Purchases and Sales Made in Q3 2020 in Blackrock Short Maturity Bond (NEAR)
This table provides information about the institutional ownership of Blackrock Short Maturity Bond (NEAR) during Q3 2020. 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 |
---|---|---|---|---|---|---|---|
Sep 15, 2021
Q3 2020
|
Cwm, LLC
|
SELL
|
- |
-5.18K- 42.42% |
$259K - $260K
|
7.03K
$357K
|
|
Oct 13, 2020
Q3 2020
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-5.24K- 46.76% |
$262K - $263K
|
5.97K
$303K
|
|
Oct 21, 2020
Q3 2020
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-5.28K- 46.12% |
$264K - $265K
|
6.17K
$313K
|
|
Oct 19, 2020
Q3 2020
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-5.35KClosed |
$267K - $268K
|
0
$0
|
|
Nov 06, 2020
Q3 2020
|
Ae Wealth Management LLC
|
SELL
|
- |
-5.38K- 5.39% |
$269K - $270K
|
94.5K
$4.79M
|
|
Nov 16, 2020
Q3 2020
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-5.56KClosed |
$278K - $279K
|
0
$0
|
|
Oct 07, 2020
Q3 2020
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-5.74K- 12.31% |
$287K - $288K
|
40.9K
$2.07M
|
|
Nov 12, 2020
Q3 2020
|
Capital Advantage, Inc.
|
SELL
|
- |
-5.96KClosed |
$298K - $299K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Belpointe Asset Management LLC
|
SELL
|
- |
-6.08K- 11.67% |
$304K - $305K
|
46K
$2.33M
|
|
Nov 03, 2020
Q3 2020
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-6.25KClosed |
$312K - $313K
|
0
$0
|
|
Nov 06, 2020
Q3 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.55K- 82.49% |
$327K - $328K
|
1.39K
$70.5K
|
|
Nov 04, 2020
Q3 2020
|
First National Trust CO
|
SELL
|
- |
-7.07K- 55.6% |
$353K - $355K
|
5.65K
$286K
|
|
Oct 19, 2020
Q3 2020
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-7.38K- 57.48% |
$369K - $370K
|
5.46K
$277K
|
|
Nov 05, 2020
Q3 2020
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-7.79K- 49.18% |
$389K - $391K
|
8.05K
$408K
|
|
Oct 21, 2020
Q3 2020
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-8.17K- 45.55% |
$408K - $410K
|
9.77K
$495K
|
|
Nov 16, 2020
Q3 2020
|
Unio Capital LLC
|
SELL
|
- |
-8.38K- 37.91% |
$419K - $420K
|
13.7K
$696K
|
|
Nov 09, 2020
Q3 2020
|
Access Financial Services, Inc.
|
SELL
|
- |
-8.92KClosed |
$446K - $447K
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-9.93KClosed |
$496K - $498K
|
0
$0
|
|
Oct 21, 2020
Q3 2020
|
Edge Wealth Management LLC
|
SELL
|
- |
-10.2K- 96.52% |
$509K - $511K
|
368
$18.7K
|
|
Nov 13, 2020
Q3 2020
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-10.7K- 26.56% |
$535K - $537K
|
29.6K
$1.5M
|
|
Nov 03, 2020
Q3 2020
|
Ieq Capital, LLC
|
SELL
|
- |
-11.2KClosed |
$560K - $562K
|
0
$0
|
|
Nov 03, 2020
Q3 2020
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-12.3K- 45.3% |
$617K - $619K
|
14.9K
$756K
|
|
Nov 13, 2020
Q3 2020
|
Truist Financial Corp
|
SELL
|
- |
-12.6K- 8.26% |
$629K - $632K
|
140K
$7.09M
|
|
Nov 12, 2020
Q3 2020
|
Gs Investments, Inc.
|
SELL
|
- |
-13K- 48.15% |
$650K - $652K
|
14K
$710K
|
|
Nov 10, 2020
Q3 2020
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-13K- 49.34% |
$650K - $653K
|
13.4K
$678K
|
|
Oct 13, 2020
Q3 2020
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-13.2K- 16.81% |
$658K - $660K
|
65.1K
$3.3M
|
|
Nov 12, 2020
Q3 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-13.7K- 35.15% |
$686K - $689K
|
25.3K
$1.28M
|
|
Nov 03, 2020
Q3 2020
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-14K- 56.96% |
$698K - $700K
|
10.6K
$535K
|
|
Oct 29, 2020
Q3 2020
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-14K- 5.1% |
$698K - $701K
|
260K
$13.2M
|
|
Oct 28, 2020
Q3 2020
|
Weaver Consulting Group
|
SELL
|
- |
-14.2K- 65.13% |
$709K - $712K
|
7.6K
$385K
|
|
Nov 13, 2020
Q3 2020
|
Staley Capital Advisers Inc
|
SELL
|
- |
-14.2K- 4.61% |
$710K - $712K
|
294K
$14.9M
|
|
Nov 04, 2020
Q3 2020
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-14.3K- 38.19% |
$717K - $719K
|
23.2K
$1.18M
|
|
Nov 16, 2020
Q3 2020
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-15KClosed |
$747K - $750K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Mattern Wealth Management LLC
|
SELL
|
- |
-15.1K- 17.77% |
$752K - $755K
|
69.7K
$3.53M
|
|
Nov 16, 2020
Q3 2020
|
Old Mission Capital LLC
|
SELL
|
- |
-15.4K- 37.11% |
$769K - $771K
|
26.1K
$1.32M
|
|
Oct 13, 2020
Q3 2020
|
Pfg Advisors
|
SELL
|
- |
-16.2K- 14.93% |
$811K - $814K
|
92.4K
$4.69M
|
|
Nov 13, 2020
Q3 2020
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-17.4K- 72.88% |
$868K - $872K
|
6.47K
$328K
|
|
Oct 19, 2020
Q3 2020
|
Focused Wealth Management, Inc
|
SELL
|
- |
-17.4K- 36.78% |
$870K - $873K
|
29.9K
$1.52M
|
|
Nov 10, 2020
Q3 2020
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-17.4K- 18.8% |
$872K - $875K
|
75.4K
$3.82M
|
|
Oct 19, 2020
Q3 2020
|
High Tower Trust Services, Lta
|
SELL
|
- |
-18.8KClosed |
$939K - $943K
|
0
$0
|
|
Nov 04, 2020
Q3 2020
|
Uma Financial Services, Inc.
|
SELL
|
- |
-18.9K- 59.61% |
$942K - $946K
|
12.8K
$648K
|
|
Oct 16, 2020
Q3 2020
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-19.9KClosed |
$992K - $996K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-20.2K- 64.75% |
$1.01M - $1.01M
|
11K
$558K
|
|
Oct 30, 2020
Q3 2020
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-20.3K- 98.12% |
$1.01M - $1.02M
|
388
$19.7K
|
|
Oct 27, 2020
Q3 2020
|
Shufro Rose & CO LLC
|
SELL
|
- |
-21.2K- 1.7% |
$1.06M - $1.06M
|
1.22M
$62.1M
|
|
Nov 13, 2020
Q3 2020
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-21.3K- 22.98% |
$1.07M - $1.07M
|
71.5K
$3.63M
|
|
Oct 13, 2020
Q3 2020
|
V Wealth Advisors LLC
|
SELL
|
- |
-23.3KClosed |
$1.16M - $1.17M
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Donoghue Forlines LLC
|
SELL
|
- |
-24K- 9.18% |
$1.2M - $1.21M
|
238K
$12.1M
|
|
Oct 23, 2020
Q3 2020
|
Flc Capital Advisors
|
SELL
|
- |
-28.4K- 50.19% |
$1.42M - $1.42M
|
28.2K
$1.43M
|
|
Nov 16, 2020
Q3 2020
|
Requisite Capital Management, LLC
|
SELL
|
- |
-30.5K- 23.23% |
$1.53M - $1.53M
|
101K
$5.12M
|