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 |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2026
Q4 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
85.1KNew |
$4.35M - $4.37M
|
85.1K
$4.35M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
25.6K+ 115.43% |
$1.31M - $1.31M
|
47.7K
$2.44M
|
|
|
Jan 12, 2026
Q4 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
22.6K+ 27.98% |
$1.15M - $1.16M
|
103K
$5.28M
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
7.2K+ 643.65% |
$368K - $370K
|
8.31K
$425K
|
|
|
Jan 08, 2026
Q4 2025
|
Tompkins Financial Corp
|
BUY
|
- |
5.06KNew |
$259K - $260K
|
5.06K
$259K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.94K+ 2.55% |
$201K - $202K
|
158K
$8.1M
|
|
|
Jan 06, 2026
Q4 2025
|
First Citizens Financial Corp
|
BUY
|
- |
1.1K+ 2.88% |
$55.9K - $56.3K
|
39.2K
$2M
|
|
|
Jan 07, 2026
Q4 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
453+ 0.54% |
$23.1K - $23.3K
|
84.3K
$4.31M
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
136+ 2.11% |
$6.95K - $6.99K
|
6.57K
$336K
|
|
|
Jan 12, 2026
Q4 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
60+ 0.58% |
$3.06K - $3.08K
|
10.5K
$535K
|
|
|
Jan 07, 2026
Q4 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
54+ 0.57% |
$2.76K - $2.77K
|
9.53K
$487K
|
|
|
Jan 12, 2026
Q4 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
29+ 0.37% |
$1.48K - $1.49K
|
7.93K
$405K
|
|
|
Jan 12, 2026
Q4 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
12+ 0.19% |
$613 - $616
|
6.41K
$328K
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
490KNew |
$24.9M - $25.2M
|
490K
$25.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
380K+ 51.52% |
$19.3M - $19.5M
|
1.12M
$57.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
238K+ 9.29% |
$12.1M - $12.2M
|
2.8M
$143M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
236K+ 7.45% |
$12M - $12.1M
|
3.4M
$174M
|
|
|
Nov 14, 2025
Q3 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
196K+ 7.53% |
$9.98M - $10.1M
|
2.8M
$143M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
187K+ 16.06% |
$9.48M - $9.57M
|
1.35M
$69M
|
|
|
Nov 05, 2025
Q3 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
162K+ 439.22% |
$8.22M - $8.3M
|
199K
$10.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
158K+ 3231.95% |
$8.03M - $8.11M
|
163K
$8.33M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
149KNew |
$7.57M - $7.65M
|
149K
$7.63M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
141K+ 56.4% |
$7.19M - $7.26M
|
392K
$20.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
135K+ 123.68% |
$6.83M - $6.9M
|
243K
$12.4M
|
|
|
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
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
126KNew |
$6.4M - $6.46M
|
126K
$6.44M
|
|
|
Nov 12, 2025
Q3 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
106KNew |
$5.4M - $5.45M
|
106K
$5.43M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
87.9K+ 3.37% |
$4.46M - $4.51M
|
2.7M
$138M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
87.7K+ 8.97% |
$4.45M - $4.5M
|
1.06M
$54.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
85.8K+ 140.38% |
$4.36M - $4.41M
|
147K
$7.52M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
76.2K+ 9.35% |
$3.87M - $3.91M
|
890K
$45.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
BUY
|
- |
71.3K+ 19.53% |
$3.62M - $3.66M
|
436K
$22.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
66.1K+ 43211.11% |
$3.36M - $3.39M
|
66.3K
$3.39M
|
|
|
Nov 10, 2025
Q3 2025
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
62K+ 57.96% |
$3.15M - $3.18M
|
169K
$8.64M
|
|
|
Nov 14, 2025
Q3 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
54K+ 29.18% |
$2.74M - $2.77M
|
239K
$12.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
51.5K+ 187.66% |
$2.62M - $2.64M
|
78.9K
$4.04M
|
|
|
Nov 12, 2025
Q3 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
47KNew |
$2.39M - $2.41M
|
47K
$2.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
44.5K+ 6.86% |
$2.26M - $2.28M
|
693K
$35.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Capital Management, Inc.
|
BUY
|
- |
42.8KNew |
$2.18M - $2.2M
|
42.8K
$2.19M
|
|
|
Nov 14, 2025
Q3 2025
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
42.2K+ 1.71% |
$2.14M - $2.16M
|
2.51M
$129M
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
41.9K+ 22.98% |
$2.13M - $2.15M
|
224K
$11.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
41.4K+ 28.19% |
$2.1M - $2.12M
|
188K
$9.62M
|
|
|
Oct 31, 2025
Q3 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
40.7K+ 16.98% |
$2.07M - $2.09M
|
280K
$14.3M
|
|
|
Nov 14, 2025
Q3 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
39.8K+ 156.85% |
$2.02M - $2.04M
|
65.2K
$3.33M
|
|
|
Nov 18, 2025
Q3 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
36.2K+ 11.38% |
$1.84M - $1.86M
|
354K
$18.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
32.1K+ 694.36% |
$1.63M - $1.65M
|
36.8K
$1.88M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
27.7KNew |
$1.41M - $1.42M
|
27.7K
$1.42M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
25.9K+ 2.82% |
$1.32M - $1.33M
|
944K
$48.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
25.5K+ 17.45% |
$1.3M - $1.31M
|
172K
$8.78M
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
25K+ 6.39% |
$1.27M - $1.28M
|
416K
$21.3M
|
|