Purchases and Sales Made in Q3 2021 in Blackrock Short Maturity Bond (NEAR)
This table provides information about the institutional ownership of Blackrock Short Maturity Bond (NEAR) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2021
Q3 2021
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
1.32K+ 8.89% |
$66K - $66K
|
16.1K
$818K
|
|
|
Nov 15, 2021
Q3 2021
|
Patten Group, Inc.
|
BUY
|
- |
1.31K+ 9.49% |
$65.5K - $65.6K
|
15.1K
$765K
|
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.24K+ 4.0% |
$62K - $62K
|
32.1K
$1.63M
|
|
|
Oct 29, 2021
Q3 2021
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1.23K+ 11.43% |
$61.4K - $61.4K
|
11.9K
$606K
|
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1.22K+ 73.58% |
$61K - $61K
|
2.87K
$146K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.12K+ 2.22% |
$56K - $56.1K
|
51.6K
$2.61M
|
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.09KNew |
$54.4K - $54.5K
|
1.09K
$55.1K
|
|
|
Oct 08, 2021
Q3 2021
|
Summit Financial Group, Inc.
|
BUY
|
- |
1.05K+ 3.09% |
$52.4K - $52.4K
|
34.8K
$1.77M
|
|
|
Nov 12, 2021
Q3 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.01K+ 7.17% |
$50.6K - $50.7K
|
15.1K
$765K
|
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
709+ 2.77% |
$35.5K - $35.6K
|
26.3K
$1.33M
|
|
|
Nov 04, 2021
Q3 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
700New |
$35.1K - $35.1K
|
700
$35.5K
|
|
|
Oct 19, 2021
Q3 2021
|
Next Capital Management LLC
|
BUY
|
- |
598+ 10.01% |
$30K - $30K
|
6.57K
$333K
|
|
|
Nov 15, 2021
Q3 2021
|
Townsquare Capital LLC
|
BUY
|
- |
584+ 5.93% |
$29.3K - $29.3K
|
10.4K
$529K
|
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
572New |
$28.7K - $28.7K
|
572
$29K
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
547+ 10.6% |
$27.4K - $27.4K
|
5.71K
$289K
|
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
515+ 8.71% |
$25.8K - $25.8K
|
6.43K
$326K
|
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
502+ 4.01% |
$25.2K - $25.2K
|
13K
$661K
|
|
|
Nov 01, 2021
Q3 2021
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
450+ 1.85% |
$22.6K - $22.6K
|
24.8K
$1.26M
|
|
|
Oct 25, 2021
Q3 2021
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
450+ 0.41% |
$22.6K - $22.6K
|
110K
$5.58M
|
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
430+ 1.86% |
$21.6K - $21.6K
|
23.6K
$1.2M
|
|
|
Nov 15, 2021
Q3 2021
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
427+ 7.15% |
$21.4K - $21.4K
|
6.4K
$324K
|
|
|
Nov 12, 2021
Q3 2021
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
410+ 10.25% |
$20.5K - $20.6K
|
4.41K
$224K
|
|
|
Oct 21, 2021
Q3 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
400New |
$20K - $20.1K
|
400
$20.3K
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
348+ 0.96% |
$17.4K - $17.5K
|
36.8K
$1.86M
|
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
324+ 0.72% |
$16.2K - $16.3K
|
45.2K
$2.29M
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
210+ 0.16% |
$10.5K - $10.5K
|
128K
$6.49M
|
|
|
Nov 03, 2021
Q3 2021
|
Meitav Dash Investments LTD
|
BUY
|
- |
210+ 3.23% |
$10.5K - $10.5K
|
6.71K
$340K
|
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
201+ 4.31% |
$10.1K - $10.1K
|
4.86K
$246K
|
|
|
Nov 12, 2021
Q3 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
199+ 3.33% |
$9.97K - $9.98K
|
6.18K
$313K
|
|
|
Nov 12, 2021
Q3 2021
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
190+ 0.62% |
$9.52K - $9.53K
|
31K
$1.57M
|
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
185+ 33.88% |
$9.27K - $9.28K
|
731
$37.1K
|
|
|
Oct 20, 2021
Q3 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
179+ 2.41% |
$8.97K - $8.98K
|
7.62K
$386K
|
|
|
Nov 04, 2021
Q3 2021
|
Hancock Whitney Corp
|
BUY
|
- |
153+ 0.33% |
$7.67K - $7.67K
|
45.9K
$2.33M
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
119+ 0.83% |
$5.96K - $5.97K
|
14.4K
$733K
|
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
BUY
|
- |
100+ 0.97% |
$5.01K - $5.02K
|
10.4K
$529K
|
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
60New |
$3.01K - $3.01K
|
60
$3.04K
|
|
|
Nov 02, 2021
Q3 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
40New |
$2K - $2.01K
|
40
$2.03K
|
|
|
Nov 12, 2021
Q3 2021
|
Providence First Trust CO
|
BUY
|
- |
20+ 0.19% |
$1K - $1K
|
10.6K
$535K
|
|
|
Nov 12, 2021
Q3 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
15+ 0.19% |
$752 - $752
|
7.84K
$397K
|
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
13+ 0.16% |
$652 - $652
|
7.92K
$402K
|
|
|
Nov 15, 2021
Q3 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
7+ 0.09% |
$351 - $351
|
7.78K
$394K
|
|
|
Oct 08, 2021
Q3 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
6+ 0.12% |
$301 - $301
|
5.05K
$256K
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
4+ 0.19% |
$200 - $201
|
2.15K
$109K
|
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
4+ 0.06% |
$200 - $201
|
6.52K
$331K
|
|
|
Nov 10, 2021
Q3 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
3+ 0.24% |
$150 - $150
|
1.27K
$64.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2+ 0.05% |
$100 - $100
|
4.15K
$210K
|
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
BUY
|
- |
2+ 0.03% |
$100 - $100
|
6.03K
$306K
|
|
|
Oct 20, 2021
Q3 2021
|
Astor Investment Management LLC
|
BUY
|
- |
1+ 0.2% |
$50.1 - $50.2
|
505
$25.6K
|
|
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
BUY
|
- |
1+ 0.08% |
$50.1 - $50.2
|
1.27K
$64.1K
|
|
|
Nov 10, 2021
Q3 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-3- 0.06% |
$150 - $150
|
4.87K
$247K
|