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 12, 2025
Q3 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
7.22KNew |
$367K - $370K
|
7.22K
$369K
|
|
|
Nov 12, 2025
Q3 2025
|
Integrity Advisory Solutions, LLC
Dallas, TX |
BUY
|
- |
7.22KNew |
$367K - $370K
|
7.22K
$369K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.34K- 58.85% |
$119K - $120K
|
1.64K
$83.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.5K+ 4.14% |
$127K - $128K
|
62.8K
$3.21M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
SELL
|
- |
-314- 3.45% |
$16K - $16.1K
|
8.79K
$450K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.08K- 0.96% |
$106K - $107K
|
216K
$11M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.99K- 20.94% |
$101K - $102K
|
7.5K
$383K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
1.77K+ 32.37% |
$89.7K - $90.6K
|
7.22K
$369K
|
|
|
Nov 12, 2025
Q3 2025
|
Planning Directions Inc
|
BUY
|
- |
18.4KNew |
$934K - $944K
|
18.4K
$941K
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-200- 3.91% |
$10.2K - $10.3K
|
4.91K
$251K
|
|
|
Nov 12, 2025
Q3 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
106KNew |
$5.4M - $5.45M
|
106K
$5.43M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
4.82K+ 6.79% |
$245K - $248K
|
75.9K
$3.88M
|
|
|
Nov 10, 2025
Q3 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-2.94K- 37.35% |
$149K - $151K
|
4.93K
$252K
|
|
|
Nov 10, 2025
Q3 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
848+ 3.38% |
$43.1K - $43.5K
|
26K
$1.33M
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
151+ 1.06% |
$7.67K - $7.75K
|
14.4K
$736K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
9.27K+ 6.93% |
$471K - $476K
|
143K
$7.31M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.57K+ 4.25% |
$131K - $132K
|
63.2K
$3.23M
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.79K- 34.78% |
$193K - $195K
|
7.11K
$364K
|
|
|
Nov 10, 2025
Q3 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
SELL
|
- |
-1.1K- 4.36% |
$55.7K - $56.2K
|
24.1K
$1.23M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
32.1K+ 694.36% |
$1.63M - $1.65M
|
36.8K
$1.88M
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
BUY
|
- |
98+ 1.07% |
$4.98K - $5.03K
|
9.25K
$473K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
- |
-1.54K- 3.65% |
$78.3K - $79.1K
|
40.6K
$2.08M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
7.49K+ 10.78% |
$381K - $385K
|
77K
$3.94M
|
|
|
Nov 10, 2025
Q3 2025
|
Patten Group, Inc.
|
SELL
|
- |
-1.28K- 2.12% |
$64.9K - $65.6K
|
58.9K
$3.01M
|
|
|
Nov 10, 2025
Q3 2025
|
Dakota Wealth Management
|
SELL
|
- |
-2.35K- 19.29% |
$119K - $121K
|
9.83K
$503K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.05K+ 98.51% |
$206K - $208K
|
8.15K
$417K
|
|
|
Nov 10, 2025
Q3 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
7.78K+ 7.4% |
$395K - $399K
|
113K
$5.77M
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
250+ 4.04% |
$12.7K - $12.8K
|
6.44K
$329K
|
|
|
Nov 10, 2025
Q3 2025
|
First American Trust, Fsb
|
BUY
|
- |
3.64K+ 30.07% |
$185K - $187K
|
15.8K
$806K
|
|
|
Nov 10, 2025
Q3 2025
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
62K+ 57.96% |
$3.15M - $3.18M
|
169K
$8.64M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2.88K+ 5.25% |
$146K - $148K
|
57.8K
$2.96M
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.96K+ 5.98% |
$99.5K - $101K
|
34.7K
$1.78M
|
|
|
Nov 10, 2025
Q3 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
7+ 1.06% |
$356 - $359
|
670
$34.3K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
23.8K+ 171.01% |
$1.21M - $1.22M
|
37.7K
$1.93M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.77K- 8.18% |
$191K - $193K
|
42.3K
$2.16M
|
|
|
Nov 07, 2025
Q3 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.64K- 13.97% |
$83.3K - $84.1K
|
10.1K
$516K
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
110+ 2.02% |
$5.59K - $5.65K
|
5.55K
$284K
|
|
|
Nov 07, 2025
Q3 2025
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-400- 1.33% |
$20.3K - $20.5K
|
29.7K
$1.52M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
1+ 1.14% |
$50.8 - $51.3
|
89
$4.55K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4+ 0.06% |
$203 - $205
|
6.16K
$315K
|
|
|
Nov 07, 2025
Q3 2025
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-12- 0.15% |
$610 - $616
|
8.25K
$422K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
14.9K+ 8.32% |
$757K - $765K
|
194K
$9.91M
|
|
|
Nov 07, 2025
Q3 2025
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
6.92KNew |
$351K - $355K
|
6.92K
$354K
|
|
|
Nov 07, 2025
Q3 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-347- 2.0% |
$17.6K - $17.8K
|
17K
$869K
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-11- 0.2% |
$559 - $565
|
5.51K
$282K
|
|
|
Nov 07, 2025
Q3 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
152+ 1.08% |
$7.72K - $7.8K
|
14.3K
$729K
|
|
|
Nov 07, 2025
Q3 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
4.42K+ 385.6% |
$224K - $227K
|
5.57K
$285K
|
|
|
Nov 07, 2025
Q3 2025
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
BUY
|
- |
71.3K+ 19.53% |
$3.62M - $3.66M
|
436K
$22.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
17.1K+ 74.61% |
$871K - $880K
|
40.1K
$2.05M
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
BUY
|
- |
5.3KNew |
$269K - $272K
|
5.3K
$271K
|
|