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 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
5.71K+ 8.53% |
$286K - $293K
|
72.6K
$3.66M
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
6+ 0.42% |
$301 - $308
|
1.44K
$72.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-692- 13.76% |
$34.7K - $35.5K
|
4.34K
$219K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
122K+ 33.67% |
$6.13M - $6.28M
|
486K
$24.5M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
280+ 2.67% |
$14K - $14.4K
|
10.8K
$542K
|
|
|
Nov 13, 2024
Q3 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-390- 8.93% |
$19.5K - $20K
|
3.98K
$200K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
417+ 9.35% |
$20.9K - $21.4K
|
4.88K
$246K
|
|
|
Nov 13, 2024
Q3 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
272K+ 10.09% |
$13.6M - $13.9M
|
2.97M
$149M
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
BUY
|
- |
20.2KNew |
$1.01M - $1.04M
|
20.2K
$1.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-590K- 83.6% |
$29.6M - $30.3M
|
116K
$5.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-605- 8.04% |
$30.3K - $31K
|
6.92K
$349K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
227K+ 39.66% |
$11.4M - $11.6M
|
798K
$40.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-35.4K- 16.51% |
$1.77M - $1.81M
|
179K
$9.01M
|
|
|
Nov 13, 2024
Q3 2024
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-723- 12.08% |
$36.2K - $37.1K
|
5.26K
$265K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-849- 6.21% |
$42.5K - $43.6K
|
12.8K
$646K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.42K+ 16.54% |
$322K - $329K
|
45.2K
$2.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
22.7KNew |
$1.14M - $1.17M
|
22.7K
$1.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 1.18% |
$50.1 - $51.3
|
86
$4.33K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-213K- 32.17% |
$10.7M - $10.9M
|
449K
$22.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-456- 4.42% |
$22.8K - $23.4K
|
9.87K
$497K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-137K- 7.89% |
$6.87M - $7.04M
|
1.6M
$80.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-32.8K- 34.37% |
$1.64M - $1.68M
|
62.7K
$3.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
11.5KNew |
$575K - $589K
|
11.5K
$578K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.1K+ 8.0% |
$655K - $671K
|
176K
$8.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.11K- 0.91% |
$55.4K - $56.8K
|
121K
$6.09M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-2.3K- 10.44% |
$115K - $118K
|
19.7K
$994K
|
|
|
Nov 12, 2024
Q3 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
9.64K+ 97.59% |
$483K - $495K
|
19.5K
$984K
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-36.8K- 53.48% |
$1.84M - $1.89M
|
32K
$1.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-6.76K- 8.58% |
$339K - $347K
|
72.1K
$3.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-2.01K- 95.48% |
$100K - $103K
|
95
$4.79K
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
62.1KNew |
$3.11M - $3.19M
|
62.1K
$3.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-23.6K- 48.73% |
$1.18M - $1.21M
|
24.9K
$1.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
92K+ 1169.77% |
$4.61M - $4.72M
|
99.8K
$5.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-168- 3.65% |
$8.42K - $8.62K
|
4.43K
$223K
|
|
|
Nov 12, 2024
Q3 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
914+ 2.53% |
$45.8K - $46.9K
|
37.1K
$1.87M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.61K- 6.05% |
$80.8K - $82.8K
|
25K
$1.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Providence First Trust CO
|
SELL
|
- |
-1.25K- 13.48% |
$62.5K - $64K
|
8.01K
$404K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
45.4K+ 321.56% |
$2.27M - $2.33M
|
59.5K
$3M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-129K- 23.91% |
$6.48M - $6.63M
|
412K
$20.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
9+ 0.13% |
$451 - $462
|
6.78K
$342K
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
4.61K+ 13.54% |
$231K - $236K
|
38.6K
$1.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-1.21K- 6.35% |
$60.5K - $62K
|
17.8K
$898K
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
845+ 18.9% |
$42.3K - $43.4K
|
5.32K
$268K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.07K- 3.81% |
$53.6K - $55K
|
27.1K
$1.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
90.9K+ 172.01% |
$4.55M - $4.67M
|
144K
$7.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
73.3K+ 3.14% |
$3.67M - $3.76M
|
2.41M
$121M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
81+ 0.55% |
$4.06K - $4.16K
|
14.7K
$740K
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
1.83K+ 26.86% |
$91.9K - $94.1K
|
8.66K
$437K
|
|
|
Nov 08, 2024
Q3 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-128- 2.64% |
$6.41K - $6.57K
|
4.72K
$238K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-517- 16.54% |
$25.9K - $26.5K
|
2.61K
$131K
|