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 12, 2022
Q2 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-7.1K- 37.73% |
$349K - $352K
|
11.7K
$594K
|
|
Jul 20, 2022
Q2 2022
|
Values First Advisors, Inc.
|
SELL
|
- |
-7.21K- 6.42% |
$355K - $357K
|
105K
$5.33M
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-7.25K- 12.04% |
$357K - $359K
|
53K
$2.69M
|
|
Aug 12, 2022
Q2 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-7.66KClosed |
$377K - $380K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-7.85KClosed |
$386K - $389K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-7.89K- 25.71% |
$388K - $391K
|
22.8K
$1.16M
|
|
Jul 13, 2022
Q2 2022
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-7.94K- 2.26% |
$391K - $393K
|
343K
$17.4M
|
|
Jul 26, 2022
Q2 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-7.94KClosed |
$391K - $394K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-8.14K- 7.56% |
$400K - $403K
|
99.5K
$5.05M
|
|
Jul 14, 2022
Q2 2022
|
Ma Private Wealth
|
SELL
|
- |
-8.18KClosed |
$402K - $405K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-8.28K- 27.77% |
$408K - $411K
|
21.5K
$1.09M
|
|
Jul 19, 2022
Q2 2022
|
Columbia Trust CO 01012016
|
SELL
|
- |
-8.39K- 1.64% |
$413K - $416K
|
504K
$25.5M
|
|
Jul 12, 2022
Q2 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-8.72K- 9.92% |
$429K - $432K
|
79.2K
$4.02M
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-9.48K- 7.29% |
$467K - $470K
|
121K
$6.11M
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-9.63K- 19.38% |
$474K - $477K
|
40K
$2.03M
|
|
Jul 15, 2022
Q2 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-9.88K- 15.71% |
$486K - $490K
|
53K
$2.69M
|
|
Aug 10, 2022
Q2 2022
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-10KClosed |
$492K - $496K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-11.1K- 4.63% |
$546K - $549K
|
228K
$11.6M
|
|
Aug 11, 2022
Q2 2022
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-11.5K- 68.45% |
$567K - $571K
|
5.31K
$269K
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-11.6K- 5.04% |
$569K - $573K
|
218K
$11M
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-12K- 37.89% |
$590K - $594K
|
19.6K
$996K
|
|
Jul 20, 2022
Q2 2022
|
Access Financial Services, Inc.
|
SELL
|
- |
-12.1KClosed |
$594K - $598K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-12.6K- 33.92% |
$618K - $622K
|
24.5K
$1.24M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-13.3K- 30.27% |
$654K - $659K
|
30.6K
$1.55M
|
|
Aug 04, 2022
Q2 2022
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-13.5K- 53.02% |
$666K - $670K
|
12K
$608K
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-13.6K- 4.49% |
$668K - $673K
|
289K
$14.7M
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-13.7K- 20.15% |
$674K - $679K
|
54.3K
$2.75M
|
|
Jul 19, 2022
Q2 2022
|
Beacon Financial Group
|
SELL
|
- |
-13.8K- 14.17% |
$679K - $684K
|
83.6K
$4.24M
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-14.9K- 17.58% |
$733K - $738K
|
69.8K
$3.54M
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-15.5K- 59.63% |
$765K - $771K
|
10.5K
$534K
|
|
Jul 13, 2022
Q2 2022
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-16.8K- 8.62% |
$825K - $831K
|
178K
$9.02M
|
|
Aug 11, 2022
Q2 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-17.9K- 10.08% |
$880K - $886K
|
159K
$8.08M
|
|
Aug 09, 2022
Q2 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-18K- 66.63% |
$885K - $891K
|
9K
$456K
|
|
Aug 15, 2022
Q2 2022
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-18.3KClosed |
$903K - $909K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-18.7KClosed |
$919K - $926K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-18.8K- 10.39% |
$924K - $931K
|
162K
$8.21M
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-18.9K- 16.0% |
$932K - $939K
|
99.4K
$5.04M
|
|
Aug 15, 2022
Q2 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-20KClosed |
$984K - $991K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-20KClosed |
$984K - $991K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-21.6K- 17.3% |
$1.06M - $1.07M
|
103K
$5.24M
|
|
Aug 12, 2022
Q2 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-22.1KClosed |
$1.09M - $1.1M
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-23.3K- 57.45% |
$1.15M - $1.16M
|
17.3K
$876K
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-26K- 31.17% |
$1.28M - $1.29M
|
57.4K
$2.91M
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-26.6K- 25.42% |
$1.31M - $1.32M
|
78.2K
$3.96M
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-27.3K- 3.38% |
$1.34M - $1.35M
|
782K
$39.7M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-29.2K- 16.44% |
$1.44M - $1.45M
|
148K
$7.53M
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-31.6K- 40.88% |
$1.56M - $1.57M
|
45.7K
$2.32M
|
|
Jul 13, 2022
Q2 2022
|
Avity Investment Management Inc.
|
SELL
|
- |
-34.9KClosed |
$1.72M - $1.73M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-35.4K- 17.81% |
$1.74M - $1.75M
|
163K
$8.28M
|
|
Jul 21, 2022
Q2 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-38.8K- 3.12% |
$1.91M - $1.92M
|
1.2M
$61.1M
|