Purchases and Sales Made in Q4 2024 in Blackrock Short Maturity Bond (NEAR)
This table provides information about the institutional ownership of Blackrock Short Maturity Bond (NEAR) during Q4 2024. 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 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
75.1K+ 75.18% |
$3.77M - $3.83M
|
175K
$8.84M
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
28.6K+ 48.8% |
$1.44M - $1.46M
|
87.3K
$4.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
13K+ 18.76% |
$656K - $666K
|
82.6K
$4.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
6.64K+ 45.63% |
$334K - $339K
|
21.2K
$1.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
5.8K+ 12.96% |
$292K - $296K
|
50.6K
$2.56M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.06KNew |
$204K - $208K
|
4.06K
$205K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
BUY
|
- |
3.7K+ 1.37% |
$186K - $189K
|
273K
$13.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.16K+ 3.64% |
$108K - $110K
|
61.3K
$3.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
1.36K+ 21.49% |
$68.4K - $69.5K
|
7.69K
$389K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.22K+ 23.75% |
$61.3K - $62.3K
|
6.36K
$321K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.14K+ 22.14% |
$57.2K - $58.1K
|
6.27K
$317K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
788+ 16.46% |
$39.6K - $40.3K
|
5.58K
$282K
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
600New |
$30.2K - $30.6K
|
600
$30.3K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
289+ 2.95% |
$14.5K - $14.8K
|
10.1K
$509K
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
BUY
|
- |
259+ 0.42% |
$13K - $13.2K
|
62.3K
$3.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
219+ 1.61% |
$11K - $11.2K
|
13.8K
$700K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
103+ 6.3% |
$5.18K - $5.26K
|
1.74K
$87.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
73+ 25.44% |
$3.67K - $3.73K
|
360
$18.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
58+ 0.1% |
$2.92K - $2.96K
|
60.2K
$3.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
43+ 0.79% |
$2.16K - $2.2K
|
5.46K
$276K
|
|
|
Jan 13, 2025
Q4 2024
|
New Capital Management LP
|
BUY
|
- |
16+ 0.29% |
$804 - $817
|
5.6K
$283K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
9+ 0.08% |
$453 - $460
|
11K
$558K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 1.37% |
$50.3 - $51.1
|
74
$3.74K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-91- 74.59% |
$4.58K - $4.65K
|
31
$1.57K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-140- 0.76% |
$7.04K - $7.15K
|
18.3K
$925K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-143- 11.22% |
$7.19K - $7.3K
|
1.13K
$57.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-148- 0.75% |
$7.44K - $7.56K
|
19.6K
$988K
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-266- 2.32% |
$13.4K - $13.6K
|
11.2K
$566K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-323- 7.53% |
$16.2K - $16.5K
|
3.97K
$200K
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-326- 0.45% |
$16.4K - $16.7K
|
72.6K
$3.67M
|
|
|
Jan 13, 2025
Q4 2024
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-560- 7.13% |
$28.2K - $28.6K
|
7.3K
$369K
|