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 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2- 2.35% |
$100 - $100
|
83
$4.2K
|
|
|
Aug 16, 2021
Q2 2021
|
Assetmark, Inc
|
SELL
|
- |
-11- 1.76% |
$552 - $552
|
613
$31K
|
|
|
Jul 22, 2021
Q2 2021
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-12Closed |
$602 - $603
|
0
$0
|
|
|
Jul 06, 2021
Q2 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-16- 0.89% |
$802 - $803
|
1.78K
$89.9K
|
|
|
Aug 12, 2021
Q2 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-20- 0.08% |
$1K - $1K
|
24.2K
$1.22M
|
|
|
Jul 27, 2021
Q2 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-23- 0.38% |
$1.15K - $1.15K
|
6.03K
$305K
|
|
|
Aug 13, 2021
Q2 2021
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-25- 0.13% |
$1.25K - $1.26K
|
18.7K
$945K
|
|
|
Jul 20, 2021
Q2 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-27- 0.36% |
$1.35K - $1.36K
|
7.44K
$376K
|
|
|
Sep 10, 2024
Q2 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-35- 0.1% |
$1.76K - $1.76K
|
34K
$1.72M
|
|
|
Jul 20, 2021
Q2 2021
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-43- 0.98% |
$2.16K - $2.16K
|
4.33K
$219K
|
|
|
Aug 13, 2021
Q2 2021
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-45- 0.01% |
$2.26K - $2.26K
|
582K
$29.4M
|
|
|
Aug 10, 2021
Q2 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-56- 3.13% |
$2.81K - $2.81K
|
1.74K
$87.8K
|
|
|
Jul 13, 2021
Q2 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-58Closed |
$2.91K - $2.91K
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
4 J Wealth Management LLC
|
SELL
|
- |
-89- 0.51% |
$4.46K - $4.47K
|
17.4K
$882K
|
|
|
Aug 24, 2021
Q2 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-104- 1.07% |
$5.22K - $5.22K
|
9.62K
$487K
|
|
|
Aug 10, 2021
Q2 2021
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-112- 0.7% |
$5.62K - $5.62K
|
16K
$808K
|
|
|
Jul 29, 2021
Q2 2021
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-135- 0.37% |
$6.77K - $6.78K
|
36.8K
$1.86M
|
|
|
Jul 19, 2021
Q2 2021
|
Tsfg, LLC
|
SELL
|
- |
-135- 27.55% |
$6.77K - $6.78K
|
355
$18K
|
|
|
Aug 10, 2021
Q2 2021
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-165- 0.53% |
$8.27K - $8.28K
|
30.8K
$1.56M
|
|
|
Jul 17, 2024
Q2 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-171Closed |
$8.58K - $8.59K
|
0
$0
|
|
|
Aug 13, 2024
Q2 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-172- 7.23% |
$8.63K - $8.64K
|
2.21K
$112K
|
|
|
Aug 13, 2021
Q2 2021
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-209- 2.62% |
$10.5K - $10.5K
|
7.77K
$393K
|
|
|
Jul 29, 2021
Q2 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-223- 4.95% |
$11.2K - $11.2K
|
4.28K
$217K
|
|
|
Aug 12, 2021
Q2 2021
|
Windsor Capital Management, LLC
|
SELL
|
- |
-233- 0.75% |
$11.7K - $11.7K
|
30.7K
$1.55M
|
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-240Closed |
$12K - $12.1K
|
0
$0
|
|
|
Oct 12, 2021
Q2 2021
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-246- 4.22% |
$12.3K - $12.4K
|
5.58K
$282K
|
|
|
Aug 16, 2021
Q2 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-278- 0.89% |
$13.9K - $14K
|
31.1K
$1.57M
|
|
|
Aug 10, 2021
Q2 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-346- 5.59% |
$17.4K - $17.4K
|
5.85K
$296K
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-381Closed |
$19.1K - $19.1K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-385- 3.09% |
$19.3K - $19.3K
|
12.1K
$612K
|
|
|
Aug 02, 2021
Q2 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-391- 4.54% |
$19.6K - $19.6K
|
8.22K
$416K
|
|
|
Jul 23, 2021
Q2 2021
|
Tranquility Partners, LLC
|
SELL
|
- |
-460- 2.41% |
$23.1K - $23.1K
|
18.7K
$944K
|
|
|
Jul 23, 2021
Q2 2021
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-478- 88.85% |
$24K - $24K
|
60
$3.04K
|
|
|
Jul 21, 2021
Q2 2021
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-505- 67.79% |
$25.3K - $25.4K
|
240
$12.1K
|
|
|
Jul 23, 2021
Q2 2021
|
Successful Portfolios LLC
|
SELL
|
- |
-519- 11.08% |
$26K - $26.1K
|
4.17K
$211K
|
|
|
Jul 16, 2021
Q2 2021
|
Riverview Trust CO
|
SELL
|
- |
-532- 61.01% |
$26.7K - $26.7K
|
340
$17.2K
|
|
|
Aug 16, 2021
Q2 2021
|
Truist Financial Corp
|
SELL
|
- |
-594- 0.85% |
$29.8K - $29.8K
|
69.3K
$3.51M
|
|
|
Jul 29, 2021
Q2 2021
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-595- 11.18% |
$29.8K - $29.9K
|
4.73K
$239K
|
|
|
Jul 23, 2021
Q2 2021
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-610- 10.22% |
$30.6K - $30.6K
|
5.36K
$271K
|
|
|
Aug 24, 2021
Q2 2021
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-612- 4.0% |
$30.7K - $30.7K
|
14.7K
$743K
|
|
|
Aug 13, 2021
Q2 2021
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-626- 3.57% |
$31.4K - $31.4K
|
16.9K
$855K
|
|
|
Jul 13, 2021
Q2 2021
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-639- 12.54% |
$32K - $32.1K
|
4.46K
$225K
|
|
|
Jul 28, 2021
Q2 2021
|
Ubp Investment Advisors Sa
|
SELL
|
- |
-660- 0.27% |
$33.1K - $33.1K
|
244K
$12.4M
|
|
|
Aug 03, 2021
Q2 2021
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-681Closed |
$34.2K - $34.2K
|
0
$0
|
|
|
Nov 18, 2021
Q2 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-803- 0.98% |
$40.3K - $40.3K
|
81K
$4.1M
|
|
|
Jul 15, 2021
Q2 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-847- 7.07% |
$42.5K - $42.5K
|
11.1K
$564K
|
|
|
Aug 09, 2021
Q2 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-897- 3.55% |
$45K - $45K
|
24.4K
$1.23M
|
|
|
Aug 12, 2021
Q2 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.04K- 13.32% |
$52.1K - $52.2K
|
6.76K
$342K
|
|
|
Aug 06, 2021
Q2 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.08K- 6.4% |
$54.3K - $54.4K
|
15.8K
$801K
|
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.14K- 26.45% |
$57.2K - $57.3K
|
3.17K
$161K
|