Purchases and Sales Made in Q2 2025 in Blackrock Short Maturity Bond (NEAR)
This table provides information about the institutional ownership of Blackrock Short Maturity Bond (NEAR) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11.5KNew |
$577K - $586K
|
11.5K
$587K
|
|
|
Aug 04, 2025
Q2 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
11.2K+ 165.79% |
$564K - $572K
|
17.9K
$919K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
10.8K+ 7.6% |
$544K - $552K
|
153K
$7.83M
|
|
|
Aug 01, 2025
Q2 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
10.1KNew |
$509K - $516K
|
10.1K
$517K
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
9.78KNew |
$493K - $500K
|
9.78K
$501K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
9.36KNew |
$472K - $479K
|
9.36K
$480K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
9.16K+ 2.6% |
$462K - $469K
|
361K
$18.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
8.97K+ 19.54% |
$452K - $459K
|
54.9K
$2.81M
|
|
|
Aug 12, 2025
Q2 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
8.95K+ 55.39% |
$451K - $458K
|
25.1K
$1.29M
|
|
|
Aug 11, 2025
Q2 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
8.42K+ 129.7% |
$425K - $431K
|
14.9K
$765K
|
|
|
Aug 13, 2025
Q2 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
8.03K+ 3.47% |
$405K - $411K
|
240K
$12.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
7.87KNew |
$397K - $403K
|
7.87K
$403K
|
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
BUY
|
- |
7.86K+ 2.94% |
$396K - $402K
|
275K
$14.1M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
7.65KNew |
$386K - $392K
|
7.65K
$392K
|
|
|
Aug 15, 2025
Q2 2025
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
7.58KNew |
$382K - $388K
|
7.58K
$388K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
7.31KNew |
$368K - $374K
|
7.31K
$375K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
7.17K+ 16.94% |
$361K - $367K
|
49.5K
$2.54M
|
|
|
Jul 22, 2025
Q2 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
6.63KNew |
$334K - $339K
|
6.63K
$340K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
6.43K+ 9.94% |
$324K - $329K
|
71.1K
$3.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
6.1K+ 149.94% |
$307K - $312K
|
10.2K
$521K
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
6.07KNew |
$306K - $311K
|
6.07K
$311K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.92K+ 3.06% |
$299K - $303K
|
200K
$10.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
5.5K+ 31.47% |
$277K - $281K
|
23K
$1.18M
|
|
|
Aug 07, 2025
Q2 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
5.45KNew |
$275K - $279K
|
5.45K
$279K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5.44KNew |
$274K - $278K
|
5.44K
$279K
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
5.35K+ 3.19% |
$270K - $274K
|
173K
$8.87M
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
BUY
|
- |
5.29K+ 9.63% |
$267K - $271K
|
60.2K
$3.09M
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
BUY
|
- |
5.28K+ 55.33% |
$266K - $270K
|
14.8K
$760K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.23K+ 55.98% |
$264K - $268K
|
14.6K
$747K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
5KNew |
$252K - $256K
|
5K
$256K
|
|
|
Jul 10, 2025
Q2 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
4.95K+ 5.88% |
$250K - $253K
|
89.2K
$4.57M
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
4.94K+ 1004.88% |
$249K - $253K
|
5.44K
$279K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.8KNew |
$242K - $246K
|
4.8K
$246K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
4.64KNew |
$234K - $237K
|
4.64K
$238K
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
4.6K+ 24.71% |
$232K - $235K
|
23.2K
$1.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.53K+ 90.76% |
$228K - $232K
|
9.52K
$488K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.53KNew |
$228K - $232K
|
4.53K
$232K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.37K+ 60.85% |
$220K - $224K
|
11.6K
$592K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
4.37K+ 40.24% |
$220K - $223K
|
15.2K
$780K
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
4.32K+ 54.97% |
$218K - $221K
|
12.2K
$624K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.11KNew |
$207K - $210K
|
4.11K
$210K
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
4.08K+ 2.27% |
$206K - $209K
|
184K
$9.43M
|
|
|
Jul 28, 2025
Q2 2025
|
Wj Wealth Management, LLC
|
BUY
|
- |
4K+ 20.46% |
$202K - $205K
|
23.6K
$1.21M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.98KNew |
$201K - $204K
|
3.98K
$204K
|
|
|
Jul 30, 2025
Q2 2025
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
3.94KNew |
$198K - $201K
|
3.94K
$202K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
3.76K+ 67.45% |
$190K - $193K
|
9.34K
$479K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3.75KNew |
$189K - $192K
|
3.75K
$192K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.73K+ 6.9% |
$188K - $191K
|
57.8K
$2.96M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.67K+ 12.62% |
$185K - $188K
|
32.8K
$1.68M
|
|
|
Aug 05, 2025
Q2 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
3.67KNew |
$185K - $188K
|
3.67K
$188K
|