Latest Institutional Sells of Blackrock Short Maturity Bond (NEAR)
This list provides information on the latest institutional transactions involving Blackrock Short Maturity Bond (NEAR) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-2.3K- 10.44% |
$115K - $118K
|
19.7K
$996K
|
|
|
Oct 31, 2024
Q3 2024
|
Win Advisors, Inc
|
SELL
|
- |
-2.04K- 8.71% |
$102K - $104K
|
21.3K
$1.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-2.01K- 95.48% |
$100K - $103K
|
95
$4.8K
|
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-1.81K- 15.47% |
$90.7K - $92.9K
|
9.89K
$500K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.72K- 36.27% |
$85.9K - $88K
|
3.01K
$152K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.61K- 6.05% |
$80.8K - $82.8K
|
25K
$1.26M
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1.48K- 41.54% |
$73.9K - $75.7K
|
2.08K
$105K
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.15K- 7.51% |
$57.7K - $59.1K
|
14.2K
$717K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.11K- 0.91% |
$55.4K - $56.8K
|
121K
$6.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-886- 6.18% |
$44.4K - $45.5K
|
13.4K
$679K
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-875- 92.59% |
$43.8K - $44.9K
|
70
$3.54K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-849- 6.21% |
$42.5K - $43.6K
|
12.8K
$648K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-782- 3.13% |
$39.2K - $40.1K
|
24.2K
$1.22M
|
|
|
Nov 13, 2024
Q3 2024
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-723- 12.08% |
$36.2K - $37.1K
|
5.26K
$266K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-713- 0.64% |
$35.7K - $36.6K
|
110K
$5.55M
|
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-700- 2.9% |
$35.1K - $35.9K
|
23.4K
$1.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-692- 13.76% |
$34.7K - $35.5K
|
4.34K
$219K
|
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-605- 8.04% |
$30.3K - $31K
|
6.92K
$349K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-456- 4.42% |
$22.8K - $23.4K
|
9.87K
$499K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-441- 8.14% |
$22.1K - $22.6K
|
4.98K
$252K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-400- 3.11% |
$20K - $20.5K
|
12.5K
$630K
|
|
|
Nov 13, 2024
Q3 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-390- 8.93% |
$19.5K - $20K
|
3.98K
$201K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-388- 68.31% |
$19.4K - $19.9K
|
180
$9.09K
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-325- 2.77% |
$16.3K - $16.7K
|
11.4K
$575K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-228- 0.43% |
$11.4K - $11.7K
|
52.7K
$2.66M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-175- 2.37% |
$8.77K - $8.98K
|
7.21K
$364K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-168- 3.65% |
$8.42K - $8.62K
|
4.43K
$224K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-150- 1.23% |
$7.51K - $7.7K
|
12K
$607K
|
|
|
Nov 08, 2024
Q3 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-128- 2.64% |
$6.41K - $6.57K
|
4.72K
$239K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-82- 0.49% |
$4.11K - $4.21K
|
16.5K
$835K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-80- 11.03% |
$4.01K - $4.1K
|
645
$32.6K
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-70- 0.99% |
$3.51K - $3.59K
|
7K
$354K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-53- 0.77% |
$2.65K - $2.72K
|
6.84K
$346K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-2- 0.48% |
$100 - $103
|
413
$20.9K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-11K- 8.04% |
$551K - $555K
|
126K
$6.37M
|
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-9.16K- 43.85% |
$458K - $461K
|
11.7K
$593K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.93K- 91.62% |
$196K - $198K
|
359
$18.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3K- 20.67% |
$150K - $151K
|
11.5K
$582K
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-2.42K- 35.62% |
$121K - $122K
|
4.37K
$221K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.31K- 3.74% |
$65.3K - $65.8K
|
33.6K
$1.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Gs Investments, Inc.
|
SELL
|
- |
-1.3K- 13.03% |
$64.9K - $65.4K
|
8.68K
$438K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-837- 14.18% |
$41.8K - $42.1K
|
5.07K
$256K
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-650- 41.04% |
$32.5K - $32.7K
|
934
$47.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-600- 49.38% |
$30K - $30.2K
|
615
$31.1K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-235- 70.15% |
$11.7K - $11.8K
|
100
$5.05K
|
|
|
Jul 18, 2024
Q2 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-200- 1.87% |
$9.99K - $10.1K
|
10.5K
$529K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-55- 4.7% |
$2.75K - $2.77K
|
1.12K
$56.3K
|
|
| Q1 2024 | |||||||
|
Apr 16, 2024
Q1 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-146K- 95.13% |
$7.35M - $7.43M
|
7.5K
$379K
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
SELL
|
- |
-99.7K- 40.54% |
$5.01M - $5.06M
|
146K
$7.39M
|
|
|
May 01, 2024
Q1 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-80.3K- 82.79% |
$4.03M - $4.08M
|
16.7K
$843K
|
|