Purchases and Sales Made in Q4 2021 in Blackrock Short Maturity Bond (NEAR)
This table provides information about the institutional ownership of Blackrock Short Maturity Bond (NEAR) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
SELL
|
- |
-584- 5.6% |
$29.2K - $29.3K
|
9.85K
$499K
|
|
Jan 14, 2022
Q4 2021
|
Avity Investment Management Inc.
|
SELL
|
- |
-600- 1.52% |
$30K - $30.1K
|
38.9K
$1.97M
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-625Closed |
$31.2K - $31.3K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Tranquility Partners, LLC
|
SELL
|
- |
-652- 6.29% |
$32.6K - $32.7K
|
9.71K
$492K
|
|
Feb 14, 2022
Q4 2021
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-716- 3.88% |
$35.7K - $35.9K
|
17.7K
$899K
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
SELL
|
- |
-716- 56.6% |
$35.7K - $35.9K
|
549
$27.8K
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-717- 12.94% |
$35.8K - $35.9K
|
4.82K
$245K
|
|
Feb 08, 2022
Q4 2021
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-737- 3.58% |
$36.8K - $36.9K
|
19.8K
$1.01M
|
|
Jan 27, 2022
Q4 2021
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-758- 6.65% |
$37.8K - $38K
|
10.6K
$539K
|
|
Feb 10, 2022
Q4 2021
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-894- 15.67% |
$44.6K - $44.8K
|
4.81K
$244K
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-895- 5.55% |
$44.7K - $44.9K
|
15.2K
$772K
|
|
Feb 09, 2022
Q4 2021
|
Gs Investments, Inc.
|
SELL
|
- |
-1.03K- 6.41% |
$51.2K - $51.4K
|
15K
$759K
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-1.05K- 13.42% |
$52.4K - $52.6K
|
6.78K
$344K
|
|
Feb 01, 2022
Q4 2021
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.1K- 6.63% |
$54.7K - $54.9K
|
15.4K
$783K
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.19K- 17.97% |
$59.3K - $59.5K
|
5.42K
$275K
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.24K- 0.97% |
$61.8K - $62K
|
127K
$6.42M
|
|
Feb 14, 2022
Q4 2021
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-1.32K- 20.61% |
$65.8K - $66.1K
|
5.08K
$257K
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-1.32K- 18.78% |
$66K - $66.2K
|
5.71K
$290K
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.33K- 9.36% |
$66.6K - $66.8K
|
12.9K
$655K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.37K- 1.54% |
$68.3K - $68.6K
|
87.5K
$4.44M
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.41K- 21.6% |
$70.4K - $70.6K
|
5.11K
$259K
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.44K- 7.99% |
$71.9K - $72.2K
|
16.6K
$841K
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.49K- 7.69% |
$74.6K - $74.9K
|
17.9K
$909K
|
|
Jan 28, 2022
Q4 2021
|
Lvz, Inc.
|
SELL
|
- |
-1.64K- 9.24% |
$82K - $82.3K
|
16.1K
$818K
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.67K- 3.38% |
$83.1K - $83.4K
|
47.6K
$2.41M
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.69K- 7.09% |
$84.3K - $84.7K
|
22.1K
$1.12M
|
|
Jan 26, 2022
Q4 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.82K- 0.2% |
$90.6K - $91K
|
895K
$45.4M
|
|
Feb 11, 2022
Q4 2021
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-1.83K- 8.3% |
$91.3K - $91.7K
|
20.2K
$1.02M
|
|
Jan 26, 2022
Q4 2021
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-2K- 6.82% |
$99.9K - $100K
|
27.3K
$1.39M
|
|
Feb 01, 2022
Q4 2021
|
Rollins Financial
|
SELL
|
- |
-2K- 30.7% |
$99.9K - $100K
|
4.52K
$229K
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.04K- 9.69% |
$102K - $102K
|
19K
$965K
|
|
Jan 14, 2022
Q4 2021
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-2.04K- 2.92% |
$102K - $102K
|
67.9K
$3.45M
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-2.15KClosed |
$107K - $108K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Access Financial Services, Inc.
|
SELL
|
- |
-2.48K- 31.67% |
$124K - $124K
|
5.36K
$272K
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2.56K- 19.64% |
$128K - $128K
|
10.5K
$531K
|
|
Feb 14, 2022
Q4 2021
|
Marco Investment Management LLC
|
SELL
|
- |
-2.58K- 17.76% |
$129K - $129K
|
12K
$606K
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.59K- 9.83% |
$129K - $130K
|
23.7K
$1.2M
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-2.61K- 6.36% |
$130K - $131K
|
38.4K
$1.95M
|
|
Jan 19, 2022
Q4 2021
|
Sol Capital Management CO
|
SELL
|
- |
-2.7K- 5.03% |
$135K - $135K
|
50.9K
$2.58M
|
|
Feb 14, 2022
Q4 2021
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-2.86K- 1.39% |
$143K - $143K
|
202K
$10.3M
|
|
Feb 14, 2022
Q4 2021
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-2.92K- 17.93% |
$146K - $146K
|
13.4K
$678K
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.12K- 8.48% |
$156K - $156K
|
33.6K
$1.71M
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.2K- 9.95% |
$160K - $160K
|
28.9K
$1.47M
|
|
Feb 11, 2022
Q4 2021
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-3.2K- 12.94% |
$160K - $160K
|
21.5K
$1.09M
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-3.21KClosed |
$160K - $161K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-3.28K- 13.19% |
$164K - $164K
|
21.5K
$1.09M
|
|
Jan 20, 2022
Q4 2021
|
Pflug Koory, LLC
|
SELL
|
- |
-3.6K- 54.93% |
$179K - $180K
|
2.95K
$150K
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.75K- 63.19% |
$187K - $188K
|
2.19K
$111K
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.79K- 2.22% |
$189K - $190K
|
167K
$8.45M
|
|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-3.8K- 11.33% |
$190K - $191K
|
29.8K
$1.51M
|