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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-450- 72.0% |
$22.6K - $23K
|
175
$8.86K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-461- 6.64% |
$23.2K - $23.5K
|
6.48K
$328K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-487- 1.8% |
$24.5K - $24.9K
|
26.6K
$1.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-511- 19.59% |
$25.7K - $26.1K
|
2.1K
$106K
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-540- 0.91% |
$27.2K - $27.6K
|
58.7K
$2.97M
|
|
|
Jan 13, 2025
Q4 2024
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-560- 7.13% |
$28.2K - $28.6K
|
7.3K
$369K
|
|
|
Jan 24, 2025
Q4 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-600- 2.98% |
$30.2K - $30.6K
|
19.6K
$990K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-626- 4.53% |
$31.5K - $32K
|
13.2K
$667K
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-738- 6.75% |
$37.1K - $37.7K
|
10.2K
$516K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-791- 6.39% |
$39.8K - $40.4K
|
11.6K
$587K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-800- 8.41% |
$40.2K - $40.9K
|
8.71K
$441K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-802- 3.2% |
$40.3K - $41K
|
24.2K
$1.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-827- 11.01% |
$41.6K - $42.2K
|
6.69K
$339K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-841- 98.25% |
$42.3K - $43K
|
15
$760
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-886- 5.36% |
$44.5K - $45.3K
|
15.7K
$793K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-979- 2.96% |
$49.2K - $50K
|
32.1K
$1.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.01K- 1.7% |
$50.9K - $51.7K
|
58.5K
$2.96M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-1.07K- 4.75% |
$53.5K - $54.4K
|
21.4K
$1.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.13K- 3.31% |
$56.9K - $57.8K
|
33K
$1.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1.33K- 64.03% |
$66.9K - $67.9K
|
747
$37.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-1.68K- 9.41% |
$84.3K - $85.7K
|
16.1K
$817K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.75K- 24.81% |
$87.7K - $89.1K
|
5.29K
$268K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.76K- 11.62% |
$88.3K - $89.7K
|
13.4K
$677K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-1.81K- 1.54% |
$90.8K - $92.3K
|
115K
$5.84M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.88K- 1.55% |
$94.3K - $95.8K
|
119K
$6.02M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.88K- 23.73% |
$94.7K - $96.2K
|
6.05K
$307K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-2K- 5.3% |
$101K - $102K
|
35.7K
$1.81M
|
|
|
Jan 22, 2025
Q4 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-2.12K- 9.79% |
$107K - $108K
|
19.6K
$991K
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-2.2K- 15.47% |
$110K - $112K
|
12K
$607K
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-2.26K- 11.59% |
$114K - $116K
|
17.3K
$874K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.33K- 1.49% |
$117K - $119K
|
154K
$7.79M
|
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-2.5K- 34.19% |
$126K - $128K
|
4.81K
$244K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.64K- 2.4% |
$133K - $135K
|
107K
$5.43M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.07K- 3.98% |
$155K - $157K
|
74.1K
$3.75M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-3.43K- 10.71% |
$173K - $175K
|
28.6K
$1.45M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.47K- 3.05% |
$175K - $177K
|
110K
$5.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-3.86K- 4.81% |
$194K - $197K
|
76.4K
$3.87M
|
|
|
Jan 23, 2025
Q4 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-4.37K- 51.63% |
$220K - $223K
|
4.09K
$207K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.95K- 46.0% |
$249K - $253K
|
5.81K
$294K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.07K- 39.58% |
$255K - $259K
|
7.75K
$392K
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-5.19K- 54.04% |
$261K - $265K
|
4.42K
$224K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.26K- 14.0% |
$265K - $269K
|
32.3K
$1.64M
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
SELL
|
- |
-5.28K- 46.04% |
$266K - $270K
|
6.19K
$313K
|
|
|
Feb 14, 2025
Q4 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-5.63K- 16.76% |
$283K - $287K
|
28K
$1.42M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.79K- 2.48% |
$291K - $296K
|
227K
$11.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-5.81K- 40.03% |
$292K - $297K
|
8.7K
$441K
|
|
|
Jan 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-7.9K- 56.55% |
$397K - $403K
|
6.07K
$307K
|
|
|
Feb 11, 2025
Q4 2024
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-8.05K- 41.98% |
$405K - $411K
|
11.1K
$563K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
SELL
|
- |
-8.13K- 6.6% |
$409K - $415K
|
115K
$5.83M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.6K- 45.62% |
$483K - $490K
|
11.4K
$580K
|