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 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.96K- 11.99% |
$200K - $202K
|
29.1K
$1.48M
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-4.28K- 14.98% |
$216K - $218K
|
24.3K
$1.24M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-4.36K- 20.38% |
$219K - $222K
|
17K
$866K
|
|
|
May 08, 2025
Q1 2025
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-4.64K- 2.83% |
$234K - $236K
|
160K
$8.12M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.84K- 2.2% |
$244K - $246K
|
215K
$10.9M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-5.72K- 11.94% |
$288K - $291K
|
42.2K
$2.15M
|
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-5.84K- 52.5% |
$294K - $297K
|
5.29K
$269K
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
SELL
|
- |
-5.87K- 2.15% |
$296K - $299K
|
267K
$13.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-6.24K- 87.55% |
$314K - $318K
|
887
$45.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-6.75K- 11.0% |
$340K - $343K
|
54.6K
$2.78M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-7.02K- 52.54% |
$354K - $357K
|
6.34K
$323K
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-7.3K- 6.04% |
$368K - $371K
|
114K
$5.78M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-7.85K- 6.73% |
$396K - $400K
|
109K
$5.54M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-8.06K- 16.0% |
$406K - $410K
|
42.3K
$2.15M
|
|
|
May 09, 2025
Q1 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8.24K- 7.41% |
$415K - $420K
|
103K
$5.24M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-8.4K- 2.33% |
$423K - $427K
|
352K
$17.9M
|
|
|
May 08, 2025
Q1 2025
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
SELL
|
- |
-8.56K- 2.82% |
$431K - $436K
|
295K
$15M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-9.41K- 14.64% |
$474K - $479K
|
54.9K
$2.79M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-9.86K- 52.73% |
$497K - $502K
|
8.84K
$450K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-12.4K- 57.92% |
$626K - $632K
|
9.02K
$459K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-13.5K- 60.53% |
$680K - $687K
|
8.8K
$448K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-19.4K- 66.45% |
$978K - $988K
|
9.8K
$499K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-19.4K- 77.68% |
$979K - $988K
|
5.58K
$284K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-24.5K- 33.02% |
$1.23M - $1.25M
|
49.6K
$2.53M
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-27.3K- 43.85% |
$1.38M - $1.39M
|
35K
$1.78M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-27.8K- 6.99% |
$1.4M - $1.42M
|
370K
$18.8M
|
|
|
May 05, 2025
Q1 2025
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-31K- 8.68% |
$1.56M - $1.58M
|
326K
$16.6M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-33.4K- 14.71% |
$1.69M - $1.7M
|
194K
$9.86M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-33.5K- 5.52% |
$1.69M - $1.7M
|
573K
$29.2M
|
|
|
May 13, 2025
Q1 2025
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-33.6K- 83.27% |
$1.69M - $1.71M
|
6.75K
$343K
|
|
|
May 07, 2025
Q1 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-36.8K- 64.47% |
$1.86M - $1.87M
|
20.3K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-38.7K- 25.14% |
$1.95M - $1.97M
|
115K
$5.86M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-41.6K- 69.01% |
$2.1M - $2.12M
|
18.7K
$951K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-44.1K- 60.44% |
$2.22M - $2.25M
|
28.9K
$1.47M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-51.7K- 22.6% |
$2.61M - $2.63M
|
177K
$9.02M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-79.2K- 84.3% |
$3.99M - $4.03M
|
14.8K
$751K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-109K- 99.55% |
$5.51M - $5.56M
|
495
$25.2K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-122K- 3.65% |
$6.15M - $6.21M
|
3.22M
$164M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-145K- 69.47% |
$7.33M - $7.4M
|
63.9K
$3.25M
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-154K- 93.23% |
$7.78M - $7.86M
|
11.2K
$571K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-202K- 7.05% |
$10.2M - $10.3M
|
2.67M
$136M
|