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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-87.4K- 40.66% |
$4.32M - $4.34M
|
128K
$6.45M
|
|
|
Sep 26, 2024
Q2 2023
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-102K- 92.22% |
$5.04M - $5.07M
|
8.59K
$435K
|
|
|
Jul 18, 2023
Q2 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-113K- 39.29% |
$5.59M - $5.62M
|
175K
$8.84M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-121K- 9.03% |
$5.97M - $6M
|
1.22M
$61.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-132K- 74.02% |
$6.52M - $6.56M
|
46.3K
$2.34M
|
|
|
Jul 26, 2023
Q2 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-136K- 48.35% |
$6.74M - $6.77M
|
146K
$7.36M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-142K- 9.1% |
$7.01M - $7.04M
|
1.42M
$71.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-169K- 10.03% |
$8.37M - $8.41M
|
1.52M
$76.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-198K- 87.19% |
$9.78M - $9.83M
|
29.1K
$1.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-235K- 73.53% |
$11.6M - $11.7M
|
84.7K
$4.29M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-240K- 11.59% |
$11.9M - $11.9M
|
1.83M
$92.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-256K- 40.98% |
$12.7M - $12.7M
|
368K
$18.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-298K- 7.35% |
$14.8M - $14.8M
|
3.76M
$190M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-2.46M- 62.15% |
$122M - $122M
|
1.5M
$75.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.1M- 34.32% |
$153M - $154M
|
5.94M
$300M
|