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 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.62K- 47.49% |
$80.1K - $80.8K
|
1.79K
$90.7K
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.71K- 1.35% |
$84.5K - $85.3K
|
125K
$6.34M
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.75K- 7.91% |
$86.6K - $87.4K
|
20.4K
$1.03M
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.8K- 19.11% |
$89.1K - $89.9K
|
7.62K
$386K
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.84K- 35.59% |
$91.2K - $92K
|
3.33K
$169K
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.98K- 9.27% |
$98K - $98.9K
|
19.4K
$983K
|
|
Apr 07, 2022
Q1 2022
|
Acg Wealth
|
SELL
|
- |
-2K- 25.0% |
$99K - $99.9K
|
6K
$304K
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-2.02K- 26.5% |
$100K - $101K
|
5.61K
$284K
|
|
Apr 20, 2022
Q1 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-2.05K- 7.06% |
$101K - $102K
|
27K
$1.37M
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.05K- 14.35% |
$102K - $103K
|
12.3K
$621K
|
|
May 05, 2022
Q1 2022
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-2.06KClosed |
$102K - $103K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Financial Life Advisors
|
SELL
|
- |
-2.12K- 1.13% |
$105K - $106K
|
185K
$9.4M
|
|
May 06, 2022
Q1 2022
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-2.16K- 3.26% |
$107K - $108K
|
64.2K
$3.25M
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.33K- 27.09% |
$115K - $116K
|
6.26K
$318K
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-2.45K- 7.6% |
$121K - $122K
|
29.8K
$1.51M
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
SELL
|
- |
-2.5K- 3.98% |
$124K - $125K
|
60.2K
$3.05M
|
|
May 12, 2022
Q1 2022
|
Staley Capital Advisers Inc
|
SELL
|
- |
-2.5K- 1.54% |
$124K - $125K
|
160K
$8.11M
|
|
May 13, 2022
Q1 2022
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-2.51K- 12.43% |
$124K - $125K
|
17.7K
$897K
|
|
Apr 21, 2022
Q1 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-2.57K- 26.26% |
$127K - $128K
|
7.22K
$366K
|
|
May 04, 2022
Q1 2022
|
Ma Private Wealth
|
SELL
|
- |
-2.58K- 23.95% |
$127K - $129K
|
8.18K
$415K
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-2.62K- 24.54% |
$130K - $131K
|
8.07K
$409K
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.68K- 17.57% |
$132K - $134K
|
12.6K
$637K
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.79K- 1.52% |
$138K - $140K
|
181K
$9.16M
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.81K- 6.03% |
$139K - $140K
|
43.7K
$2.22M
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-2.82K- 21.82% |
$139K - $141K
|
10.1K
$512K
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-3.04K- 14.11% |
$151K - $152K
|
18.5K
$938K
|
|
May 04, 2022
Q1 2022
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-3.2K- 9.69% |
$158K - $160K
|
29.8K
$1.51M
|
|
May 13, 2022
Q1 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-3.4K- 25.56% |
$168K - $170K
|
9.9K
$502K
|
|
May 12, 2022
Q1 2022
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-3.4K- 2.37% |
$168K - $170K
|
140K
$7.1M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.53K- 7.44% |
$175K - $176K
|
43.9K
$2.23M
|
|
May 06, 2022
Q1 2022
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-3.6K- 33.83% |
$178K - $180K
|
7.04K
$357K
|
|
May 04, 2022
Q1 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-3.93K- 14.05% |
$194K - $196K
|
24K
$1.22M
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3.99K- 24.32% |
$197K - $199K
|
12.4K
$629K
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-4KClosed |
$198K - $200K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Westshore Wealth, LLC
|
SELL
|
- |
-4KClosed |
$198K - $200K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-4KClosed |
$198K - $200K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Avity Investment Management Inc.
|
SELL
|
- |
-4K- 10.28% |
$198K - $200K
|
34.9K
$1.77M
|
|
Apr 20, 2022
Q1 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-4.03KClosed |
$200K - $201K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
M&T Bank Corp
|
SELL
|
- |
-4.09KClosed |
$202K - $204K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-4.09KClosed |
$202K - $204K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Congress Park Capital LLC
|
SELL
|
- |
-4.4KClosed |
$218K - $220K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
SELL
|
- |
-4.44K- 16.0% |
$220K - $222K
|
23.3K
$1.18M
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.55K- 14.01% |
$225K - $227K
|
27.9K
$1.42M
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-4.56K- 43.49% |
$226K - $228K
|
5.92K
$300K
|
|
Apr 21, 2022
Q1 2022
|
Moseley Investment Management Inc
|
SELL
|
- |
-4.74K- 7.55% |
$235K - $237K
|
58.1K
$2.94M
|
|
May 02, 2022
Q1 2022
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-4.81KClosed |
$238K - $240K
|
0
$0
|
|
Apr 11, 2022
Q1 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-4.87K- 11.63% |
$241K - $243K
|
37K
$1.88M
|
|
May 05, 2022
Q1 2022
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-5K- 4.23% |
$248K - $250K
|
113K
$5.74M
|
|
May 06, 2022
Q1 2022
|
Klingman & Associates, LLC
|
SELL
|
- |
-5.06K- 1.55% |
$251K - $253K
|
321K
$16.3M
|
|
Apr 18, 2022
Q1 2022
|
Capital Market Strategies LLC
|
SELL
|
- |
-5.08KClosed |
$252K - $254K
|
0
$0
|