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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
10New |
$502 - $508
|
10
$508
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
237K+ 721.57% |
$11.8M - $12M
|
270K
$13.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
153KNew |
$7.62M - $7.75M
|
153K
$7.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
39K+ 120.4% |
$1.94M - $1.97M
|
71.4K
$3.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
17.7KNew |
$881K - $895K
|
17.7K
$900K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
BUY
|
- |
11.7K+ 15.48% |
$583K - $593K
|
87.6K
$4.45M
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
7.93KNew |
$394K - $400K
|
7.93K
$402K
|
|
|
Jan 24, 2024
Q4 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
7.7KNew |
$383K - $389K
|
7.7K
$391K
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
5.05KNew |
$251K - $255K
|
5.05K
$256K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.64KNew |
$231K - $234K
|
4.64K
$235K
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
4KNew |
$199K - $202K
|
4K
$203K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.61KNew |
$130K - $132K
|
2.61K
$132K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2.29KNew |
$114K - $116K
|
2.29K
$116K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2.24K+ 6.28% |
$111K - $113K
|
37.9K
$1.93M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
977New |
$48.6K - $49.4K
|
977
$49.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
917New |
$45.6K - $46.3K
|
917
$46.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
500New |
$24.9K - $25.3K
|
500
$25.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
254New |
$12.6K - $12.8K
|
254
$12.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
183+ 56.31% |
$9.1K - $9.25K
|
508
$25.8K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
164+ 5466.67% |
$8.15K - $8.29K
|
167
$8.48K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
154+ 0.66% |
$7.65K - $7.78K
|
23.5K
$1.19M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
126New |
$6.26K - $6.37K
|
126
$6.4K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
125New |
$6.21K - $6.32K
|
125
$6.35K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
97+ 15.85% |
$4.82K - $4.9K
|
709
$36K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
93+ 1.98% |
$4.62K - $4.7K
|
4.79K
$243K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
67New |
$3.33K - $3.38K
|
67
$3.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.06% |
$99.4 - $101
|
3.11K
$158K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1New |
$49.7 - $50.5
|
1
$50.8
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
16.7KNew |
$828K - $834K
|
16.7K
$849K
|
|
|
Nov 14, 2023
Q3 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
10.1KNew |
$499K - $502K
|
10.1K
$511K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
8.38K+ 7.05% |
$415K - $418K
|
127K
$6.46M
|
|
|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
5.03KNew |
$249K - $251K
|
5.03K
$255K
|
|
|
Nov 06, 2023
Q3 2023
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
4.12KNew |
$204K - $206K
|
4.12K
$209K
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
499New |
$24.7K - $24.9K
|
499
$25.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
359New |
$17.8K - $17.9K
|
359
$18.2K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
298+ 52.01% |
$14.8K - $14.9K
|
871
$44.2K
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
252New |
$12.5K - $12.6K
|
252
$12.8K
|
|
|
Oct 30, 2023
Q3 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
215New |
$10.7K - $10.7K
|
215
$10.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
199New |
$9.86K - $9.93K
|
199
$10.1K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
94+ 1.13% |
$4.66K - $4.69K
|
8.38K
$425K
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
21New |
$1.04K - $1.05K
|
21
$1.07K
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
3New |
$149 - $150
|
3
$152
|
|
| Q2 2023 | |||||||
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
47.3K+ 4732100.0% |
$2.34M - $2.35M
|
47.3K
$2.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
32.4K+ 88.32% |
$1.6M - $1.61M
|
69.1K
$3.51M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
10.9KNew |
$541K - $544K
|
10.9K
$555K
|
|
|
Aug 14, 2023
Q2 2023
|
Cohanzick Management, LLC
Pleasantville, NY |
BUY
|
- |
6.36KNew |
$315K - $316K
|
6.36K
$323K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
5.02KNew |
$248K - $250K
|
5.02K
$255K
|
|
|
Jul 27, 2023
Q2 2023
|
Next Capital Management LLC
|
BUY
|
- |
2.02K+ 28.99% |
$99.8K - $100K
|
8.98K
$456K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1.02KNew |
$50.2K - $50.5K
|
1.02K
$51.5K
|
|