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 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.87K+ 48.96% |
$142K - $143K
|
8.73K
$443K
|
|
May 09, 2022
Q1 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
2.59K+ 50.92% |
$128K - $129K
|
7.66K
$389K
|
|
Apr 28, 2022
Q1 2022
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
2.38K+ 5.6% |
$118K - $119K
|
44.9K
$2.28M
|
|
May 10, 2022
Q1 2022
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
2.3KNew |
$114K - $115K
|
2.3K
$117K
|
|
Apr 08, 2022
Q1 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
2.23K+ 8.98% |
$110K - $111K
|
27K
$1.37M
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.72K+ 2.28% |
$85.2K - $86K
|
77.3K
$3.92M
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.71K+ 6.13% |
$84.8K - $85.5K
|
29.6K
$1.5M
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.69K+ 3.46% |
$83.4K - $84.2K
|
50.4K
$2.55M
|
|
May 03, 2022
Q1 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1.66K+ 0.94% |
$82.2K - $82.9K
|
179K
$9.06M
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.44KNew |
$71.5K - $72.1K
|
1.44K
$73.2K
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.39K+ 5.03% |
$69K - $69.6K
|
29.1K
$1.48M
|
|
May 16, 2022
Q1 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.12K+ 4.71% |
$55.6K - $56.2K
|
25K
$1.27M
|
|
Apr 20, 2022
Q1 2022
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
1.08K+ 5.67% |
$53.4K - $53.9K
|
20.1K
$1.02M
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
1.04K+ 1.25% |
$51.6K - $52.1K
|
84.7K
$4.29M
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
989+ 5.2% |
$49K - $49.4K
|
20K
$1.02M
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
970New |
$48K - $48.5K
|
970
$49.2K
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
859+ 3.41% |
$42.5K - $42.9K
|
26.1K
$1.32M
|
|
May 12, 2022
Q1 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
767+ 14.48% |
$38K - $38.3K
|
6.06K
$308K
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
BUY
|
- |
750New |
$37.1K - $37.5K
|
750
$38K
|
|
May 13, 2022
Q1 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
729+ 0.55% |
$36.1K - $36.4K
|
134K
$6.79M
|
|
Sep 11, 2024
Q1 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
624+ 2.1% |
$30.9K - $31.2K
|
30.4K
$1.54M
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
572New |
$28.3K - $28.6K
|
572
$29K
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
558+ 0.33% |
$27.6K - $27.9K
|
167K
$8.48M
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
BUY
|
- |
472+ 11.32% |
$23.4K - $23.6K
|
4.64K
$235K
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
443+ 1.15% |
$21.9K - $22.1K
|
38.8K
$1.97M
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
339New |
$16.8K - $16.9K
|
339
$17.2K
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
291+ 6.21% |
$14.4K - $14.5K
|
4.98K
$252K
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
268+ 0.85% |
$13.3K - $13.4K
|
31.6K
$1.6M
|
|
May 02, 2022
Q1 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
219+ 19.47% |
$10.8K - $10.9K
|
1.34K
$68.2K
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
133New |
$6.58K - $6.64K
|
133
$6.74K
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
122+ 0.48% |
$6.04K - $6.1K
|
25.6K
$1.3M
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
110New |
$5.45K - $5.5K
|
110
$5.58K
|
|
Apr 15, 2022
Q1 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
73+ 0.41% |
$3.61K - $3.65K
|
17.8K
$902K
|
|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
47+ 0.88% |
$2.33K - $2.35K
|
5.39K
$273K
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
BUY
|
- |
41New |
$2.03K - $2.05K
|
41
$2.08K
|
|
Apr 18, 2022
Q1 2022
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
20+ 0.45% |
$990 - $999
|
4.46K
$226K
|
|
May 10, 2022
Q1 2022
|
Meridian Management CO
|
BUY
|
- |
15+ 0.17% |
$743 - $749
|
8.98K
$455K
|
|
Apr 25, 2022
Q1 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
13+ 0.07% |
$644 - $649
|
18.4K
$934K
|
|
Apr 21, 2022
Q1 2022
|
Providence First Trust CO
|
BUY
|
- |
12+ 0.11% |
$594 - $600
|
10.6K
$537K
|
|
May 04, 2022
Q1 2022
|
ETF Store, Inc.
|
BUY
|
- |
10+ 0.1% |
$495 - $500
|
10.2K
$518K
|
|
May 16, 2022
Q1 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
9+ 0.11% |
$446 - $450
|
7.86K
$399K
|
|
May 11, 2022
Q1 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
6+ 0.07% |
$297 - $300
|
9.12K
$462K
|
|
Apr 26, 2022
Q1 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.16% |
$99 - $99.9
|
1.24K
$62.9K
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
2+ 0.03% |
$99 - $99.9
|
6.33K
$321K
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 0.01% |
$49.5 - $50
|
18.8K
$952K
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1+ 0.16% |
$49.5 - $50
|
646
$32.8K
|
|
Apr 19, 2022
Q1 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-2- 0.03% |
$99 - $99.9
|
7.94K
$403K
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-9- 0.5% |
$446 - $450
|
1.78K
$90.4K
|
|
Sep 25, 2024
Q1 2022
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-16- 0.01% |
$792 - $799
|
114K
$5.78M
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-17Closed |
$842 - $849
|
0
$0
|