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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Gs Investments, Inc.
|
SELL
|
- |
-1.3K- 13.03% |
$64.9K - $65.4K
|
8.68K
$439K
|
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-9.16K- 43.85% |
$458K - $461K
|
11.7K
$594K
|
|
|
Jul 29, 2024
Q2 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-95- 1.7% |
$4.74K - $4.78K
|
5.5K
$279K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.93K- 91.62% |
$196K - $198K
|
359
$18.2K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
4.7KNew |
$235K - $237K
|
4.7K
$238K
|
|
|
Jul 18, 2024
Q2 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-200- 1.87% |
$9.99K - $10.1K
|
10.5K
$530K
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
400New |
$20K - $20.1K
|
400
$20.3K
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-2.42K- 35.62% |
$121K - $122K
|
4.37K
$221K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
495New |
$24.7K - $24.9K
|
495
$25.1K
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-650- 41.04% |
$32.5K - $32.7K
|
934
$47.3K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-235- 70.15% |
$11.7K - $11.8K
|
100
$5.06K
|
|
| Q1 2024 | |||||||
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
147+ 17.17% |
$7.38K - $7.46K
|
1K
$50.8K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
330New |
$16.6K - $16.7K
|
330
$16.7K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
10New |
$502 - $508
|
10
$506
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
738+ 6.27% |
$37.1K - $37.5K
|
12.5K
$633K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.91KNew |
$498K - $503K
|
9.91K
$502K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
93New |
$4.67K - $4.72K
|
93
$4.71K
|
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-5.26K- 26.63% |
$264K - $267K
|
14.5K
$733K
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
9.61KNew |
$483K - $488K
|
9.61K
$487K
|
|
|
May 14, 2024
Q1 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-8.86K- 47.17% |
$445K - $450K
|
9.93K
$503K
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
49.6K+ 280.09% |
$2.49M - $2.52M
|
67.4K
$3.41M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
139+ 3.65% |
$6.98K - $7.05K
|
3.95K
$200K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-10.5K- 3.75% |
$529K - $535K
|
270K
$13.7M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-6.52K- 21.1% |
$327K - $331K
|
24.4K
$1.23M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
10.6K+ 4.33% |
$531K - $537K
|
255K
$12.9M
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
422New |
$21.2K - $21.4K
|
422
$21.4K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
610New |
$30.6K - $31K
|
610
$30.9K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.27KNew |
$63.9K - $64.6K
|
1.27K
$64.5K
|
|
|
May 10, 2024
Q1 2024
|
Share Andrew L.
Manchester, NH |
BUY
|
- |
76+ 1.56% |
$3.82K - $3.86K
|
4.94K
$250K
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-1.33K- 7.28% |
$67K - $67.6K
|
17K
$860K
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
8.18KNew |
$411K - $415K
|
8.18K
$414K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
4.78KNew |
$240K - $242K
|
4.78K
$242K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.75K- 80.43% |
$138K - $139K
|
668
$33.8K
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.82K+ 45.91% |
$91.3K - $92.2K
|
5.78K
$292K
|
|
|
May 01, 2024
Q1 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-80.3K- 82.79% |
$4.03M - $4.08M
|
16.7K
$845K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
117+ 1.53% |
$5.88K - $5.94K
|
7.76K
$393K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1KNew |
$50.2K - $50.8K
|
1K
$50.6K
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
SELL
|
- |
-99.7K- 40.54% |
$5.01M - $5.06M
|
146K
$7.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
19+ 0.16% |
$954 - $964
|
12.2K
$616K
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
35+ 0.13% |
$1.76K - $1.78K
|
27.7K
$1.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
8.2K+ 8.96% |
$412K - $416K
|
99.7K
$5.05M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
100New |
$5.02K - $5.08K
|
100
$5.06K
|
|
|
Apr 16, 2024
Q1 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-146K- 95.13% |
$7.35M - $7.43M
|
7.5K
$380K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-321- 5.05% |
$16.1K - $16.3K
|
6.03K
$305K
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-20.5K- 53.69% |
$1.03M - $1.04M
|
17.7K
$896K
|
|
| Q4 2023 | |||||||
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
164+ 5466.67% |
$8.15K - $8.29K
|
167
$8.46K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
977New |
$48.6K - $49.4K
|
977
$49.5K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.64KNew |
$231K - $234K
|
4.64K
$235K
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
237K+ 721.57% |
$11.8M - $12M
|
270K
$13.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-545- 78.76% |
$27.1K - $27.5K
|
147
$7.44K
|
|