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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
357KNew |
$18M - $18.2M
|
357K
$18.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
327KNew |
$16.4M - $16.7M
|
327K
$16.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
75.1K+ 75.18% |
$3.77M - $3.83M
|
175K
$8.88M
|
|
|
Jan 17, 2025
Q4 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
41K+ 23.34% |
$2.06M - $2.09M
|
216K
$11M
|
|
|
Feb 03, 2025
Q4 2024
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
BUY
|
- |
31K+ 11.37% |
$1.56M - $1.58M
|
303K
$15.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
30.5K+ 28.21% |
$1.53M - $1.56M
|
139K
$7.04M
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
28.6K+ 48.8% |
$1.44M - $1.46M
|
87.3K
$4.43M
|
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
28.6K+ 52.29% |
$1.44M - $1.46M
|
83.3K
$4.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
22.6K+ 18.16% |
$1.13M - $1.15M
|
147K
$7.45M
|
|
|
Jan 27, 2025
Q4 2024
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
18.5KNew |
$929K - $944K
|
18.5K
$938K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
18.1K+ 17.47% |
$909K - $924K
|
122K
$6.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
16.2KNew |
$812K - $825K
|
16.2K
$820K
|
|
|
Jan 14, 2025
Q4 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
13K+ 18.76% |
$656K - $666K
|
82.6K
$4.19M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
11.5KNew |
$579K - $589K
|
11.5K
$585K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
11.2K+ 161.97% |
$563K - $572K
|
18.1K
$920K
|
|
|
Feb 03, 2025
Q4 2024
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
11.1K+ 12.66% |
$560K - $569K
|
99.2K
$5.04M
|
|
|
Jan 30, 2025
Q4 2024
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
11KNew |
$554K - $562K
|
11K
$559K
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
10.5KNew |
$530K - $539K
|
10.5K
$535K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
9.59KNew |
$482K - $490K
|
9.59K
$487K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
9.43KNew |
$474K - $482K
|
9.43K
$479K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
8.15KNew |
$410K - $417K
|
8.15K
$414K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.43K+ 13.11% |
$374K - $380K
|
64.1K
$3.26M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
6.76KNew |
$340K - $345K
|
6.76K
$343K
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
6.64K+ 45.63% |
$334K - $339K
|
21.2K
$1.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.09K+ 39.71% |
$306K - $311K
|
21.4K
$1.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
5.83K+ 6.17% |
$293K - $298K
|
100K
$5.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
5.8K+ 12.96% |
$292K - $296K
|
50.6K
$2.57M
|
|
|
Jan 29, 2025
Q4 2024
|
Guided Capital Wealth Management, LLC
Houston, TX |
BUY
|
- |
5.5KNew |
$276K - $281K
|
5.5K
$279K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
5.14K+ 12.81% |
$259K - $263K
|
45.3K
$2.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
4.65KNew |
$234K - $238K
|
4.65K
$236K
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
4.52K+ 149.75% |
$227K - $231K
|
7.53K
$382K
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
4.39K+ 2.54% |
$221K - $224K
|
177K
$9M
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
4.3K+ 2.34% |
$216K - $219K
|
188K
$9.56M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.06KNew |
$204K - $208K
|
4.06K
$206K
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
3.9K+ 5.41% |
$196K - $199K
|
75.8K
$3.85M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
BUY
|
- |
3.7K+ 1.37% |
$186K - $189K
|
273K
$13.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
2.29K+ 26.48% |
$115K - $117K
|
11K
$556K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.16K+ 3.64% |
$108K - $110K
|
61.3K
$3.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.55K+ 5.02% |
$77.9K - $79.2K
|
32.5K
$1.65M
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
1.36K+ 21.49% |
$68.4K - $69.5K
|
7.69K
$391K
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.3K+ 31.55% |
$65.4K - $66.4K
|
5.42K
$275K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.29K+ 7.2% |
$64.9K - $65.9K
|
19.2K
$975K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.22K+ 23.75% |
$61.3K - $62.3K
|
6.36K
$323K
|
|
|
Jan 27, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1.18K+ 1.96% |
$59.5K - $60.5K
|
61.6K
$3.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.14K+ 22.14% |
$57.2K - $58.1K
|
6.27K
$318K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
897New |
$45.1K - $45.8K
|
897
$45.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
880New |
$44.2K - $45K
|
880
$44.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
871+ 1.76% |
$43.8K - $44.5K
|
50.4K
$2.56M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
788+ 16.46% |
$39.6K - $40.3K
|
5.58K
$283K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
611+ 4.6% |
$30.7K - $31.2K
|
13.9K
$705K
|