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 |
---|---|---|---|---|---|---|---|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-5.1K- 92.73% |
$253K - $255K
|
400
$20.3K
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-5.11KClosed |
$253K - $255K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.15KClosed |
$255K - $257K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-5.54KClosed |
$274K - $277K
|
0
$0
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-5.96KClosed |
$295K - $298K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Independent Family Office, LLC
|
SELL
|
- |
-5.98K- 28.09% |
$296K - $299K
|
15.3K
$777K
|
|
Apr 14, 2022
Q1 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-6.1KClosed |
$302K - $305K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-6.14KClosed |
$304K - $307K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-6.2KClosed |
$307K - $310K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-6.22KClosed |
$308K - $311K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-6.94K- 15.43% |
$343K - $346K
|
38K
$1.93M
|
|
May 03, 2022
Q1 2022
|
Values First Advisors, Inc.
|
SELL
|
- |
-7.33K- 6.13% |
$363K - $366K
|
112K
$5.7M
|
|
Apr 13, 2022
Q1 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-7.34K- 8.4% |
$363K - $366K
|
79.9K
$4.05M
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-7.55K- 18.6% |
$374K - $377K
|
33K
$1.68M
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7.81K- 26.08% |
$387K - $390K
|
22.1K
$1.12M
|
|
May 13, 2022
Q1 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-8.07KClosed |
$400K - $403K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-8.71K- 6.37% |
$431K - $435K
|
128K
$6.49M
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-8.86K- 3.77% |
$439K - $443K
|
226K
$11.5M
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-8.91K- 10.44% |
$441K - $445K
|
76.4K
$3.87M
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.02K- 5.08% |
$447K - $451K
|
169K
$8.55M
|
|
Apr 22, 2022
Q1 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-9.71KClosed |
$481K - $485K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-9.73K- 4.81% |
$482K - $486K
|
193K
$9.77M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-10.4K- 5.54% |
$516K - $521K
|
178K
$9.01M
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-10.4K- 43.98% |
$517K - $521K
|
13.3K
$674K
|
|
Apr 27, 2022
Q1 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-10.5K- 42.39% |
$521K - $526K
|
14.3K
$726K
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-11.2KClosed |
$553K - $558K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-11.8KClosed |
$586K - $592K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-13K- 17.8% |
$645K - $650K
|
60.1K
$3.05M
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-14.6K- 12.19% |
$720K - $727K
|
105K
$5.31M
|
|
May 16, 2022
Q1 2022
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-14.6K- 46.43% |
$722K - $728K
|
16.8K
$853K
|
|
May 05, 2022
Q1 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-14.7K- 21.65% |
$728K - $735K
|
53.2K
$2.7M
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-14.7K- 44.13% |
$730K - $737K
|
18.7K
$947K
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-15.3K- 11.45% |
$758K - $765K
|
118K
$6M
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-15.5K- 98.99% |
$765K - $772K
|
158
$8.01K
|
|
May 13, 2022
Q1 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-15.5KClosed |
$768K - $775K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-17K- 8.77% |
$843K - $851K
|
177K
$8.99M
|
|
Apr 20, 2022
Q1 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-17.3KClosed |
$857K - $865K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-17.7KClosed |
$877K - $885K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-17.9K- 63.46% |
$885K - $893K
|
10.3K
$522K
|
|
Apr 18, 2022
Q1 2022
|
First Citizens Financial Corp
|
SELL
|
- |
-19.9KClosed |
$987K - $996K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-20.2K- 3.77% |
$998K - $1.01M
|
515K
$26.1M
|
|
May 13, 2022
Q1 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-20.2KClosed |
$1M - $1.01M
|
0
$0
|
|
May 04, 2022
Q1 2022
|
My Wealth Management Inc.
|
SELL
|
- |
-20.3K- 24.74% |
$1.01M - $1.01M
|
61.8K
$3.13M
|
|
May 06, 2022
Q1 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-21.1K- 4.93% |
$1.05M - $1.06M
|
408K
$20.7M
|
|
May 06, 2022
Q1 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-21.3K- 46.57% |
$1.05M - $1.06M
|
24.4K
$1.24M
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-22.9K- 9.09% |
$1.14M - $1.15M
|
229K
$11.6M
|
|
May 02, 2022
Q1 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-23.7KClosed |
$1.17M - $1.19M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-24.1KClosed |
$1.19M - $1.21M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-27.5K- 1.06% |
$1.36M - $1.37M
|
2.56M
$130M
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-28.9KClosed |
$1.43M - $1.45M
|
0
$0
|