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 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-23- 18.55% |
$1.17K - $1.18K
|
101
$5.17K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-37K- 65.48% |
$1.88M - $1.9M
|
19.5K
$997K
|
|
|
Nov 06, 2025
Q3 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
SELL
|
- |
-468- 1.82% |
$23.8K - $24K
|
25.3K
$1.29M
|
|
|
Nov 06, 2025
Q3 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-158- 1.05% |
$8.03K - $8.11K
|
15K
$765K
|
|
|
Nov 06, 2025
Q3 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-521- 6.07% |
$26.5K - $26.7K
|
8.06K
$412K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.35K+ 0.68% |
$68.8K - $69.5K
|
201K
$10.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-18.5K- 53.73% |
$941K - $951K
|
16K
$816K
|
|
|
Nov 05, 2025
Q3 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
4.66KNew |
$237K - $239K
|
4.66K
$238K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
220+ 7.44% |
$11.2K - $11.3K
|
3.18K
$163K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.47K+ 15.56% |
$227K - $230K
|
33.2K
$1.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Spinnaker Trust
|
SELL
|
- |
-686- 3.16% |
$34.8K - $35.2K
|
21K
$1.07M
|
|
|
Nov 05, 2025
Q3 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
162K+ 439.22% |
$8.22M - $8.3M
|
199K
$10.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
3.71K+ 7.27% |
$189K - $191K
|
54.8K
$2.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-3- 0.05% |
$152 - $154
|
6.39K
$327K
|
|
|
Nov 05, 2025
Q3 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
2.74K+ 1.98% |
$139K - $141K
|
141K
$7.23M
|
|
|
Nov 05, 2025
Q3 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-400- 6.12% |
$20.3K - $20.5K
|
6.14K
$314K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
66.1K+ 43211.11% |
$3.36M - $3.39M
|
66.3K
$3.39M
|
|
|
Nov 05, 2025
Q3 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-946- 1.04% |
$48.1K - $48.5K
|
89.8K
$4.59M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
35+ 0.67% |
$1.78K - $1.8K
|
5.26K
$269K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
25.5K+ 17.45% |
$1.3M - $1.31M
|
172K
$8.78M
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
BUY
|
- |
540+ 7.59% |
$27.4K - $27.7K
|
7.65K
$391K
|
|
|
Nov 04, 2025
Q3 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-1.05K- 11.21% |
$53.3K - $53.9K
|
8.32K
$425K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
149KNew |
$7.57M - $7.65M
|
149K
$7.63M
|
|
|
Nov 04, 2025
Q3 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-55.7K- 11.04% |
$2.83M - $2.86M
|
449K
$23M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-816- 3.41% |
$41.5K - $41.9K
|
23.1K
$1.18M
|
|
|
Nov 04, 2025
Q3 2025
|
A4 Wealth Advisors LLC
Huntersville, NC |
BUY
|
- |
5.57KNew |
$283K - $286K
|
5.57K
$285K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
392New |
$19.9K - $20.1K
|
392
$20K
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
26+ 0.43% |
$1.32K - $1.33K
|
6.1K
$312K
|
|
|
Nov 04, 2025
Q3 2025
|
Win Advisors, Inc
|
BUY
|
- |
1.19K+ 7.46% |
$60.6K - $61.2K
|
17.2K
$878K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
3.82KNew |
$194K - $196K
|
3.82K
$195K
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
80New |
$4.06K - $4.11K
|
80
$4.09K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.11K- 92.88% |
$56.3K - $56.9K
|
85
$4.35K
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
2.4K+ 13.95% |
$122K - $123K
|
19.6K
$1M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.72K+ 23.57% |
$138K - $140K
|
14.3K
$730K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-41.9K- 6.88% |
$2.13M - $2.15M
|
566K
$29M
|
|
|
Nov 03, 2025
Q3 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
616+ 13.81% |
$31.3K - $31.6K
|
5.08K
$260K
|
|
|
Nov 03, 2025
Q3 2025
|
Investment Advisory Group, LLC
|
SELL
|
- |
-100- 0.56% |
$5.08K - $5.13K
|
17.9K
$913K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
15.5K+ 28.0% |
$788K - $796K
|
70.9K
$3.62M
|
|
|
Nov 03, 2025
Q3 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-500- 3.05% |
$25.4K - $25.7K
|
15.9K
$813K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
5.72K+ 559.43% |
$291K - $294K
|
6.75K
$345K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
33+ 11.0% |
$1.68K - $1.69K
|
333
$17K
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-235- 4.58% |
$11.9K - $12.1K
|
4.9K
$251K
|
|
|
Oct 31, 2025
Q3 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
40.7K+ 16.98% |
$2.07M - $2.09M
|
280K
$14.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4.73K- 8.62% |
$240K - $243K
|
50.1K
$2.56M
|
|
|
Oct 30, 2025
Q3 2025
|
Objective Capital Management, LLC
|
SELL
|
- |
-61- 0.9% |
$3.1K - $3.13K
|
6.75K
$345K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-14- 0.17% |
$711 - $718
|
8.25K
$422K
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
11+ 0.17% |
$559 - $565
|
6.35K
$325K
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1K- 3.47% |
$50.8K - $51.3K
|
27.8K
$1.42M
|
|
|
Oct 30, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-25K- 47.8% |
$1.27M - $1.28M
|
27.3K
$1.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
41.9K+ 22.98% |
$2.13M - $2.15M
|
224K
$11.5M
|
|