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 20, 2023
Q4 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-14.1K- 9.49% |
$692K - $696K
|
135K
$6.83M
|
|
|
Feb 10, 2023
Q4 2022
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-14.2K- 23.91% |
$696K - $700K
|
45.2K
$2.29M
|
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
SELL
|
- |
-14.4K- 38.75% |
$707K - $711K
|
22.8K
$1.16M
|
|
|
Feb 06, 2023
Q4 2022
|
Washington Trust Bank
|
SELL
|
- |
-14.6K- 25.38% |
$713K - $718K
|
42.8K
$2.17M
|
|
|
Feb 03, 2023
Q4 2022
|
Esg Planning
Santa Clara, CA |
SELL
|
- |
-14.7K- 59.52% |
$719K - $723K
|
9.98K
$506K
|
|
|
Jan 12, 2023
Q4 2022
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-15.5K- 75.51% |
$758K - $763K
|
5.02K
$255K
|
|
|
Feb 08, 2023
Q4 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-16K- 2.09% |
$785K - $789K
|
752K
$38.1M
|
|
|
Jan 30, 2023
Q4 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-17K- 69.67% |
$835K - $840K
|
7.42K
$376K
|
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
SELL
|
- |
-17.7K- 27.75% |
$868K - $874K
|
46.1K
$2.34M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-18.1K- 30.41% |
$887K - $893K
|
41.4K
$2.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-19.3K- 22.4% |
$947K - $953K
|
67K
$3.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-19.3K- 21.8% |
$947K - $953K
|
69.4K
$3.52M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-21K- 64.71% |
$1.03M - $1.03M
|
11.4K
$580K
|
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
SELL
|
- |
-24K- 15.76% |
$1.18M - $1.18M
|
128K
$6.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-27.5K- 17.01% |
$1.35M - $1.36M
|
134K
$6.81M
|
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-27.7K- 92.61% |
$1.36M - $1.37M
|
2.21K
$112K
|
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-31K- 47.51% |
$1.52M - $1.53M
|
34.3K
$1.74M
|
|
|
Jan 20, 2023
Q4 2022
|
Values First Advisors, Inc.
|
SELL
|
- |
-31.7K- 29.8% |
$1.55M - $1.56M
|
74.6K
$3.78M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-31.7K- 34.41% |
$1.55M - $1.56M
|
60.4K
$3.06M
|
|
|
Feb 10, 2023
Q4 2022
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-39.7K- 46.5% |
$1.95M - $1.96M
|
45.7K
$2.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-47.7K- 17.42% |
$2.34M - $2.35M
|
226K
$11.5M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-49.3K- 7.94% |
$2.41M - $2.43M
|
571K
$29M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-51.3K- 2.31% |
$2.52M - $2.53M
|
2.17M
$110M
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-51.8K- 37.3% |
$2.54M - $2.56M
|
87.2K
$4.42M
|
|
|
Feb 03, 2023
Q4 2022
|
Klingman & Associates, LLC
|
SELL
|
- |
-57.5K- 38.59% |
$2.82M - $2.83M
|
91.4K
$4.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-59.4K- 27.84% |
$2.91M - $2.93M
|
154K
$7.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-67.4K- 3.39% |
$3.3M - $3.32M
|
1.92M
$97.3M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-67.6K- 45.21% |
$3.31M - $3.33M
|
81.9K
$4.15M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-71.1K- 59.23% |
$3.49M - $3.51M
|
49K
$2.48M
|
|
|
Jan 12, 2023
Q4 2022
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-71.3K- 23.65% |
$3.5M - $3.52M
|
230K
$11.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-73.4K- 5.25% |
$3.6M - $3.62M
|
1.33M
$67.2M
|
|
|
Feb 03, 2023
Q4 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-77.4K- 69.34% |
$3.79M - $3.81M
|
34.2K
$1.73M
|
|
|
Jan 23, 2023
Q4 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-81K- 35.95% |
$3.97M - $3.99M
|
144K
$7.32M
|
|
|
Feb 08, 2023
Q4 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-95.9K- 61.74% |
$4.7M - $4.73M
|
59.5K
$3.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-99K- 45.44% |
$4.85M - $4.88M
|
119K
$6.03M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-119K- 35.63% |
$5.83M - $5.86M
|
215K
$10.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Financial Life Advisors
|
SELL
|
- |
-125K- 81.18% |
$6.14M - $6.17M
|
29K
$1.47M
|
|
|
Jan 20, 2023
Q4 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-140K- 49.02% |
$6.85M - $6.89M
|
145K
$7.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-155K- 85.5% |
$7.59M - $7.63M
|
26.3K
$1.33M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-199K- 12.11% |
$9.75M - $9.8M
|
1.44M
$73.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-216K- 23.41% |
$10.6M - $10.6M
|
705K
$35.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Columbia Trust CO 01012016
|
SELL
|
- |
-219K- 43.61% |
$10.7M - $10.8M
|
283K
$14.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-225K- 71.93% |
$11M - $11.1M
|
87.8K
$4.45M
|
|
|
Mar 06, 2023
Q4 2022
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-236KClosed |
$11.6M - $11.6M
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-243K- 77.68% |
$11.9M - $12M
|
69.8K
$3.54M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-255K- 99.52% |
$12.5M - $12.6M
|
1.22K
$61.7K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-286K- 64.64% |
$14M - $14.1M
|
156K
$7.92M
|
|
|
Jan 23, 2023
Q4 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-289K- 14.02% |
$14.2M - $14.2M
|
1.77M
$89.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-337K- 91.51% |
$16.5M - $16.6M
|
31.3K
$1.59M
|
|
|
Feb 07, 2023
Q4 2022
|
Retirement Capital Strategies
|
SELL
|
- |
-436K- 99.04% |
$21.4M - $21.5M
|
4.22K
$214K
|