Latest Institutional Purchases of Blackrock Short Maturity Bond (NEAR)
This list provides information on the latest institutional transactions involving Blackrock Short Maturity Bond (NEAR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
27.1K+ 31.06% |
$1.37M - $1.38M
|
114K
$5.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
10.8KNew |
$547K - $552K
|
10.8K
$550K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
10KNew |
$506K - $511K
|
10K
$509K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
9.58KNew |
$483K - $488K
|
9.58K
$486K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
8.04KNew |
$405K - $409K
|
8.04K
$408K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
5.85K+ 5.07% |
$295K - $298K
|
121K
$6.15M
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
5.8KNew |
$292K - $295K
|
5.8K
$294K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
4.7K+ 7.8% |
$237K - $239K
|
64.9K
$3.29M
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
4.49K+ 5.92% |
$226K - $229K
|
80.3K
$4.07M
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
4.43KNew |
$223K - $225K
|
4.43K
$225K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.39K+ 29.62% |
$171K - $173K
|
14.8K
$752K
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
3.34K+ 6.61% |
$168K - $170K
|
53.9K
$2.73M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.06K+ 11.74% |
$154K - $156K
|
29.1K
$1.48M
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
BUY
|
- |
2.02K+ 26.8% |
$102K - $103K
|
9.55K
$484K
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
1.2K+ 7.89% |
$60.5K - $61.1K
|
16.4K
$831K
|
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
1.05K+ 5.11% |
$52.8K - $53.3K
|
21.5K
$1.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
580+ 10.4% |
$29.2K - $29.5K
|
6.16K
$312K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
511+ 8.04% |
$25.8K - $26K
|
6.87K
$348K
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
316+ 2.82% |
$15.9K - $16.1K
|
11.5K
$584K
|
|
|
Apr 17, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
165+ 2.14% |
$8.32K - $8.4K
|
7.86K
$398K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
103+ 0.74% |
$5.19K - $5.24K
|
13.9K
$707K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
52New |
$2.62K - $2.65K
|
52
$2.64K
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
30+ 0.14% |
$1.51K - $1.53K
|
21.2K
$1.08M
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
19+ 0.35% |
$958 - $967
|
5.48K
$278K
|
|
| Q4 2024 | |||||||
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.33MNew |
$66.9M - $68M
|
1.33M
$67.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
527K+ 22.49% |
$26.5M - $26.9M
|
2.87M
$146M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
508K+ 1925.54% |
$25.5M - $25.9M
|
534K
$27.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
357KNew |
$18M - $18.2M
|
357K
$18.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
342K+ 21.36% |
$17.2M - $17.5M
|
1.94M
$98.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
259K+ 8.73% |
$13M - $13.2M
|
3.22M
$163M
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
166KNew |
$8.33M - $8.46M
|
166K
$8.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
156K+ 291.28% |
$7.84M - $7.96M
|
209K
$10.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
143K+ 5.94% |
$7.2M - $7.31M
|
2.55M
$129M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
143K+ 6.97% |
$7.19M - $7.3M
|
2.19M
$111M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
124KNew |
$6.22M - $6.32M
|
124K
$6.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
120K+ 12.55% |
$6.05M - $6.15M
|
1.08M
$54.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
111KNew |
$5.59M - $5.68M
|
111K
$5.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
93.5KNew |
$4.7M - $4.78M
|
93.5K
$4.74M
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
75.1K+ 75.18% |
$3.77M - $3.83M
|
175K
$8.87M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
62.2K+ 15.83% |
$3.13M - $3.18M
|
455K
$23.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
57.5KNew |
$2.89M - $2.94M
|
57.5K
$2.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
57.1KNew |
$2.87M - $2.92M
|
57.1K
$2.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
54.1K+ 42.35% |
$2.72M - $2.76M
|
182K
$9.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
50.8K+ 11.32% |
$2.55M - $2.59M
|
499K
$25.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
47.9KNew |
$2.41M - $2.45M
|
47.9K
$2.43M
|
|
|
Feb 06, 2025
Q4 2024
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
44KNew |
$2.21M - $2.25M
|
44K
$2.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
43.6K+ 8.9% |
$2.19M - $2.23M
|
533K
$27M
|
|
|
Jan 17, 2025
Q4 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
41K+ 23.34% |
$2.06M - $2.09M
|
216K
$11M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
33.9K+ 38.94% |
$1.71M - $1.73M
|
121K
$6.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
33.7K+ 23.87% |
$1.7M - $1.72M
|
175K
$8.88M
|
|