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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Stanich Group LLC
Montauk, NY |
SELL
|
- |
-231- 2.1% |
$11.6K - $11.8K
|
10.8K
$548K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
5.8KNew |
$292K - $295K
|
5.8K
$295K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
103+ 0.74% |
$5.19K - $5.24K
|
13.9K
$709K
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
19+ 0.35% |
$958 - $967
|
5.48K
$279K
|
|
|
Apr 17, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
165+ 2.14% |
$8.32K - $8.4K
|
7.86K
$400K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.39K+ 29.62% |
$171K - $173K
|
14.8K
$755K
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
BUY
|
- |
2.02K+ 26.8% |
$102K - $103K
|
9.55K
$486K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
5.85K+ 5.07% |
$295K - $298K
|
121K
$6.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
8.04KNew |
$405K - $409K
|
8.04K
$409K
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-976- 0.3% |
$49.2K - $49.7K
|
326K
$16.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.84K- 2.2% |
$244K - $246K
|
215K
$10.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-684- 12.42% |
$34.5K - $34.8K
|
4.82K
$245K
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
1.2K+ 7.89% |
$60.5K - $61.1K
|
16.4K
$834K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.06K+ 11.74% |
$154K - $156K
|
29.1K
$1.48M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-318- 4.76% |
$16K - $16.2K
|
6.37K
$324K
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-33.5K- 5.52% |
$1.69M - $1.7M
|
573K
$29.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
9.58KNew |
$483K - $488K
|
9.58K
$487K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-700- 70.0% |
$35.3K - $35.6K
|
300
$15.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
10.8KNew |
$547K - $552K
|
10.8K
$552K
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-230- 3.61% |
$11.6K - $11.7K
|
6.14K
$312K
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
4.43KNew |
$223K - $225K
|
4.43K
$225K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-227- 2.09% |
$11.4K - $11.6K
|
10.6K
$540K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
SELL
|
- |
-30- 0.16% |
$1.51K - $1.53K
|
19.2K
$976K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
580+ 10.4% |
$29.2K - $29.5K
|
6.16K
$313K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.55K- 98.03% |
$77.9K - $78.7K
|
31
$1.58K
|
|
|
Apr 11, 2025
Q1 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-1.63K- 3.07% |
$82.1K - $82.8K
|
51.3K
$2.61M
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
316+ 2.82% |
$15.9K - $16.1K
|
11.5K
$586K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
4.7K+ 7.8% |
$237K - $239K
|
64.9K
$3.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-749- 4.64% |
$37.7K - $38.1K
|
15.4K
$783K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
52New |
$2.62K - $2.65K
|
52
$2.64K
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
3.34K+ 6.61% |
$168K - $170K
|
53.9K
$2.74M
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
SELL
|
- |
-5.87K- 2.15% |
$296K - $299K
|
267K
$13.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
10KNew |
$506K - $511K
|
10K
$511K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
511+ 8.04% |
$25.8K - $26K
|
6.87K
$349K
|
|
|
Apr 08, 2025
Q1 2025
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-501- 6.87% |
$25.3K - $25.5K
|
6.79K
$346K
|
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
1.05K+ 5.11% |
$52.8K - $53.3K
|
21.5K
$1.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-3.45K- 7.75% |
$174K - $176K
|
41K
$2.09M
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
30+ 0.14% |
$1.51K - $1.53K
|
21.2K
$1.08M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-19.4K- 66.45% |
$978K - $988K
|
9.8K
$498K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-300- 17.27% |
$15.1K - $15.3K
|
1.44K
$73.1K
|
|
|
Apr 04, 2025
Q1 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-35- 0.05% |
$1.76K - $1.78K
|
72.5K
$3.69M
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-27.3K- 43.85% |
$1.38M - $1.39M
|
35K
$1.78M
|
|
| Q4 2024 | |||||||
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
4.46KNew |
$224K - $228K
|
4.46K
$227K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
336New |
$16.9K - $17.2K
|
336
$17.1K
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-5.06K- 54.94% |
$254K - $258K
|
4.15K
$211K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
66New |
$3.32K - $3.37K
|
66
$3.36K
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
9.74KNew |
$490K - $498K
|
9.74K
$495K
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-98.3K- 78.0% |
$4.94M - $5.02M
|
27.7K
$1.41M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
54New |
$2.72K - $2.76K
|
54
$2.75K
|
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
25.5KNew |
$1.28M - $1.3M
|
25.5K
$1.3M
|
|