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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-37.4K- 19.58% |
$1.88M - $1.9M
|
154K
$7.78M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-39.4K- 43.76% |
$1.98M - $2M
|
50.7K
$2.56M
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-43.4K- 67.27% |
$2.18M - $2.2M
|
21.1K
$1.07M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-49.9K- 15.73% |
$2.51M - $2.53M
|
268K
$13.5M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-50.7KClosed |
$2.55M - $2.57M
|
0
$0
|
|
|
Apr 17, 2024
Q1 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-78.5K- 55.77% |
$3.94M - $3.98M
|
62.3K
$3.15M
|
|
|
May 01, 2024
Q1 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-80.3K- 82.79% |
$4.03M - $4.08M
|
16.7K
$845K
|
|
|
Apr 30, 2024
Q1 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-83K- 76.53% |
$4.17M - $4.21M
|
25.4K
$1.29M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-86.3K- 96.95% |
$4.34M - $4.38M
|
2.72K
$137K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-98.2K- 9.02% |
$4.93M - $4.99M
|
990K
$50.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
SELL
|
- |
-99.7K- 40.54% |
$5.01M - $5.06M
|
146K
$7.4M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-108K- 20.13% |
$5.41M - $5.47M
|
428K
$21.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-146K- 95.13% |
$7.35M - $7.43M
|
7.5K
$379K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-158K- 16.3% |
$7.95M - $8.03M
|
813K
$41.1M
|
|
|
Apr 11, 2024
Q1 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-174K- 33.64% |
$8.72M - $8.81M
|
342K
$17.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-291K- 17.81% |
$14.6M - $14.8M
|
1.34M
$67.9M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-476K- 37.5% |
$23.9M - $24.1M
|
793K
$40.1M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-534K- 17.7% |
$26.8M - $27.1M
|
2.48M
$126M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-534K- 17.7% |
$26.8M - $27.1M
|
2.48M
$126M
|