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 |
---|---|---|---|---|---|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
625
shares
|
$32,050
0.0% of portfolio
|
Q4 2023
Added 201.93%
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 14, 2024 Q2 2024 |
615
shares
|
$31,537
0.01% of portfolio
|
Q2 2024
Reduced 49.38%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
568
shares
|
$29,127
0.0% of portfolio
|
Q2 2024
Reduced 98.29%
|
|
Dunhill Financial, LLC
London, X0 |
Aug 09, 2024 Q2 2024 |
500
shares
|
$25,640
0.02% of portfolio
|
Q4 2023
New holding
|
|
Financial Management Professionals, Inc.
|
Jul 12, 2024 Q2 2024 |
495
shares
|
$25,383
0.0% of portfolio
|
Q2 2024
New holding
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 23, 2024 Q2 2024 |
492
shares
|
$25,229
0.01% of portfolio
|
Q3 2023
Reduced 5.2%
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
422
shares
|
$21,640
0.0% of portfolio
|
Q1 2024
New holding
|
|
Ridgewood Investments LLC
|
Jul 29, 2024 Q2 2024 |
415
shares
|
$21,281
0.01% of portfolio
|
Q2 2024
New holding
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
400
shares
|
$20,512
0.01% of portfolio
|
Q1 2023
New holding
|
|
Toth Financial Advisory Corp
|
Jul 16, 2024 Q2 2024 |
400
shares
|
$20,512
0.0% of portfolio
|
Q2 2024
New holding
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
382
shares
|
$19,588
0.0% of portfolio
|
Q1 2023
Added 0.26%
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
382
shares
|
$19,588
0.0% of portfolio
|
Q1 2023
Added 0.26%
|
|
Friedenthal Financial
|
Jul 16, 2024 Q2 2024 |
379
shares
|
$19,435
0.01% of portfolio
|
Q2 2024
Added 6.46%
|
|
Hallmark Capital Management Inc
|
Aug 08, 2024 Q2 2024 |
359
shares
|
$18,409
0.0% of portfolio
|
Q3 2023
New holding
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
359
shares
|
$18,409
0.0% of portfolio
|
Q2 2024
Reduced 91.62%
|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
359
shares
|
$18,409
0.01% of portfolio
|
Q4 2022
New holding
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Jul 31, 2024 Q2 2024 |
330
shares
|
$16,922
0.01% of portfolio
|
Q1 2024
New holding
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 30, 2024 Q2 2024 |
320
shares
|
$16,409
0.0% of portfolio
|
Q2 2024
New holding
|
|
Sound Income Strategies, LLC
|
Jul 12, 2024 Q2 2024 |
319
shares
|
$16,358
0.0% of portfolio
|
Q1 2023
New holding
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
220
shares
|
$11,281
0.01% of portfolio
|
Q2 2024
Added 24.29%
|
|
Sanctuary Wealth Management, L.L.C.
|
Aug 08, 2024 Q2 2024 |
215
shares
|
$11,025
0.01% of portfolio
|
Q3 2023
New holding
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 29, 2024 Q2 2024 |
200
shares
|
$10,256
0.0% of portfolio
|
Q3 2021
Reduced 33.33%
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
199
shares
|
$10,204
0.01% of portfolio
|
Q3 2023
New holding
|
|
Northwest Capital Management Inc
|
Jul 09, 2024 Q2 2024 |
188
shares
|
$9,640
0.0% of portfolio
|
Q2 2023
New holding
|
|
City State Bank
Norwalk, IA |
Jul 09, 2024 Q2 2024 |
174
shares
|
$8,922
0.0% of portfolio
|
Q4 2021
New holding
|