Institutional Ownership Blackrock Short Maturity Bond (NEAR)
This table provides information about the institutional ownership of Blackrock Short Maturity Bond (NEAR). We have compiled data on the 351 institutions that hold shares in the stock, with a total of 39.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.99 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
4,255
shares
|
$216,026
0.0% of portfolio
|
Q3 2024
Reduced 51.58%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
4,199
shares
|
$213,183
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
4,123
shares
|
$209,324
0.01% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Jan 23, 2025 Q4 2024 |
4,092
shares
|
$207,750
0.1% of portfolio
|
Q4 2024
Reduced 51.63%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
4,063
shares
|
$206,278
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
4,000
shares
|
$203,080
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
4,000
shares
|
$203,080
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Oct 25, 2024 Q3 2024 |
3,966
shares
|
$201,353
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
3,965
shares
|
$201,303
0.03% of portfolio
|
Q4 2024
Reduced 7.53%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
3,948
shares
|
$200,439
0.0% of portfolio
|
Q1 2024
Added 3.65%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
3,014
shares
|
$153,020
0.02% of portfolio
|
Q3 2024
Reduced 36.27%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
2,287
shares
|
$116,110
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
2,271
shares
|
$115,298
0.0% of portfolio
|
Q4 2024
Added 15.05%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
2,097
shares
|
$106,464
0.0% of portfolio
|
Q4 2024
Reduced 19.59%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
2,077
shares
|
$105,449
0.26% of portfolio
|
Q3 2024
Reduced 41.54%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
1,737
shares
|
$88,187
0.01% of portfolio
|
Q4 2024
Added 6.3%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
1,618
shares
|
$82,145
0.05% of portfolio
|
Q1 2023
Reduced 7.17%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
1,532
shares
|
$77,779
0.0% of portfolio
|
Q4 2024
Added 2.75%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
1,435
shares
|
$72,854
0.05% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
1,360
shares
|
$69,047
0.0% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
1,131
shares
|
$57,420
0.01% of portfolio
|
Q4 2024
Reduced 11.22%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
1,115
shares
|
$56,608
0.01% of portfolio
|
Q2 2024
Reduced 4.7%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,075
shares
|
$54,577
2.47% of portfolio
|
Q3 2022
Reduced 96.17%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
1,000
shares
|
$50,770
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
971
shares
|
$49,297
0.02% of portfolio
|
Q4 2023
Reduced 3.38%
|