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 |
---|---|---|---|---|---|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 09, 2024 Q2 2024 |
3,948
shares
|
$202,453
0.0% of portfolio
|
Q1 2024
Added 3.65%
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Aug 05, 2024 Q2 2024 |
3,553
shares
|
$182,197
0.38% of portfolio
|
Q2 2024
Reduced 0.53%
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 10, 2024 Q2 2024 |
3,193
shares
|
$163,737
0.01% of portfolio
|
Q2 2024
Reduced 36.98%
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
3,125
shares
|
$160,250
0.01% of portfolio
|
Q1 2024
New holding
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
2,936
shares
|
$150,558
0.01% of portfolio
|
Q3 2023
Reduced 0.47%
|
|
Spire Wealth Management
|
Jul 31, 2024 Q2 2024 |
2,883
shares
|
$147,840
0.01% of portfolio
|
Q2 2024
Reduced 81.62%
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 18, 2024 Q2 2024 |
2,287
shares
|
$117,277
0.1% of portfolio
|
Q4 2023
New holding
|
|
Clear Investment Research, LLC
|
Aug 08, 2024 Q2 2024 |
2,100
shares
|
$107,688
0.14% of portfolio
|
Q2 2024
Added 1.89%
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
1,984
shares
|
$101,739
0.0% of portfolio
|
Q2 2024
Reduced 71.58%
|
|
Advisor Net Financial, Inc
|
Jul 16, 2024 Q2 2024 |
1,634
shares
|
$83,791
0.01% of portfolio
|
Q1 2024
Added 389.22%
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
1,618
shares
|
$82,971
0.05% of portfolio
|
Q1 2023
Reduced 7.17%
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 14, 2024 Q2 2024 |
1,429
shares
|
$73,279
0.05% of portfolio
|
Q2 2024
Added 0.35%
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 19, 2024 Q2 2024 |
1,327
shares
|
$68,048
0.0% of portfolio
|
Q1 2023
New holding
|
|
Tsfg, LLC
|
Jul 16, 2024 Q2 2024 |
1,274
shares
|
$65,330
0.01% of portfolio
|
Q2 2024
Reduced 28.18%
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2024 Q2 2024 |
1,115
shares
|
$57,177
0.01% of portfolio
|
Q2 2024
Reduced 4.7%
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,075
shares
|
$55,126
2.47% of portfolio
|
Q3 2022
Reduced 96.17%
|
|
Gps Wealth Strategies Group, LLC
|
Jul 16, 2024 Q2 2024 |
1,000
shares
|
$51,280
0.01% of portfolio
|
Q1 2024
New holding
|
|
Able Wealth Management LLC
Lakewood, NJ |
Feb 20, 2024 Q4 2023 |
977
shares
|
$50,100
0.04% of portfolio
|
Q4 2023
New holding
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2024 Q2 2024 |
971
shares
|
$49,792
0.02% of portfolio
|
Q4 2023
Reduced 3.38%
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Aug 12, 2024 Q2 2024 |
964
shares
|
$49,433
0.02% of portfolio
|
Q2 2024
Added 0.1%
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
945
shares
|
$48,459
0.01% of portfolio
|
Q2 2023
Reduced 2.58%
|
|
Indiana Trust & Investment Management CO
|
Jul 10, 2024 Q2 2024 |
934
shares
|
$47,895
0.02% of portfolio
|
Q2 2024
Reduced 41.04%
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 08, 2024 Q2 2024 |
856
shares
|
$43,895
0.0% of portfolio
|
Q1 2024
Added 17.17%
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Jul 15, 2024 Q2 2024 |
725
shares
|
$37,178
0.02% of portfolio
|
Q1 2024
Reduced 25.03%
|
|
Pfg Private Wealth Management, LLC
|
Jul 15, 2024 Q2 2024 |
700
shares
|
$35,896
0.02% of portfolio
|
Q3 2021
New holding
|