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 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
14.3KNew |
$719K - $726K
|
14.3K
$726K
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
12.3K+ 7.89% |
$619K - $625K
|
168K
$8.54M
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
11.6KNew |
$585K - $591K
|
11.6K
$591K
|
|
|
Apr 25, 2025
Q1 2025
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
11.6K+ 62.62% |
$583K - $589K
|
30.1K
$1.53M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11.4KNew |
$573K - $578K
|
11.4K
$578K
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
BUY
|
- |
11.1KNew |
$560K - $565K
|
11.1K
$565K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
10.8KNew |
$547K - $552K
|
10.8K
$552K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
10.6KNew |
$532K - $538K
|
10.6K
$538K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
10.6K+ 7.61% |
$532K - $537K
|
149K
$7.59M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
10.1K+ 0.76% |
$507K - $512K
|
1.34M
$68.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
10KNew |
$506K - $511K
|
10K
$511K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
9.58KNew |
$483K - $488K
|
9.58K
$488K
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
9.57K+ 12.01% |
$482K - $487K
|
89.2K
$4.54M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.35KNew |
$471K - $476K
|
9.35K
$476K
|
|
|
Apr 22, 2025
Q1 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
8.61K+ 53.27% |
$434K - $438K
|
24.8K
$1.26M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
8.04KNew |
$405K - $409K
|
8.04K
$409K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.98K+ 30.03% |
$402K - $406K
|
34.6K
$1.76M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
7.54KNew |
$380K - $384K
|
7.54K
$384K
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
7.51KNew |
$378K - $382K
|
7.51K
$382K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.93K+ 4.61% |
$349K - $353K
|
157K
$8M
|
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
6.5KNew |
$327K - $331K
|
6.5K
$331K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.43KNew |
$324K - $327K
|
6.43K
$327K
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
6.28K+ 3.34% |
$317K - $320K
|
194K
$9.9M
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
6.18KNew |
$312K - $315K
|
6.18K
$315K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
5.85K+ 5.07% |
$295K - $298K
|
121K
$6.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
5.8KNew |
$292K - $295K
|
5.8K
$295K
|
|
|
May 15, 2025
Q1 2025
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
5.31K+ 9.24% |
$268K - $270K
|
62.8K
$3.2M
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
5.17K+ 6.93% |
$261K - $263K
|
79.8K
$4.06M
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
5.06KNew |
$255K - $258K
|
5.06K
$258K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
5KNew |
$252K - $254K
|
5K
$254K
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
4.89KNew |
$246K - $249K
|
4.89K
$249K
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
4.7KNew |
$237K - $239K
|
4.7K
$239K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
4.7K+ 7.8% |
$237K - $239K
|
64.9K
$3.3M
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
4.49K+ 5.92% |
$226K - $229K
|
80.3K
$4.09M
|
|
|
May 14, 2025
Q1 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
4.48KNew |
$226K - $228K
|
4.48K
$228K
|
|
|
May 02, 2025
Q1 2025
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
4.43K+ 4.47% |
$223K - $226K
|
104K
$5.27M
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
4.43KNew |
$223K - $225K
|
4.43K
$225K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
4.07KNew |
$205K - $207K
|
4.07K
$207K
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
BUY
|
- |
4.04K+ 7.94% |
$204K - $206K
|
54.9K
$2.8M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.04K+ 35.04% |
$204K - $205K
|
15.6K
$792K
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
3.59K+ 8.0% |
$181K - $183K
|
48.5K
$2.47M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.39K+ 29.62% |
$171K - $173K
|
14.8K
$755K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
3.39K+ 56.38% |
$171K - $172K
|
9.39K
$478K
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
3.34K+ 6.61% |
$168K - $170K
|
53.9K
$2.74M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
3.26K+ 28.2% |
$165K - $166K
|
14.8K
$755K
|
|
|
Apr 21, 2025
Q1 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
3.26K+ 79.62% |
$164K - $166K
|
7.35K
$374K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
3.25K+ 41.75% |
$164K - $165K
|
11K
$561K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.23K+ 75.02% |
$163K - $164K
|
7.53K
$383K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.14K+ 874.09% |
$158K - $160K
|
3.5K
$178K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.06K+ 11.74% |
$154K - $156K
|
29.1K
$1.48M
|