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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
15.9K+ 1.21% |
$794K - $814K
|
1.33M
$68M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
9New |
$451 - $462
|
9
$460
|
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
4.97KNew |
$249K - $255K
|
4.97K
$254K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-400- 3.11% |
$20K - $20.5K
|
12.5K
$638K
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
5.12KNew |
$257K - $263K
|
5.12K
$262K
|
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-1.81K- 15.47% |
$90.7K - $92.9K
|
9.89K
$506K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.37K+ 1.48% |
$119K - $122K
|
162K
$8.31M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.91K+ 15.72% |
$196K - $201K
|
28.8K
$1.47M
|
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-539K- 98.16% |
$27M - $27.6M
|
10.1K
$516K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-2- 0.48% |
$100 - $103
|
413
$21.1K
|
|
| Q2 2024 | |||||||
|
Dec 15, 2025
Q2 2024
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
SELL
|
- |
-5.08KClosed |
$254K - $256K
|
0
$0
|
|
|
Dec 02, 2025
Q2 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
18+ 0.44% |
$899 - $906
|
4.12K
$211K
|
|
|
Aug 13, 2025
Q2 2024
|
Stone X Group Inc.
|
BUY
|
- |
9.61KNew |
$480K - $484K
|
9.61K
$491K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
66New |
$3.3K - $3.32K
|
66
$3.38K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-600- 49.38% |
$30K - $30.2K
|
615
$31.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
15New |
$749 - $755
|
15
$767
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-55- 4.7% |
$2.75K - $2.77K
|
1.12K
$57K
|
|
|
Aug 14, 2024
Q2 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
4.48KNew |
$223K - $225K
|
4.48K
$229K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
121K+ 8.82% |
$6.06M - $6.11M
|
1.5M
$76.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
645+ 6.73% |
$32.2K - $32.5K
|
10.2K
$523K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.31K- 3.74% |
$65.3K - $65.8K
|
33.6K
$1.72M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
43+ 24.29% |
$2.15K - $2.16K
|
220
$11.3K
|
|
|
Aug 07, 2024
Q2 2024
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
100New |
$4.99K - $5.03K
|
100
$5.11K
|
|
|
Aug 02, 2024
Q2 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
209+ 0.79% |
$10.4K - $10.5K
|
26.6K
$1.36M
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
4.07KNew |
$203K - $205K
|
4.07K
$208K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
11New |
$549 - $554
|
11
$563
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
4.7KNew |
$235K - $237K
|
4.7K
$241K
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
400New |
$20K - $20.1K
|
400
$20.5K
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-2.42K- 35.62% |
$121K - $122K
|
4.37K
$223K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
495New |
$24.7K - $24.9K
|
495
$25.3K
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-650- 41.04% |
$32.5K - $32.7K
|
934
$47.8K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-235- 70.15% |
$11.7K - $11.8K
|
100
$5.11K
|
|
| Q1 2024 | |||||||
|
Jan 05, 2026
Q1 2024
|
Chesapeake Asset Management LLC
New York, NY |
SELL
|
- |
-58Closed |
$2.91K - $2.94K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
738+ 6.27% |
$37.1K - $37.5K
|
12.5K
$639K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
93New |
$4.67K - $4.72K
|
93
$4.76K
|
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-5.26K- 26.63% |
$264K - $267K
|
14.5K
$741K
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
9.61KNew |
$483K - $488K
|
9.61K
$491K
|
|
|
May 14, 2024
Q1 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-8.86K- 47.17% |
$445K - $450K
|
9.93K
$508K
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
49.6K+ 280.09% |
$2.49M - $2.52M
|
67.4K
$3.45M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
139+ 3.65% |
$6.98K - $7.05K
|
3.95K
$202K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-10.5K- 3.75% |
$529K - $535K
|
270K
$13.8M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-6.52K- 21.1% |
$327K - $331K
|
24.4K
$1.25M
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
610New |
$30.6K - $31K
|
610
$31.2K
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
422New |
$21.2K - $21.4K
|
422
$21.6K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
10.6K+ 4.33% |
$531K - $537K
|
255K
$13M
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.27KNew |
$63.9K - $64.6K
|
1.27K
$65.1K
|
|
|
May 10, 2024
Q1 2024
|
Share Andrew L.
Manchester, NH |
BUY
|
- |
76+ 1.56% |
$3.82K - $3.86K
|
4.94K
$252K
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
8.18KNew |
$411K - $415K
|
8.18K
$419K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
4.78KNew |
$240K - $242K
|
4.78K
$244K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.75K- 80.43% |
$138K - $139K
|
668
$34.2K
|
|