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, 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
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3.43K+ 73.94% |
$174K - $176K
|
8.06K
$412K
|
|
|
Oct 29, 2025
Q3 2025
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
5.84K+ 11.59% |
$297K - $300K
|
56.2K
$2.88M
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
SELL
|
- |
-2.8K- 26.35% |
$142K - $144K
|
7.83K
$400K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-34.7K- 18.37% |
$1.77M - $1.78M
|
154K
$7.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-79- 0.54% |
$4.01K - $4.05K
|
14.5K
$741K
|
|
|
Oct 29, 2025
Q3 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
9.99K+ 72.09% |
$508K - $513K
|
23.9K
$1.22M
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
1.32K+ 20.76% |
$67.1K - $67.7K
|
7.68K
$393K
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
25K+ 6.39% |
$1.27M - $1.28M
|
416K
$21.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-6.54K- 39.72% |
$332K - $336K
|
9.92K
$507K
|
|
|
Oct 29, 2025
Q3 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
36+ 0.66% |
$1.83K - $1.85K
|
5.49K
$281K
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
BUY
|
- |
1+ 0.79% |
$50.8 - $51.3
|
128
$6.55K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.99K+ 8.57% |
$101K - $102K
|
25.2K
$1.29M
|
|
|
Oct 28, 2025
Q3 2025
|
Financial Management Network Inc
|
BUY
|
- |
12.6K+ 11.24% |
$639K - $646K
|
125K
$6.37M
|
|
|
Oct 28, 2025
Q3 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10.7K- 17.54% |
$544K - $549K
|
50.3K
$2.57M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
124+ 0.82% |
$6.3K - $6.36K
|
15.2K
$780K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
5.41K+ 57.77% |
$275K - $278K
|
14.8K
$756K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
51.5K+ 187.66% |
$2.62M - $2.64M
|
78.9K
$4.04M
|
|
|
Oct 27, 2025
Q3 2025
|
Unified Investment Management
Atlanta, GA |
SELL
|
- |
-463- 1.11% |
$23.5K - $23.8K
|
41.4K
$2.12M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
5.42K+ 5.44% |
$275K - $278K
|
105K
$5.37M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.49K- 4.91% |
$75.7K - $76.5K
|
28.8K
$1.47M
|
|
|
Oct 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
1.56K+ 12.78% |
$79K - $79.9K
|
13.7K
$702K
|
|
|
Oct 27, 2025
Q3 2025
|
Lvz, Inc.
|
BUY
|
- |
112+ 0.65% |
$5.69K - $5.75K
|
17.3K
$884K
|
|
|
Oct 27, 2025
Q3 2025
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-2.54K- 9.15% |
$129K - $130K
|
25.2K
$1.29M
|
|
|
Oct 24, 2025
Q3 2025
|
Hudock, Inc.
|
SELL
|
- |
-375- 3.57% |
$19.1K - $19.2K
|
10.1K
$518K
|
|
|
Oct 24, 2025
Q3 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-3.37K- 20.38% |
$171K - $173K
|
13.2K
$674K
|
|
|
Oct 24, 2025
Q3 2025
|
Cross Staff Investments Inc
|
SELL
|
- |
-1.18K- 11.09% |
$60.1K - $60.7K
|
9.49K
$485K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-12.8K- 28.6% |
$649K - $656K
|
31.9K
$1.63M
|
|
|
Oct 24, 2025
Q3 2025
|
Iron Financial, LLC
|
BUY
|
- |
15.2KNew |
$772K - $780K
|
15.2K
$778K
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
11.4K+ 23.07% |
$580K - $586K
|
60.9K
$3.11M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-20- 1.04% |
$1.02K - $1.03K
|
1.91K
$97.5K
|
|
|
Oct 23, 2025
Q3 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
2.38K+ 35.86% |
$121K - $122K
|
9.01K
$461K
|
|
|
Oct 23, 2025
Q3 2025
|
Apex Wealth Management, LLC
Bedford, NH |
SELL
|
- |
-1.92K- 7.18% |
$97.5K - $98.5K
|
24.8K
$1.27M
|
|
|
Oct 22, 2025
Q3 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-345K- 99.28% |
$17.5M - $17.7M
|
2.5K
$128K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
22.9K+ 10.73% |
$1.16M - $1.18M
|
237K
$12.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1.05K+ 0.54% |
$53.3K - $53.9K
|
195K
$9.99M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-500- 10.79% |
$25.4K - $25.7K
|
4.14K
$211K
|
|
|
Oct 22, 2025
Q3 2025
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-19.1K- 7.08% |
$969K - $979K
|
250K
$12.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.92K+ 2.65% |
$148K - $150K
|
113K
$5.78M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-784- 27.55% |
$39.8K - $40.2K
|
2.06K
$105K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.97K+ 165.44% |
$252K - $255K
|
7.97K
$407K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.2K- 10.71% |
$61K - $61.6K
|
10K
$511K
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-5- 0.07% |
$254 - $257
|
7K
$358K
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-75- 0.87% |
$3.81K - $3.85K
|
8.53K
$436K
|
|
|
Oct 21, 2025
Q3 2025
|
Values First Advisors, Inc.
|
BUY
|
- |
2.22K+ 2.69% |
$113K - $114K
|
84.5K
$4.32M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-5.9K- 4.34% |
$300K - $303K
|
130K
$6.65M
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
BUY
|
- |
10.1K+ 68.26% |
$514K - $520K
|
25K
$1.28M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
362+ 6.32% |
$18.4K - $18.6K
|
6.09K
$312K
|
|