Latest Institutional Transactions on Blackrock Short Maturity Bond (NEAR)

NEAR Quotes by TradingView

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
Jul 02, 2020 Q2 2020
Advocacy Wealth Management Services, LLC

SELL
 -
-20.8K
Closed
$1.01M - $1.04M
0 $0
Q1 2020
May 15, 2020 Q1 2020
Amussen Hunsaker Associates LLC

Salt Lake City, UT
SELL
 -
-3.21K
Closed
$146K - $162K
0 $0
May 15, 2020 Q1 2020
Menard Financial Group LLC

Houston, TX
SELL
 -
-18.6K
Closed
$849K - $940K
0 $0
May 14, 2020 Q1 2020
Marcum Wealth, LLC

SELL
 -
-5.92K
Closed
$270K - $299K
0 $0
May 14, 2020 Q1 2020
Kingfisher Capital LLC

SELL
 -
-4.98K
Closed
$227K - $251K
0 $0
May 13, 2020 Q1 2020
Jackson Wealth Management, LLC

SELL
 -
-28.5K
Closed
$1.3M - $1.43M
0 $0
May 13, 2020 Q1 2020
Tobias Financial Advisors, Inc.

Plantation, FL
SELL
 -
-409
Closed
$18.6K - $20.6K
0 $0
May 13, 2020 Q1 2020
Peak Asset Management, LLC

Louisville, CO
SELL
 -
-20K
Closed
$911K - $1.01M
0 $0
May 12, 2020 Q1 2020
Ipg Investment Advisors LLC

San Diego, CA
SELL
 -
-4.24K
Closed
$193K - $214K
0 $0
May 11, 2020 Q1 2020
Braun Bostich & Associates Inc.

Canonsburg, PA
SELL
 -
-2.13K
Closed
$96.8K - $107K
0 $0
May 08, 2020 Q1 2020
Corda Investment Management, Llc.

Houston, TX
SELL
 -
-208K
Closed
$9.49M - $10.5M
0 $0
May 08, 2020 Q1 2020
Quadrant Private Wealth Management, LLC

Bethlehem, PA
SELL
 -
-4.1K
Closed
$187K - $207K
0 $0
May 07, 2020 Q1 2020
Anfield Capital Management, LLC

Newport Beach, CA
SELL
 -
-157
Closed
$7.15K - $7.91K
0 $0
May 06, 2020 Q1 2020
Tl Private Wealth

SELL
 -
-5.03K
Closed
$229K - $254K
0 $0
May 05, 2020 Q1 2020
Heritage Wealth Advisors

SELL
 -
-161K
Closed
$7.33M - $8.12M
0 $0
May 05, 2020 Q1 2020
Avalon Investment & Advisory

Houston, TX
SELL
 -
-7.48K
Closed
$341K - $377K
0 $0
Apr 29, 2020 Q1 2020
Institute For Wealth Management, Llc.

SELL
 -
-15K
Closed
$682K - $755K
0 $0
Apr 28, 2020 Q1 2020
Trilogy Capital Inc.

SELL
 -
-264K
Closed
$12M - $13.3M
0 $0
Apr 28, 2020 Q1 2020
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
SELL
 -
-4.98K
Closed
$227K - $251K
0 $0
Apr 23, 2020 Q1 2020
Occidental Asset Management, LLC

SELL
 -
-211K
Closed
$9.6M - $10.6M
0 $0
Apr 23, 2020 Q1 2020
Altium Wealth Management LLC

SELL
 -
-13.9K
Closed
$631K - $698K
0 $0
Apr 22, 2020 Q1 2020
Corbett Road Capital Management, LLC

Mclean, VA
SELL
 -
-45.6K
Closed
$2.08M - $2.3M
0 $0
Apr 22, 2020 Q1 2020
R. W. Roge & Company, Inc.

Bohemia, NY
SELL
 -
-19.6K
Closed
$890K - $986K
0 $0
Apr 20, 2020 Q1 2020
Bay Rivers Group

SELL
 -
-65.7K
Closed
$2.99M - $3.31M
0 $0
Apr 17, 2020 Q1 2020
Morgan Rosel Wealth Management, LLC

SELL
 -
-16.4K
Closed
$747K - $827K
0 $0
Apr 15, 2020 Q1 2020
Foresight Wealth Management, LLC

SELL
 -
-63
Closed
$2.87K - $3.18K
0 $0
Apr 13, 2020 Q1 2020
Conservest Capital Advisors, Inc.

SELL
 -
-974K
Closed
$44.3M - $49.1M
0 $0
Apr 13, 2020 Q1 2020
Leicht Financial Planning & Wealth Management, Inc.

SELL
 -
-25.5K
Closed
$1.16M - $1.29M
0 $0
Apr 07, 2020 Q1 2020
White Lighthouse Investment Management Inc.

SELL
 -
-5.36K
Closed
$244K - $270K
0 $0
Q4 2019
Oct 06, 2025 Q4 2019
Caldwell Trust CO

Venice, FL
BUY
 -
958
New
$48.1K - $48.2K
958 $49K
Feb 18, 2020 Q4 2019
Wealthquest Corp

Cincinnati, OH
SELL
 -
-4.04K
Closed
$203K - $203K
0 $0
Feb 14, 2020 Q4 2019
Brown Brothers Harriman & CO

New York, NY
SELL
 -
-2.71K
Closed
$136K - $137K
0 $0
Feb 14, 2020 Q4 2019
Vestmark Advisory Solutions, Inc.

SELL
 -
-6.76K
Closed
$339K - $340K
0 $0
Feb 14, 2020 Q4 2019
Stamos Capital Partners, L.P.

Menlo Park, CA
SELL
 -
-58.6K
Closed
$2.94M - $2.95M
0 $0
Feb 14, 2020 Q4 2019
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
961
New
$48.3K - $48.4K
961 $49.1K
Feb 13, 2020 Q4 2019
Lake Point Wealth Management

SELL
 -
-624
Closed
$31.3K - $31.4K
0 $0
Feb 13, 2020 Q4 2019
Laurel Wealth Advisors, Inc.

Solana Beach, CA
SELL
 -
-4.46K
Closed
$224K - $225K
0 $0
Feb 12, 2020 Q4 2019
Fulcrum Equity Management

SELL
 -
-14
Closed
$703 - $705
0 $0
Feb 07, 2020 Q4 2019
Pettinga Financial Advisors, LLC

SELL
 -
-11.4K
Closed
$571K - $573K
0 $0
Feb 04, 2020 Q4 2019
Virtu Financial LLC

New York, NY
SELL
 -
-60.9K
Closed
$3.06M - $3.07M
0 $0
Feb 04, 2020 Q4 2019
Stanley Laman Group, Ltd.

Berwyn, PA
SELL
 -
-7.31K
Closed
$367K - $368K
0 $0
Jan 30, 2020 Q4 2019
Strategic Wealth Partners, Ltd.

Independence, OH
SELL
 -
-304
Closed
$15.3K - $15.3K
0 $0
Jan 28, 2020 Q4 2019
Garrett Wealth Advisory Group, LLC

SELL
 -
-43
Closed
$2.16K - $2.17K
0 $0
Jan 21, 2020 Q4 2019
Canal Capital Management, LLC

SELL
 -
-8.92K
Closed
$448K - $449K
0 $0
Jan 07, 2020 Q4 2019
Stone House Investment Management, LLC

SELL
 -
-10.7K
Closed
$540K - $541K
0 $0
Q3 2019
Nov 14, 2019 Q3 2019
Avestar Capital, LLC

SELL
 -
-16
Closed
$804 - $805
0 $0
Nov 14, 2019 Q3 2019
Pacific Center For Financial Services

San Ramon, CA
SELL
 -
-281
Closed
$14.1K - $14.1K
0 $0
Nov 14, 2019 Q3 2019
Wolverine Trading, LLC

Chicago, IL
SELL
 -
-6.6K
Closed
$332K - $332K
0 $0
Nov 04, 2019 Q3 2019
Sage Financial Group Inc

SELL
 -
-11.6K
Closed
$581K - $582K
0 $0

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