88.3K - $89.7K
|
13.4K
$680K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-1.81K- 1.54% |
$90.8K - $92.3K
|
115K
$5.87M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.88K- 1.55% |
$94.3K - $95.8K
|
119K
$6.05M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.88K- 23.73% |
$94.7K - $96.2K
|
6.05K
$308K
|
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-1.89K- 4.06% |
$94.8K - $96.3K
|
44.5K
$2.26M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-2K- 5.3% |
$101K - $102K
|
35.7K
$1.82M
|
|
|
Jan 22, 2025
Q4 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-2.12K- 9.79% |
$107K - $108K
|
19.6K
$996K
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-2.2K- 15.47% |
$110K - $112K
|
12K
$610K
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-2.26K- 11.59% |
$114K - $116K
|
17.3K
$878K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.33K- 1.49% |
$117K - $119K
|
154K
$7.83M
|
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-2.5K- 34.19% |
$126K - $128K
|
4.81K
$245K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.64K- 2.4% |
$133K - $135K
|
107K
$5.46M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.07K- 3.98% |
$155K - $157K
|
74.1K
$3.77M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-3.43K- 10.71% |
$173K - $175K
|
28.6K
$1.45M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.47K- 3.05% |
$175K - $177K
|
110K
$5.61M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-3.86K- 4.81% |
$194K - $197K
|
76.4K
$3.89M
|
|
|
Jan 23, 2025
Q4 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-4.37K- 51.63% |
$220K - $223K
|
4.09K
$208K
|