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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-500- 8.87% |
$25K - $25.2K
|
5.14K
$260K
|
|
|
Jul 17, 2024
Q2 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-534- 2.44% |
$26.7K - $26.9K
|
21.4K
$1.08M
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-547- 0.42% |
$27.3K - $27.5K
|
129K
$6.5M
|
|
|
Aug 13, 2024
Q2 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-594- 5.67% |
$29.7K - $29.9K
|
9.88K
$500K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-600- 49.38% |
$30K - $30.2K
|
615
$31.1K
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-650- 41.04% |
$32.5K - $32.7K
|
934
$47.3K
|
|
|
Aug 05, 2024
Q2 2024
|
ETF Store, Inc.
|
SELL
|
- |
-650- 6.22% |
$32.5K - $32.7K
|
9.81K
$496K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-662- 4.34% |
$33.1K - $33.3K
|
14.6K
$739K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-688- 9.22% |
$34.4K - $34.6K
|
6.77K
$343K
|
|
|
Jul 11, 2024
Q2 2024
|
New Capital Management LP
|
SELL
|
- |
-697- 11.1% |
$34.8K - $35.1K
|
5.58K
$282K
|
|
|
Jul 23, 2024
Q2 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-700- 3.6% |
$35K - $35.2K
|
18.7K
$948K
|
|
|
Aug 02, 2024
Q2 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-725- 14.24% |
$36.2K - $36.5K
|
4.37K
$221K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-729- 0.68% |
$36.4K - $36.7K
|
106K
$5.35M
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-736- 4.67% |
$36.7K - $37K
|
15K
$760K
|
|
|
Aug 06, 2024
Q2 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-753- 3.56% |
$37.6K - $37.9K
|
20.4K
$1.03M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-837- 14.18% |
$41.8K - $42.1K
|
5.07K
$256K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-898- 8.0% |
$44.8K - $45.2K
|
10.3K
$522K
|
|
|
Sep 26, 2024
Q2 2024
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-925- 11.7% |
$46.2K - $46.6K
|
6.98K
$353K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-972- 6.53% |
$48.5K - $48.9K
|
13.9K
$703K
|
|
|
Aug 13, 2024
Q2 2024
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-1K- 14.31% |
$49.9K - $50.3K
|
5.99K
$303K
|
|
|
Aug 09, 2024
Q2 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-1.01K- 1.17% |
$50.3K - $50.7K
|
85.2K
$4.31M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.03K- 15.9% |
$51.2K - $51.6K
|
5.42K
$274K
|
|
|
Jul 24, 2024
Q2 2024
|
Lvz, Inc.
|
SELL
|
- |
-1.18K- 5.5% |
$58.9K - $59.3K
|
20.3K
$1.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.24K- 15.2% |
$61.7K - $62.2K
|
6.89K
$349K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-1.24K- 5.35% |
$62.1K - $62.6K
|
22K
$1.11M
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.26K- 2.11% |
$63.1K - $63.6K
|
58.6K
$2.97M
|
|
|
Jul 31, 2024
Q2 2024
|
Gs Investments, Inc.
|
SELL
|
- |
-1.3K- 13.03% |
$64.9K - $65.4K
|
8.68K
$439K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.31K- 3.74% |
$65.3K - $65.8K
|
33.6K
$1.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.32K- 3.66% |
$66K - $66.5K
|
34.8K
$1.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.49K- 3.27% |
$74.4K - $75K
|
44.1K
$2.23M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.5K- 6.14% |
$75.1K - $75.7K
|
23K
$1.16M
|
|
|
Aug 12, 2024
Q2 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1.6K- 1.31% |
$79.9K - $80.5K
|
121K
$6.12M
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.7K- 6.37% |
$84.9K - $85.6K
|
25K
$1.26M
|
|
|
Aug 07, 2024
Q2 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.72K- 10.1% |
$86K - $86.7K
|
15.3K
$776K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.74K- 26.9% |
$86.9K - $87.6K
|
4.73K
$239K
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-1.8K- 8.65% |
$89.9K - $90.6K
|
19K
$963K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.87K- 36.98% |
$93.6K - $94.3K
|
3.19K
$162K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-1.9K- 23.46% |
$94.9K - $95.7K
|
6.2K
$314K
|
|
|
Aug 07, 2024
Q2 2024
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-1.99K- 5.22% |
$99.5K - $100K
|
36.2K
$1.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.04K- 1.81% |
$102K - $103K
|
111K
$5.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-2.19K- 3.98% |
$110K - $110K
|
52.9K
$2.68M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.23K- 1.74% |
$111K - $112K
|
126K
$6.35M
|
|
|
Aug 01, 2024
Q2 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-2.4K- 24.67% |
$120K - $121K
|
7.33K
$371K
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-2.42K- 35.62% |
$121K - $122K
|
4.37K
$221K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.46K- 5.18% |
$123K - $124K
|
45K
$2.28M
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-2.5K- 25.27% |
$125K - $126K
|
7.38K
$374K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.56K- 24.48% |
$128K - $129K
|
7.89K
$399K
|
|
|
Aug 01, 2024
Q2 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-2.56K- 7.07% |
$128K - $129K
|
33.7K
$1.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-2.61K- 10.27% |
$131K - $132K
|
22.8K
$1.16M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.68K- 6.55% |
$134K - $135K
|
38.2K
$1.93M
|