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 348 institutions that hold shares in the stock, with a total of 38.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.95 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
199
shares
|
$10,023
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
188
shares
|
$9,469
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
180
shares
|
$9,066
0.0% of portfolio
|
Q3 2024
Reduced 68.31%
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
174
shares
|
$8,764
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
153
shares
|
$7,706
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
125
shares
|
$6,296
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
123
shares
|
$6,195
0.0% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
122
shares
|
$6,145
0.0% of portfolio
|
Q2 2024
Added 293.55%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
122
shares
|
$6,145
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New England Asset Management Inc
Farmington, CT |
Nov 07, 2024 Q3 2024 |
100
shares
|
$5,037
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
95
shares
|
$4,785
0.01% of portfolio
|
Q3 2024
Reduced 95.48%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
93
shares
|
$4,684
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
86
shares
|
$4,331
0.0% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Oct 21, 2024 Q3 2024 |
73
shares
|
$3,677
0.0% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
67
shares
|
$3,374
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
46
shares
|
$2,317
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
37
shares
|
$1,863
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
13
shares
|
$654
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
11
shares
|
$554
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
9
shares
|
$453
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
3
shares
|
$151
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
1
shares
|
$50
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|