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 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
|
Cross Staff Investments Inc
|
SELL
|
- |
-1.18K- 11.09% |
$60.1K - $60.7K
|
9.49K
$485K
|
|
|
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
|
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
|
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
|
|
|
Oct 21, 2025
Q3 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
28+ 0.51% |
$1.42K - $1.44K
|
5.54K
$283K
|
|
|
Oct 21, 2025
Q3 2025
|
4 J Wealth Management LLC
|
SELL
|
- |
-85- 0.83% |
$4.32K - $4.36K
|
10.1K
$517K
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
5.56KNew |
$282K - $285K
|
5.56K
$284K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
559+ 5.43% |
$28.4K - $28.7K
|
10.9K
$555K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-46- 1.02% |
$2.34K - $2.36K
|
4.44K
$227K
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
3.96K+ 57.1% |
$201K - $203K
|
10.9K
$557K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
86+ 1.07% |
$4.37K - $4.41K
|
8.13K
$416K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
10.7K+ 6.99% |
$543K - $548K
|
164K
$8.36M
|
|
|
Oct 17, 2025
Q3 2025
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-215- 1.06% |
$10.9K - $11K
|
20.1K
$1.03M
|
|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
127K+ 299.98% |
$6.43M - $6.5M
|
169K
$8.63M
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.62K- 6.67% |
$82K - $82.9K
|
22.6K
$1.16M
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Capital Management, Inc.
|
BUY
|
- |
42.8KNew |
$2.18M - $2.2M
|
42.8K
$2.19M
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
252+ 0.59% |
$12.8K - $12.9K
|
42.7K
$2.19M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
126KNew |
$6.4M - $6.46M
|
126K
$6.44M
|
|
|
Oct 15, 2025
Q3 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
8.32KNew |
$423K - $427K
|
8.32K
$426K
|
|
|
Oct 15, 2025
Q3 2025
|
Friedenthal Financial
|
BUY
|
- |
57+ 13.01% |
$2.9K - $2.93K
|
495
$25.3K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
78+ 1.61% |
$3.96K - $4K
|
4.92K
$252K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-16.7K- 45.46% |
$850K - $859K
|
20.1K
$1.03M
|
|
|
Oct 15, 2025
Q3 2025
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-1.12K- 16.5% |
$56.7K - $57.3K
|
5.65K
$289K
|
|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
6.17KNew |
$314K - $317K
|
6.17K
$316K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-41.5K- 11.49% |
$2.11M - $2.13M
|
320K
$16.4M
|
|