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 |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-300- 17.27% |
$15.1K - $15.3K
|
1.44K
$73.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-318- 4.76% |
$16K - $16.2K
|
6.37K
$324K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-319- 2.66% |
$16.1K - $16.2K
|
11.7K
$595K
|
|
|
May 15, 2025
Q1 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
SELL
|
- |
-373- 1.46% |
$18.8K - $19K
|
25.2K
$1.28M
|
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-423- 5.76% |
$21.3K - $21.5K
|
6.92K
$352K
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-437- 3.25% |
$22K - $22.2K
|
13K
$662K
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-466- 0.79% |
$23.5K - $23.7K
|
58.2K
$2.96M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-493- 7.19% |
$24.8K - $25.1K
|
6.37K
$324K
|
|
|
May 08, 2025
Q1 2025
|
Gs Investments, Inc.
|
SELL
|
- |
-500- 5.91% |
$25.2K - $25.4K
|
7.97K
$405K
|
|
|
Apr 08, 2025
Q1 2025
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-501- 6.87% |
$25.3K - $25.5K
|
6.79K
$346K
|
|
|
Apr 22, 2025
Q1 2025
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-516- 4.71% |
$26K - $26.3K
|
10.4K
$531K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-522- 5.62% |
$26.3K - $26.6K
|
8.76K
$446K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-532- 15.21% |
$26.8K - $27.1K
|
2.97K
$151K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-549- 9.49% |
$27.7K - $27.9K
|
5.24K
$267K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-625- 8.84% |
$31.5K - $31.8K
|
6.45K
$328K
|
|
|
May 13, 2025
Q1 2025
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-650- 12.35% |
$32.8K - $33.1K
|
4.61K
$235K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-680- 11.7% |
$34.3K - $34.6K
|
5.13K
$261K
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-684- 12.42% |
$34.5K - $34.8K
|
4.82K
$245K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-699- 34.3% |
$35.2K - $35.6K
|
1.34K
$68.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-700- 70.0% |
$35.3K - $35.6K
|
300
$15.3K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-729- 11.28% |
$36.7K - $37.1K
|
5.73K
$292K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-743- 1.39% |
$37.4K - $37.8K
|
52.8K
$2.69M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-749- 4.64% |
$37.7K - $38.1K
|
15.4K
$783K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-800- 2.47% |
$40.3K - $40.7K
|
31.7K
$1.61M
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-878- 14.45% |
$44.3K - $44.7K
|
5.2K
$265K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-884- 15.05% |
$44.6K - $45K
|
4.99K
$254K
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-896- 4.25% |
$45.2K - $45.6K
|
20.2K
$1.03M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-935- 4.47% |
$47.1K - $47.6K
|
20K
$1.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-976- 0.3% |
$49.2K - $49.7K
|
326K
$16.6M
|
|
|
May 07, 2025
Q1 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-990- 6.15% |
$49.9K - $50.4K
|
15.1K
$769K
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-1.09K- 6.34% |
$55.1K - $55.7K
|
16.2K
$823K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-1.12K- 13.77% |
$56.6K - $57.1K
|
7.03K
$358K
|
|
|
May 05, 2025
Q1 2025
|
ETF Store, Inc.
|
SELL
|
- |
-1.29K- 12.93% |
$65.1K - $65.7K
|
8.7K
$443K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.38K- 1.29% |
$69.8K - $70.4K
|
106K
$5.38M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.39K- 2.5% |
$70K - $70.6K
|
54K
$2.75M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.55K- 98.03% |
$77.9K - $78.7K
|
31
$1.58K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-1.6K- 18.37% |
$80.6K - $81.4K
|
7.11K
$362K
|
|
|
May 12, 2025
Q1 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
SELL
|
- |
-1.62K- 3.55% |
$81.5K - $82.3K
|
44K
$2.24M
|
|
|
Apr 11, 2025
Q1 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-1.63K- 3.07% |
$82.1K - $82.8K
|
51.3K
$2.61M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.66K- 21.45% |
$83.7K - $84.5K
|
6.08K
$310K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.72K- 3.33% |
$86.4K - $87.3K
|
49.8K
$2.54M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.96K- 6.1% |
$98.7K - $99.6K
|
30.1K
$1.53M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.02K- 23.21% |
$102K - $103K
|
6.68K
$340K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.07K- 3.53% |
$104K - $105K
|
56.4K
$2.87M
|
|
|
Apr 25, 2025
Q1 2025
|
Unified Investment Management
Atlanta, GA |
SELL
|
- |
-2.17K- 4.93% |
$109K - $110K
|
41.9K
$2.13M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.52K- 10.4% |
$127K - $128K
|
21.7K
$1.11M
|
|
|
May 09, 2025
Q1 2025
|
Planning Alternatives LTD
|
SELL
|
- |
-2.87K- 11.54% |
$145K - $146K
|
22K
$1.12M
|
|
|
May 07, 2025
Q1 2025
|
Financial Management Network Inc
|
SELL
|
- |
-3.24K- 2.81% |
$163K - $165K
|
112K
$5.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-3.45K- 7.75% |
$174K - $176K
|
41K
$2.09M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-3.68K- 8.12% |
$185K - $187K
|
41.6K
$2.12M
|