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 357 institutions that hold shares in the stock, with a total of 41 Million shares, which have been reported (via 13F filing form) to have a value of $2.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arkfeld Wealth Strategies, L.L.C.
|
Jan 21, 2025 Q4 2024 |
52,948
shares
|
$2.67 Million
1.26% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
52,684
shares
|
$2.66 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
51,562
shares
|
$2.6 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Patten Group, Inc.
|
Feb 06, 2025 Q4 2024 |
50,885
shares
|
$2.57 Million
0.58% of portfolio
|
Q4 2024
Added 16.1%
|
|
|
Lvw Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
50,567
shares
|
$2.55 Million
0.32% of portfolio
|
Q4 2024
Added 12.96%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
50,379
shares
|
$2.55 Million
1.09% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
46,379
shares
|
$2.34 Million
0.59% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
45,377
shares
|
$2.29 Million
0.0% of portfolio
|
Q3 2024
Added 2.96%
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
45,302
shares
|
$2.29 Million
0.15% of portfolio
|
Q4 2024
Added 12.81%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jan 28, 2025 Q4 2024 |
45,287
shares
|
$2.29 Million
0.86% of portfolio
|
Q3 2024
Reduced 57.88%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
45,240
shares
|
$2.29 Million
0.0% of portfolio
|
Q3 2024
Added 16.54%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
44,255
shares
|
$2.24 Million
0.0% of portfolio
|
Q3 2024
Added 3.56%
|
|
|
Unified Investment Management
Atlanta, GA |
Feb 06, 2025 Q4 2024 |
44,048
shares
|
$2.23 Million
2.53% of portfolio
|
Q4 2024
New holding
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
43,163
shares
|
$2.18 Million
0.13% of portfolio
|
Q3 2023
Reduced 5.99%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
41,556
shares
|
$2.1 Million
0.0% of portfolio
|
Q3 2024
Added 50.17%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
40,105
shares
|
$2.03 Million
0.06% of portfolio
|
Q3 2024
Reduced 9.07%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
38,639
shares
|
$1.95 Million
0.24% of portfolio
|
Q3 2024
Added 13.54%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Nov 12, 2024 Q3 2024 |
37,096
shares
|
$1.87 Million
0.68% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
35,728
shares
|
$1.8 Million
0.17% of portfolio
|
Q4 2024
Reduced 5.3%
|
|
|
Green Square Capital Advisors LLC
|
Nov 07, 2024 Q3 2024 |
33,584
shares
|
$1.7 Million
0.24% of portfolio
|
Q3 2024
Reduced 9.15%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
33,018
shares
|
$1.67 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
32,450
shares
|
$1.64 Million
0.35% of portfolio
|
Q4 2024
Added 5.02%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
32,316
shares
|
$1.63 Million
0.01% of portfolio
|
Q4 2024
Reduced 14.0%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Jan 27, 2025 Q4 2024 |
32,220
shares
|
$1.63 Million
0.5% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
32,093
shares
|
$1.62 Million
0.17% of portfolio
|
Q4 2024
Reduced 2.96%
|