Purchases and Sales Made in Q1 2024 in Blackrock Short Maturity Bond (NEAR)
This table provides information about the institutional ownership of Blackrock Short Maturity Bond (NEAR) during Q1 2024. 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 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-28- 0.2% |
$1.41K - $1.42K
|
14.3K
$725K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-35- 0.22% |
$1.76K - $1.78K
|
15.7K
$793K
|
|
|
Apr 22, 2024
Q1 2024
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-50- 0.63% |
$2.51K - $2.54K
|
7.86K
$397K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-55- 0.85% |
$2.76K - $2.79K
|
6.45K
$326K
|
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
SELL
|
- |
-65- 0.3% |
$3.26K - $3.3K
|
21.4K
$1.08M
|
|
|
Apr 22, 2024
Q1 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-69- 0.62% |
$3.47K - $3.5K
|
11.1K
$559K
|
|
|
Apr 15, 2024
Q1 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-76- 0.1% |
$3.82K - $3.86K
|
73K
$3.69M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-92- 1.22% |
$4.62K - $4.67K
|
7.46K
$377K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-111- 0.4% |
$5.58K - $5.63K
|
27.6K
$1.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-125- 1.79% |
$6.28K - $6.34K
|
6.85K
$346K
|
|
|
Apr 19, 2024
Q1 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-129- 3.12% |
$6.48K - $6.55K
|
4.01K
$203K
|
|
|
May 13, 2024
Q1 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-132- 1.79% |
$6.63K - $6.7K
|
7.25K
$367K
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-153- 2.64% |
$7.69K - $7.76K
|
5.64K
$285K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-199- 0.57% |
$10K - $10.1K
|
34.9K
$1.77M
|
|
|
Apr 17, 2024
Q1 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-224- 0.61% |
$11.3K - $11.4K
|
36.3K
$1.83M
|
|
|
Apr 11, 2024
Q1 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-228- 1.99% |
$11.5K - $11.6K
|
11.2K
$567K
|
|
|
Apr 16, 2024
Q1 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-242- 25.03% |
$12.2K - $12.3K
|
725
$36.7K
|
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-275- 5.12% |
$13.8K - $14K
|
5.09K
$258K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-321- 5.05% |
$16.1K - $16.3K
|
6.03K
$305K
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-350- 7.63% |
$17.6K - $17.8K
|
4.24K
$215K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-442- 5.16% |
$22.2K - $22.4K
|
8.13K
$411K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-444- 2.64% |
$22.3K - $22.5K
|
16.4K
$828K
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-460- 11.41% |
$23.1K - $23.3K
|
3.57K
$181K
|
|
|
Sep 26, 2024
Q1 2024
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-516- 6.13% |
$25.9K - $26.2K
|
7.91K
$400K
|
|
|
May 13, 2024
Q1 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-571- 2.12% |
$28.7K - $29K
|
26.4K
$1.34M
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-595- 10.61% |
$29.9K - $30.2K
|
5.01K
$254K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-616- 0.97% |
$30.9K - $31.3K
|
63.1K
$3.19M
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-650- 29.1% |
$32.6K - $33K
|
1.58K
$80.1K
|
|
|
May 10, 2024
Q1 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-696- 4.54% |
$35K - $35.3K
|
14.6K
$741K
|
|
|
Apr 15, 2024
Q1 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-707- 8.28% |
$35.5K - $35.9K
|
7.84K
$396K
|
|
|
May 13, 2024
Q1 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-725- 8.74% |
$36.4K - $36.8K
|
7.57K
$383K
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-750- 6.57% |
$37.7K - $38.1K
|
10.7K
$540K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-809- 2.51% |
$40.6K - $41.1K
|
31.4K
$1.59M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-825- 8.3% |
$41.4K - $41.9K
|
9.11K
$461K
|
|
|
May 15, 2024
Q1 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-893- 6.99% |
$44.9K - $45.3K
|
11.9K
$601K
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-911- 11.84% |
$45.8K - $46.2K
|
6.78K
$343K
|
|
|
Apr 23, 2024
Q1 2024
|
Values First Advisors, Inc.
|
SELL
|
- |
-958- 1.82% |
$48.1K - $48.6K
|
51.6K
$2.61M
|
|
|
May 01, 2024
Q1 2024
|
Cross Staff Investments Inc
|
SELL
|
- |
-963- 6.98% |
$48.4K - $48.9K
|
12.8K
$649K
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
SELL
|
- |
-1K- 9.98% |
$50.2K - $50.8K
|
9.03K
$457K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.15K- 3.07% |
$57.5K - $58.1K
|
36.1K
$1.83M
|
|
|
Apr 25, 2024
Q1 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-1.15K- 4.48% |
$57.8K - $58.4K
|
24.5K
$1.24M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.21K- 19.24% |
$60.6K - $61.3K
|
5.07K
$256K
|
|
|
Apr 17, 2024
Q1 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-1.3K- 4.44% |
$65.3K - $66K
|
28K
$1.41M
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-1.33K- 7.28% |
$67K - $67.6K
|
17K
$859K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.5K- 9.37% |
$75.3K - $76.1K
|
14.5K
$734K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.56K- 5.78% |
$78.3K - $79.1K
|
25.4K
$1.28M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.62K- 3.42% |
$81.5K - $82.3K
|
45.8K
$2.32M
|
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.8K- 20.29% |
$90.4K - $91.4K
|
7.07K
$358K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.84K- 0.38% |
$92.5K - $93.4K
|
478K
$24.2M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.86K- 9.91% |
$93.5K - $94.4K
|
16.9K
$856K
|