Purchases and Sales Made in Q2 2024 in Blackrock Short Maturity Bond (NEAR)
This table provides information about the institutional ownership of Blackrock Short Maturity Bond (NEAR) during Q2 2024. 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, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
104+ 1.21% |
$5.19K - $5.23K
|
8.71K
$441K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
102+ 2.27% |
$5.09K - $5.13K
|
4.6K
$233K
|
|
|
Aug 07, 2024
Q2 2024
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
100New |
$4.99K - $5.03K
|
100
$5.06K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
92New |
$4.59K - $4.63K
|
92
$4.65K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
91+ 293.55% |
$4.54K - $4.58K
|
122
$6.17K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
86+ 0.06% |
$4.29K - $4.33K
|
155K
$7.86M
|
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
71+ 0.16% |
$3.55K - $3.57K
|
45.3K
$2.29M
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
66New |
$3.3K - $3.32K
|
66
$3.34K
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
48+ 0.06% |
$2.4K - $2.42K
|
83.1K
$4.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
43+ 24.29% |
$2.15K - $2.16K
|
220
$11.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
40+ 0.31% |
$2K - $2.01K
|
12.9K
$651K
|
|
|
Aug 08, 2024
Q2 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
39+ 1.89% |
$1.95K - $1.96K
|
2.1K
$106K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
32+ 0.23% |
$1.6K - $1.61K
|
13.7K
$691K
|
|
|
Aug 08, 2024
Q2 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
29+ 0.54% |
$1.45K - $1.46K
|
5.39K
$272K
|
|
|
Jul 15, 2024
Q2 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
28+ 0.56% |
$1.4K - $1.41K
|
5.01K
$253K
|
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
BUY
|
- |
23+ 6.46% |
$1.15K - $1.16K
|
379
$19.2K
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
23+ 0.22% |
$1.15K - $1.16K
|
10.5K
$533K
|
|
|
Jul 19, 2024
Q2 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
22+ 0.51% |
$1.1K - $1.11K
|
4.36K
$221K
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
17+ 0.34% |
$849 - $856
|
5.03K
$254K
|
|
|
Aug 14, 2024
Q2 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
15New |
$749 - $755
|
15
$759
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
11New |
$549 - $554
|
11
$556
|
|
|
Aug 14, 2024
Q2 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
5+ 0.35% |
$250 - $252
|
1.43K
$72.3K
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
BUY
|
- |
2+ 1.67% |
$99.9 - $101
|
122
$6.17K
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 1.41% |
$49.9 - $50.3
|
72
$3.64K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 0.1% |
$49.9 - $50.3
|
964
$48.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 1.19% |
$49.9 - $50.3
|
85
$4.3K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
SELL
|
- |
-2- 0.01% |
$99.9 - $101
|
35.3K
$1.78M
|
|
|
Aug 02, 2024
Q2 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-14- 0.29% |
$699 - $705
|
4.85K
$245K
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-19- 0.53% |
$949 - $956
|
3.55K
$180K
|
|
|
Aug 09, 2024
Q2 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-50- 0.66% |
$2.5K - $2.52K
|
7.52K
$380K
|
|
|
Aug 07, 2024
Q2 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-52- 0.24% |
$2.6K - $2.62K
|
21.2K
$1.07M
|
|
|
Jul 09, 2024
Q2 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-54- 0.07% |
$2.7K - $2.72K
|
72.9K
$3.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-55- 4.7% |
$2.75K - $2.77K
|
1.12K
$56.4K
|
|
|
Jul 29, 2024
Q2 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-95- 1.7% |
$4.74K - $4.78K
|
5.5K
$278K
|
|
|
Jul 17, 2024
Q2 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-137- 1.24% |
$6.84K - $6.9K
|
10.9K
$552K
|
|
|
Jul 19, 2024
Q2 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-139- 0.85% |
$6.94K - $7K
|
16.2K
$821K
|
|
|
Aug 14, 2024
Q2 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-165- 1.39% |
$8.24K - $8.3K
|
11.7K
$593K
|
|
|
Jul 24, 2024
Q2 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-200- 2.92% |
$9.99K - $10.1K
|
6.65K
$336K
|
|
|
Jul 18, 2024
Q2 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-200- 1.87% |
$9.99K - $10.1K
|
10.5K
$530K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-235- 70.15% |
$11.7K - $11.8K
|
100
$5.06K
|
|
|
Jul 26, 2024
Q2 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-237- 3.02% |
$11.8K - $11.9K
|
7.6K
$384K
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
SELL
|
- |
-250- 2.77% |
$12.5K - $12.6K
|
8.78K
$444K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-306- 1.81% |
$15.3K - $15.4K
|
16.6K
$841K
|
|
|
Jul 16, 2024
Q2 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-387- 5.75% |
$19.3K - $19.5K
|
6.35K
$321K
|
|
|
Jul 22, 2024
Q2 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-400- 1.63% |
$20K - $20.1K
|
24.1K
$1.22M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-417- 4.53% |
$20.8K - $21K
|
8.79K
$445K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-477- 9.81% |
$23.8K - $24K
|
4.38K
$222K
|
|
|
Aug 09, 2024
Q2 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-500- 1.79% |
$25K - $25.2K
|
27.5K
$1.39M
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
SELL
|
- |
-500- 28.18% |
$25K - $25.2K
|
1.27K
$64.5K
|