Purchases and Sales Made in Q4 2022 in Blackrock Short Maturity Bond (NEAR)
This table provides information about the institutional ownership of Blackrock Short Maturity Bond (NEAR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.12M+ 29146.6% |
$300M - $302M
|
6.14M
$311M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
2.53M+ 176.83% |
$124M - $125M
|
3.97M
$201M
|
|
|
Feb 14, 2023
Q4 2022
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
1.9MNew |
$93.1M - $93.6M
|
1.9M
$96.1M
|
|
|
Jan 19, 2023
Q4 2022
|
Planning Alternatives LTD
|
BUY
|
- |
1.2MNew |
$58.8M - $59.2M
|
1.2M
$60.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
922KNew |
$45.2M - $45.5M
|
922K
$46.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
735K+ 9.1% |
$36M - $36.2M
|
8.81M
$446M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
510KNew |
$25M - $25.2M
|
510K
$25.8M
|
|
|
Feb 01, 2023
Q4 2022
|
Crestone Asset Management LLC
|
BUY
|
- |
388KNew |
$19M - $19.1M
|
388K
$19.6M
|
|
|
Feb 02, 2023
Q4 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
186K+ 210.62% |
$9.13M - $9.18M
|
275K
$13.9M
|
|
|
Jan 24, 2023
Q4 2022
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
173K+ 81.37% |
$8.48M - $8.53M
|
385K
$19.5M
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
167KNew |
$8.2M - $8.25M
|
167K
$8.46M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
114K+ 71.31% |
$5.6M - $5.64M
|
275K
$13.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
104K+ 12.63% |
$5.12M - $5.15M
|
930K
$47.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
100K+ 597.25% |
$4.92M - $4.95M
|
117K
$5.93M
|
|
|
Feb 02, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
82KNew |
$4.02M - $4.04M
|
82K
$4.15M
|
|
|
Feb 10, 2023
Q4 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
79.9K+ 46.45% |
$3.92M - $3.94M
|
252K
$12.7M
|
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
73.6K+ 241.99% |
$3.61M - $3.63M
|
104K
$5.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
71.7K+ 51.91% |
$3.51M - $3.53M
|
210K
$10.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
66.8K+ 188.54% |
$3.27M - $3.29M
|
102K
$5.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
66.5KNew |
$3.26M - $3.28M
|
66.5K
$3.36M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
64.9K+ 13.64% |
$3.18M - $3.2M
|
541K
$27.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
61.8KNew |
$3.03M - $3.05M
|
61.8K
$3.13M
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
60.6K+ 79.3% |
$2.97M - $2.99M
|
137K
$6.93M
|
|
|
Apr 10, 2023
Q4 2022
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
60KNew |
$2.94M - $2.96M
|
60K
$3.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
54KNew |
$2.65M - $2.66M
|
54K
$2.73M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
48.2KNew |
$2.36M - $2.38M
|
48.2K
$2.44M
|
|
|
Jan 18, 2023
Q4 2022
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
48.2KNew |
$2.36M - $2.38M
|
48.2K
$2.44M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
44.5K+ 3.08% |
$2.18M - $2.19M
|
1.49M
$75.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Management Network Inc
|
BUY
|
- |
44.3K+ 289.08% |
$2.17M - $2.19M
|
59.7K
$3.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
42.5K+ 2086.85% |
$2.08M - $2.1M
|
44.6K
$2.25M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
30.5K+ 108.04% |
$1.5M - $1.51M
|
58.8K
$2.97M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
29.7K+ 94.54% |
$1.46M - $1.47M
|
61.2K
$3.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
29.6K+ 30.82% |
$1.45M - $1.46M
|
126K
$6.36M
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
26K+ 127.92% |
$1.27M - $1.28M
|
46.3K
$2.34M
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
24.9K+ 66.11% |
$1.22M - $1.23M
|
62.6K
$3.17M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
22.1K+ 38.88% |
$1.08M - $1.09M
|
79.1K
$4M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
20.6K+ 53.76% |
$1.01M - $1.01M
|
58.8K
$2.97M
|
|
|
Feb 14, 2023
Q4 2022
|
Staley Capital Advisers Inc
|
BUY
|
- |
20.1K+ 13.76% |
$985K - $991K
|
166K
$8.41M
|
|
|
Feb 06, 2023
Q4 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
20.1KNew |
$984K - $990K
|
20.1K
$1.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
19.4K+ 16.51% |
$949K - $955K
|
137K
$6.91M
|
|
|
Feb 13, 2023
Q4 2022
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
18.2KNew |
$892K - $897K
|
18.2K
$921K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
17.6K+ 510.36% |
$865K - $870K
|
21.1K
$1.07M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
16.7KNew |
$820K - $824K
|
16.7K
$846K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
16.4K+ 247.02% |
$804K - $809K
|
23K
$1.17M
|
|
|
Feb 09, 2023
Q4 2022
|
Shelton Wealth Management, LLC
|
BUY
|
- |
15.1KNew |
$740K - $744K
|
15.1K
$763K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
14.8K+ 205.78% |
$724K - $728K
|
21.9K
$1.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
14.1KNew |
$693K - $697K
|
14.1K
$715K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
13.9K+ 5.03% |
$683K - $687K
|
291K
$14.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
13.6KNew |
$665K - $669K
|
13.6K
$687K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
13.5K+ 63.05% |
$663K - $667K
|
35K
$1.77M
|