Purchases and Sales Made in Q4 2023 in Blackrock Short Maturity Bond (NEAR)
This table provides information about the institutional ownership of Blackrock Short Maturity Bond (NEAR) during Q4 2023. 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 14, 2024
Q4 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
1.39K+ 7.57% |
$69K - $70.2K
|
19.7K
$999K
|
|
|
Jan 23, 2024
Q4 2023
|
Lvz, Inc.
|
BUY
|
- |
1.31K+ 6.48% |
$65.1K - $66.1K
|
21.5K
$1.09M
|
|
|
Jan 23, 2024
Q4 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
1.26K+ 1.54% |
$62.6K - $63.7K
|
83.2K
$4.21M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.23K+ 15.89% |
$60.9K - $61.9K
|
8.94K
$452K
|
|
|
Jan 05, 2024
Q4 2023
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
1.23K+ 8.22% |
$60.9K - $61.9K
|
16.1K
$817K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.05K+ 1.11% |
$52.1K - $52.9K
|
95.4K
$4.83M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
977New |
$48.6K - $49.4K
|
977
$49.4K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
967New |
$48.1K - $48.9K
|
967
$48.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
917New |
$45.6K - $46.3K
|
917
$46.4K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
672+ 5.64% |
$33.4K - $33.9K
|
12.6K
$637K
|
|
|
Jan 24, 2024
Q4 2023
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
592+ 0.61% |
$29.4K - $29.9K
|
97K
$4.91M
|
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
558+ 1.26% |
$27.7K - $28.2K
|
44.9K
$2.27M
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
500New |
$24.9K - $25.3K
|
500
$25.3K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
418+ 201.93% |
$20.8K - $21.1K
|
625
$31.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
390+ 1.33% |
$19.4K - $19.7K
|
29.7K
$1.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
335New |
$16.6K - $16.9K
|
335
$16.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
254New |
$12.6K - $12.8K
|
254
$12.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
249+ 1.92% |
$12.4K - $12.6K
|
13.2K
$667K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
237+ 4.12% |
$11.8K - $12K
|
5.99K
$303K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
186+ 1.0% |
$9.24K - $9.4K
|
18.8K
$950K
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
184+ 2.45% |
$9.14K - $9.3K
|
7.69K
$389K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
183+ 56.31% |
$9.1K - $9.25K
|
508
$25.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
180+ 4.11% |
$8.95K - $9.09K
|
4.56K
$230K
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
179+ 0.65% |
$8.9K - $9.04K
|
27.6K
$1.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Providence First Trust CO
|
BUY
|
- |
172+ 1.93% |
$8.55K - $8.69K
|
9.08K
$459K
|
|
|
Jan 22, 2024
Q4 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
165+ 0.65% |
$8.2K - $8.34K
|
25.7K
$1.3M
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
164+ 5466.67% |
$8.15K - $8.29K
|
167
$8.45K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
162+ 1.75% |
$8.05K - $8.18K
|
9.43K
$477K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
154+ 0.66% |
$7.65K - $7.78K
|
23.5K
$1.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
144+ 7.96% |
$7.16K - $7.27K
|
1.95K
$98.8K
|
|
|
Feb 07, 2024
Q4 2023
|
ETF Store, Inc.
|
BUY
|
- |
140+ 1.37% |
$6.96K - $7.07K
|
10.4K
$525K
|
|
|
Feb 09, 2024
Q4 2023
|
Share Andrew L.
Manchester, NH |
BUY
|
- |
134+ 2.84% |
$6.66K - $6.77K
|
4.86K
$246K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
126New |
$6.26K - $6.37K
|
126
$6.37K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
125New |
$6.21K - $6.32K
|
125
$6.32K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
108+ 1.1% |
$5.37K - $5.46K
|
9.96K
$504K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
101+ 1.4% |
$5.02K - $5.1K
|
7.3K
$369K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
97+ 15.85% |
$4.82K - $4.9K
|
709
$35.9K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
93+ 1.98% |
$4.62K - $4.7K
|
4.79K
$242K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
67New |
$3.33K - $3.38K
|
67
$3.39K
|
|
|
Feb 02, 2024
Q4 2023
|
Cross Staff Investments Inc
|
BUY
|
- |
62+ 0.45% |
$3.08K - $3.13K
|
13.8K
$698K
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
57+ 0.13% |
$2.83K - $2.88K
|
44.1K
$2.23M
|
|
|
Feb 05, 2024
Q4 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
32+ 0.68% |
$1.59K - $1.62K
|
4.74K
$240K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
31New |
$1.54K - $1.57K
|
31
$1.57K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
7New |
$348 - $354
|
7
$354
|
|
|
Jan 09, 2024
Q4 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
4+ 0.01% |
$199 - $202
|
73K
$3.69M
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
3New |
$149 - $152
|
3
$152
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3+ 0.31% |
$149 - $152
|
962
$48.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2+ 2.47% |
$99.4 - $101
|
83
$4.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.06% |
$99.4 - $101
|
3.11K
$157K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
BUY
|
- |
2+ 1.71% |
$99.4 - $101
|
119
$6.02K
|