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 |
---|---|---|---|---|---|---|---|
Jan 25, 2023
Q4 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.35K+ 23.24% |
$65.9K - $66.3K
|
7.13K
$362K
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.31K+ 16.89% |
$64.2K - $64.5K
|
9.06K
$459K
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.3K+ 22.67% |
$63.9K - $64.3K
|
7.06K
$358K
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.28KNew |
$62.5K - $62.9K
|
1.28K
$64.7K
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1.28K+ 270.7% |
$62.5K - $62.9K
|
1.75K
$88.5K
|
|
Jan 17, 2023
Q4 2022
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
1.16K+ 6.2% |
$56.9K - $57.3K
|
19.9K
$1.01M
|
|
Jan 25, 2023
Q4 2022
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
1.13K+ 10.82% |
$55.5K - $55.8K
|
11.6K
$588K
|
|
Jan 25, 2023
Q4 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
1K+ 3.18% |
$49.2K - $49.5K
|
32.5K
$1.65M
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
879New |
$43.1K - $43.3K
|
879
$44.6K
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
853New |
$41.8K - $42.1K
|
853
$43.3K
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
766New |
$37.5K - $37.8K
|
766
$38.8K
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
713+ 91.53% |
$34.9K - $35.2K
|
1.49K
$75.7K
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
702+ 6.22% |
$34.4K - $34.6K
|
12K
$608K
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
650New |
$31.9K - $32K
|
650
$33K
|
|
Jan 17, 2023
Q4 2022
|
Lvz, Inc.
|
BUY
|
- |
618+ 3.55% |
$30.3K - $30.5K
|
18K
$914K
|
|
Feb 14, 2023
Q4 2022
|
First Wilshire Securities Management Inc
Pasadena, CA |
BUY
|
- |
600+ 5.13% |
$29.4K - $29.6K
|
12.3K
$623K
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
598+ 4.31% |
$29.3K - $29.5K
|
14.5K
$734K
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
534+ 11.7% |
$26.2K - $26.3K
|
5.1K
$258K
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
499+ 12.74% |
$24.5K - $24.6K
|
4.42K
$224K
|
|
Jan 18, 2023
Q4 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
445+ 1.68% |
$21.8K - $21.9K
|
27K
$1.37M
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
400New |
$19.6K - $19.7K
|
400
$20.3K
|
|
Jan 20, 2023
Q4 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
381New |
$18.7K - $18.8K
|
381
$19.3K
|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
BUY
|
- |
381New |
$18.7K - $18.8K
|
381
$19.3K
|
|
Feb 14, 2023
Q4 2022
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
359New |
$17.6K - $17.7K
|
359
$18.2K
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
328+ 57.14% |
$16.1K - $16.2K
|
902
$45.7K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
201New |
$9.85K - $9.91K
|
201
$10.2K
|
|
Jan 23, 2023
Q4 2022
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
184+ 0.22% |
$9.02K - $9.07K
|
82.9K
$4.2M
|
|
Jan 17, 2023
Q4 2022
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
164+ 0.46% |
$8.04K - $8.09K
|
36.2K
$1.83M
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
127New |
$6.22K - $6.26K
|
127
$6.44K
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
110New |
$5.39K - $5.42K
|
110
$5.58K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
100+ 2.96% |
$4.9K - $4.93K
|
3.48K
$177K
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
89New |
$4.36K - $4.39K
|
89
$4.51K
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
77+ 0.78% |
$3.77K - $3.8K
|
9.93K
$503K
|
|
Feb 13, 2023
Q4 2022
|
ETF Store, Inc.
|
BUY
|
- |
67+ 0.76% |
$3.28K - $3.3K
|
8.87K
$450K
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
62+ 12.73% |
$3.04K - $3.06K
|
549
$27.8K
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
40+ 0.75% |
$1.96K - $1.97K
|
5.35K
$272K
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
29New |
$1.42K - $1.43K
|
29
$1.47K
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
20New |
$980 - $986
|
20
$1.01K
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
11+ 0.04% |
$539 - $542
|
28.2K
$1.43M
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3+ 0.01% |
$147 - $148
|
42.3K
$2.15M
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1+ 1.18% |
$49 - $49.3
|
86
$4.36K
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
BUY
|
- |
1+ 1.2% |
$49 - $49.3
|
84
$4.26K
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1+ 0.0% |
$49 - $49.3
|
21.1K
$1.07M
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 2.44% |
$49 - $49.3
|
42
$2.13K
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-4- 0.51% |
$196 - $197
|
784
$39.8K
|
|
Feb 03, 2023
Q4 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-13- 0.16% |
$637 - $641
|
8.19K
$415K
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-18- 7.86% |
$882 - $887
|
211
$10.7K
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-44- 0.11% |
$2.16K - $2.17K
|
41.2K
$2.09M
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-47- 0.15% |
$2.3K - $2.32K
|
32.2K
$1.63M
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-55- 0.57% |
$2.7K - $2.71K
|
9.57K
$485K
|