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 |
---|---|---|---|---|---|---|---|
Aug 15, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.58K- 23.41% |
$77.8K - $78.4K
|
5.17K
$262K
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.61K- 9.2% |
$79.4K - $80K
|
15.9K
$808K
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.67K- 9.96% |
$82K - $82.6K
|
15.1K
$764K
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.69K- 94.41% |
$83.1K - $83.7K
|
100
$5.07K
|
|
Aug 05, 2022
Q2 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-1.7K- 17.14% |
$83.5K - $84.1K
|
8.2K
$416K
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-1.72K- 5.77% |
$84.6K - $85.2K
|
28.1K
$1.42M
|
|
Jul 21, 2022
Q2 2022
|
Sol Capital Management CO
|
SELL
|
- |
-1.72K- 12.43% |
$84.7K - $85.3K
|
12.1K
$614K
|
|
Aug 15, 2022
Q2 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.84K- 7.37% |
$90.6K - $91.3K
|
23.1K
$1.17M
|
|
Aug 01, 2022
Q2 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.99K- 13.93% |
$98.1K - $98.8K
|
12.3K
$625K
|
|
Aug 01, 2022
Q2 2022
|
Independent Family Office, LLC
|
SELL
|
- |
-2.02K- 13.21% |
$99.6K - $100K
|
13.3K
$674K
|
|
Aug 02, 2022
Q2 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-2.09K- 31.36% |
$103K - $103K
|
4.57K
$232K
|
|
Aug 05, 2022
Q2 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-2.2K- 1.23% |
$108K - $109K
|
176K
$8.95M
|
|
Sep 11, 2024
Q2 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.29K- 7.53% |
$113K - $113K
|
28.1K
$1.42M
|
|
Aug 15, 2022
Q2 2022
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-2.3KClosed |
$113K - $114K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-2.85K- 11.69% |
$140K - $141K
|
21.5K
$1.09M
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-2.87KClosed |
$141K - $142K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-2.89K- 7.61% |
$142K - $143K
|
35.1K
$1.78M
|
|
Jul 19, 2022
Q2 2022
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-2.95K- 6.5% |
$145K - $146K
|
42.4K
$2.15M
|
|
Jul 20, 2022
Q2 2022
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-3.02K- 32.94% |
$149K - $150K
|
6.15K
$312K
|
|
Jul 18, 2022
Q2 2022
|
Investment Advisory Group, LLC
|
SELL
|
- |
-3.05K- 15.13% |
$150K - $151K
|
17.1K
$868K
|
|
Aug 04, 2022
Q2 2022
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-3.06K- 14.66% |
$151K - $152K
|
17.8K
$904K
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-3.15KClosed |
$155K - $156K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-3.2K- 4.98% |
$157K - $159K
|
61K
$3.09M
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.2K- 10.8% |
$158K - $159K
|
26.4K
$1.34M
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.33KClosed |
$164K - $165K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
4 J Wealth Management LLC
|
SELL
|
- |
-3.43K- 21.74% |
$169K - $170K
|
12.3K
$626K
|
|
Jul 27, 2022
Q2 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-4.09KClosed |
$201K - $203K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-4.13K- 48.46% |
$203K - $205K
|
4.39K
$223K
|
|
Aug 02, 2022
Q2 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-4.14KClosed |
$204K - $205K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Kwmg, LLC
|
SELL
|
- |
-4.24K- 2.0% |
$209K - $210K
|
207K
$10.5M
|
|
Jul 25, 2022
Q2 2022
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-4.51KClosed |
$222K - $224K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Graypoint LLC
|
SELL
|
- |
-4.69K- 32.8% |
$231K - $232K
|
9.6K
$487K
|
|
Aug 11, 2022
Q2 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-4.85K- 2.52% |
$238K - $240K
|
188K
$9.52M
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.89K- 43.36% |
$241K - $242K
|
6.39K
$324K
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-4.98KClosed |
$245K - $247K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-5.05K- 19.32% |
$248K - $250K
|
21.1K
$1.07M
|
|
Jul 14, 2022
Q2 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-5.41K- 22.54% |
$266K - $268K
|
18.6K
$943K
|
|
Aug 12, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-5.52K- 5.9% |
$272K - $274K
|
88.1K
$4.47M
|
|
Aug 12, 2022
Q2 2022
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-5.59K- 13.6% |
$275K - $277K
|
35.5K
$1.8M
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-5.72K- 49.62% |
$282K - $284K
|
5.81K
$295K
|
|
Aug 12, 2022
Q2 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-5.75KClosed |
$283K - $285K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-6K- 75.75% |
$295K - $297K
|
1.92K
$97.4K
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-6.22KClosed |
$306K - $308K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Meitav Dash Investments LTD
|
SELL
|
- |
-6.25KClosed |
$308K - $310K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-6.26KClosed |
$308K - $311K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.39KClosed |
$315K - $317K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-6.44KClosed |
$317K - $319K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-6.52K- 53.02% |
$321K - $323K
|
5.78K
$293K
|
|
Aug 15, 2022
Q2 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-6.78KClosed |
$334K - $336K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-6.8K- 25.05% |
$335K - $337K
|
20.4K
$1.03M
|