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 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
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
40+ 0.45% |
$2.02K - $2.05K
|
8.85K
$453K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-425- 44.46% |
$21.4K - $21.7K
|
531
$27.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
21.7KNew |
$1.09M - $1.11M
|
21.7K
$1.11M
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-105- 1.11% |
$5.29K - $5.37K
|
9.33K
$477K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
911New |
$45.9K - $46.6K
|
911
$46.6K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
9New |
$454 - $461
|
9
$460
|
|
|
Jul 18, 2025
Q2 2025
|
Astor Investment Management LLC
|
BUY
|
- |
37.5K+ 67.61% |
$1.89M - $1.92M
|
93K
$4.76M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
7.31KNew |
$368K - $374K
|
7.31K
$374K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.8KNew |
$242K - $246K
|
4.8K
$246K
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
4.08K+ 2.27% |
$206K - $209K
|
184K
$9.41M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
13.6KNew |
$685K - $695K
|
13.6K
$695K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.45K+ 36.33% |
$73.2K - $74.4K
|
5.45K
$279K
|
|
| Q1 2025 | |||||||
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
73New |
$3.68K - $3.71K
|
73
$3.73K
|
|
|
Jul 31, 2025
Q1 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-729- 11.28% |
$36.7K - $37.1K
|
5.73K
$293K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-729- 11.28% |
$36.7K - $37.1K
|
5.73K
$293K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11.4KNew |
$573K - $578K
|
11.4K
$581K
|
|
|
May 15, 2025
Q1 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
425+ 2.54% |
$21.4K - $21.6K
|
17.2K
$877K
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
7.51KNew |
$378K - $382K
|
7.51K
$384K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
16.4KNew |
$826K - $834K
|
16.4K
$838K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-41.6K- 69.01% |
$2.1M - $2.12M
|
18.7K
$956K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
5KNew |
$252K - $254K
|
5K
$256K
|
|
|
May 13, 2025
Q1 2025
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-650- 12.35% |
$32.8K - $33.1K
|
4.61K
$236K
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
4.89KNew |
$246K - $249K
|
4.89K
$250K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
128New |
$6.45K - $6.51K
|
128
$6.55K
|
|
|
May 09, 2025
Q1 2025
|
Planning Alternatives LTD
|
SELL
|
- |
-2.87K- 11.54% |
$145K - $146K
|
22K
$1.12M
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
6.18KNew |
$312K - $315K
|
6.18K
$316K
|
|
|
May 08, 2025
Q1 2025
|
Gs Investments, Inc.
|
SELL
|
- |
-500- 5.91% |
$25.2K - $25.4K
|
7.97K
$407K
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
100New |
$5.04K - $5.09K
|
100
$5.11K
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
11.6KNew |
$585K - $591K
|
11.6K
$594K
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
4.7KNew |
$237K - $239K
|
4.7K
$241K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-9.86K- 52.73% |
$497K - $502K
|
8.84K
$452K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
3+ 0.04% |
$151 - $153
|
6.77K
$346K
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
120New |
$6.05K - $6.11K
|
120
$6.14K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
508New |
$25.6K - $25.9K
|
508
$26K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
227New |
$11.4K - $11.6K
|
227
$11.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
11.6K+ 62.62% |
$583K - $589K
|
30.1K
$1.54M
|
|
|
Apr 24, 2025
Q1 2025
|
Canal Insurance CO
|
BUY
|
- |
22K+ 28.21% |
$1.11M - $1.12M
|
100K
$5.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-516- 4.71% |
$26K - $26.3K
|
10.4K
$534K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
5.8KNew |
$292K - $295K
|
5.8K
$297K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.55K- 98.03% |
$77.9K - $78.7K
|
31
$1.59K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
52New |
$2.62K - $2.65K
|
52
$2.66K
|
|
|
Apr 08, 2025
Q1 2025
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-501- 6.87% |
$25.3K - $25.5K
|
6.79K
$347K
|
|
| Q4 2024 | |||||||
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
10.4KNew |
$524K - $532K
|
10.4K
$533K
|
|