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 09, 2022
Q2 2022
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-20KClosed |
$984K - $991K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
500New |
$24.6K - $24.8K
|
500
$25.6K
|
|
|
Aug 08, 2022
Q2 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-240Closed |
$11.8K - $11.9K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
1New |
$49.2 - $49.6
|
1
$51.1
|
|
|
Aug 05, 2022
Q2 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-158Closed |
$7.78K - $7.83K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
4.3KNew |
$212K - $213K
|
4.3K
$220K
|
|
|
Aug 04, 2022
Q2 2022
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-13.5K- 53.02% |
$666K - $670K
|
12K
$613K
|
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
SELL
|
- |
-291- 53.01% |
$14.3K - $14.4K
|
258
$13.2K
|
|
|
Aug 01, 2022
Q2 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.99K- 13.93% |
$98.1K - $98.8K
|
12.3K
$630K
|
|
|
Aug 01, 2022
Q2 2022
|
Independent Family Office, LLC
|
SELL
|
- |
-2.02K- 13.21% |
$99.6K - $100K
|
13.3K
$680K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-1KClosed |
$49.2K - $49.6K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Flc Capital Advisors
|
SELL
|
- |
-931- 13.31% |
$45.8K - $46.1K
|
6.06K
$310K
|
|
|
Jul 27, 2022
Q2 2022
|
Riverview Trust CO
|
SELL
|
- |
-340Closed |
$16.7K - $16.9K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-10- 0.17% |
$492 - $496
|
5.99K
$306K
|
|
|
Jul 25, 2022
Q2 2022
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-4.51KClosed |
$222K - $224K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
3New |
$148 - $149
|
3
$153
|
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
BUY
|
- |
1.16K+ 491.95% |
$57.1K - $57.6K
|
1.4K
$71.4K
|
|
|
Jul 20, 2022
Q2 2022
|
Access Financial Services, Inc.
|
SELL
|
- |
-12.1KClosed |
$594K - $598K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-750Closed |
$36.9K - $37.2K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
625New |
$30.8K - $31K
|
625
$32K
|
|
|
Jul 18, 2022
Q2 2022
|
Signify Wealth
|
BUY
|
- |
330KNew |
$16.3M - $16.4M
|
330K
$16.9M
|
|
|
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
$3.58M
|
|
|
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
$9.1M
|
|
|
Jul 11, 2022
Q2 2022
|
Orser Capital Management, LLC
|
SELL
|
- |
-70.6KClosed |
$3.47M - $3.5M
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
65New |
$3.2K - $3.22K
|
65
$3.32K
|
|
| Q1 2022 | |||||||
|
Feb 10, 2025
Q1 2022
|
Saiph Capital, LLC
Wyckoff, NJ |
SELL
|
- |
-4.83KClosed |
$239K - $242K
|
0
$0
|
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-189- 23.22% |
$9.36K - $9.44K
|
625
$32K
|
|
|
May 16, 2022
Q1 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-700- 7.69% |
$34.7K - $35K
|
8.4K
$430K
|
|
|
May 16, 2022
Q1 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-17.7KClosed |
$877K - $885K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-6.22KClosed |
$308K - $311K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-15.5KClosed |
$768K - $775K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-20.2KClosed |
$1M - $1.01M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-8.07KClosed |
$400K - $403K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-24.1KClosed |
$1.19M - $1.21M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-267K- 24.79% |
$13.2M - $13.3M
|
810K
$41.4M
|
|
|
May 11, 2022
Q1 2022
|
Advisor Os, LLC
|
SELL
|
- |
-121KClosed |
$5.98M - $6.03M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-200Closed |
$9.9K - $9.99K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Westshore Wealth, LLC
|
SELL
|
- |
-4KClosed |
$198K - $200K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-17Closed |
$842 - $849
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-6.2KClosed |
$307K - $310K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-181Closed |
$8.96K - $9.04K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
M&T Bank Corp
|
SELL
|
- |
-4.09KClosed |
$202K - $204K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-400Closed |
$19.8K - $20K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-2.06KClosed |
$102K - $103K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-895Closed |
$44.3K - $44.7K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Members Capital Advisors Inc
|
SELL
|
- |
-200KClosed |
$9.9M - $9.99M
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Conning Inc.
|
SELL
|
- |
-243KClosed |
$12M - $12.1M
|
0
$0
|
|