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 |
---|---|---|---|---|---|---|---|
Oct 26, 2022
Q3 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
334+ 7.31% |
$16.4K - $16.5K
|
4.9K
$248K
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
216New |
$10.6K - $10.7K
|
216
$10.9K
|
|
Oct 12, 2022
Q3 2022
|
Sol Capital Management CO
|
BUY
|
- |
165+ 1.36% |
$8.12K - $8.15K
|
12.3K
$620K
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
BUY
|
- |
125+ 0.54% |
$6.15K - $6.17K
|
23.5K
$1.19M
|
|
Oct 14, 2022
Q3 2022
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
99+ 0.28% |
$4.87K - $4.89K
|
36K
$1.82M
|
|
Nov 14, 2022
Q3 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
70New |
$3.44K - $3.46K
|
70
$3.53K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
50+ 1.5% |
$2.46K - $2.47K
|
3.38K
$171K
|
|
Oct 26, 2022
Q3 2022
|
Providence First Trust CO
|
BUY
|
- |
45+ 0.42% |
$2.21K - $2.22K
|
10.7K
$538K
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
39New |
$1.92K - $1.93K
|
39
$1.97K
|
|
Nov 14, 2022
Q3 2022
|
Marco Investment Management LLC
|
BUY
|
- |
39+ 0.38% |
$1.92K - $1.93K
|
10.4K
$526K
|
|
Nov 14, 2022
Q3 2022
|
Marco Investment Management LLC
|
BUY
|
- |
39+ 0.38% |
$1.92K - $1.93K
|
10.4K
$526K
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
29+ 0.14% |
$1.43K - $1.43K
|
20.4K
$1.03M
|
|
Nov 10, 2022
Q3 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
28+ 0.43% |
$1.38K - $1.38K
|
6.59K
$333K
|
|
Nov 02, 2022
Q3 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
27+ 0.2% |
$1.33K - $1.33K
|
13.7K
$691K
|
|
Nov 02, 2022
Q3 2022
|
ETF Store, Inc.
|
BUY
|
- |
22+ 0.25% |
$1.08K - $1.09K
|
8.81K
$445K
|
|
Nov 14, 2022
Q3 2022
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
21+ 0.2% |
$1.03K - $1.04K
|
10.5K
$528K
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
10+ 0.02% |
$492 - $494
|
47.4K
$2.39M
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
5+ 0.39% |
$246 - $247
|
1.28K
$64.7K
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
3+ 0.46% |
$148 - $148
|
650
$32.8K
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
BUY
|
- |
3+ 0.05% |
$148 - $148
|
5.5K
$278K
|
|
Oct 31, 2022
Q3 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2+ 0.04% |
$98.4 - $98.8
|
4.83K
$244K
|
|
Oct 17, 2022
Q3 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
1+ 0.0% |
$49.2 - $49.4
|
73.7K
$3.72M
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1- 0.02% |
$49.2 - $49.4
|
4.28K
$216K
|
|
Oct 13, 2022
Q3 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-33- 0.18% |
$1.62K - $1.63K
|
18.4K
$929K
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-55- 2.34% |
$2.71K - $2.72K
|
2.29K
$116K
|
|
Nov 01, 2022
Q3 2022
|
Clear Investment Research, LLC
|
SELL
|
- |
-63- 5.19% |
$3.1K - $3.11K
|
1.15K
$58.1K
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-86- 0.73% |
$4.23K - $4.25K
|
11.6K
$587K
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-133Closed |
$6.54K - $6.57K
|
0
$0
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
SELL
|
- |
-139- 2.88% |
$6.84K - $6.86K
|
4.68K
$236K
|
|
Nov 14, 2022
Q3 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-170- 3.29% |
$8.36K - $8.39K
|
5K
$253K
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-187- 3.22% |
$9.2K - $9.23K
|
5.62K
$284K
|
|
Nov 14, 2022
Q3 2022
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-200- 1.68% |
$9.84K - $9.88K
|
11.7K
$590K
|
|
Nov 04, 2022
Q3 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-208- 0.68% |
$10.2K - $10.3K
|
30.4K
$1.54M
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-212- 1.71% |
$10.4K - $10.5K
|
12.2K
$615K
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-258- 24.67% |
$12.7K - $12.7K
|
788
$39.8K
|
|
Nov 09, 2022
Q3 2022
|
Rollins Financial
|
SELL
|
- |
-300- 6.64% |
$14.8K - $14.8K
|
4.22K
$213K
|
|
Oct 25, 2022
Q3 2022
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-300- 0.74% |
$14.8K - $14.8K
|
40.2K
$2.03M
|
|
Oct 13, 2022
Q3 2022
|
Patten Group, Inc.
|
SELL
|
- |
-322- 1.35% |
$15.8K - $15.9K
|
23.5K
$1.18M
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-379- 64.57% |
$18.6K - $18.7K
|
208
$10.5K
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-396- 1.5% |
$19.5K - $19.6K
|
26K
$1.31M
|
|
Oct 28, 2022
Q3 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-436- 7.21% |
$21.4K - $21.5K
|
5.61K
$283K
|
|
Oct 31, 2022
Q3 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-489- 5.2% |
$24.1K - $24.1K
|
8.92K
$450K
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-508- 6.85% |
$25K - $25.1K
|
6.91K
$349K
|
|
Oct 17, 2022
Q3 2022
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-575- 2.73% |
$28.3K - $28.4K
|
20.5K
$1.03M
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-614- 55.77% |
$30.2K - $30.3K
|
487
$24.6K
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-653- 10.51% |
$32.1K - $32.2K
|
5.56K
$281K
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-688- 3.98% |
$33.8K - $34K
|
16.6K
$838K
|
|
Oct 18, 2022
Q3 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-744- 4.08% |
$36.6K - $36.7K
|
17.5K
$882K
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-748- 0.44% |
$36.8K - $36.9K
|
168K
$8.5M
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-799- 11.05% |
$39.3K - $39.5K
|
6.43K
$325K
|