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 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
|
|
|
Oct 07, 2025
Q3 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-49.4K- 14.58% |
$2.51M - $2.53M
|
289K
$14.8M
|
|
|
Oct 07, 2025
Q3 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
SELL
|
- |
-1.98K- 4.69% |
$101K - $102K
|
40.4K
$2.06M
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-6K- 4.95% |
$305K - $308K
|
115K
$5.89M
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-921- 6.06% |
$46.8K - $47.3K
|
14.3K
$730K
|
|
|
Oct 06, 2025
Q3 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-237- 3.55% |
$12K - $12.2K
|
6.45K
$330K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-87.5K- 15.41% |
$4.41M - $4.48M
|
480K
$24.6M
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
5.35K+ 3.19% |
$270K - $274K
|
173K
$8.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
21.6KNew |
$1.09M - $1.11M
|
21.6K
$1.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-5.22K- 46.53% |
$263K - $267K
|
6K
$307K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
6.1K+ 149.94% |
$307K - $312K
|
10.2K
$520K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.53KNew |
$228K - $232K
|
4.53K
$232K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.64K- 54.45% |
$183K - $186K
|
3.04K
$156K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.97K- 32.4% |
$99.4K - $101K
|
4.11K
$210K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.24K- 23.19% |
$62.3K - $63.2K
|
4.1K
$209K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.97K- 12.54% |
$99.3K - $101K
|
13.7K
$703K
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
9.78KNew |
$493K - $500K
|
9.78K
$500K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
30.3K+ 205.56% |
$1.53M - $1.55M
|
45.1K
$2.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
108New |
$5.44K - $5.53K
|
108
$5.52K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.5KNew |
$75.4K - $76.5K
|
1.5K
$76.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-4.99K- 33.62% |
$251K - $255K
|
9.85K
$504K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.8K- 3.62% |
$90.9K - $92.3K
|
48K
$2.46M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 1.06% |
$50.4 - $51.2
|
95
$4.86K
|
|
|
Aug 12, 2025
Q2 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
1.78K+ 33.74% |
$89.9K - $91.2K
|
7.07K
$361K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
996New |
$50.2K - $51K
|
996
$50.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
40+ 53.33% |
$2.02K - $2.05K
|
115
$5.88K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
119New |
$6K - $6.09K
|
119
$6.09K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-857- 37.74% |
$43.2K - $43.9K
|
1.41K
$72.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
306+ 4.75% |
$15.4K - $15.7K
|
6.75K
$345K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
22.7K+ 9.43% |
$1.14M - $1.16M
|
263K
$13.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
277+ 4.31% |
$14K - $14.2K
|
6.71K
$343K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
5KNew |
$252K - $256K
|
5K
$256K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-20- 16.53% |
$1.01K - $1.02K
|
101
$5.17K
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.14K- 18.13% |
$57.3K - $58.2K
|
5.14K
$263K
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
SELL
|
- |
-97- 9.73% |
$4.89K - $4.96K
|
900
$46K
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
11New |
$555 - $563
|
11
$563
|
|
|
Aug 05, 2025
Q2 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
3.67KNew |
$185K - $188K
|
3.67K
$187K
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-56- 1.1% |
$2.82K - $2.87K
|
5.04K
$258K
|
|
|
Aug 01, 2025
Q2 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
10.1KNew |
$509K - $516K
|
10.1K
$516K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-9.92K- 89.87% |
$500K - $507K
|
1.12K
$57.2K
|
|
|
Jul 30, 2025
Q2 2025
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
3.94KNew |
$198K - $201K
|
3.94K
$201K
|
|
|
Jul 30, 2025
Q2 2025
|
Darrow Company, Inc.
|
SELL
|
- |
-198- 1.49% |
$9.98K - $10.1K
|
13.1K
$669K
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-2.75K- 6.37% |
$139K - $141K
|
40.4K
$2.07M
|
|
|
Jul 30, 2025
Q2 2025
|
Green Square Capital Advisors LLC
|
BUY
|
- |
2.17K+ 7.18% |
$109K - $111K
|
32.3K
$1.65M
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
3.09K+ 22.24% |
$156K - $158K
|
17K
$868K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
59K+ 654.85% |
$2.98M - $3.02M
|
68.1K
$3.48M
|
|
|
Jul 23, 2025
Q2 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
3K+ 6.62% |
$151K - $154K
|
48.3K
$2.47M
|
|