Purchases and Sales Made in Q1 2023 in Blackrock Short Maturity Bond (NEAR)
This table provides information about the institutional ownership of Blackrock Short Maturity Bond (NEAR) during Q1 2023. 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 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-25.4K- 19.51% |
$1.25M - $1.26M
|
105K
$5.3M
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-25.7K- 21.63% |
$1.27M - $1.28M
|
93.1K
$4.71M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-28.2K- 42.09% |
$1.39M - $1.4M
|
38.8K
$1.96M
|
|
|
May 01, 2023
Q1 2023
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-30.4K- 13.19% |
$1.5M - $1.51M
|
200K
$10.1M
|
|
|
May 08, 2023
Q1 2023
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-30.6K- 67.68% |
$1.51M - $1.52M
|
14.6K
$739K
|
|
|
May 03, 2023
Q1 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-37.9K- 41.48% |
$1.87M - $1.88M
|
53.5K
$2.71M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-40.5K- 65.46% |
$1.99M - $2.01M
|
21.4K
$1.08M
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-44K- 50.49% |
$2.17M - $2.18M
|
43.1K
$2.18M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-48K- 99.56% |
$2.37M - $2.38M
|
213
$10.8K
|
|
|
May 15, 2023
Q1 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-51.1K- 76.9% |
$2.52M - $2.54M
|
15.4K
$777K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-69K- 67.52% |
$3.4M - $3.43M
|
33.2K
$1.68M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-73K- 32.27% |
$3.6M - $3.62M
|
153K
$7.76M
|
|
|
May 01, 2023
Q1 2023
|
Crestone Asset Management LLC
|
SELL
|
- |
-95.6K- 24.67% |
$4.71M - $4.74M
|
292K
$14.8M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-97.3K- 4.49% |
$4.8M - $4.83M
|
2.07M
$105M
|
|
|
May 02, 2023
Q1 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-104K- 26.91% |
$5.11M - $5.15M
|
282K
$14.3M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-107K- 7.43% |
$5.28M - $5.32M
|
1.34M
$67.6M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-111K- 94.31% |
$5.45M - $5.49M
|
6.67K
$337K
|
|
|
May 15, 2023
Q1 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-114K- 90.84% |
$5.63M - $5.67M
|
11.5K
$583K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-115K- 6.9% |
$5.68M - $5.72M
|
1.56M
$78.8M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-141K- 80.56% |
$6.94M - $6.99M
|
34K
$1.72M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-151K- 52.0% |
$7.46M - $7.51M
|
140K
$7.07M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-223K- 31.58% |
$11M - $11M
|
482K
$24.4M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-276K- 91.98% |
$13.6M - $13.7M
|
24.1K
$1.22M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-489K- 85.52% |
$24.1M - $24.2M
|
82.7K
$4.18M
|
|
|
Apr 18, 2023
Q1 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-511K- 28.87% |
$25.2M - $25.4M
|
1.26M
$63.7M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-586K- 12.62% |
$28.8M - $29.1M
|
4.05M
$205M
|
|
|
May 15, 2023
Q1 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-605K- 65.56% |
$29.8M - $30M
|
318K
$16.1M
|
|
|
May 04, 2023
Q1 2023
|
Planning Alternatives LTD
|
SELL
|
- |
-1.08M- 90.34% |
$53.4M - $53.8M
|
116K
$5.87M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-5.65M- 99.63% |
$278M - $280M
|
21K
$1.06M
|