Institutional Ownership Blackrock Short Maturity Bond (NEAR)
This table provides information about the institutional ownership of Blackrock Short Maturity Bond (NEAR). We have compiled data on the 345 institutions that hold shares in the stock, with a total of 40.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.06 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Paragon Capital Management Inc
Provo, UT |
Sep 26, 2024 Q2 2024 |
6,982
shares
|
$358,036
0.27% of portfolio
|
Q2 2024
Reduced 11.7%
|
|
Meridian Management CO
|
Aug 08, 2024 Q2 2024 |
6,900
shares
|
$353,832
0.1% of portfolio
|
Q4 2023
Reduced 13.48%
|
|
Orion Portfolio Solutions, LLC
|
Aug 13, 2024 Q2 2024 |
6,893
shares
|
$353,473
0.0% of portfolio
|
Q2 2024
Reduced 15.2%
|
|
Spectrum Planning & Advisory Services Inc.
|
Jul 18, 2024 Q2 2024 |
6,829
shares
|
$350,191
0.34% of portfolio
|
Q2 2024
Added 7.99%
|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
6,771
shares
|
$347,216
0.02% of portfolio
|
Q2 2024
Reduced 9.22%
|
|
Charter Oak Capital Management, LLC
|
Jul 24, 2024 Q2 2024 |
6,645
shares
|
$340,755
0.03% of portfolio
|
Q2 2024
Reduced 2.92%
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Aug 08, 2024 Q2 2024 |
6,475
shares
|
$332,038
0.16% of portfolio
|
Q2 2024
Added 485.97%
|
|
Fortress Wealth Management, Inc.
|
Jul 16, 2024 Q2 2024 |
6,345
shares
|
$325,371
0.18% of portfolio
|
Q2 2024
Reduced 5.75%
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Aug 07, 2024 Q2 2024 |
6,288
shares
|
$322,448
0.09% of portfolio
|
Q2 2024
Added 41.05%
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
6,203
shares
|
$318,089
0.0% of portfolio
|
Q2 2024
Reduced 23.46%
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
6,117
shares
|
$313,679
0.25% of portfolio
|
Q2 2022
New holding
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
6,000
shares
|
$307,680
0.07% of portfolio
|
Q1 2022
Reduced 25.0%
|
|
First Wilshire Securities Management Inc
Pasadena, CA |
Aug 13, 2024 Q2 2024 |
5,987
shares
|
$307,013
0.09% of portfolio
|
Q2 2024
Reduced 14.31%
|
|
Inscription Capital, LLC
Houston, TX |
Jul 17, 2024 Q2 2024 |
5,800
shares
|
$297,424
0.05% of portfolio
|
Q3 2021
New holding
|
|
New Capital Management LP
|
Jul 11, 2024 Q2 2024 |
5,580
shares
|
$286,142
0.09% of portfolio
|
Q2 2024
Reduced 11.1%
|
|
Jfs Wealth Advisors, LLC
|
Jul 15, 2024 Q2 2024 |
5,553
shares
|
$284,757
0.02% of portfolio
|
Q1 2024
Reduced 49.52%
|
|
Meitav Dash Investments LTD
|
Jul 29, 2024 Q2 2024 |
5,503
shares
|
$282,193
0.01% of portfolio
|
Q2 2024
Reduced 1.7%
|
|
Global Retirement Partners, LLC
|
Jul 23, 2024 Q2 2024 |
5,449
shares
|
$279,424
0.01% of portfolio
|
Q2 2024
Added 3.42%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
5,420
shares
|
$277,937
0.01% of portfolio
|
Q2 2024
Reduced 15.9%
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Aug 08, 2024 Q2 2024 |
5,386
shares
|
$276,194
0.13% of portfolio
|
Q2 2024
Added 0.54%
|
|
Parsons Capital Management Inc
|
Jul 19, 2024 Q2 2024 |
5,167
shares
|
$264,963
0.02% of portfolio
|
Q2 2024
New holding
|
|
Alpha Cubed Investments, LLC
|
Jul 15, 2024 Q2 2024 |
5,135
shares
|
$263,322
0.01% of portfolio
|
Q2 2024
Reduced 8.87%
|
|
Madrona Financial Services, LLC
|
Jul 19, 2024 Q2 2024 |
5,135
shares
|
$263,322
0.08% of portfolio
|
Q2 2023
Reduced 5.8%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 31, 2024 Q2 2024 |
5,065
shares
|
$259,733
0.01% of portfolio
|
Q2 2024
Reduced 14.18%
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Jul 16, 2024 Q2 2024 |
5,048
shares
|
$258,861
0.01% of portfolio
|
Q4 2023
New holding
|