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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
239+ 4.39% |
$12K - $12.3K
|
5.69K
$288K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
196+ 0.37% |
$9.82K - $10.1K
|
53K
$2.68M
|
|
|
Nov 07, 2024
Q3 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
173+ 1.29% |
$8.67K - $8.88K
|
13.6K
$689K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
164+ 12.36% |
$8.21K - $8.41K
|
1.49K
$75.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
122New |
$6.11K - $6.26K
|
122
$6.17K
|
|
|
Oct 22, 2024
Q3 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
120+ 0.56% |
$6.01K - $6.16K
|
21.4K
$1.08M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
112+ 1.29% |
$5.61K - $5.75K
|
8.82K
$446K
|
|
|
Nov 07, 2024
Q3 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
93+ 1.17% |
$4.66K - $4.77K
|
8.03K
$406K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
90+ 1.03% |
$4.51K - $4.62K
|
8.81K
$446K
|
|
|
Nov 07, 2024
Q3 2024
|
ETF Store, Inc.
|
BUY
|
- |
90+ 0.92% |
$4.51K - $4.62K
|
9.9K
$501K
|
|
|
Oct 18, 2024
Q3 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
89+ 2.12% |
$4.46K - $4.57K
|
4.28K
$216K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
81+ 0.55% |
$4.06K - $4.16K
|
14.7K
$743K
|
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
52+ 0.36% |
$2.6K - $2.67K
|
14.6K
$736K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
48+ 0.61% |
$2.4K - $2.46K
|
7.94K
$402K
|
|
|
Oct 10, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
45+ 0.72% |
$2.25K - $2.31K
|
6.33K
$320K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
37New |
$1.85K - $1.9K
|
37
$1.87K
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
31+ 0.58% |
$1.55K - $1.59K
|
5.42K
$274K
|
|
|
Oct 16, 2024
Q3 2024
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
29+ 0.42% |
$1.45K - $1.49K
|
7.01K
$355K
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
20+ 0.23% |
$1K - $1.03K
|
8.8K
$445K
|
|
|
Oct 31, 2024
Q3 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
9+ 0.08% |
$451 - $462
|
10.9K
$553K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
9+ 0.13% |
$451 - $462
|
6.78K
$343K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
9New |
$451 - $462
|
9
$455
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
6+ 0.42% |
$301 - $308
|
1.44K
$72.6K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2+ 0.03% |
$100 - $103
|
7.03K
$355K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2+ 0.21% |
$100 - $103
|
966
$48.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
2+ 0.03% |
$100 - $103
|
6.35K
$321K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2+ 0.05% |
$100 - $103
|
4.12K
$208K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 1.18% |
$50.1 - $51.3
|
86
$4.35K
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 1.39% |
$50.1 - $51.3
|
73
$3.69K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
1+ 0.82% |
$50.1 - $51.3
|
123
$6.22K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-2- 0.48% |
$100 - $103
|
413
$20.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-10- 0.5% |
$501 - $513
|
1.97K
$99.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-16- 0.1% |
$801 - $821
|
16.2K
$820K
|
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-18- 0.02% |
$902 - $924
|
72.9K
$3.69M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-20- 0.27% |
$1K - $1.03K
|
7.31K
$370K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-29- 0.52% |
$1.45K - $1.49K
|
5.52K
$279K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-33- 0.25% |
$1.65K - $1.69K
|
13.3K
$672K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-46- 50.0% |
$2.3K - $2.36K
|
46
$2.33K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-53- 0.77% |
$2.65K - $2.72K
|
6.84K
$346K
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-70- 0.99% |
$3.51K - $3.59K
|
7K
$354K
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-72- 1.65% |
$3.61K - $3.69K
|
4.29K
$217K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-80- 11.03% |
$4.01K - $4.1K
|
645
$32.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-82- 0.49% |
$4.11K - $4.21K
|
16.5K
$837K
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
SELL
|
- |
-92- 24.27% |
$4.61K - $4.72K
|
287
$14.5K
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-112- 1.47% |
$5.61K - $5.75K
|
7.49K
$379K
|
|
|
Nov 08, 2024
Q3 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-128- 2.64% |
$6.41K - $6.57K
|
4.72K
$239K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-150- 1.23% |
$7.51K - $7.7K
|
12K
$608K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-168- 3.65% |
$8.42K - $8.62K
|
4.43K
$224K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-175- 2.37% |
$8.77K - $8.98K
|
7.21K
$365K
|