Purchases and Sales Made in Q1 2025 in Blackrock Short Maturity Bond (NEAR)
This table provides information about the institutional ownership of Blackrock Short Maturity Bond (NEAR) during Q1 2025. The information is specifically focused on institutions that hold shares of BLACKROCK SHORT MATURITY BOND .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
719KNew |
$36.2M - $36.6M
|
719K
$36.6M
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
463KNew |
$23.3M - $23.6M
|
463K
$23.6M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
385K+ 19.81% |
$19.4M - $19.6M
|
2.33M
$119M
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
378KNew |
$19M - $19.2M
|
378K
$19.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
358KNew |
$18.1M - $18.2M
|
358K
$18.2M
|
|
|
May 15, 2025
Q1 2025
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
260K+ 8.06% |
$13.1M - $13.2M
|
3.48M
$177M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
217K+ 40.57% |
$10.9M - $11M
|
751K
$38.2M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
212KNew |
$10.7M - $10.8M
|
212K
$10.8M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
198K+ 9.05% |
$10M - $10.1M
|
2.39M
$122M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
181K+ 112.69% |
$9.13M - $9.21M
|
342K
$17.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
171K+ 32.08% |
$8.63M - $8.71M
|
705K
$35.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
164K+ 36.13% |
$8.29M - $8.37M
|
619K
$31.5M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
157K+ 29.86% |
$7.91M - $7.99M
|
683K
$34.7M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
145K+ 450.24% |
$7.33M - $7.4M
|
178K
$9.05M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
137K+ 31.95% |
$6.93M - $7M
|
568K
$28.9M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
110KNew |
$5.53M - $5.59M
|
110K
$5.59M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
90.8K+ 49.7% |
$4.58M - $4.62M
|
273K
$13.9M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
90.5KNew |
$4.56M - $4.61M
|
90.5K
$4.61M
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
82.3K+ 47.08% |
$4.15M - $4.19M
|
257K
$13.1M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
76.4KNew |
$3.85M - $3.89M
|
76.4K
$3.89M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
63.7K+ 12.76% |
$3.21M - $3.24M
|
563K
$28.7M
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
62K+ 2.43% |
$3.13M - $3.16M
|
2.61M
$133M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
61K+ 119.73% |
$3.08M - $3.11M
|
112K
$5.7M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
59.3KNew |
$2.99M - $3.02M
|
59.3K
$3.02M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
53.7K+ 4.97% |
$2.7M - $2.73M
|
1.13M
$57.7M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
52.6K+ 395.21% |
$2.65M - $2.68M
|
65.9K
$3.36M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
50.8K+ 27.97% |
$2.56M - $2.59M
|
233K
$11.8M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
45.9KNew |
$2.31M - $2.34M
|
45.9K
$2.34M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
44.3K+ 30.84% |
$2.23M - $2.25M
|
188K
$9.57M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
41.1KNew |
$2.07M - $2.09M
|
41.1K
$2.09M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
38.3K+ 18.96% |
$1.93M - $1.95M
|
240K
$12.2M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
38.3K+ 21.87% |
$1.93M - $1.95M
|
213K
$10.9M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
38.2K+ 116.51% |
$1.92M - $1.94M
|
70.9K
$3.61M
|
|
|
Apr 29, 2025
Q1 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
37.3K+ 39.82% |
$1.88M - $1.9M
|
131K
$6.66M
|
|
|
May 12, 2025
Q1 2025
|
Astor Investment Management LLC
|
BUY
|
- |
35.9K+ 183.5% |
$1.81M - $1.83M
|
55.5K
$2.82M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
29.9K+ 185.4% |
$1.51M - $1.52M
|
46.1K
$2.34M
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
27.1K+ 31.06% |
$1.37M - $1.38M
|
114K
$5.82M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
25.5K+ 193.66% |
$1.29M - $1.3M
|
38.7K
$1.97M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
24.2K+ 24.08% |
$1.22M - $1.23M
|
125K
$6.34M
|
|
|
May 07, 2025
Q1 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
22.6K+ 236.02% |
$1.14M - $1.15M
|
32.2K
$1.64M
|
|
|
Apr 24, 2025
Q1 2025
|
Canal Insurance CO
|
BUY
|
- |
22K+ 28.21% |
$1.11M - $1.12M
|
100K
$5.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
20.7KNew |
$1.04M - $1.05M
|
20.7K
$1.05M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
20.4K+ 16.77% |
$1.03M - $1.04M
|
142K
$7.23M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
20.3K+ 16.74% |
$1.02M - $1.03M
|
141K
$7.19M
|
|
|
Apr 23, 2025
Q1 2025
|
Win Advisors, Inc
|
BUY
|
- |
17.6KNew |
$886K - $895K
|
17.6K
$895K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
16.4KNew |
$826K - $834K
|
16.4K
$834K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
16.3K+ 13.67% |
$819K - $827K
|
135K
$6.88M
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
16.2KNew |
$816K - $824K
|
16.2K
$824K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15.6K+ 188.76% |
$789K - $796K
|
23.9K
$1.22M
|
|
|
Apr 28, 2025
Q1 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
15K+ 6.95% |
$758K - $766K
|
231K
$11.8M
|