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 |
---|---|---|---|---|---|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2024 Q2 2024 |
5,030
shares
|
$257,938
0.01% of portfolio
|
Q2 2024
Added 0.34%
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Jul 15, 2024 Q2 2024 |
5,006
shares
|
$256,707
0.18% of portfolio
|
Q2 2024
Added 0.56%
|
|
Sheaff Brock Investment Advisors, LLC
|
Jul 30, 2024 Q2 2024 |
5,000
shares
|
$256,400
0.02% of portfolio
|
Q2 2021
New holding
|
|
Barclays PLC
London, X0 |
Aug 14, 2024 Q2 2024 |
4,970
shares
|
$254,861
0.0% of portfolio
|
Q1 2023
New holding
|
|
Dgs Capital Management, LLC
|
Apr 15, 2024 Q1 2024 |
4,883
shares
|
$250,400
0.07% of portfolio
|
Q1 2024
Added 7.18%
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Aug 02, 2024 Q2 2024 |
4,852
shares
|
$248,810
0.1% of portfolio
|
Q2 2024
Reduced 0.29%
|
|
Capital Investment Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
4,729
shares
|
$242,503
0.03% of portfolio
|
Q2 2024
Reduced 26.9%
|
|
Apeiron Ria LLC
|
Jul 16, 2024 Q2 2024 |
4,708
shares
|
$241,426
0.07% of portfolio
|
Q4 2023
Reduced 24.49%
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Jul 22, 2024 Q2 2024 |
4,704
shares
|
$241,221
0.04% of portfolio
|
Q2 2024
New holding
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Aug 07, 2024 Q2 2024 |
4,636
shares
|
$237,734
0.25% of portfolio
|
Q2 2024
New holding
|
|
Western Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
4,600
shares
|
$235,888
0.02% of portfolio
|
Q2 2024
Added 2.27%
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
4,509
shares
|
$231,221
0.0% of portfolio
|
Q2 2024
New holding
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Aug 14, 2024 Q2 2024 |
4,476
shares
|
$229,529
0.94% of portfolio
|
Q2 2024
New holding
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 07, 2024 Q2 2024 |
4,470
shares
|
$229,221
0.0% of portfolio
|
Q2 2024
Added 6.43%
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
4,462
shares
|
$228,811
0.02% of portfolio
|
Q2 2024
Added 23.53%
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Aug 09, 2024 Q2 2024 |
4,383
shares
|
$224,760
0.01% of portfolio
|
Q2 2024
Reduced 9.81%
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
4,379
shares
|
$224,555
0.0% of portfolio
|
Q2 2024
Reduced 46.43%
|
|
Patton Albertson Miller Group, LLC
|
Aug 02, 2024 Q2 2024 |
4,368
shares
|
$223,991
0.03% of portfolio
|
Q2 2024
Reduced 14.24%
|
|
Patriot Investment Management Inc.
|
Jul 15, 2024 Q2 2024 |
4,367
shares
|
$223,939
0.02% of portfolio
|
Q2 2024
Reduced 35.62%
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
4,360
shares
|
$223,580
0.03% of portfolio
|
Q2 2024
Added 0.51%
|
|
Mayflower Financial Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
4,199
shares
|
$215,324
0.02% of portfolio
|
Q4 2022
New holding
|
|
West Hill Financial Advisors, Inc.
|
Jul 19, 2024 Q2 2024 |
4,190
shares
|
$214,863
0.05% of portfolio
|
Q3 2023
Reduced 1.62%
|
|
Flagship Harbor Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
4,119
shares
|
$211,222
0.01% of portfolio
|
Q1 2024
Reduced 0.34%
|
|
Strategy Asset Managers LLC
|
Aug 02, 2024 Q2 2024 |
4,073
shares
|
$208,863
0.04% of portfolio
|
Q2 2024
New holding
|
|
True Wealth Advisors, LLC
|
Jul 24, 2024 Q2 2024 |
4,000
shares
|
$205,120
0.08% of portfolio
|
Q4 2023
New holding
|