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 28, 2020
Q1 2020
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-4.98KClosed |
$227K - $251K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Trilogy Capital Inc.
|
SELL
|
- |
-264KClosed |
$12M - $13.3M
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Hudock, Inc.
|
SELL
|
- |
-143Closed |
$6.51K - $7.21K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Altium Wealth Management LLC
|
SELL
|
- |
-13.9KClosed |
$631K - $698K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Occidental Asset Management, LLC
|
SELL
|
- |
-211KClosed |
$9.6M - $10.6M
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-45.6KClosed |
$2.08M - $2.3M
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-19.6KClosed |
$890K - $986K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Bay Rivers Group
|
SELL
|
- |
-65.7KClosed |
$2.99M - $3.31M
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-16.4KClosed |
$747K - $827K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Canal Insurance CO
|
BUY
|
- |
100KNew |
$4.55M - $5.04M
|
100K
$5.04M
|
|
|
Apr 15, 2020
Q1 2020
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-63Closed |
$2.87K - $3.18K
|
0
$0
|
|
|
Apr 13, 2020
Q1 2020
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-25.5KClosed |
$1.16M - $1.29M
|
0
$0
|
|
|
Apr 13, 2020
Q1 2020
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-974KClosed |
$44.3M - $49.1M
|
0
$0
|
|
|
Apr 07, 2020
Q1 2020
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-5.36KClosed |
$244K - $270K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 18, 2020
Q4 2019
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-4.04KClosed |
$203K - $203K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-58.6KClosed |
$2.94M - $2.95M
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-2.71KClosed |
$136K - $137K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-6.76KClosed |
$339K - $340K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
961New |
$48.3K - $48.4K
|
961
$48.4K
|
|
|
Feb 13, 2020
Q4 2019
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-4.46KClosed |
$224K - $225K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Lake Point Wealth Management
|
SELL
|
- |
-624Closed |
$31.3K - $31.4K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Fulcrum Equity Management
|
SELL
|
- |
-14Closed |
$703 - $705
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-11.4KClosed |
$571K - $573K
|
0
$0
|
|
|
Feb 06, 2020
Q4 2019
|
Keystone Financial Group
|
BUY
|
- |
15.5K+ 23.34% |
$779K - $781K
|
82K
$4.13M
|
|
|
Feb 04, 2020
Q4 2019
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-7.31KClosed |
$367K - $368K
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-60.9KClosed |
$3.06M - $3.07M
|
0
$0
|
|
|
Jan 30, 2020
Q4 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-304Closed |
$15.3K - $15.3K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-43Closed |
$2.16K - $2.17K
|
0
$0
|
|
|
Jan 21, 2020
Q4 2019
|
Canal Capital Management, LLC
|
SELL
|
- |
-8.92KClosed |
$448K - $449K
|
0
$0
|
|
|
Jan 16, 2020
Q4 2019
|
Merit Financial Group, LLC
|
SELL
|
- |
-6.95KClosed |
$349K - $350K
|
0
$0
|
|
|
Jan 07, 2020
Q4 2019
|
Stone House Investment Management, LLC
|
SELL
|
- |
-10.7KClosed |
$540K - $541K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-281Closed |
$14.1K - $14.1K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-6.6KClosed |
$332K - $332K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Avestar Capital, LLC
|
SELL
|
- |
-16Closed |
$804 - $805
|
0
$0
|
|
|
Nov 04, 2019
Q3 2019
|
Sage Financial Group Inc
|
SELL
|
- |
-11.6KClosed |
$581K - $582K
|
0
$0
|
|
|
Oct 15, 2019
Q3 2019
|
First Personal Financial Services
|
SELL
|
- |
-13.3KClosed |
$666K - $667K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 20, 2019
Q2 2019
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-979Closed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Family Management Corp
New York, NY |
SELL
|
- |
-7.12KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-72.2KClosed |
N/A
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-1.44KClosed |
N/A
|
0
$0
|
|
|
Aug 08, 2019
Q2 2019
|
Titan Capital Management, LLC
|
SELL
|
- |
-14KClosed |
N/A
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-700Closed |
N/A
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-84.1KClosed |
N/A
|
0
$0
|
|
|
Jul 23, 2019
Q2 2019
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-5KClosed |
N/A
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Cordasco Financial Network
|
SELL
|
- |
-119Closed |
N/A
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-214Closed |
N/A
|
0
$0
|
|
|
Jul 08, 2019
Q2 2019
|
Investors Research Corp
|
BUY
|
- |
88New |
N/A
|
88
$4.44K
|
|
| Q1 2019 | |||||||
|
May 16, 2019
Q1 2019
|
Wealthpoint, LLC
|
SELL
|
- |
-4.99KClosed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Human Investing LLC
|
SELL
|
- |
-26Closed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-8.32KClosed |
N/A
|
0
$0
|
|