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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
243+ 0.46% |
$12K - $12K
|
53.6K
$2.71M
|
|
|
Aug 15, 2022
Q2 2022
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-18.3KClosed |
$903K - $909K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.51KNew |
$369K - $372K
|
7.51K
$380K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-4.13K- 48.46% |
$203K - $205K
|
4.39K
$223K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-2.87KClosed |
$141K - $142K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
387New |
$19K - $19.2K
|
387
$19.6K
|
|
|
Aug 12, 2022
Q2 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-5.75KClosed |
$283K - $285K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
120New |
$5.91K - $5.95K
|
120
$6.08K
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-4.98KClosed |
$245K - $247K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Texas Treasury Safekeeping Trust CO
Austin, TX |
SELL
|
- |
-114KClosed |
$5.62M - $5.66M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
6.12KNew |
$301K - $303K
|
6.12K
$310K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-1.4K- 2.23% |
$68.9K - $69.4K
|
61.4K
$3.11M
|
|
|
Aug 10, 2022
Q2 2022
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-10KClosed |
$492K - $496K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-53.2KClosed |
$2.62M - $2.64M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-756- 8.29% |
$37.2K - $37.5K
|
8.36K
$423K
|
|
|
Aug 09, 2022
Q2 2022
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-20KClosed |
$984K - $991K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-121K- 90.38% |
$5.96M - $6M
|
12.9K
$652K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
500New |
$24.6K - $24.8K
|
500
$25.3K
|
|
|
Aug 09, 2022
Q2 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-6.52K- 53.02% |
$321K - $323K
|
5.78K
$293K
|
|
|
Aug 08, 2022
Q2 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-240Closed |
$11.8K - $11.9K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-158Closed |
$7.78K - $7.83K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
1New |
$49.2 - $49.6
|
1
$50.6
|
|
|
Aug 05, 2022
Q2 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
4.3KNew |
$212K - $213K
|
4.3K
$218K
|
|
|
Aug 04, 2022
Q2 2022
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-13.5K- 53.02% |
$666K - $670K
|
12K
$607K
|
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
SELL
|
- |
-291- 53.01% |
$14.3K - $14.4K
|
258
$13.1K
|
|
|
Aug 02, 2022
Q2 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-4.14KClosed |
$204K - $205K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.99K- 13.93% |
$98.1K - $98.8K
|
12.3K
$624K
|
|
|
Aug 01, 2022
Q2 2022
|
Independent Family Office, LLC
|
SELL
|
- |
-2.02K- 13.21% |
$99.6K - $100K
|
13.3K
$673K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-117- 4.32% |
$5.76K - $5.8K
|
2.59K
$131K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-1KClosed |
$49.2K - $49.6K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Riverview Trust CO
|
SELL
|
- |
-340Closed |
$16.7K - $16.9K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Flc Capital Advisors
|
SELL
|
- |
-931- 13.31% |
$45.8K - $46.1K
|
6.06K
$307K
|
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-10- 0.17% |
$492 - $496
|
5.99K
$303K
|
|
|
Jul 25, 2022
Q2 2022
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-4.51KClosed |
$222K - $224K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Dt Investment Partners, LLC
|
SELL
|
- |
-671- 5.85% |
$33K - $33.3K
|
10.8K
$547K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
3New |
$148 - $149
|
3
$152
|
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
BUY
|
- |
1.16K+ 491.95% |
$57.1K - $57.6K
|
1.4K
$70.7K
|
|
|
Jul 20, 2022
Q2 2022
|
Access Financial Services, Inc.
|
SELL
|
- |
-12.1KClosed |
$594K - $598K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
625New |
$30.8K - $31K
|
625
$31.7K
|
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-750Closed |
$36.9K - $37.2K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Signify Wealth
|
BUY
|
- |
330KNew |
$16.3M - $16.4M
|
330K
$16.7M
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-572Closed |
$28.2K - $28.4K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
7.84K+ 12.62% |
$386K - $388K
|
69.9K
$3.54M
|
|
|
Jul 14, 2022
Q2 2022
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-44.9KClosed |
$2.21M - $2.23M
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Avity Investment Management Inc.
|
SELL
|
- |
-34.9KClosed |
$1.72M - $1.73M
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-16.8K- 8.62% |
$825K - $831K
|
178K
$9.01M
|
|
|
Jul 13, 2022
Q2 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-496- 6.87% |
$24.4K - $24.6K
|
6.72K
$340K
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
65New |
$3.2K - $3.22K
|
65
$3.29K
|
|
|
Jul 11, 2022
Q2 2022
|
Orser Capital Management, LLC
|
SELL
|
- |
-70.6KClosed |
$3.47M - $3.5M
|
0
$0
|
|
| Q1 2022 | |||||||
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-189- 23.22% |
$9.36K - $9.44K
|
625
$31.7K
|
|