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 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-200- 1.1% |
$10K - $10.3K
|
17.9K
$907K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-228- 0.43% |
$11.4K - $11.7K
|
52.7K
$2.67M
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-285- 4.29% |
$14.3K - $14.6K
|
6.36K
$322K
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-325- 2.77% |
$16.3K - $16.7K
|
11.4K
$576K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-340- 0.57% |
$17K - $17.4K
|
59.2K
$2.99M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-388- 68.31% |
$19.4K - $19.9K
|
180
$9.11K
|
|
|
Nov 13, 2024
Q3 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-390- 8.93% |
$19.5K - $20K
|
3.98K
$201K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-400- 3.11% |
$20K - $20.5K
|
12.5K
$631K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-441- 8.14% |
$22.1K - $22.6K
|
4.98K
$252K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-456- 4.42% |
$22.8K - $23.4K
|
9.87K
$499K
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
SELL
|
- |
-498- 2.46% |
$24.9K - $25.6K
|
19.8K
$1M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-517- 16.54% |
$25.9K - $26.5K
|
2.61K
$132K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-597- 1.14% |
$29.9K - $30.6K
|
51.8K
$2.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-605- 8.04% |
$30.3K - $31K
|
6.92K
$350K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-623- 4.48% |
$31.2K - $32K
|
13.3K
$672K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-639- 1.67% |
$32K - $32.8K
|
37.6K
$1.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-642- 1.85% |
$32.2K - $32.9K
|
34.2K
$1.73M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-668- 5.12% |
$33.5K - $34.3K
|
12.4K
$626K
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-692- 13.76% |
$34.7K - $35.5K
|
4.34K
$219K
|
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-700- 2.9% |
$35.1K - $35.9K
|
23.4K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-713- 0.64% |
$35.7K - $36.6K
|
110K
$5.56M
|
|
|
Nov 13, 2024
Q3 2024
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-723- 12.08% |
$36.2K - $37.1K
|
5.26K
$266K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-782- 3.13% |
$39.2K - $40.1K
|
24.2K
$1.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-849- 6.21% |
$42.5K - $43.6K
|
12.8K
$648K
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-886- 6.18% |
$44.4K - $45.5K
|
13.4K
$680K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.07K- 0.96% |
$53.6K - $54.9K
|
110K
$5.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.07K- 3.81% |
$53.6K - $55K
|
27.1K
$1.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.11K- 0.91% |
$55.4K - $56.8K
|
121K
$6.11M
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-1.11K- 7.6% |
$55.8K - $57.1K
|
13.5K
$685K
|
|
|
Oct 24, 2024
Q3 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-1.13K- 4.96% |
$56.8K - $58.1K
|
21.7K
$1.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-1.14K- 2.1% |
$56.9K - $58.2K
|
53K
$2.68M
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.15K- 7.51% |
$57.7K - $59.1K
|
14.2K
$718K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-1.21K- 6.35% |
$60.5K - $62K
|
17.8K
$901K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-1.22K- 8.12% |
$61.2K - $62.6K
|
13.8K
$698K
|
|
|
Nov 12, 2024
Q3 2024
|
Providence First Trust CO
|
SELL
|
- |
-1.25K- 13.48% |
$62.5K - $64K
|
8.01K
$405K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.3K- 12.36% |
$65.2K - $66.8K
|
9.24K
$467K
|
|
|
Oct 18, 2024
Q3 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-1.34K- 12.26% |
$67.3K - $68.9K
|
9.61K
$486K
|
|
|
Oct 23, 2024
Q3 2024
|
Cross Staff Investments Inc
|
SELL
|
- |
-1.47K- 11.39% |
$73.4K - $75.2K
|
11.4K
$577K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1.48K- 41.54% |
$73.9K - $75.7K
|
2.08K
$105K
|
|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-1.51K- 7.1% |
$75.4K - $77.2K
|
19.7K
$997K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.53K- 52.9% |
$76.4K - $78.2K
|
1.36K
$68.7K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.61K- 6.05% |
$80.8K - $82.8K
|
25K
$1.27M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.72K- 36.27% |
$85.9K - $88K
|
3.01K
$152K
|
|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-1.74K- 5.15% |
$87K - $89.1K
|
32K
$1.62M
|
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-1.81K- 15.47% |
$90.7K - $92.9K
|
9.89K
$500K
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-2.01K- 95.48% |
$100K - $103K
|
95
$4.81K
|
|
|
Oct 31, 2024
Q3 2024
|
Win Advisors, Inc
|
SELL
|
- |
-2.04K- 8.71% |
$102K - $104K
|
21.3K
$1.08M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-2.3K- 10.44% |
$115K - $118K
|
19.7K
$998K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.41K- 75.54% |
$121K - $124K
|
781
$39.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-2.87K- 28.62% |
$144K - $147K
|
7.16K
$362K
|