Purchases and Sales Made in Q2 2023 in Blackrock Short Maturity Bond (NEAR)
This table provides information about the institutional ownership of Blackrock Short Maturity Bond (NEAR) during Q2 2023. 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 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
322+ 7.61% |
$15.9K - $16K
|
4.55K
$230K
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
313+ 3.67% |
$15.5K - $15.6K
|
8.84K
$447K
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
306+ 1.77% |
$15.1K - $15.2K
|
17.6K
$888K
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
290+ 0.06% |
$14.3K - $14.4K
|
511K
$25.8M
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
226+ 4.95% |
$11.2K - $11.2K
|
4.79K
$242K
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
200New |
$9.9K - $9.94K
|
200
$10.1K
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
188+ 2685.71% |
$9.3K - $9.35K
|
195
$9.87K
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
188New |
$9.3K - $9.35K
|
188
$9.51K
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
133+ 1.05% |
$6.58K - $6.61K
|
12.8K
$647K
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
124+ 0.53% |
$6.14K - $6.17K
|
23.5K
$1.19M
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
124+ 0.53% |
$6.14K - $6.17K
|
23.5K
$1.19M
|
|
Aug 09, 2023
Q2 2023
|
Providence First Trust CO
|
BUY
|
- |
91+ 1.04% |
$4.5K - $4.52K
|
8.81K
$445K
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
87+ 1.06% |
$4.3K - $4.33K
|
8.28K
$419K
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
83+ 19.04% |
$4.11K - $4.13K
|
519
$26.3K
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
67New |
$3.32K - $3.33K
|
67
$3.39K
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
31+ 36.47% |
$1.53K - $1.54K
|
116
$5.87K
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
24+ 0.13% |
$1.19K - $1.19K
|
18.2K
$921K
|
|
Jul 14, 2023
Q2 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
17+ 0.16% |
$841 - $845
|
10.6K
$534K
|
|
Aug 24, 2023
Q2 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
9+ 0.22% |
$445 - $447
|
4.07K
$206K
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
5+ 1.07% |
$247 - $249
|
474
$24K
|
|
Jul 12, 2023
Q2 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
2+ 0.0% |
$99 - $99.4
|
73K
$3.69M
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 1.25% |
$49.5 - $49.7
|
81
$4.1K
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 1.49% |
$49.5 - $49.7
|
68
$3.44K
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1+ 0.01% |
$49.5 - $49.7
|
12.5K
$635K
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-4- 1.9% |
$198 - $199
|
207
$10.5K
|
|
Jul 17, 2023
Q2 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-16- 0.39% |
$792 - $796
|
4.14K
$209K
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-22- 9.36% |
$1.09K - $1.09K
|
213
$10.8K
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-25- 2.58% |
$1.24K - $1.24K
|
945
$47.8K
|
|
Aug 03, 2023
Q2 2023
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-30- 0.3% |
$1.48K - $1.49K
|
9.82K
$497K
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-32- 0.61% |
$1.58K - $1.59K
|
5.19K
$262K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-56- 0.18% |
$2.77K - $2.78K
|
31.5K
$1.59M
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-77- 0.78% |
$3.81K - $3.83K
|
9.85K
$498K
|
|
Jul 26, 2023
Q2 2023
|
Sol Capital Management CO
|
SELL
|
- |
-80- 0.72% |
$3.96K - $3.98K
|
11.1K
$562K
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-92- 1.57% |
$4.55K - $4.57K
|
5.76K
$291K
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-92- 1.57% |
$4.55K - $4.57K
|
5.76K
$291K
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-100- 2.4% |
$4.95K - $4.97K
|
4.07K
$206K
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-100- 1.63% |
$4.95K - $4.97K
|
6.03K
$305K
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-148- 20.53% |
$7.32K - $7.36K
|
573
$29K
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-155- 7.65% |
$7.67K - $7.71K
|
1.87K
$94.6K
|
|
Aug 08, 2023
Q2 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-201- 0.73% |
$9.95K - $9.99K
|
27.3K
$1.38M
|
|
Aug 15, 2023
Q2 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-204- 4.36% |
$10.1K - $10.1K
|
4.48K
$226K
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-249- 41.5% |
$12.3K - $12.4K
|
351
$17.8K
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
SELL
|
- |
-260- 1.48% |
$12.9K - $12.9K
|
17.3K
$875K
|
|
Jul 28, 2023
Q2 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-283- 1.68% |
$14K - $14.1K
|
16.6K
$837K
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-300- 2.6% |
$14.8K - $14.9K
|
11.3K
$569K
|
|
Jul 17, 2023
Q2 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-316- 5.8% |
$15.6K - $15.7K
|
5.14K
$260K
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-322- 0.34% |
$15.9K - $16K
|
95.3K
$4.82M
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-352- 7.18% |
$17.4K - $17.5K
|
4.55K
$230K
|
|
Jul 14, 2023
Q2 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-362- 1.75% |
$17.9K - $18K
|
20.3K
$1.03M
|