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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-11.3K- 37.14% |
$568K - $582K
|
19.2K
$967K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
1+ 0.82% |
$50.1 - $51.3
|
123
$6.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.37K+ 5.02% |
$119K - $121K
|
49.5K
$2.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
520New |
$26K - $26.7K
|
520
$26.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
1.98K+ 30.64% |
$99.4K - $102K
|
8.46K
$426K
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
40.7K+ 6.97% |
$2.04M - $2.09M
|
625K
$31.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
13.3K+ 9.67% |
$666K - $683K
|
151K
$7.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
817+ 4.04% |
$40.9K - $41.9K
|
21K
$1.06M
|
|
|
Oct 28, 2024
Q3 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-32.1K- 88.63% |
$1.61M - $1.65M
|
4.12K
$208K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
38K+ 8.42% |
$1.91M - $1.95M
|
490K
$24.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.17K+ 6.79% |
$58.7K - $60.1K
|
18.4K
$929K
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-2.92K- 2.41% |
$146K - $150K
|
118K
$5.95M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-11.6K- 9.23% |
$579K - $593K
|
114K
$5.73M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-10- 0.5% |
$501 - $513
|
1.97K
$99.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.3K- 12.36% |
$65.2K - $66.8K
|
9.24K
$465K
|
|
|
Oct 28, 2024
Q3 2024
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
3.07K+ 3.62% |
$154K - $158K
|
88K
$4.44M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-623- 4.48% |
$31.2K - $32K
|
13.3K
$669K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-597- 1.14% |
$29.9K - $30.6K
|
51.8K
$2.61M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.48K+ 10.74% |
$375K - $384K
|
77.2K
$3.89M
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-80- 11.03% |
$4.01K - $4.1K
|
645
$32.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
619+ 3.14% |
$31K - $31.8K
|
20.3K
$1.02M
|
|
|
Oct 25, 2024
Q3 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-2.87K- 28.62% |
$144K - $147K
|
7.16K
$361K
|
|
|
Oct 25, 2024
Q3 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
3.97KNew |
$199K - $203K
|
3.97K
$200K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-29- 0.52% |
$1.45K - $1.49K
|
5.52K
$278K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-12.9K- 10.68% |
$645K - $661K
|
108K
$5.43M
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
SELL
|
- |
-498- 2.46% |
$24.9K - $25.6K
|
19.8K
$996K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-6.33K- 14.36% |
$317K - $325K
|
37.7K
$1.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-57.8K- 35.82% |
$2.9M - $2.97M
|
104K
$5.22M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-782- 3.13% |
$39.2K - $40.1K
|
24.2K
$1.22M
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
296New |
$14.8K - $15.2K
|
296
$14.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-1.13K- 4.96% |
$56.8K - $58.1K
|
21.7K
$1.09M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
48+ 0.61% |
$2.4K - $2.46K
|
7.94K
$400K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3K- 10.21% |
$150K - $154K
|
26.4K
$1.33M
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-112- 1.47% |
$5.61K - $5.75K
|
7.49K
$377K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-1.22K- 8.12% |
$61.2K - $62.6K
|
13.8K
$696K
|
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
1.5K+ 2.82% |
$75.2K - $77.1K
|
54.7K
$2.76M
|
|
|
Oct 23, 2024
Q3 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
3.37K+ 1.99% |
$169K - $173K
|
173K
$8.71M
|
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-700- 2.9% |
$35.1K - $35.9K
|
23.4K
$1.18M
|
|
|
Oct 23, 2024
Q3 2024
|
Cross Staff Investments Inc
|
SELL
|
- |
-1.47K- 11.39% |
$73.4K - $75.2K
|
11.4K
$575K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
SELL
|
- |
-8.93K- 6.75% |
$447K - $458K
|
123K
$6.21M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.31K+ 2.96% |
$65.4K - $67K
|
45.4K
$2.29M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-639- 1.67% |
$32K - $32.8K
|
37.6K
$1.89M
|
|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-1.74K- 5.15% |
$87K - $89.1K
|
32K
$1.61M
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-1.11K- 7.6% |
$55.8K - $57.1K
|
13.5K
$682K
|
|
|
Oct 22, 2024
Q3 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
120+ 0.56% |
$6.01K - $6.16K
|
21.4K
$1.08M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2+ 0.03% |
$100 - $103
|
7.03K
$354K
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
20+ 0.23% |
$1K - $1.03K
|
8.8K
$443K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
24.9K+ 7778.44% |
$1.25M - $1.28M
|
25.2K
$1.27M
|
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-3.4K- 18.14% |
$170K - $174K
|
15.3K
$773K
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
31+ 0.58% |
$1.55K - $1.59K
|
5.42K
$273K
|