Latest Institutional Transactions on Blackrock Short Maturity Bond (NEAR)
This table provides information on the latest institutional transactions involving Blackrock Short Maturity Bond (NEAR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2026
Q4 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
90.6K+ 114.81% |
$4.63M - $4.65M
|
170K
$8.67M
|
|
|
Jan 28, 2026
Q4 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
569+ 0.63% |
$29.1K - $29.2K
|
90.4K
$4.62M
|
|
|
Jan 28, 2026
Q4 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
4.03K+ 2.66% |
$206K - $207K
|
156K
$7.97M
|
|
|
Jan 28, 2026
Q4 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-116- 2.19% |
$5.93K - $5.96K
|
5.18K
$265K
|
|
|
Jan 28, 2026
Q4 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-591- 12.61% |
$30.2K - $30.4K
|
4.1K
$209K
|
|
|
Jan 28, 2026
Q4 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
231+ 11.2% |
$11.8K - $11.9K
|
2.29K
$117K
|
|
|
Jan 28, 2026
Q4 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
182+ 1.83% |
$9.3K - $9.35K
|
10.1K
$517K
|
|
|
Jan 28, 2026
Q4 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
26.5KNew |
$1.36M - $1.36M
|
26.5K
$1.36M
|
|
|
Jan 27, 2026
Q4 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
9.34K+ 5.08% |
$477K - $480K
|
193K
$9.88M
|
|
|
Jan 27, 2026
Q4 2025
|
Regions Financial Corp
|
BUY
|
- |
4KNew |
$204K - $205K
|
4K
$205K
|
|
|
Jan 27, 2026
Q4 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
123+ 1.44% |
$6.28K - $6.32K
|
8.65K
$442K
|
|
|
Jan 27, 2026
Q4 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-7.71K- 15.38% |
$394K - $396K
|
42.4K
$2.17M
|
|
|
Jan 27, 2026
Q4 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
930+ 3.68% |
$47.5K - $47.8K
|
26.2K
$1.34M
|
|
|
Jan 27, 2026
Q4 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
4.65KNew |
$237K - $239K
|
4.65K
$238K
|
|
|
Jan 27, 2026
Q4 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
4.59K+ 93.13% |
$235K - $236K
|
9.52K
$487K
|
|
|
Jan 27, 2026
Q4 2025
|
Darrow Company, Inc.
|
BUY
|
- |
870+ 6.65% |
$44.4K - $44.7K
|
14K
$714K
|
|
|
Jan 27, 2026
Q4 2025
|
Pfg Advisors
|
SELL
|
- |
-3.91K- 44.49% |
$200K - $201K
|
4.88K
$250K
|
|
|
Jan 27, 2026
Q4 2025
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-244K- 97.59% |
$12.5M - $12.5M
|
6.02K
$308K
|
|
|
Jan 27, 2026
Q4 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
1.53K+ 10.65% |
$78.3K - $78.8K
|
15.9K
$814K
|
|
|
Jan 27, 2026
Q4 2025
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
1K+ 4.27% |
$51.1K - $51.4K
|
24.4K
$1.25M
|
|
|
Jan 26, 2026
Q4 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
7.05KNew |
$360K - $362K
|
7.05K
$360K
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
SELL
|
- |
-108K- 33.83% |
$5.52M - $5.56M
|
212K
$10.8M
|
|
|
Jan 26, 2026
Q4 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
14K+ 4.99% |
$714K - $718K
|
294K
$15M
|
|
|
Jan 26, 2026
Q4 2025
|
Forteris Wealth Management Inc.
Armonk, NY |
BUY
|
- |
12.8KNew |
$654K - $657K
|
12.8K
$654K
|
|
|
Jan 26, 2026
Q4 2025
|
Wbh Advisory Inc
|
BUY
|
- |
8.95K+ 4.0% |
$457K - $460K
|
233K
$11.9M
|
|
|
Jan 26, 2026
Q4 2025
|
Jnba Financial Advisors
|
BUY
|
- |
2+ 1.56% |
$102 - $103
|
130
$6.65K
|
|
|
Jan 26, 2026
Q4 2025
|
Private Trust CO Na
|
SELL
|
- |
-577- 11.73% |
$29.5K - $29.6K
|
4.34K
$222K
|
|
|
Jan 26, 2026
Q4 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
89+ 1.1% |
$4.55K - $4.57K
|
8.15K
$417K
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
12.5K+ 184.97% |
$637K - $641K
|
19.2K
$983K
|
|
|
Jan 26, 2026
Q4 2025
|
Apex Wealth Management, LLC
Bedford, NH |
SELL
|
- |
-1.29K- 5.18% |
$65.7K - $66.1K
|
23.5K
$1.2M
|
|
|
Jan 26, 2026
Q4 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
147+ 1.35% |
$7.51K - $7.55K
|
11K
$563K
|
|
|
Jan 26, 2026
Q4 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
18.1K+ 176.95% |
$925K - $930K
|
28.3K
$1.45M
|
|
|
Jan 23, 2026
Q4 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-928- 7.0% |
$47.4K - $47.7K
|
12.3K
$630K
|
|
|
Jan 23, 2026
Q4 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
311+ 1.54% |
$15.9K - $16K
|
20.4K
$1.05M
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2+ 0.03% |
$102 - $103
|
7.03K
$360K
|
|
|
Jan 23, 2026
Q4 2025
|
Valley National Advisers Inc
|
BUY
|
- |
16.5K+ 10.1% |
$844K - $849K
|
180K
$9.21M
|
|
|
Jan 23, 2026
Q4 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.9K+ 9.69% |
$97.1K - $97.6K
|
21.5K
$1.1M
|
|
|
Jan 23, 2026
Q4 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
3.49K+ 38.72% |
$178K - $179K
|
12.5K
$639K
|
|
|
Jan 23, 2026
Q4 2025
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-463- 8.2% |
$23.7K - $23.8K
|
5.18K
$265K
|
|
|
Jan 23, 2026
Q4 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
11.3K+ 76.71% |
$579K - $582K
|
26.1K
$1.34M
|
|
|
Jan 23, 2026
Q4 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-404- 6.36% |
$20.6K - $20.8K
|
5.95K
$304K
|
|
|
Jan 23, 2026
Q4 2025
|
Patten Group, Inc.
|
BUY
|
- |
4.11K+ 6.98% |
$210K - $211K
|
63.1K
$3.22M
|
|
|
Jan 23, 2026
Q4 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
200+ 1.12% |
$10.2K - $10.3K
|
18.1K
$923K
|
|
|
Jan 23, 2026
Q4 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
1.5K+ 5.03% |
$76.4K - $76.8K
|
31.2K
$1.6M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.93K+ 110.66% |
$303K - $304K
|
11.3K
$577K
|
|
|
Jan 23, 2026
Q4 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
10.8KNew |
$553K - $556K
|
10.8K
$554K
|
|
|
Jan 23, 2026
Q4 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
30.7K+ 25.37% |
$1.57M - $1.57M
|
152K
$7.75M
|
|
|
Jan 23, 2026
Q4 2025
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-6.21K- 24.59% |
$317K - $319K
|
19K
$973K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.02K- 45.93% |
$52.2K - $52.5K
|
1.2K
$61.5K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4+ 0.1% |
$204 - $205
|
4.11K
$210K
|
|