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STOCK TICKER:
iShares Short Maturity Bond ETF   (ticker: NEAR)
Institutions' Indicator :          Buy          (Click Here For Details)
INSTITUTIONS' Score: 60
0 100 60
Current Holdings: 66,621,710
Previous Holdings: 59,200,607
Change: 12.54%
Summary Of Institution's Buy/Sell/Hold On The Stock
BOUGHT/ADDED SIDE SOLD/REDUCED SIDE
Institution/Guru Buy/Add Current Holdings
(Link To holding history)
  Institution/Guru Sell/No Change Current Holdings
(Link To holding history)
BANK OF AMERICA CORP /DE/ bought6,716,534 6,716,534 ENVESTNET ASSET MANAGEMENT INC 52%7,164,386 6,658,198
MORGAN STANLEY bought5,266,537 5,266,537 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. sold2,170,941 0
FMR LLC bought4,725,762 4,725,762 LPL Financial CORP 29%1,161,590 2,805,454
TEXAS TREASURY SAFEKEEPING TRUST CO 809%1,812,020 2,035,908 WELLS FARGO & CO/MN 30%1,154,524 2,669,516
CITADEL ADVISORS LLC (Kenneth C. Griffin) bought1,626,408 1,626,408 CWM, LLC 94%936,440 57,125
JANE STREET GROUP, LLC 46%1,272,337 4,018,947 PARK AVENUE SECURITIES LLC 53%697,696 617,989
SHUFRO ROSE & CO LLC bought1,245,054 1,245,054 SMITHFIELD TRUST CO 50%637,318 630,814
ROYAL BANK OF CANADA bought1,150,296 1,150,296 Global Financial Private Capital, LLC 84%578,971 106,797
Kore Private Wealth LLC bought581,871 581,871 Main Management LLC 99%502,369 7,595
Raymond James Financial Services Advisors, Inc. 130%448,813 794,685 Janney Montgomery Scott LLC 40%450,142 684,926
Equitable Holdings, Inc. bought379,250 379,250 Betterment LLC 22%445,067 1,610,233
Bramshill Investments, LLC bought229,658 229,658 AE Wealth Management LLC 82%441,999 99,906
Orion Portfolio Solutions, LLC bought212,277 212,277 ETRADE Capital Management LLC 83%413,244 87,378
UNITED CAPITAL FINANCIAL ADVISERS,INC. bought198,906 198,906 Requisite Capital Management, LLC 72%334,691 131,490
ATRIA INVESTMENTS LLC bought168,513 168,513 W. E. Donoghue & Co., LLC 54%305,115 261,850
Great Lakes Retirement, Inc. 232%164,769 235,690 Athanor Capital, LP sold230,213 0
BB&T CORP bought152,404 152,404 WEALTHSOURCE PARTNERS, LLC 43%173,316 231,881
HAVERFORD TRUST CO 1,130%85,253 92,800 Focused Wealth Management, Inc 78%171,712 47,330
Burns Wealth Management, Inc. bought82,800 82,800 PROEQUITIES, INC. 62%160,469 96,739
MILLENNIUM MANAGEMENT LLC bought80,957 80,957 Cooper Financial Group 91%147,872 14,681
Sawtooth Asset Management, Inc. bought75,086 75,086 Bank of New York Mellon CORP 58%146,738 106,710
Steel Peak Wealth Management LLC 36%69,967 264,314 DONALDSON CAPITAL MANAGEMENT, LLC 18%142,107 662,941
Susquehanna International Group, LLP bought69,074 69,074 MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 91%132,574 12,665
BSC PRIVATE WEALTH MANAGEMENT, LLC 8%68,131 878,667 FURE FINANCIAL CORP 86%130,710 20,641
Mattern Wealth Management LLC 382%67,140 84,725 ADVANTUS CAPITAL MANAGEMENT INC 20%126,800 508,370
Horst & Graben Wealth Management LLC bought64,470 64,470 W.G. Shaheen & Associates DBA Whitney & Co 34%112,224 217,841
Rosenberg Matthew Hamilton 10,240%61,440 62,040 BANK OF MONTREAL /CAN/ 32%106,899 224,141
Tri-Star Advisors Inc. bought58,161 58,161 GREENWOOD CAPITAL ASSOCIATES LLC sold96,900 0
GeoWealth Management, LLC bought55,388 55,388 FIRST TRUST ADVISORS LP 75%89,098 30,432
Feltz Wealth PLAN Inc. bought51,589 51,589 HighTower Advisors, LLC 34%87,974 172,326
COMERICA SECURITIES,INC. bought47,222 47,222 Buckingham Capital Management, Inc. 29%85,478 207,877
Astor Investment Management LLC bought47,195 47,195 MERCER GLOBAL ADVISORS INC /ADV 43%82,439 107,823
FLC Capital Advisors 442%46,142 56,586 Keystone Financial Group sold81,998 0
Belpointe Asset Management LLC bought45,999 45,999 Outlook Wealth Advisors, LLC 46%73,910 85,356
55I, LLC 94%45,082 93,250 PAX Financial Group, LLC 51%68,776 66,556
Willingdon Wealth Management 94%42,883 88,340 RAYMOND JAMES & ASSOCIATES 20%67,683 266,676
Carlton Hofferkamp & Jenks Wealth Management, LLC bought42,026 42,026 Strategic Investment Advisors / MI 67%64,883 31,404
SAND HILL ADVISORS INC/CA 21%41,326 242,562 Concorde Asset Management, LLC sold63,663 0
WFA of San Diego, LLC bought39,279 39,279 Evanson Asset Management, LLC sold60,000 0
Smart Money Group LLC 791%36,647 41,281 VIVID FINANCIAL MANAGEMENT, INC. sold56,791 0
TRUSTCORE FINANCIAL SERVICES, LLC 1,634%35,478 37,649 Sowell Financial Services LLC 54%48,993 41,310
G&S Capital LLC bought35,417 35,417 Goss Wealth Management LLC 21%48,345 184,372
GOLDMAN SACHS GROUP INC bought32,757 32,757 ROWLAND CARMICHAEL ADVISORS INC /ADV sold45,018 0
J P MORGAN CHASE & CO 7%30,522 450,003 TCG Advisors, LP 42%42,478 59,102
Columbia Trust Co 01012016 17%28,765 202,210 Montecito Bank & Trust 34%41,668 79,458
Mutual Advisors, LLC bought27,776 27,776 Aspire Private Capital, LLC 93%39,188 3,023
OLD MISSION CAPITAL LLC 196%27,434 41,448 CLIENT 1ST ADVISORY GROUP, LLC 31%34,358 75,929
Venturi Wealth Management, LLC bought27,248 27,248 MATHER GROUP, INC. 51%33,085 31,197
Sage Advisory Services, Ltd.Co. 30%26,074 113,602 COMMONWEALTH EQUITY SERVICES, LLC. 10%31,756 291,864
CITIGROUP INC 142%25,540 43,575 National Asset Management, Inc. 46%30,244 35,610
Gladstone Institutional Advisory LLC bought24,555 24,555 THRIVENT FINANCIAL FOR LUTHERANS 27%30,100 80,522
FLOW TRADERS U.S. LLC bought22,763 22,763 Unio Capital LLC 58%30,026 22,100
BCJ Capital Management, LLC bought22,214 22,214 Bay Harbor Wealth Management, LLC 56%26,558 20,572
VisionPoint Advisory Group, LLC bought20,717 20,717 MOSELEY INVESTMENT MANAGEMENT INC 62%26,051 15,907
UMA Financial Services, Inc. 39%20,640 74,245 Resources Investment Advisors, Inc. 65%24,642 13,373
Baird Financial Group, Inc. 69%20,317 49,737 Baker Avenue Asset Management, LP sold24,285 0
JNB Advisors LLC bought20,284 20,284 Ullmann Financial Group, Inc. 60%23,623 15,872
NWAM LLC bought19,860 19,860 First Allied Advisory Services, Inc. 23%23,507 79,392
JACOBSON & SCHMITT ADVISORS, LLC 129%19,783 35,083 BEACON FINANCIAL GROUP 19%23,449 97,457
Integrated Wealth Concepts LLC 57%19,749 54,324 Certified Advisory Corp sold22,624 0
Stewardship Financial Advisors, LLC 10%18,411 198,161 NEXT Financial Group, Inc sold21,958 0
RFG Advisory Group, LLC 29%17,682 78,294 Advocacy Wealth Management Services, LLC sold20,769 0
FDx Advisors, Inc. bought17,509 17,509 Eudaimonia Partners, LLC 84%20,639 3,816
J.W. COLE ADVISORS, INC. bought15,843 15,843 Jaffetilchin Investment Partners, LLC sold20,105 0
Tranquility Partners, LLC bought15,815 15,815 Wealth Quarterback LLC 55%19,933 16,552
Mountain Capital Investment Advisors, Inc 6%15,809 264,133 M&T BANK CORP 69%18,192 8,050
CAPTRUST FINANCIAL ADVISORS 24%15,474 80,100 MML INVESTORS SERVICES, LLC 2%18,112 1,025,561
Bernardo Wealth Planning LLC 36%15,150 57,086 Financial Network 8%18,006 203,498
Visionary Wealth Advisors bought14,956 14,956 Sharkey, Howes & Javer 40%17,991 27,019
Trinity Wealth Management, LLC 13%14,197 120,067 StrongBox Wealth, LLC 78%17,563 5,004
Advisors Preferred, LLC 34%13,780 54,670 HANCOCK HOLDING CO 21%17,485 67,305
Ancora Advisors, LLC 292%13,120 17,620 Austin Private Wealth, LLC sold16,003 0
Robertson Stephens Wealth Management, LLC 92%12,653 26,374 SMITH CAPITAL MANAGEMENT INC /AR/ADV 9%14,910 148,660
Archford Capital Strategies, LLC 221%12,608 18,303 AdvisorNet Financial, Inc 13%14,675 100,832
Strategic Wealth Advisors Group,Inc. 31%12,544 52,470 TRUE Private Wealth Advisors 53%14,235 12,503
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC bought11,446 11,446 Patriot Financial Group Insurance Agency, LLC 43%13,407 17,935
Cornerstone Wealth Management, LLC bought11,213 11,213 Covington Capital Management 12%12,900 90,675
Pensionmark Financial Group, LLC 119%10,348 19,038 Lloyd Advisory Services, LLC. 100%12,839 24
Advisory Services Network, LLC bought10,165 10,165 Veracity Capital LLC 72%12,820 4,920
FINANCIAL LIFE ADVISORS 8%10,057 142,467 SlateStone Wealth, LLC sold12,337 0
CFO4Life Group, LLC 124%9,969 18,007 Streettalk Advisors, LLC 50%12,218 12,086
PINNACLE ASSOCIATES LTD 7%9,238 137,384 LIBERTY WEALTH MANAGEMENT LLC 37%12,082 20,559
Laffer Investments bought9,195 9,195 Capital Investment Advisory Services, LLC 26%11,962 34,478
Teamwork Financial Advisors, LLC bought8,787 8,787 CLS INVESTMENT FIRM, LLC 33%11,946 23,861
Gerber Kawasaki Wealth & Investment Management 28%8,549 39,184 LEVEL FOUR ADVISORY SERVICES, LLC sold11,533 0
WealthStone, Inc. bought8,007 8,007 Steward Partners Investment Advisory, LLC 17%11,253 53,511
Flaharty Asset Management, LLC bought7,790 7,790 Blue Sky Asset Management, LLC 17%11,145 52,594
GUGGENHEIM CAPITAL LLC 99%7,653 15,388 John W. Brooker & Co., CPAs 53%10,936 9,732
ROPES WEALTH ADVISORS LLC bought7,600 7,600 LifePlan Financial Group, Inc 25%10,916 32,102
KWMG, LLC 5%7,563 154,923 Day & Ennis, LLC 26%10,434 29,975
STIFEL FINANCIAL CORP bought7,461 7,461 EP Wealth Advisors, Inc. sold10,380 0
TWO SIGMA SECURITIES, LLC bought7,416 7,416 Icon Wealth Partners, LLC 46%10,130 11,765
Copperleaf Capital, LLC 5%7,250 153,520 SPINNAKER TRUST 7%9,396 117,523
Atlas Private Wealth Advisors bought7,115 7,115 Summit X, LLC 57%8,725 6,662
CIBC World Markets Inc. bought6,989 6,989 Multi-Financial Securities Corp 14%8,675 52,486
USCA RIA LLC 115,100%6,906 6,912 Emerald Investment Partners, LLC 33%8,485 17,250
OPPENHEIMER & CO INC 10%6,863 76,566 IFP Advisors, Inc 48%8,424 9,203
SEI INVESTMENTS CO 2%6,818 372,752 Brookstone Capital Management 3%7,997 236,286
New England Investment & Retirement Group, Inc. 52%6,694 19,619 CAPITAL ONE FINANCIAL CORP 54%7,787 6,720
Foundations Investment Advisors, LLC bought5,746 5,746 CMC Financial Group sold7,398 0
High Falls Advisors, Inc bought5,563 5,563 Berson & Corrado Investment Advisors, LLC 14%7,369 46,601
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 6%5,556 92,873 Patton Albertson & Miller, LLC 54%7,300 6,250
Aspen Investment Management Inc bought5,300 5,300 Hanlon Investment Management, Inc. sold6,958 0
WHITE PINE CAPITAL LLC bought5,185 5,185 Jackson, Grant Investment Advisers, Inc. sold6,946 0
Golden State Wealth Management, LLC bought5,004 5,004 Klingman & Associates, LLC 2%6,819 310,224
Regal Investment Advisors, LLC bought4,998 4,998 Private Capital Group, LLC 41%6,709 9,701
Cascadia Advisory Services, LLC bought4,954 4,954 Private Advisor Group, LLC 7%6,614 84,059
Strategic Blueprint, LLC bought4,865 4,865 Spectrum Management Group, Inc. sold6,583 0
Prospera Financial Services bought4,762 4,762 OmniStar Financial Group, Inc. sold6,573 0
Roble, Belko & Company, Inc 2%4,761 195,624 Manning & Napier Group, LLC sold6,135 0
HOWARD WEALTH MANAGEMENT, LLC 20%4,730 27,880 Change Path, LLC sold6,006 0
Sugarloaf Wealth Management, LLC 24%4,700 24,519 Mount Yale Investment Advisors, LLC sold5,771 0
DEUTSCHE BANK AG 164%4,583 7,381 WSFS CAPITAL MANAGEMENT, LLC sold5,725 0
V Wealth Management,LLC 24%4,534 23,295 PRINCIPAL FINANCIAL GROUP INC sold5,716 0
Howard Capital Management Inc. bought4,483 4,483 Watchman Group, Inc. 13%5,180 34,919
Creative Planning bought4,469 4,469 Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC sold4,994 0
IFG Advisory, LLC bought4,395 4,395 RNC CAPITAL MANAGEMENT LLC sold4,987 0
BBK Capital Partners, LLC 12%4,392 40,338 Beacon Financial Advisory LLC sold4,971 0
UBP Investment Advisors SA 4%4,309 122,687 Northwest Capital Management Inc sold4,934 0
Stratos Wealth Partners, LTD. 9%4,141 51,659 INTL FCSTONE INC. sold4,789 0
Homrich & Berg bought4,023 4,023 MA Private Wealth 2%4,758 247,638
Elmwood Wealth Management, Inc. bought4,000 4,000 Vista Private Wealth Partners. LLC 3%4,684 139,867
Gierl Augustine Investment Management Inc 194%3,572 5,414 Matthew Goff Investment Advisor, LLC 2%4,597 273,766
Cypress Wealth Services, LLC 8%3,487 49,490 Ausdal Financial Partners, Inc. sold4,437 0
STALEY CAPITAL ADVISERS INC 1%3,400 307,700 Paradigm Financial Partners, LLC sold4,266 0
NAPLES GLOBAL ADVISORS, LLC 61%3,385 8,893 Financial Advocates Investment Management 10%4,157 37,551
Somerset Group LLC 65%3,350 8,480 CENTAURUS FINANCIAL, INC. sold4,009 0
Rockbridge Investment Management, LCC bought3,112 3,112 Aptus Capital Advisors, LLC 42%3,902 5,347
Rockefeller Capital Management L.P. bought2,509 2,509 Windsor Group LTD 3%3,784 116,541
BLAIR WILLIAM & CO/IL 102%2,280 4,525 Global Retirement Partners, LLC 27%3,684 10,056
DAVENPORT & CO LLC 42%2,127 7,176 IHT Wealth Management, LLC 19%3,682 16,159
MAKENA CAPITAL MANAGEMENT LLC 10%2,015 21,390 Patten Group, Inc. 21%2,794 10,608
Pinnacle Wealth Management Advisory Group, LLC 4%1,925 46,619 Good Life Advisors, LLC 26%2,286 6,534
SigFig Wealth Management, LLC 36%1,792 6,729 United Asset Strategies, Inc. 26%2,257 6,345
Cetera Investment Advisers 10%1,755 19,154 WAYNE HUMMER INVESTMENTS L.L.C. 16%1,951 9,935
FLAGSHIP HARBOR ADVISORS, LLC 28%1,745 7,920 One Capital Management, LLC 24%1,895 6,112
Lido Advisors, LLC 5%1,624 35,770 Insight Wealth Strategies, LLC 14%1,837 11,638
Dynamic Advisors Solutions LLC 6%1,286 24,324 Lenox Wealth Management, Inc. 63%1,755 1,015
Kovack Advisors, Inc. 3%1,258 45,875 PFG Advisors 1%1,647 108,658
RPg Family Wealth Advisory, LLC bought1,145 1,145 Burt Wealth Advisors sold1,600 0
SeaBridge Investment Advisors LLC 4%1,130 31,480 Arkfeld Wealth Strategies, L.L.C. 8%1,200 14,451
Toroso Investments, LLC 10%1,123 11,854 WEDBUSH MORGAN SECURITIES INC 15%1,128 6,596
tru Independence LLC bought1,076 1,076 Weaver Consulting Group 5%1,124 21,787
UNIONBANCAL CORP bought1,050 1,050 Windsor Capital Management, LLC 3%1,092 34,834
Kingsview Wealth Management, LLC 3%1,028 31,423 Aveo Capital Partners, LLC 7%1,066 15,170
FIRST WILSHIRE SECURITIES MANAGEMENT INC 24%1,000 5,150 AMERITAS INVESTMENT CORP sold1,002 0
PNC FINANCIAL SERVICES GROUP INC 608%979 1,140 MASSMUTUAL TRUST CO FSB/ADV 93%893 71
RDA Financial Network 14%860 6,850 LVZ Advisors, Inc. 4%891 23,333
Vishria Bird Financial Group, LLC 4%523 12,188 Financial Gravity Wealth, Inc. 2%882 56,951
Elevated Capital Advisors, LLC 2%506 22,254 TRUST CO OF VERMONT sold792 0
TORONTO DOMINION BANK bought432 432 Shepherd Financial Partners LLC 15%777 4,411
Personal Wealth Partners 2%409 26,202 MERIDIAN MANAGEMENT CO 6%750 11,310
PFG Financial Advisors 2%346 23,395 Gs Investments, Inc. 3%700 27,000
PRIVATE TRUST CO NA 7%326 5,234 Affiance Financial, LLC 7%698 8,695
Fortis Advisors, LLC 1%307 23,846 Madrona Financial Services, LLC 8%635 7,150
Jacobi Capital Management LLC bought286 286 Nikulski Financial, Inc. 7%550 7,070
Vectors Research Management, LLC bought247 247 Successful Portfolios LLC 5%464 9,536
Western Wealth Management, LLC 3%236 7,118 CLEAR INVESTMENT RESEARCH, LLC 19%462 2,006
9258 Wealth Management, LLC 2%204 12,890 FOSTER & MOTLEY INC 2%439 18,942
SALEM INVESTMENT COUNSELORS INC bought166 166 Actinver Wealth Management, Inc. 3%425 12,841
KEYBANK NATIONAL ASSOCIATION/OH 1%150 10,485 SOL Capital Management CO 4%420 10,010
Ifrah Financial Services, Inc. 0%146 69,335 TOBIAS FINANCIAL ADVISORS, INC. sold409 0
CREATIVE FINANCIAL DESIGNS INC /ADV 88%126 269 Lion Street Advisors, LLC sold396 0
HUNTINGTON NATIONAL BANK bought104 104 MBE Wealth Management, LLC sold370 0
Selective Wealth Management bought91 91 Sigma Planning Corp 1%366 58,038
ACCESS FINANCIAL SERVICES, INC. 1%82 8,917 Patriot Investment Management Inc. 3%317 9,960
Apollon Wealth Management, LLC bought62 62 Sage Capital Advisors,llc 0%306 73,925
Leonard Rickey Investment Advisors P.L.L.C. 1%60 12,060 Salomon & Ludwin, LLC sold300 0
Providence First Trust Co 0%52 13,229 H D Vest Advisory Services 2%203 13,115
Chicago Partners Investment Group LLC 0%31 7,581 Koshinski Asset Management, Inc. 1%162 13,015
Acorn Wealth Advisors, LLC 1%28 5,578 Wealthcare Advisory Partners LLC sold120 0
IEQ CAPITAL, LLC 0%21 11,199 Valeo Financial Advisors, LLC 6%120 1,738
Baystate Wealth Management LLC bought16 16 Ellevest, Inc. sold110 0
Oakmont Partners LLC 0%7 43,778 STRATEGY ASSET MANAGERS LLC 1%107 10,152
Kerntke Otto McGlone Wealth Management Group 0%5 5,158 YorkBridge Wealth Partners, LLC 0%107 32,407
Capital Advisors, Ltd. LLC 0%5 11,979 Mariner Wealth Advisors, LLC 1%104 16,202
Investors Financial Group, LLC 0%2 61,090 Blume Capital Management, Inc. sold102 0
Capital Analysts, Inc. 1%1 99 SYNOVUS FINANCIAL CORP sold97 0
Sound Income Strategies, LLC 2%1 58 Arkadios Wealth Advisors 57%81 62
Edge Wealth Management LLC 1%80 10,563
Asset Dedication, LLC sold65 0
EPG Wealth Management LLC sold63 0
UBS Group AG 0%55 11,555
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 49%37 39
Harwood Advisory Group, LLC sold35 0
TSFG, LLC 3%24 717
Carroll Financial Associates, Inc. 55%21 17
VERUS CAPITAL PARTNERS, LLC 22%5 18
SALIENT TRUST CO LTA no change 21,051
TOWNSQUARE CAPITAL LLC no change 9,849
COURIER CAPITAL CORP no change 6,354
SeaCrest Wealth Management, LLC no change 6,385
Capital Advantage, Inc. no change 5,963
RAYMOND JAMES TRUST CO no change 5,709
SCOTIA CAPITAL INC. no change 5,430
WETHERBY ASSET MANAGEMENT INC no change 5,484
Pflug Koory, LLC no change 6,545
Wealth Alliance no change 7,108
COLONY GROUP LLC no change 73,164
CNA FINANCIAL CORP no change 100,000
REGIONS FINANCIAL CORP no change 25,000
Firestone Capital Management no change 21,597
Magnus Financial Group LLC no change 8,100
FIRST NATIONAL TRUST CO no change 12,722
US BANCORP DE no change 3,917
Parallel Advisors, LLC no change 1,967
First Bank & Trust no change 86
VALLEY NATIONAL ADVISERS INC no change 87
Winch Advisory Services, LLC no change 65
JNBA Financial Advisors no change 42
AllSquare Wealth Management LLC no change 13
Carmichael Hill & Associates, Inc. no change 40
Investors Research Corp no change 88
Farmers & Merchants Trust Co of Chambersburg PA no change 100
FIFTH THIRD BANCORP no change 1,150
TRUEWEALTH LLC no change 1,565
Semmax Financial Advisors Inc. no change 923
Pinnacle Bank no change 265
FIRST MANHATTAN CO no change 121
Sandy Spring Bank no change 236
Larson Financial Group LLC no change 7
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