Purchases and Sales Made in Q2 2022 in Blackrock Short Maturity Bond (NEAR)
This table provides information about the institutional ownership of Blackrock Short Maturity Bond (NEAR) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.8K+ 6.48% |
$533K - $537K
|
178K
$9.03M
|
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
10.6K+ 9.41% |
$522K - $525K
|
123K
$6.25M
|
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
10.6K+ 9.41% |
$522K - $525K
|
123K
$6.25M
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.99K+ 3.21% |
$492K - $495K
|
321K
$16.3M
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
9.32K+ 42.09% |
$459K - $462K
|
31.5K
$1.6M
|
|
|
Aug 09, 2022
Q2 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
9.18K+ 59.14% |
$452K - $455K
|
24.7K
$1.25M
|
|
|
Aug 08, 2022
Q2 2022
|
Hancock Whitney Corp
|
BUY
|
- |
9.07K+ 19.22% |
$446K - $450K
|
56.3K
$2.85M
|
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
8.67K+ 44.74% |
$427K - $430K
|
28.1K
$1.42M
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
7.84K+ 12.62% |
$386K - $388K
|
69.9K
$3.55M
|
|
|
Aug 10, 2022
Q2 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
7.74KNew |
$381K - $384K
|
7.74K
$392K
|
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.51KNew |
$369K - $372K
|
7.51K
$381K
|
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
6.76KNew |
$333K - $335K
|
6.76K
$343K
|
|
|
Jul 27, 2022
Q2 2022
|
Live Oak Private Wealth LLC
|
BUY
|
- |
6.75K+ 10.1% |
$332K - $334K
|
73.6K
$3.73M
|
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
6.59K+ 16.99% |
$324K - $327K
|
45.4K
$2.3M
|
|
|
Aug 08, 2022
Q2 2022
|
Windsor Group LTD
|
BUY
|
- |
6.41K+ 4.08% |
$315K - $318K
|
164K
$8.3M
|
|
|
Jul 13, 2022
Q2 2022
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
6.24KNew |
$307K - $309K
|
6.24K
$316K
|
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
6.12KNew |
$301K - $303K
|
6.12K
$310K
|
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
6.07KNew |
$299K - $301K
|
6.07K
$308K
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
5.81K+ 57.54% |
$286K - $288K
|
15.9K
$806K
|
|
|
Jul 25, 2022
Q2 2022
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
5.55K+ 7.09% |
$273K - $275K
|
83.8K
$4.25M
|
|
|
Jul 22, 2022
Q2 2022
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
5.37KNew |
$264K - $266K
|
5.37K
$272K
|
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
BUY
|
- |
4.82KNew |
$237K - $239K
|
4.82K
$245K
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.76K+ 3.59% |
$234K - $236K
|
137K
$6.97M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
4.72K+ 0.18% |
$232K - $234K
|
2.57M
$130M
|
|
|
Jul 26, 2022
Q2 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
4.66KNew |
$229K - $231K
|
4.66K
$236K
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
4.55K+ 18.56% |
$224K - $226K
|
29.1K
$1.47M
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4.49K+ 23.95% |
$221K - $223K
|
23.3K
$1.18M
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.39K+ 7.47% |
$216K - $218K
|
63.1K
$3.2M
|
|
|
Aug 05, 2022
Q2 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
4.3KNew |
$212K - $213K
|
4.3K
$218K
|
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
4.05K+ 72.26% |
$199K - $201K
|
9.66K
$490K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3.33KNew |
$164K - $165K
|
3.33K
$169K
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
3.17K+ 2.53% |
$156K - $157K
|
128K
$6.52M
|
|
|
Jul 19, 2022
Q2 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
2.94K+ 10.88% |
$145K - $146K
|
29.9K
$1.52M
|
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.85K+ 40.26% |
$140K - $141K
|
9.93K
$504K
|
|
|
Aug 12, 2022
Q2 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2.51K+ 202.18% |
$123K - $124K
|
3.75K
$190K
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
2.43K+ 3.14% |
$119K - $120K
|
79.8K
$4.05M
|
|
|
Aug 04, 2022
Q2 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2.24K+ 11.17% |
$110K - $111K
|
22.3K
$1.13M
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
2.16K+ 3.76% |
$106K - $107K
|
59.6K
$3.02M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.71K+ 3.4% |
$84.3K - $84.9K
|
52.1K
$2.64M
|
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.7K+ 2.78% |
$83.7K - $84.3K
|
62.8K
$3.18M
|
|
|
Aug 12, 2022
Q2 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
1.69K+ 0.77% |
$83.3K - $83.9K
|
222K
$11.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.51K+ 18.8% |
$74.1K - $74.7K
|
9.52K
$483K
|
|
|
Aug 10, 2022
Q2 2022
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
1.4K+ 6.48% |
$68.8K - $69.3K
|
23K
$1.16M
|
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
BUY
|
- |
1.16K+ 491.95% |
$57.1K - $57.6K
|
1.4K
$70.8K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.16KNew |
$57.1K - $57.6K
|
1.16K
$58.9K
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
1.1KNew |
$54.2K - $54.6K
|
1.1K
$55.8K
|
|
|
Jul 11, 2022
Q2 2022
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
853+ 2.43% |
$42K - $42.3K
|
35.9K
$1.82M
|
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
779New |
$38.3K - $38.6K
|
779
$39.5K
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
725+ 929.49% |
$35.7K - $35.9K
|
803
$40.7K
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
691+ 2.05% |
$34K - $34.3K
|
34.3K
$1.74M
|