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 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-5.78K- 26.11% |
$290K - $290K
|
16.4K
$830K
|
|
Oct 20, 2021
Q3 2021
|
Patriot Investment Management Inc.
|
SELL
|
- |
-6.09K- 26.92% |
$305K - $305K
|
16.5K
$838K
|
|
Nov 15, 2021
Q3 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-6.15KClosed |
$308K - $308K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
SELL
|
- |
-6.22KClosed |
$312K - $312K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.35K- 23.14% |
$318K - $318K
|
21.1K
$1.07M
|
|
Oct 28, 2021
Q3 2021
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-6.45KClosed |
$323K - $323K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-6.9K- 12.2% |
$346K - $346K
|
49.6K
$2.52M
|
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
SELL
|
- |
-6.99KClosed |
$350K - $351K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-7.14KClosed |
$358K - $358K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-7.16K- 37.68% |
$359K - $359K
|
11.8K
$600K
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-7.27K- 12.87% |
$365K - $365K
|
49.3K
$2.5M
|
|
Nov 01, 2021
Q3 2021
|
Klingman & Associates, LLC
|
SELL
|
- |
-7.38K- 2.15% |
$370K - $370K
|
336K
$17.1M
|
|
Nov 16, 2021
Q3 2021
|
Requisite Capital Management, LLC
|
SELL
|
- |
-7.59KClosed |
$380K - $380K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Gs Investments, Inc.
|
SELL
|
- |
-8K- 33.33% |
$401K - $401K
|
16K
$811K
|
|
Oct 20, 2021
Q3 2021
|
Tranquility Partners, LLC
|
SELL
|
- |
-8.3K- 44.48% |
$416K - $416K
|
10.4K
$526K
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-8.34K- 19.5% |
$418K - $418K
|
34.4K
$1.75M
|
|
Oct 29, 2021
Q3 2021
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-8.37KClosed |
$420K - $420K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-8.72K- 5.92% |
$437K - $437K
|
139K
$7.03M
|
|
Nov 12, 2021
Q3 2021
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-9.72K- 18.67% |
$487K - $488K
|
42.3K
$2.15M
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
SELL
|
- |
-9.82K- 86.99% |
$492K - $493K
|
1.47K
$74.5K
|
|
Nov 12, 2021
Q3 2021
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-9.96K- 4.63% |
$499K - $499K
|
205K
$10.4M
|
|
Nov 02, 2021
Q3 2021
|
Howard Capital Management Inc.
|
SELL
|
- |
-10.3KClosed |
$517K - $518K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
SELL
|
- |
-10.4K- 67.87% |
$519K - $520K
|
4.91K
$249K
|
|
Nov 15, 2021
Q3 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-10.5K- 33.59% |
$524K - $524K
|
20.7K
$1.05M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-11K- 5.27% |
$553K - $554K
|
199K
$10.1M
|
|
Nov 09, 2021
Q3 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-12.1KClosed |
$606K - $607K
|
0
$0
|
|
Oct 25, 2021
Q3 2021
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-13.1K- 10.78% |
$657K - $658K
|
109K
$5.5M
|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-13.8KClosed |
$690K - $691K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-14.1K- 50.27% |
$708K - $709K
|
14K
$709K
|
|
Oct 14, 2021
Q3 2021
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-14.8KClosed |
$742K - $743K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-15.9K- 16.21% |
$796K - $797K
|
82.1K
$4.16M
|
|
Nov 08, 2021
Q3 2021
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-16KClosed |
$801K - $802K
|
0
$0
|
|
Oct 13, 2021
Q3 2021
|
Beacon Financial Group
|
SELL
|
- |
-17.9K- 19.34% |
$897K - $898K
|
74.6K
$3.78M
|
|
Oct 27, 2021
Q3 2021
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-20.8K- 32.71% |
$1.04M - $1.04M
|
42.7K
$2.17M
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-21.2K- 4.35% |
$1.06M - $1.06M
|
467K
$23.7M
|
|
Nov 09, 2021
Q3 2021
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-21.8K- 58.85% |
$1.09M - $1.09M
|
15.2K
$772K
|
|
Nov 02, 2021
Q3 2021
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-22.2KClosed |
$1.11M - $1.11M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-23.3K- 17.66% |
$1.17M - $1.17M
|
109K
$5.51M
|
|
Feb 15, 2022
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-27.3K- 86.44% |
$1.37M - $1.37M
|
4.28K
$217K
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-27.9K- 51.98% |
$1.4M - $1.4M
|
25.8K
$1.31M
|
|
Oct 12, 2021
Q3 2021
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-29.2K- 82.84% |
$1.47M - $1.47M
|
6.06K
$307K
|
|
Nov 04, 2021
Q3 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-36.4KClosed |
$1.83M - $1.83M
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-38.8K- 16.64% |
$1.95M - $1.95M
|
194K
$9.86M
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-39.2KClosed |
$1.96M - $1.97M
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-40.1K- 24.21% |
$2.01M - $2.01M
|
125K
$6.36M
|
|
Nov 12, 2021
Q3 2021
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-42.1K- 60.75% |
$2.11M - $2.11M
|
27.2K
$1.38M
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-61.6K- 28.56% |
$3.09M - $3.09M
|
154K
$7.82M
|
|
Oct 12, 2021
Q3 2021
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-72.2K- 92.68% |
$3.62M - $3.62M
|
5.7K
$289K
|
|
Nov 23, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-73.4K- 92.49% |
$3.68M - $3.68M
|
5.96K
$302K
|
|
Nov 15, 2021
Q3 2021
|
Betterment LLC
New York, NY |
SELL
|
- |
-81.5K- 20.75% |
$4.09M - $4.09M
|
311K
$15.8M
|