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 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
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
7.1KNew |
$361K - $364K
|
7.1K
$363K
|
|
|
Oct 20, 2025
Q3 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
1.13K+ 16.34% |
$57.2K - $57.8K
|
8.02K
$410K
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
2.57K+ 4.58% |
$131K - $132K
|
58.7K
$3M
|
|
|
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
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
27.7KNew |
$1.41M - $1.42M
|
27.7K
$1.42M
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-728- 1.19% |
$37K - $37.4K
|
60.2K
$3.08M
|
|
|
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 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
80.6KNew |
$4.09M - $4.14M
|
80.6K
$4.12M
|
|
|
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
|
Brookstone Capital Management
|
BUY
|
- |
8.56K+ 15.99% |
$435K - $439K
|
62.1K
$3.18M
|
|
|
Oct 15, 2025
Q3 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
41+ 0.4% |
$2.08K - $2.1K
|
10.4K
$532K
|
|
|
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
|
|
|
Oct 15, 2025
Q3 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
18+ 0.35% |
$914 - $924
|
5.24K
$268K
|
|
|
Oct 14, 2025
Q3 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
4+ 0.05% |
$203 - $205
|
7.9K
$404K
|
|
|
Oct 14, 2025
Q3 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
351+ 3.85% |
$17.8K - $18K
|
9.47K
$484K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
408+ 8.25% |
$20.7K - $20.9K
|
5.36K
$274K
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-103- 2.19% |
$5.23K - $5.29K
|
4.61K
$235K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.91K+ 597.49% |
$96.8K - $97.8K
|
2.23K
$114K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
108+ 0.82% |
$5.49K - $5.54K
|
13.3K
$678K
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
91+ 0.78% |
$4.62K - $4.67K
|
11.8K
$604K
|
|
|
Oct 10, 2025
Q3 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
111+ 2.54% |
$5.64K - $5.7K
|
4.48K
$229K
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-7.3K- 33.49% |
$371K - $374K
|
14.5K
$741K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 0.01% |
$50.8 - $51.3
|
7.5K
$383K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1+ 0.01% |
$50.8 - $51.3
|
7.03K
$360K
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
13.5K+ 71.66% |
$685K - $692K
|
32.3K
$1.65M
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-390- 2.98% |
$19.8K - $20K
|
12.7K
$649K
|
|
|
Oct 09, 2025
Q3 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-5.34K- 5.99% |
$271K - $274K
|
83.8K
$4.29M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.22K+ 76.3% |
$62K - $62.6K
|
2.82K
$144K
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.2K+ 7.91% |
$61.2K - $61.8K
|
16.4K
$840K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
12.4K+ 127.01% |
$630K - $636K
|
22.2K
$1.13M
|
|
|
Oct 08, 2025
Q3 2025
|
Kwmg, LLC
|
BUY
|
- |
13.3K+ 4.85% |
$678K - $685K
|
288K
$14.7M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
10.2KNew |
$520K - $525K
|
10.2K
$523K
|
|
|
Oct 08, 2025
Q3 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
168+ 3.65% |
$8.53K - $8.62K
|
4.77K
$244K
|
|
|
Oct 08, 2025
Q3 2025
|
New Capital Management LP
|
SELL
|
- |
-361- 7.5% |
$18.3K - $18.5K
|
4.46K
$228K
|
|
|
Oct 07, 2025
Q3 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
8.32K+ 5.8% |
$423K - $427K
|
152K
$7.76M
|
|