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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2023
Q4 2022
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-1.99K- 16.67% |
$97.3K - $97.9K
|
9.92K
$503K
|
|
|
Feb 13, 2023
Q4 2022
|
Providence First Trust CO
|
SELL
|
- |
-1.99K- 18.68% |
$97.6K - $98.2K
|
8.67K
$439K
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-2.04K- 14.05% |
$99.8K - $100K
|
12.5K
$632K
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-2.06K- 30.12% |
$101K - $102K
|
4.78K
$242K
|
|
|
Jan 13, 2023
Q4 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-2.15K- 12.93% |
$105K - $106K
|
14.5K
$733K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.16K- 17.72% |
$106K - $106K
|
10K
$508K
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.25K- 11.02% |
$110K - $111K
|
18.2K
$921K
|
|
|
Feb 02, 2023
Q4 2022
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-2.31K- 12.24% |
$113K - $114K
|
16.5K
$838K
|
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
SELL
|
- |
-2.34K- 34.55% |
$115K - $115K
|
4.43K
$224K
|
|
|
Feb 02, 2023
Q4 2022
|
Securian Asset Management, Inc
|
SELL
|
- |
-2.39K- 0.44% |
$117K - $118K
|
540K
$27.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.42K- 0.38% |
$119K - $119K
|
641K
$32.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.49K- 6.4% |
$122K - $123K
|
36.4K
$1.85M
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.6K- 2.56% |
$127K - $128K
|
98.9K
$5.02M
|
|
|
Sep 25, 2024
Q4 2022
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-2.66K- 2.32% |
$131K - $131K
|
112K
$5.68M
|
|
|
Feb 06, 2023
Q4 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-2.69K- 1.57% |
$132K - $133K
|
168K
$8.53M
|
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-2.99K- 16.28% |
$147K - $148K
|
15.4K
$781K
|
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-3.25K- 8.68% |
$159K - $160K
|
34.2K
$1.73M
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-3.35K- 7.37% |
$164K - $165K
|
42K
$2.13M
|
|
|
Feb 15, 2023
Q4 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-3.39K- 42.39% |
$166K - $167K
|
4.6K
$233K
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-3.43K- 16.55% |
$168K - $169K
|
17.3K
$876K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.44K- 5.78% |
$168K - $169K
|
56K
$2.84M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-3.54K- 20.63% |
$174K - $175K
|
13.6K
$691K
|
|
|
Jan 18, 2023
Q4 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-3.95K- 22.37% |
$194K - $195K
|
13.7K
$695K
|
|
|
Feb 06, 2023
Q4 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-4K- 9.71% |
$196K - $197K
|
37.2K
$1.88M
|
|
|
Jan 20, 2023
Q4 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-4.06K- 29.29% |
$199K - $200K
|
9.81K
$497K
|
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-4.31K- 14.96% |
$211K - $213K
|
24.5K
$1.24M
|
|
|
Jan 17, 2023
Q4 2022
|
Forte Asset Management LLC
|
SELL
|
- |
-4.58K- 9.79% |
$224K - $226K
|
42.1K
$2.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.7K- 18.03% |
$230K - $232K
|
21.3K
$1.08M
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-5.01K- 90.0% |
$245K - $247K
|
556
$28.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Redwood Financial Network Corp
|
SELL
|
- |
-5.2K- 55.24% |
$255K - $256K
|
4.21K
$214K
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-6.04K- 22.72% |
$296K - $298K
|
20.5K
$1.04M
|
|
|
Jan 25, 2023
Q4 2022
|
Shufro Rose & CO LLC
|
SELL
|
- |
-6.29K- 3.77% |
$308K - $310K
|
160K
$8.14M
|
|
|
Feb 10, 2023
Q4 2022
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-6.57K- 27.53% |
$322K - $324K
|
17.3K
$876K
|
|
|
Feb 08, 2023
Q4 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-7K- 32.73% |
$343K - $345K
|
14.4K
$730K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8.24K- 8.15% |
$404K - $406K
|
92.9K
$4.71M
|
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-8.44K- 6.09% |
$414K - $416K
|
130K
$6.6M
|
|
|
Jan 24, 2023
Q4 2022
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-8.55K- 14.47% |
$419K - $422K
|
50.5K
$2.56M
|
|
|
Jan 26, 2023
Q4 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-9.15K- 63.97% |
$448K - $451K
|
5.15K
$261K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-9.72K- 20.52% |
$476K - $479K
|
37.7K
$1.91M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-10K- 33.17% |
$490K - $493K
|
20.1K
$1.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-10.1K- 45.75% |
$497K - $500K
|
12K
$610K
|
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-11.2K- 45.5% |
$547K - $550K
|
13.4K
$678K
|
|
|
Jan 24, 2023
Q4 2022
|
Darrow Company, Inc.
|
SELL
|
- |
-11.7K- 49.22% |
$572K - $575K
|
12K
$610K
|
|
|
Feb 01, 2023
Q4 2022
|
Astor Investment Management LLC
|
SELL
|
- |
-11.9K- 9.57% |
$583K - $586K
|
112K
$5.7M
|
|
|
Jan 09, 2023
Q4 2022
|
Summit Financial Group, Inc.
|
SELL
|
- |
-12K- 56.76% |
$586K - $589K
|
9.11K
$462K
|
|
|
Feb 02, 2023
Q4 2022
|
Spinnaker Trust
|
SELL
|
- |
-12.3K- 11.46% |
$604K - $608K
|
95.3K
$4.83M
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-12.5K- 12.62% |
$612K - $615K
|
86.4K
$4.38M
|
|
|
Jan 24, 2023
Q4 2022
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-13.1K- 67.1% |
$644K - $647K
|
6.44K
$326K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-13.5K- 35.02% |
$664K - $667K
|
25.1K
$1.27M
|
|
|
Jan 27, 2023
Q4 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-14.1K- 1.19% |
$691K - $695K
|
1.17M
$59.3M
|