Purchases and Sales Made in Q2 2023 in Blackrock Short Maturity Bond (NEAR)
This table provides information about the institutional ownership of Blackrock Short Maturity Bond (NEAR) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-364- 4.04% |
$18K - $18.1K
|
8.64K
$438K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-447- 2.64% |
$22.1K - $22.2K
|
16.5K
$836K
|
|
|
Jul 27, 2023
Q2 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-448- 1.34% |
$22.2K - $22.3K
|
32.9K
$1.67M
|
|
|
Aug 01, 2023
Q2 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-450- 25.77% |
$22.3K - $22.4K
|
1.3K
$65.7K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-451- 57.45% |
$22.3K - $22.4K
|
334
$16.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-575- 5.42% |
$28.5K - $28.6K
|
10K
$509K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-589- 2.96% |
$29.1K - $29.3K
|
19.3K
$978K
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-592- 0.56% |
$29.3K - $29.4K
|
104K
$5.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-616- 16.57% |
$30.5K - $30.6K
|
3.1K
$157K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-625- 39.48% |
$30.9K - $31.1K
|
958
$48.6K
|
|
|
Aug 02, 2023
Q2 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-643- 3.59% |
$31.8K - $32K
|
17.3K
$877K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-690- 2.07% |
$34.1K - $34.3K
|
32.7K
$1.66M
|
|
|
Jul 21, 2023
Q2 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-748- 4.89% |
$37K - $37.2K
|
14.5K
$737K
|
|
|
Jul 13, 2023
Q2 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-795- 6.57% |
$39.3K - $39.5K
|
11.3K
$573K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-809- 13.64% |
$40K - $40.2K
|
5.12K
$260K
|
|
|
Dec 04, 2024
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-834- 6.12% |
$41.3K - $41.5K
|
12.8K
$649K
|
|
|
Jul 26, 2023
Q2 2023
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-884- 6.58% |
$43.7K - $44K
|
12.5K
$636K
|
|
|
Aug 14, 2023
Q2 2023
|
Meridian Management CO
|
SELL
|
- |
-985- 10.99% |
$48.7K - $49K
|
7.98K
$404K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
SELL
|
- |
-1K- 36.05% |
$49.5K - $49.7K
|
1.77K
$90K
|
|
|
Jul 19, 2023
Q2 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-1.04K- 1.78% |
$51.6K - $51.9K
|
57.5K
$2.92M
|
|
|
Aug 14, 2023
Q2 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-1.2K- 14.65% |
$59.4K - $59.7K
|
6.99K
$354K
|
|
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.39K- 13.04% |
$68.6K - $69K
|
9.25K
$469K
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.4K- 2.93% |
$69.1K - $69.4K
|
46.2K
$2.34M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.51K- 5.34% |
$74.8K - $75.2K
|
26.8K
$1.36M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.53K- 15.24% |
$75.6K - $76K
|
8.5K
$431K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.55K- 4.16% |
$76.6K - $77K
|
35.7K
$1.81M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.62K- 5.58% |
$80.3K - $80.6K
|
27.5K
$1.39M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.68K- 16.52% |
$82.9K - $83.3K
|
8.47K
$430K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.7K- 24.81% |
$84.2K - $84.6K
|
5.16K
$262K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.73K- 1.24% |
$85.5K - $85.9K
|
138K
$7M
|
|
|
Jul 20, 2023
Q2 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-1.94K- 5.11% |
$96K - $96.5K
|
36K
$1.83M
|
|
|
Aug 02, 2023
Q2 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-2K- 16.78% |
$99K - $99.4K
|
9.92K
$503K
|
|
|
Aug 02, 2023
Q2 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-2.16K- 16.94% |
$107K - $107K
|
10.6K
$536K
|
|
|
Aug 15, 2023
Q2 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-2.2K- 1.37% |
$109K - $109K
|
159K
$8.06M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.24K- 31.3% |
$111K - $111K
|
4.92K
$249K
|
|
|
Jul 18, 2023
Q2 2023
|
Planning Alternatives LTD
|
SELL
|
- |
-2.3K- 1.98% |
$114K - $114K
|
114K
$5.76M
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-2.35K- 9.58% |
$116K - $117K
|
22.1K
$1.12M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.44K- 7.35% |
$121K - $121K
|
30.8K
$1.56M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.45K- 6.78% |
$121K - $122K
|
33.7K
$1.71M
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.47K- 16.27% |
$122K - $123K
|
12.7K
$645K
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.79K- 5.02% |
$138K - $139K
|
52.9K
$2.68M
|
|
|
Jul 17, 2023
Q2 2023
|
Forte Asset Management LLC
|
SELL
|
- |
-2.8K- 4.37% |
$139K - $139K
|
61.3K
$3.11M
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-3.02K- 75.25% |
$149K - $150K
|
993
$50.4K
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.12K- 0.55% |
$154K - $155K
|
566K
$28.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-3.18K- 2.13% |
$157K - $158K
|
146K
$7.4M
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-3.29K- 4.39% |
$163K - $163K
|
71.6K
$3.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-3.48K- 43.03% |
$172K - $173K
|
4.61K
$234K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-3.59K- 6.99% |
$178K - $179K
|
47.8K
$2.42M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.61K- 2.19% |
$179K - $180K
|
161K
$8.17M
|
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-3.66K- 30.71% |
$181K - $182K
|
8.26K
$419K
|