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 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
600New |
$30.2K - $30.6K
|
600
$30.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
475+ 8.59% |
$23.9K - $24.3K
|
6K
$305K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
475+ 8.94% |
$23.9K - $24.3K
|
5.79K
$294K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
351+ 7.49% |
$17.6K - $17.9K
|
5.04K
$256K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
297+ 15.05% |
$14.9K - $15.2K
|
2.27K
$115K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
289+ 2.95% |
$14.5K - $14.8K
|
10.1K
$511K
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
261+ 0.82% |
$13.1K - $13.3K
|
32.2K
$1.64M
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
BUY
|
- |
259+ 0.42% |
$13K - $13.2K
|
62.3K
$3.16M
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
219+ 1.61% |
$11K - $11.2K
|
13.8K
$703K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
212New |
$10.7K - $10.8K
|
212
$10.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
103+ 6.3% |
$5.18K - $5.26K
|
1.74K
$88.2K
|
|
|
Jan 31, 2025
Q4 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
98+ 2.29% |
$4.93K - $5.01K
|
4.38K
$222K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
73+ 25.44% |
$3.67K - $3.73K
|
360
$18.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
63+ 1.16% |
$3.17K - $3.22K
|
5.51K
$280K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
58+ 0.1% |
$2.92K - $2.96K
|
60.2K
$3.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
51+ 0.55% |
$2.56K - $2.61K
|
9.29K
$471K
|
|
|
Jan 24, 2025
Q4 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
50+ 0.44% |
$2.51K - $2.55K
|
11.5K
$582K
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
43+ 0.79% |
$2.16K - $2.2K
|
5.46K
$277K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
41+ 2.75% |
$2.06K - $2.09K
|
1.53K
$77.8K
|
|
|
Jan 13, 2025
Q4 2024
|
New Capital Management LP
|
BUY
|
- |
16+ 0.29% |
$804 - $817
|
5.6K
$284K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
15+ 0.17% |
$754 - $766
|
8.81K
$447K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
9+ 0.08% |
$453 - $460
|
11K
$560K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
5+ 0.08% |
$251 - $255
|
6.37K
$323K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 0.04% |
$101 - $102
|
5.69K
$289K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
2+ 1.63% |
$101 - $102
|
125
$6.35K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2+ 0.03% |
$101 - $102
|
7.03K
$357K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
2+ 0.15% |
$101 - $102
|
1.36K
$69K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2+ 0.05% |
$101 - $102
|
4.12K
$209K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 1.37% |
$50.3 - $51.1
|
74
$3.76K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
272K+ 10.09% |
$13.6M - $13.9M
|
2.97M
$151M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
227K+ 39.66% |
$11.4M - $11.6M
|
798K
$40.5M
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
168K+ 13.87% |
$8.39M - $8.6M
|
1.38M
$69.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
155K+ 7.1% |
$7.78M - $7.97M
|
2.34M
$119M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
127K+ 6.61% |
$6.36M - $6.52M
|
2.05M
$104M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
122K+ 33.67% |
$6.13M - $6.28M
|
486K
$24.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
90.9K+ 172.01% |
$4.55M - $4.67M
|
144K
$7.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
87.2KNew |
$4.37M - $4.47M
|
87.2K
$4.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
73.3K+ 3.14% |
$3.67M - $3.76M
|
2.41M
$122M
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
62.1KNew |
$3.11M - $3.19M
|
62.1K
$3.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
60.3KNew |
$3.02M - $3.09M
|
60.3K
$3.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
45.4K+ 321.56% |
$2.27M - $2.33M
|
59.5K
$3.02M
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
40.7K+ 6.97% |
$2.04M - $2.09M
|
625K
$31.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
38K+ 8.42% |
$1.91M - $1.95M
|
490K
$24.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
27.1K+ 2.91% |
$1.36M - $1.39M
|
960K
$48.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
26.4KNew |
$1.32M - $1.35M
|
26.4K
$1.34M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
24.9K+ 7778.44% |
$1.25M - $1.28M
|
25.2K
$1.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
22.7KNew |
$1.14M - $1.17M
|
22.7K
$1.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
BUY
|
- |
20.2KNew |
$1.01M - $1.04M
|
20.2K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
20K+ 9.38% |
$1M - $1.03M
|
233K
$11.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
16K+ 23.02% |
$800K - $819K
|
85.4K
$4.33M
|
|