Purchases and Sales Made in Q3 2024 in Blackrock Short Maturity Bond (NEAR)
This table provides information about the institutional ownership of Blackrock Short Maturity Bond (NEAR) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
272K+ 10.09% |
$13.6M - $13.9M
|
2.97M
$150M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
227K+ 39.66% |
$11.4M - $11.6M
|
798K
$40.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
175KNew |
$8.79M - $9M
|
175K
$8.88M
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
168K+ 13.87% |
$8.39M - $8.6M
|
1.38M
$69.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
155K+ 7.1% |
$7.78M - $7.97M
|
2.34M
$119M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
127K+ 6.61% |
$6.36M - $6.52M
|
2.05M
$104M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
122K+ 33.67% |
$6.13M - $6.28M
|
486K
$24.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
92K+ 1169.77% |
$4.61M - $4.72M
|
99.8K
$5.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
90.9K+ 172.01% |
$4.55M - $4.67M
|
144K
$7.27M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
87.2KNew |
$4.37M - $4.47M
|
87.2K
$4.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
73.3K+ 3.14% |
$3.67M - $3.76M
|
2.41M
$122M
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
62.1KNew |
$3.11M - $3.19M
|
62.1K
$3.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
60.3KNew |
$3.02M - $3.09M
|
60.3K
$3.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
45.4K+ 321.56% |
$2.27M - $2.33M
|
59.5K
$3.01M
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
40.7K+ 6.97% |
$2.04M - $2.09M
|
625K
$31.6M
|
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
BUY
|
- |
40.6K+ 190.0% |
$2.03M - $2.08M
|
62K
$3.14M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
38K+ 8.42% |
$1.91M - $1.95M
|
490K
$24.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
33.1KNew |
$1.66M - $1.7M
|
33.1K
$1.67M
|
|
|
Nov 05, 2024
Q3 2024
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
BUY
|
- |
30.9K+ 12.81% |
$1.55M - $1.59M
|
272K
$13.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
27.1K+ 2.91% |
$1.36M - $1.39M
|
960K
$48.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
26.4KNew |
$1.32M - $1.35M
|
26.4K
$1.33M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
24.9K+ 7778.44% |
$1.25M - $1.28M
|
25.2K
$1.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
22.7KNew |
$1.14M - $1.17M
|
22.7K
$1.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
BUY
|
- |
20.2KNew |
$1.01M - $1.04M
|
20.2K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
20K+ 9.38% |
$1M - $1.03M
|
233K
$11.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
16K+ 23.02% |
$800K - $819K
|
85.4K
$4.32M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
15.9K+ 1.21% |
$794K - $814K
|
1.33M
$67.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
13.9K+ 50.17% |
$695K - $712K
|
41.6K
$2.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
13.3K+ 9.67% |
$666K - $683K
|
151K
$7.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.1K+ 8.0% |
$655K - $671K
|
176K
$8.93M
|
|
|
Oct 18, 2024
Q3 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
12.8K+ 11.49% |
$641K - $657K
|
124K
$6.29M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
11.7K+ 26.03% |
$587K - $601K
|
56.7K
$2.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
11.5KNew |
$575K - $589K
|
11.5K
$580K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
10.5K+ 10.78% |
$527K - $540K
|
108K
$5.47M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
BUY
|
- |
10K+ 3.87% |
$503K - $515K
|
269K
$13.6M
|
|
|
Nov 12, 2024
Q3 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
9.64K+ 97.59% |
$483K - $495K
|
19.5K
$988K
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
9.62K+ 15.44% |
$482K - $494K
|
71.9K
$3.64M
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
8.56K+ 24.27% |
$429K - $439K
|
43.8K
$2.22M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.33K+ 6.63% |
$417K - $427K
|
134K
$6.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8K+ 63.15% |
$401K - $410K
|
20.7K
$1.05M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.48K+ 10.74% |
$375K - $384K
|
77.2K
$3.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
7.19K+ 13.83% |
$360K - $369K
|
59.2K
$3M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
7.03KNew |
$352K - $361K
|
7.03K
$356K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
6.92KNew |
$346K - $355K
|
6.92K
$350K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.42K+ 16.54% |
$322K - $329K
|
45.2K
$2.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
5.71K+ 8.53% |
$286K - $293K
|
72.6K
$3.67M
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
5.44KNew |
$273K - $279K
|
5.44K
$275K
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
5.37K+ 15.44% |
$269K - $276K
|
40.2K
$2.03M
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
5.14KNew |
$257K - $264K
|
5.14K
$260K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.14KNew |
$257K - $264K
|
5.14K
$260K
|