Purchases and Sales Made in Q3 2022 in Blackrock Short Maturity Bond (NEAR)
This table provides information about the institutional ownership of Blackrock Short Maturity Bond (NEAR) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.15M+ 105.68% |
$204M - $205M
|
8.08M
$414M
|
|
|
Oct 12, 2022
Q3 2022
|
Tap Consulting, LLC
|
BUY
|
- |
1.38M+ 201.22% |
$67.7M - $68M
|
2.06M
$106M
|
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
667K+ 13.33% |
$32.8M - $32.9M
|
5.67M
$291M
|
|
|
Nov 10, 2022
Q3 2022
|
Retirement Capital Strategies
|
BUY
|
- |
441KNew |
$21.7M - $21.8M
|
441K
$22.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
264K+ 148.06% |
$13M - $13M
|
442K
$22.6M
|
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
230K+ 4832.22% |
$11.3M - $11.4M
|
235K
$12M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
221KNew |
$10.9M - $10.9M
|
221K
$11.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
192K+ 159.23% |
$9.44M - $9.48M
|
313K
$16M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
187K+ 29.33% |
$9.22M - $9.25M
|
826K
$42.4M
|
|
|
Nov 07, 2022
Q3 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
140KNew |
$6.88M - $6.9M
|
140K
$7.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
139K+ 17.72% |
$6.81M - $6.84M
|
921K
$47.2M
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
111KNew |
$5.47M - $5.49M
|
111K
$5.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
109K+ 5.27% |
$5.38M - $5.4M
|
2.18M
$112M
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
108K+ 146.44% |
$5.29M - $5.31M
|
181K
$9.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
106K+ 7.87% |
$5.19M - $5.21M
|
1.45M
$74.1M
|
|
|
Oct 25, 2022
Q3 2022
|
Friedenthal Financial
|
BUY
|
- |
104KNew |
$5.12M - $5.14M
|
104K
$5.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
96.1KNew |
$4.73M - $4.75M
|
96.1K
$4.93M
|
|
|
Nov 14, 2022
Q3 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
94.4KNew |
$4.64M - $4.66M
|
94.4K
$4.84M
|
|
|
May 18, 2023
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
84KNew |
$4.13M - $4.15M
|
84K
$4.31M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
71.6K+ 27.32% |
$3.52M - $3.54M
|
334K
$17.1M
|
|
|
Oct 26, 2022
Q3 2022
|
Hancock Whitney Corp
|
BUY
|
- |
55.3K+ 98.32% |
$2.72M - $2.73M
|
112K
$5.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
51.6KNew |
$2.54M - $2.55M
|
51.6K
$2.65M
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
38.7KNew |
$1.9M - $1.91M
|
38.7K
$1.98M
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
34.6K+ 28.09% |
$1.7M - $1.71M
|
158K
$8.09M
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
34.6K+ 28.09% |
$1.7M - $1.71M
|
158K
$8.09M
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
31.8K+ 24.76% |
$1.57M - $1.57M
|
160K
$8.22M
|
|
|
Sep 06, 2024
Q3 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
26.7KNew |
$1.31M - $1.32M
|
26.7K
$1.37M
|
|
|
Oct 17, 2022
Q3 2022
|
Astor Investment Management LLC
|
BUY
|
- |
24.7K+ 24.81% |
$1.22M - $1.22M
|
124K
$6.37M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
23.4K+ 18.55% |
$1.15M - $1.15M
|
149K
$7.66M
|
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
BUY
|
- |
23.4K+ 44.13% |
$1.15M - $1.15M
|
76.4K
$3.92M
|
|
|
Nov 09, 2022
Q3 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
21.5KNew |
$1.06M - $1.06M
|
21.5K
$1.1M
|
|
|
Oct 21, 2022
Q3 2022
|
G&S Capital LLC
|
BUY
|
- |
18KNew |
$887K - $890K
|
18K
$925K
|
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
16.8KNew |
$827K - $830K
|
16.8K
$862K
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
16.1K+ 5.56% |
$790K - $793K
|
305K
$15.6M
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Management Network Inc
|
BUY
|
- |
15.3KNew |
$755K - $757K
|
15.3K
$787K
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
15K+ 23.92% |
$739K - $742K
|
77.8K
$3.99M
|
|
|
Oct 06, 2022
Q3 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
13.5KNew |
$666K - $668K
|
13.5K
$694K
|
|
|
Oct 13, 2022
Q3 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
12.3KNew |
$606K - $609K
|
12.3K
$632K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
11.8K+ 24.6% |
$578K - $581K
|
59.6K
$3.05M
|
|
|
Oct 27, 2022
Q3 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
10.6KNew |
$524K - $526K
|
10.6K
$546K
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
9.22K+ 8.93% |
$454K - $455K
|
113K
$5.77M
|
|
|
Nov 14, 2022
Q3 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
8.81K+ 5.4% |
$433K - $435K
|
172K
$8.82M
|
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.32K+ 25.26% |
$409K - $411K
|
41.3K
$2.12M
|
|
|
Oct 12, 2022
Q3 2022
|
Capital Cs Group, LLC
|
BUY
|
- |
7.98KNew |
$392K - $394K
|
7.98K
$409K
|
|
|
Oct 13, 2022
Q3 2022
|
Moseley Investment Management Inc
|
BUY
|
- |
7.93K+ 13.7% |
$390K - $391K
|
65.8K
$3.37M
|
|
|
Oct 18, 2022
Q3 2022
|
Apeiron Ria LLC
|
BUY
|
- |
7.48KNew |
$368K - $369K
|
7.48K
$383K
|
|
|
Oct 24, 2022
Q3 2022
|
Forte Asset Management LLC
|
BUY
|
- |
6.48K+ 16.09% |
$319K - $320K
|
46.7K
$2.4M
|
|
|
Oct 31, 2022
Q3 2022
|
Meitav Dash Investments LTD
|
BUY
|
- |
6.46KNew |
$318K - $319K
|
6.46K
$331K
|
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
6.29K+ 65.15% |
$309K - $311K
|
15.9K
$818K
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
6KNew |
$295K - $296K
|
6K
$308K
|