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 |
|---|---|---|---|---|---|---|---|
|
Nov 16, 2021
Q3 2021
|
Requisite Capital Management, LLC
|
SELL
|
- |
-7.59KClosed |
$380K - $380K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-4.26KClosed |
$213K - $213K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-4.79KClosed |
$240K - $240K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-60Closed |
$3.01K - $3.01K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-245Closed |
$12.3K - $12.3K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-4.2KClosed |
$211K - $211K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-12.1KClosed |
$606K - $607K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-16KClosed |
$801K - $802K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
SELL
|
- |
-3.23KClosed |
$162K - $162K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
SELL
|
- |
-6.22KClosed |
$312K - $312K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
700New |
$35.1K - $35.1K
|
700
$35.8K
|
|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-13.8KClosed |
$690K - $691K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-36.4KClosed |
$1.83M - $1.83M
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-39.2KClosed |
$1.96M - $1.97M
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Howard Capital Management Inc.
|
SELL
|
- |
-10.3KClosed |
$517K - $518K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-4.33KClosed |
$217K - $217K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-22.2KClosed |
$1.11M - $1.11M
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-7.14KClosed |
$358K - $358K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-8.37KClosed |
$420K - $420K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-6.45KClosed |
$323K - $323K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
9.01KNew |
$452K - $452K
|
9.01K
$461K
|
|
|
Oct 20, 2021
Q3 2021
|
Riversedge Advisors, LLC
|
SELL
|
- |
-4.27KClosed |
$214K - $214K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Hc Financial Advisors Inc
|
SELL
|
- |
-99Closed |
$4.96K - $4.97K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-14.8KClosed |
$742K - $743K
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-4.46KClosed |
$223K - $224K
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-4.17KClosed |
$209K - $209K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Private Capital Management LLC
|
SELL
|
- |
-4.6KClosed |
$231K - $231K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Jul 17, 2024
Q2 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-171Closed |
$8.58K - $8.59K
|
0
$0
|
|
|
Aug 17, 2021
Q2 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6.23KClosed |
$312K - $313K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
5KNew |
$251K - $251K
|
5K
$256K
|
|
|
Aug 13, 2021
Q2 2021
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-5.31KClosed |
$266K - $267K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-6.11KClosed |
$307K - $307K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-12.5KClosed |
$627K - $628K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.4K- 34.44% |
$120K - $121K
|
4.57K
$234K
|
|
|
Aug 06, 2021
Q2 2021
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-421KClosed |
$21.1M - $21.1M
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-681Closed |
$34.2K - $34.2K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Good Life Advisors, LLC
|
SELL
|
- |
-8.6KClosed |
$431K - $432K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Regions Financial Corp
|
SELL
|
- |
-25KClosed |
$1.25M - $1.26M
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-5.05KClosed |
$253K - $254K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-12Closed |
$602 - $603
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.16KClosed |
$58K - $58K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-10KClosed |
$501K - $502K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Meridian Financial Partners LLC
|
SELL
|
- |
-8.17KClosed |
$410K - $410K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-4.59KClosed |
$230K - $230K
|
0
$0
|
|
|
Jul 16, 2021
Q2 2021
|
Royal Harbor Partners, LLC
|
BUY
|
- |
59.8KNew |
$3M - $3M
|
59.8K
$3.06M
|
|
|
Jul 13, 2021
Q2 2021
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-24.3KClosed |
$1.22M - $1.22M
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Rda Financial Network
|
SELL
|
- |
-32.7KClosed |
$1.64M - $1.64M
|
0
$0
|
|
|
Jul 09, 2021
Q2 2021
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-3.43KClosed |
$172K - $172K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 26, 2023
Q1 2021
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
184KNew |
$9.23M - $9.25M
|
184K
$9.41M
|
|
|
May 20, 2021
Q1 2021
|
Tru Independence LLC
|
SELL
|
- |
-1.01KClosed |
$50.5K - $50.6K
|
0
$0
|
|