Purchases and Sales Made in Q2 2021 in Blackrock Short Maturity Bond (NEAR)
This table provides information about the institutional ownership of Blackrock Short Maturity Bond (NEAR) during Q2 2021. 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 |
---|---|---|---|---|---|---|---|
Aug 16, 2021
Q2 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.9K+ 4.17% |
$595K - $596K
|
296K
$15M
|
|
Aug 11, 2021
Q2 2021
|
Moseley Investment Management Inc
|
BUY
|
- |
11.4K+ 29.56% |
$569K - $570K
|
49.7K
$2.52M
|
|
Jul 20, 2021
Q2 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
10.8K+ 230.2% |
$541K - $542K
|
15.5K
$783K
|
|
Aug 05, 2021
Q2 2021
|
Gs Investments, Inc.
|
BUY
|
- |
10K+ 71.43% |
$502K - $502K
|
24K
$1.21M
|
|
Jul 08, 2021
Q2 2021
|
Montecito Bank & Trust
|
BUY
|
- |
9.56K+ 4.39% |
$479K - $480K
|
227K
$11.5M
|
|
Aug 02, 2021
Q2 2021
|
Valley National Advisers Inc
|
BUY
|
- |
9.24K+ 20.54% |
$463K - $464K
|
54.2K
$2.74M
|
|
Aug 02, 2021
Q2 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
9.19K+ 55.98% |
$461K - $461K
|
25.6K
$1.3M
|
|
Aug 10, 2021
Q2 2021
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
8.94K+ 18.94% |
$448K - $449K
|
56.2K
$2.84M
|
|
Jul 28, 2021
Q2 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
8.88K+ 4.82% |
$445K - $446K
|
193K
$9.76M
|
|
Jul 26, 2021
Q2 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.41K+ 11.53% |
$422K - $422K
|
81.3K
$4.11M
|
|
Aug 10, 2021
Q2 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7.63K+ 35.98% |
$382K - $383K
|
28.8K
$1.46M
|
|
Aug 13, 2021
Q2 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.46K+ 21.13% |
$374K - $375K
|
42.8K
$2.16M
|
|
Aug 05, 2021
Q2 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
6.95K+ 4.28% |
$349K - $349K
|
169K
$8.57M
|
|
Jul 26, 2021
Q2 2021
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
6.87K+ 12.13% |
$345K - $345K
|
63.5K
$3.21M
|
|
Aug 11, 2021
Q2 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
6.82K+ 116.83% |
$342K - $343K
|
12.7K
$641K
|
|
Aug 16, 2021
Q2 2021
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
6.8K+ 70.19% |
$341K - $342K
|
16.5K
$835K
|
|
Aug 12, 2021
Q2 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
6.73K+ 42.3% |
$337K - $338K
|
22.6K
$1.14M
|
|
Aug 19, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
6.64K+ 1891.45% |
$333K - $333K
|
6.99K
$354K
|
|
Aug 05, 2021
Q2 2021
|
Meitav Dash Investments LTD
|
BUY
|
- |
6.5KNew |
$326K - $327K
|
6.5K
$329K
|
|
Aug 13, 2021
Q2 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.34K+ 25.54% |
$318K - $318K
|
31.2K
$1.58M
|
|
Jan 27, 2023
Q2 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.34K+ 25.54% |
$318K - $318K
|
31.2K
$1.58M
|
|
Aug 13, 2021
Q2 2021
|
Lincoln National Corp
|
BUY
|
- |
6.22KNew |
$312K - $312K
|
6.22K
$315K
|
|
Jul 14, 2021
Q2 2021
|
Brookstone Capital Management
|
BUY
|
- |
6.12K+ 3.8% |
$307K - $307K
|
167K
$8.45M
|
|
Oct 19, 2021
Q2 2021
|
Next Capital Management LLC
|
BUY
|
- |
5.98KNew |
$300K - $300K
|
5.98K
$302K
|
|
Aug 13, 2021
Q2 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
5.5K+ 64.14% |
$276K - $276K
|
14.1K
$713K
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.25K+ 0.96% |
$263K - $264K
|
550K
$27.8M
|
|
Aug 16, 2021
Q2 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
5KNew |
$251K - $251K
|
5K
$253K
|
|
Aug 10, 2021
Q2 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
4.68K+ 5.49% |
$234K - $235K
|
89.9K
$4.55M
|
|
Jul 22, 2021
Q2 2021
|
Private Capital Management LLC
|
BUY
|
- |
4.6KNew |
$231K - $231K
|
4.6K
$233K
|
|
Aug 11, 2021
Q2 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
4.59K+ 13.26% |
$230K - $230K
|
39.2K
$1.98M
|
|
Jul 14, 2021
Q2 2021
|
Cfo4 Life Group, LLC
|
BUY
|
- |
4.56K+ 6.22% |
$229K - $229K
|
77.9K
$3.94M
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.4K+ 8469.23% |
$221K - $221K
|
4.46K
$225K
|
|
Jul 13, 2021
Q2 2021
|
Kwmg, LLC
|
BUY
|
- |
4.39K+ 2.27% |
$220K - $220K
|
198K
$10M
|
|
Jul 16, 2021
Q2 2021
|
Riversedge Advisors, LLC
|
BUY
|
- |
4.27KNew |
$214K - $214K
|
4.27K
$216K
|
|
Jul 15, 2021
Q2 2021
|
Access Financial Services, Inc.
|
BUY
|
- |
4.2K+ 77.14% |
$211K - $211K
|
9.65K
$488K
|
|
Jul 13, 2021
Q2 2021
|
Gilbert & Cook, Inc.
|
BUY
|
- |
4.17KNew |
$209K - $209K
|
4.17K
$211K
|
|
Aug 11, 2021
Q2 2021
|
Marco Investment Management LLC
|
BUY
|
- |
4.02K+ 36.53% |
$202K - $202K
|
15K
$760K
|
|
Aug 16, 2021
Q2 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
3.88K+ 5.17% |
$195K - $195K
|
79K
$3.99M
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.5K+ 14.95% |
$176K - $176K
|
26.9K
$1.36M
|
|
Aug 09, 2021
Q2 2021
|
Hancock Whitney Corp
|
BUY
|
- |
3.47K+ 8.2% |
$174K - $174K
|
45.8K
$2.31M
|
|
Jul 26, 2021
Q2 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
3.23KNew |
$162K - $162K
|
3.23K
$163K
|
|
Aug 16, 2021
Q2 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.22K+ 7.9% |
$161K - $161K
|
43.9K
$2.22M
|
|
Aug 06, 2021
Q2 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
3.11K+ 6.38% |
$156K - $156K
|
51.9K
$2.62M
|
|
Jul 28, 2021
Q2 2021
|
Altfest L J & CO Inc
|
BUY
|
- |
3.11K+ 10.07% |
$156K - $156K
|
34K
$1.72M
|
|
Aug 06, 2021
Q2 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
3K+ 49.93% |
$151K - $151K
|
9.01K
$456K
|
|
Jul 20, 2021
Q2 2021
|
Sol Capital Management CO
|
BUY
|
- |
3K+ 5.87% |
$150K - $151K
|
54.1K
$2.74M
|
|
Aug 13, 2021
Q2 2021
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
2.72K+ 83.63% |
$136K - $136K
|
5.97K
$302K
|
|
Jul 20, 2021
Q2 2021
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
2.4K+ 8.7% |
$120K - $121K
|
30K
$1.52M
|
|
Aug 19, 2021
Q2 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.37K+ 5.58% |
$119K - $119K
|
44.8K
$2.27M
|
|
Aug 02, 2021
Q2 2021
|
Dakota Wealth Management
|
BUY
|
- |
2.1K+ 4.97% |
$105K - $105K
|
44.3K
$2.24M
|