Purchases and Sales Made in Q3 2021 in Blackrock Short Maturity Bond (NEAR)
This table provides information about the institutional ownership of Blackrock Short Maturity Bond (NEAR) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 01, 2021
Q3 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-1.4K- 13.86% |
$70.2K - $70.2K
|
8.7K
$442K
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.44K- 24.57% |
$72K - $72.1K
|
4.41K
$224K
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.5K- 67.61% |
$75.1K - $75.2K
|
718
$36.5K
|
|
Oct 19, 2021
Q3 2021
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-1.54K- 4.17% |
$77.3K - $77.3K
|
35.4K
$1.8M
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.75K- 8.85% |
$87.7K - $87.7K
|
18K
$916K
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-1.8K- 17.09% |
$90.2K - $90.2K
|
8.73K
$444K
|
|
Oct 28, 2021
Q3 2021
|
Access Financial Services, Inc.
|
SELL
|
- |
-1.81K- 18.77% |
$90.8K - $90.8K
|
7.84K
$398K
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.87K- 22.73% |
$93.6K - $93.6K
|
6.35K
$323K
|
|
Oct 13, 2021
Q3 2021
|
Flc Capital Advisors
|
SELL
|
- |
-1.89K- 19.4% |
$94.5K - $94.6K
|
7.83K
$398K
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-2KClosed |
$100K - $100K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-2.06K- 2.46% |
$103K - $104K
|
82K
$4.17M
|
|
Nov 16, 2021
Q3 2021
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-2.1K- 8.7% |
$105K - $105K
|
22K
$1.12M
|
|
Nov 08, 2021
Q3 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.33K- 21.62% |
$117K - $117K
|
8.45K
$429K
|
|
Nov 09, 2021
Q3 2021
|
Graypoint LLC
|
SELL
|
- |
-2.48K- 15.25% |
$124K - $124K
|
13.8K
$699K
|
|
Nov 05, 2021
Q3 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-2.48K- 32.57% |
$124K - $124K
|
5.13K
$261K
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.49K- 5.75% |
$125K - $125K
|
40.8K
$2.07M
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
SELL
|
- |
-2.5K- 3.24% |
$125K - $125K
|
74.6K
$3.79M
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.54K- 8.8% |
$127K - $127K
|
26.3K
$1.34M
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-2.63K- 6.86% |
$132K - $132K
|
35.7K
$1.82M
|
|
Nov 15, 2021
Q3 2021
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-2.95K- 15.34% |
$148K - $148K
|
16.3K
$828K
|
|
Nov 15, 2021
Q3 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-2.98K- 6.79% |
$150K - $150K
|
41K
$2.08M
|
|
Nov 09, 2021
Q3 2021
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-3K- 8.77% |
$150K - $150K
|
31.2K
$1.58M
|
|
Nov 05, 2021
Q3 2021
|
Staley Capital Advisers Inc
|
SELL
|
- |
-3.1K- 1.51% |
$155K - $155K
|
202K
$10.3M
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-3.17KClosed |
$159K - $159K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
SELL
|
- |
-3.23KClosed |
$162K - $162K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.51K- 11.23% |
$176K - $176K
|
27.7K
$1.41M
|
|
Nov 12, 2021
Q3 2021
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-3.52K- 20.85% |
$177K - $177K
|
13.4K
$680K
|
|
Nov 05, 2021
Q3 2021
|
Shufro Rose & CO LLC
|
SELL
|
- |
-3.55K- 0.84% |
$178K - $178K
|
416K
$21.2M
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.6K- 7.43% |
$180K - $181K
|
44.9K
$2.28M
|
|
Nov 15, 2022
Q3 2021
|
Values First Advisors, Inc.
|
SELL
|
- |
-3.95K- 3.75% |
$198K - $198K
|
101K
$5.14M
|
|
Oct 21, 2021
Q3 2021
|
Concorde Asset Management, LLC
|
SELL
|
- |
-4.01KClosed |
$201K - $201K
|
0
$0
|
|
Oct 07, 2021
Q3 2021
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-4.01K- 18.79% |
$201K - $201K
|
17.3K
$880K
|
|
Nov 02, 2021
Q3 2021
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-4.1K- 4.84% |
$205K - $206K
|
80.6K
$4.1M
|
|
Oct 13, 2021
Q3 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-4.13K- 22.01% |
$207K - $207K
|
14.6K
$743K
|
|
Nov 12, 2021
Q3 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-4.14K- 20.73% |
$208K - $208K
|
15.8K
$806K
|
|
Oct 13, 2021
Q3 2021
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-4.17KClosed |
$209K - $209K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.17K- 2.55% |
$209K - $209K
|
159K
$8.1M
|
|
Nov 12, 2021
Q3 2021
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-4.2KClosed |
$211K - $211K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-4.26KClosed |
$213K - $213K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Riversedge Advisors, LLC
|
SELL
|
- |
-4.27KClosed |
$214K - $214K
|
0
$0
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.28KClosed |
$215K - $215K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-4.33KClosed |
$217K - $217K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.46KClosed |
$223K - $224K
|
0
$0
|
|
Oct 13, 2021
Q3 2021
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-4.46KClosed |
$223K - $224K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Windsor Capital Management, LLC
|
SELL
|
- |
-4.46K- 14.51% |
$224K - $224K
|
26.3K
$1.34M
|
|
Oct 12, 2021
Q3 2021
|
Private Capital Management LLC
|
SELL
|
- |
-4.6KClosed |
$231K - $231K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-4.79KClosed |
$240K - $240K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-5.4K- 25.47% |
$271K - $271K
|
15.8K
$803K
|
|
Oct 15, 2021
Q3 2021
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-5.48K- 3.12% |
$275K - $275K
|
170K
$8.66M
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-5.64K- 15.28% |
$283K - $283K
|
31.3K
$1.59M
|