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 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
8.2K+ 8.96% |
$412K - $416K
|
99.7K
$5.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
35+ 0.13% |
$1.76K - $1.78K
|
27.7K
$1.41M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
100New |
$5.02K - $5.08K
|
100
$5.11K
|
|
|
Apr 16, 2024
Q1 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-146K- 95.13% |
$7.35M - $7.43M
|
7.5K
$383K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-321- 5.05% |
$16.1K - $16.3K
|
6.03K
$308K
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-20.5K- 53.69% |
$1.03M - $1.04M
|
17.7K
$905K
|
|
| Q4 2023 | |||||||
|
May 19, 2025
Q4 2023
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-429Closed |
$21.3K - $21.7K
|
0
$0
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
164+ 5466.67% |
$8.15K - $8.29K
|
167
$8.54K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
977New |
$48.6K - $49.4K
|
977
$50K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.64KNew |
$231K - $234K
|
4.64K
$237K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
154+ 0.66% |
$7.65K - $7.78K
|
23.5K
$1.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
67New |
$3.33K - $3.38K
|
67
$3.43K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-545- 78.76% |
$27.1K - $27.5K
|
147
$7.52K
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-199- 13.12% |
$9.89K - $10.1K
|
1.32K
$67.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
17.7KNew |
$881K - $895K
|
17.7K
$906K
|
|
|
Feb 12, 2024
Q4 2023
|
Meridian Management CO
|
SELL
|
- |
-1.08K- 13.48% |
$53.4K - $54.3K
|
6.9K
$353K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.06% |
$99.4 - $101
|
3.11K
$159K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
500New |
$24.9K - $25.3K
|
500
$25.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1New |
$49.7 - $50.5
|
1
$51.1
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.93K- 25.96% |
$95.9K - $97.5K
|
5.5K
$281K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
183+ 56.31% |
$9.1K - $9.25K
|
508
$26K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
917New |
$45.6K - $46.3K
|
917
$46.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-36K- 91.34% |
$1.79M - $1.82M
|
3.42K
$175K
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
153KNew |
$7.62M - $7.75M
|
153K
$7.84M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3.21K- 28.66% |
$160K - $162K
|
7.99K
$409K
|
|
|
Feb 08, 2024
Q4 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-207K- 39.38% |
$10.3M - $10.5M
|
319K
$16.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
BUY
|
- |
11.7K+ 15.48% |
$583K - $593K
|
87.6K
$4.48M
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2.29KNew |
$114K - $116K
|
2.29K
$117K
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
5.05KNew |
$251K - $255K
|
5.05K
$258K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
126New |
$6.26K - $6.37K
|
126
$6.44K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
93+ 1.98% |
$4.62K - $4.7K
|
4.79K
$245K
|
|
|
Jan 24, 2024
Q4 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
7.7KNew |
$383K - $389K
|
7.7K
$394K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
254New |
$12.6K - $12.8K
|
254
$13K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-53.6K- 44.31% |
$2.66M - $2.71M
|
67.4K
$3.44M
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
7.93KNew |
$394K - $400K
|
7.93K
$405K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-16.2K- 7.99% |
$804K - $817K
|
186K
$9.52M
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-22- 10.73% |
$1.09K - $1.11K
|
183
$9.36K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-570- 72.34% |
$28.3K - $28.8K
|
218
$11.1K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
125New |
$6.21K - $6.32K
|
125
$6.39K
|
|
| Q3 2023 | |||||||
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
3New |
$149 - $150
|
3
$153
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-253- 63.25% |
$12.5K - $12.6K
|
147
$7.52K
|
|
|
Nov 15, 2023
Q3 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-500- 36.82% |
$24.8K - $24.9K
|
858
$43.9K
|
|
|
Nov 14, 2023
Q3 2023
|
My Wealth Management Inc.
|
SELL
|
- |
-426- 1.03% |
$21.1K - $21.3K
|
41K
$2.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-9- 0.22% |
$446 - $449
|
4.03K
$206K
|
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-2.51K- 30.37% |
$124K - $125K
|
5.75K
$294K
|
|
|
Nov 14, 2023
Q3 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
10.1KNew |
$499K - $502K
|
10.1K
$515K
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
16.7KNew |
$828K - $834K
|
16.7K
$855K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
199New |
$9.86K - $9.93K
|
199
$10.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-1.8K- 27.07% |
$89.2K - $89.8K
|
4.85K
$248K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
298+ 52.01% |
$14.8K - $14.9K
|
871
$44.5K
|
|