Purchases and Sales Made in Q1 2022 in Blackrock Short Maturity Bond (NEAR)
This table provides information about the institutional ownership of Blackrock Short Maturity Bond (NEAR) during Q1 2022. The information is specifically focused on institutions that hold shares of BLACKROCK SHORT MATURITY BOND .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 02, 2022
Q1 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
12.4KNew |
$615K - $621K
|
12.4K
$630K
|
|
May 09, 2022
Q1 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
11.5KNew |
$568K - $573K
|
11.5K
$582K
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11.2K+ 23.45% |
$552K - $558K
|
58.7K
$2.98M
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
11KNew |
$545K - $550K
|
11K
$558K
|
|
May 11, 2022
Q1 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
10.2KNew |
$505K - $510K
|
10.2K
$517K
|
|
Apr 08, 2022
Q1 2022
|
Beacon Financial Group
|
BUY
|
- |
10.1K+ 11.59% |
$501K - $505K
|
97.4K
$4.94M
|
|
Apr 13, 2022
Q1 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
9.63K+ 5.21% |
$477K - $481K
|
195K
$9.87M
|
|
May 05, 2022
Q1 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
9.48K+ 9.66% |
$469K - $474K
|
108K
$5.46M
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
9.26KNew |
$458K - $463K
|
9.26K
$469K
|
|
May 10, 2022
Q1 2022
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
9.17KNew |
$454K - $458K
|
9.17K
$465K
|
|
Sep 06, 2024
Q1 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
9.14KNew |
$452K - $456K
|
9.14K
$463K
|
|
May 09, 2022
Q1 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
9.09K+ 55.33% |
$450K - $454K
|
25.5K
$1.29M
|
|
May 13, 2022
Q1 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
8.62K+ 4.07% |
$427K - $430K
|
221K
$11.2M
|
|
Apr 08, 2022
Q1 2022
|
Summit Financial Group, Inc.
|
BUY
|
- |
8.55K+ 24.28% |
$423K - $427K
|
43.7K
$2.22M
|
|
May 12, 2022
Q1 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
8.09KNew |
$401K - $404K
|
8.09K
$410K
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
7.08KNew |
$351K - $354K
|
7.08K
$359K
|
|
May 18, 2022
Q1 2022
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
6.89KNew |
$341K - $344K
|
6.89K
$349K
|
|
Apr 18, 2022
Q1 2022
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
6.77K+ 23.94% |
$335K - $338K
|
35.1K
$1.78M
|
|
Apr 19, 2022
Q1 2022
|
Access Financial Services, Inc.
|
BUY
|
- |
6.71K+ 125.35% |
$332K - $335K
|
12.1K
$612K
|
|
May 10, 2022
Q1 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
6.66KNew |
$330K - $333K
|
6.66K
$338K
|
|
Apr 11, 2022
Q1 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
6.44KNew |
$319K - $322K
|
6.44K
$326K
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.39KNew |
$316K - $319K
|
6.39K
$324K
|
|
May 04, 2022
Q1 2022
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
6.28K+ 8.73% |
$311K - $314K
|
78.2K
$3.97M
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.27K+ 10.65% |
$310K - $313K
|
65.1K
$3.3M
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
6.11K+ 112.59% |
$302K - $305K
|
11.5K
$585K
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
5.93KNew |
$294K - $296K
|
5.93K
$301K
|
|
Apr 22, 2022
Q1 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
5.79KNew |
$287K - $289K
|
5.79K
$294K
|
|
Apr 29, 2022
Q1 2022
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
5.77KNew |
$286K - $288K
|
5.77K
$293K
|
|
Apr 14, 2022
Q1 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
5.63K+ 14.18% |
$279K - $281K
|
45.4K
$2.3M
|
|
May 12, 2022
Q1 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
5.63K+ 26.15% |
$279K - $281K
|
27.2K
$1.38M
|
|
May 06, 2022
Q1 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
5.62K+ 22.4% |
$278K - $281K
|
30.7K
$1.56M
|
|
Apr 19, 2022
Q1 2022
|
Kwmg, LLC
|
BUY
|
- |
5.61K+ 2.73% |
$278K - $280K
|
212K
$10.7M
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.32K+ 89.23% |
$263K - $266K
|
11.3K
$572K
|
|
Apr 20, 2022
Q1 2022
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
5.3K+ 14.95% |
$262K - $265K
|
40.7K
$2.07M
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
5.26K+ 13.58% |
$260K - $263K
|
44K
$2.23M
|
|
May 11, 2022
Q1 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
5.06K+ 5.71% |
$251K - $253K
|
93.6K
$4.75M
|
|
May 16, 2022
Q1 2022
|
Share Andrew L.
Manchester, NH |
BUY
|
- |
4.94KNew |
$245K - $247K
|
4.94K
$251K
|
|
May 09, 2022
Q1 2022
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
4.51KNew |
$223K - $225K
|
4.51K
$229K
|
|
May 05, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
4.09KNew |
$202K - $204K
|
4.09K
$207K
|
|
Apr 28, 2022
Q1 2022
|
Patten Group, Inc.
|
BUY
|
- |
4.07K+ 19.78% |
$201K - $203K
|
24.6K
$1.25M
|
|
May 11, 2022
Q1 2022
|
Neirg Wealth Management, LLC
|
BUY
|
- |
3.99K+ 23.63% |
$198K - $200K
|
20.9K
$1.06M
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
3.69K+ 17.73% |
$183K - $184K
|
24.5K
$1.24M
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.52K+ 25.09% |
$174K - $176K
|
17.6K
$890K
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.51K+ 24.44% |
$174K - $175K
|
17.9K
$906K
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
3.44K+ 5.86% |
$170K - $172K
|
62.1K
$3.15M
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3.38K+ 44.28% |
$167K - $169K
|
11K
$558K
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.33K+ 71.06% |
$165K - $166K
|
8.01K
$406K
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
BUY
|
- |
3.18K+ 5.32% |
$157K - $159K
|
62.9K
$3.19M
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
3.15KNew |
$156K - $157K
|
3.15K
$160K
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
BUY
|
- |
2.93KNew |
$145K - $146K
|
2.93K
$148K
|