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 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
10.3K+ 7.6% |
$522K - $527K
|
145K
$7.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
395New |
$20.1K - $20.3K
|
395
$20.2K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
141K+ 56.4% |
$7.19M - $7.26M
|
392K
$20.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-10.6K- 6.69% |
$536K - $542K
|
147K
$7.52M
|
|
|
Nov 13, 2025
Q3 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
4.39KNew |
$223K - $225K
|
4.39K
$224K
|
|
|
Nov 13, 2025
Q3 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
3.24K+ 3.98% |
$165K - $166K
|
84.7K
$4.33M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.45K+ 7.34% |
$124K - $126K
|
35.8K
$1.83M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
87.9K+ 3.37% |
$4.46M - $4.51M
|
2.7M
$138M
|
|
|
Nov 13, 2025
Q3 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
4.31K+ 114.73% |
$219K - $221K
|
8.06K
$412K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
187K+ 16.06% |
$9.48M - $9.57M
|
1.35M
$69M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-103K- 30.41% |
$5.24M - $5.3M
|
236K
$12.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-379- 0.81% |
$19.3K - $19.5K
|
46.5K
$2.38M
|
|
|
Nov 13, 2025
Q3 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-1.08K- 2.06% |
$55K - $55.6K
|
51.5K
$2.63M
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.01K- 8.6% |
$254K - $257K
|
53.2K
$2.72M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
19.1KNew |
$970K - $980K
|
19.1K
$977K
|
|
|
Nov 13, 2025
Q3 2025
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
15.2KNew |
$771K - $779K
|
15.2K
$777K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-2.54K- 5.46% |
$129K - $130K
|
44K
$2.25M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-140K- 64.6% |
$7.1M - $7.17M
|
76.6K
$3.92M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
747+ 8.61% |
$37.9K - $38.3K
|
9.42K
$482K
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
11.5K+ 251.72% |
$584K - $590K
|
16.1K
$822K
|
|
|
Nov 12, 2025
Q3 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
105+ 1.05% |
$5.33K - $5.39K
|
10.1K
$515K
|
|
|
Nov 12, 2025
Q3 2025
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-436- 1.98% |
$22.1K - $22.4K
|
21.6K
$1.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-474- 1.58% |
$24.1K - $24.3K
|
29.4K
$1.51M
|
|
|
Nov 12, 2025
Q3 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
47KNew |
$2.39M - $2.41M
|
47K
$2.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Aviso Financial Inc.
Toronto, A6 |
SELL
|
- |
-1.73K- 15.03% |
$87.8K - $88.7K
|
9.77K
$500K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
76.2K+ 9.35% |
$3.87M - $3.91M
|
890K
$45.5M
|
|
|
Nov 12, 2025
Q3 2025
|
ETF Store, Inc.
|
BUY
|
- |
31+ 0.42% |
$1.57K - $1.59K
|
7.39K
$378K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
76+ 0.26% |
$3.86K - $3.9K
|
29.3K
$1.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Staley Capital Advisers Inc
|
SELL
|
- |
-1.9K- 1.56% |
$96.5K - $97.5K
|
120K
$6.15M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
122+ 1.62% |
$6.2K - $6.26K
|
7.64K
$391K
|
|
|
Nov 12, 2025
Q3 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
113+ 0.08% |
$5.74K - $5.8K
|
142K
$7.24M
|
|
|
Nov 12, 2025
Q3 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
11K+ 3.99% |
$560K - $566K
|
287K
$14.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
85.8K+ 140.38% |
$4.36M - $4.41M
|
147K
$7.52M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-667- 7.14% |
$33.9K - $34.2K
|
8.68K
$444K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
238K+ 9.29% |
$12.1M - $12.2M
|
2.8M
$143M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
44.5K+ 6.86% |
$2.26M - $2.28M
|
693K
$35.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-619- 36.33% |
$31.4K - $31.8K
|
1.09K
$55.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-2- 0.04% |
$102 - $103
|
4.69K
$240K
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
5.4KNew |
$274K - $277K
|
5.4K
$276K
|
|
|
Nov 12, 2025
Q3 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
106+ 1.08% |
$5.38K - $5.44K
|
9.88K
$505K
|
|
|
Nov 12, 2025
Q3 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-2.16K- 3.58% |
$109K - $111K
|
58K
$2.96M
|
|
|
Nov 12, 2025
Q3 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 1.33% |
$50.8 - $51.3
|
76
$3.89K
|
|
|
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
|
|