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 |
|---|---|---|---|---|---|---|---|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.98K- 15.83% |
$99.4K - $100K
|
10.5K
$532K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.99K- 4.19% |
$100K - $101K
|
45.6K
$2.31M
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2K- 6.97% |
$100K - $102K
|
26.7K
$1.35M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.15K- 4.96% |
$108K - $109K
|
41.2K
$2.08M
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-2.27K- 1.73% |
$114K - $115K
|
129K
$6.53M
|
|
|
Apr 30, 2024
Q1 2024
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-2.49K- 6.13% |
$125K - $127K
|
38.2K
$1.93M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.61K- 37.84% |
$131K - $132K
|
4.29K
$217K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.68K- 6.15% |
$135K - $136K
|
40.9K
$2.07M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.75K- 80.43% |
$138K - $139K
|
668
$33.8K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.9K- 26.66% |
$146K - $147K
|
7.98K
$404K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-2.93K- 5.05% |
$147K - $149K
|
55.1K
$2.79M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.22K- 2.46% |
$162K - $163K
|
128K
$6.46M
|
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-3.42K- 0.48% |
$172K - $173K
|
702K
$35.5M
|
|
|
May 13, 2024
Q1 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-3.45K- 16.82% |
$173K - $175K
|
17.1K
$863K
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-3.89K- 6.23% |
$195K - $197K
|
58.5K
$2.96M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-4.43K- 9.87% |
$222K - $225K
|
40.4K
$2.05M
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
SELL
|
- |
-4.44K- 11.17% |
$223K - $225K
|
35.3K
$1.78M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-4.73K- 18.49% |
$237K - $240K
|
20.8K
$1.05M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.73K- 33.93% |
$237K - $240K
|
9.2K
$466K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.74K- 13.16% |
$238K - $241K
|
31.3K
$1.58M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.98K- 0.58% |
$250K - $253K
|
852K
$43.1M
|
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-5.15K- 4.04% |
$259K - $262K
|
123K
$6.2M
|
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-5.26K- 26.63% |
$264K - $267K
|
14.5K
$733K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-5.38K- 12.63% |
$270K - $273K
|
37.2K
$1.88M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-5.41K- 52.66% |
$272K - $274K
|
4.86K
$246K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-5.45K- 49.52% |
$274K - $276K
|
5.55K
$281K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.6K- 23.03% |
$281K - $284K
|
18.7K
$947K
|
|
|
Apr 15, 2024
Q1 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-6.14K- 9.59% |
$309K - $312K
|
57.9K
$2.93M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-6.25K- 34.33% |
$314K - $317K
|
11.9K
$604K
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
SELL
|
- |
-6.25K- 20.97% |
$314K - $317K
|
23.6K
$1.19M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-6.52K- 21.1% |
$327K - $331K
|
24.4K
$1.23M
|
|
|
Apr 22, 2024
Q1 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-6.7K- 25.63% |
$337K - $340K
|
19.4K
$983K
|
|
|
May 13, 2024
Q1 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-8.36K- 44.38% |
$420K - $424K
|
10.5K
$530K
|
|
|
May 14, 2024
Q1 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-8.86K- 47.17% |
$445K - $450K
|
9.93K
$502K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-9.5K- 26.82% |
$477K - $482K
|
25.9K
$1.31M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-10.5K- 3.75% |
$529K - $535K
|
270K
$13.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-10.7K- 15.37% |
$536K - $542K
|
58.8K
$2.97M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-11.7K- 59.13% |
$589K - $595K
|
8.1K
$410K
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-12K- 14.84% |
$603K - $609K
|
68.8K
$3.48M
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-12.1K- 9.51% |
$609K - $615K
|
115K
$5.83M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-12.7K- 60.96% |
$637K - $644K
|
8.13K
$411K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-15.5K- 12.08% |
$777K - $785K
|
113K
$5.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-15.8K- 51.08% |
$792K - $800K
|
15.1K
$763K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-18K- 10.88% |
$905K - $914K
|
148K
$7.47M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-18.8K- 32.2% |
$943K - $953K
|
39.5K
$2M
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-20.5K- 53.69% |
$1.03M - $1.04M
|
17.7K
$895K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-23.2K- 1.66% |
$1.17M - $1.18M
|
1.38M
$69.6M
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-26.7K- 16.28% |
$1.34M - $1.35M
|
137K
$6.94M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-36.3K- 7.06% |
$1.82M - $1.84M
|
478K
$24.2M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-36.5K- 77.76% |
$1.83M - $1.85M
|
10.4K
$529K
|