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 367 institutions that hold shares in the stock, with a total of 42.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New England Asset Management Inc
Farmington, CT |
Feb 14, 2025 Q4 2024 |
100
shares
|
$5,071
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Clear Investment Research, LLC
|
Feb 11, 2025 Q4 2024 |
95
shares
|
$4,817
0.01% of portfolio
|
Q3 2024
Reduced 95.48%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
90
shares
|
$4,563
0.0% of portfolio
|
Q4 2024
Added 95.65%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
87
shares
|
$4,411
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
74
shares
|
$3,752
0.0% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
70
shares
|
$3,549
0.0% of portfolio
|
Q3 2024
Reduced 92.59%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
67
shares
|
$3,397
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
66
shares
|
$3,346
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
54
shares
|
$2,738
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
31
shares
|
$1,572
0.0% of portfolio
|
Q4 2024
Reduced 74.59%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
17
shares
|
$862
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
15
shares
|
$760
0.0% of portfolio
|
Q4 2024
Reduced 98.25%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
13
shares
|
$659
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
11
shares
|
$557
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
5
shares
|
$253
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
3
shares
|
$152
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
1
shares
|
$50
0.0% of portfolio
|
Q4 2023
New holding
|