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 05, 2025
Q2 2025
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
3.38K+ 3.26% |
$170K - $173K
|
107K
$5.48M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.12K+ 206.42% |
$157K - $159K
|
4.63K
$237K
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
3.09K+ 22.24% |
$156K - $158K
|
17K
$869K
|
|
|
Jul 23, 2025
Q2 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
3K+ 6.62% |
$151K - $154K
|
48.3K
$2.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.94K+ 2.78% |
$148K - $151K
|
109K
$5.57M
|
|
|
Jul 22, 2025
Q2 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
2.62K+ 35.59% |
$132K - $134K
|
9.97K
$511K
|
|
|
Aug 11, 2025
Q2 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
2.59K+ 5.34% |
$130K - $132K
|
51.1K
$2.62M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.49K+ 17.84% |
$126K - $128K
|
16.5K
$844K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.37K+ 1.75% |
$119K - $121K
|
138K
$7.05M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
2.25K+ 32.79% |
$114K - $115K
|
9.12K
$467K
|
|
|
Jul 30, 2025
Q2 2025
|
Green Square Capital Advisors LLC
|
BUY
|
- |
2.17K+ 7.18% |
$109K - $111K
|
32.3K
$1.66M
|
|
|
Aug 12, 2025
Q2 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
1.78K+ 33.74% |
$89.9K - $91.2K
|
7.07K
$362K
|
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.66K+ 2.08% |
$83.6K - $84.9K
|
81.4K
$4.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
1.6K+ 2.54% |
$80.6K - $81.8K
|
64.4K
$3.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.5KNew |
$75.4K - $76.5K
|
1.5K
$76.6K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.45K+ 36.33% |
$73.2K - $74.4K
|
5.45K
$279K
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.45K+ 3.53% |
$73K - $74.1K
|
42.5K
$2.18M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.4K+ 5.84% |
$70.6K - $71.6K
|
25.4K
$1.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
1.23K+ 9.47% |
$62.1K - $63K
|
14.2K
$730K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.15K+ 18.09% |
$58.1K - $58.9K
|
7.52K
$385K
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
1.1K+ 5.31% |
$55.4K - $56.2K
|
21.8K
$1.12M
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
1.03K+ 1.9% |
$51.7K - $52.5K
|
54.9K
$2.82M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.01K+ 19.53% |
$51K - $51.7K
|
6.19K
$317K
|
|
|
Aug 11, 2025
Q2 2025
|
First American Trust, Fsb
|
BUY
|
- |
1.01K+ 9.09% |
$50.9K - $51.6K
|
12.1K
$621K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
996New |
$50.2K - $51K
|
996
$51K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
990+ 1.67% |
$49.9K - $50.7K
|
60.3K
$3.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
978+ 48.34% |
$49.3K - $50K
|
3K
$154K
|
|
|
Jul 25, 2025
Q2 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
973+ 3.93% |
$49K - $49.8K
|
25.7K
$1.32M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
950+ 12.99% |
$47.9K - $48.6K
|
8.26K
$423K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
911New |
$45.9K - $46.6K
|
911
$46.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
908+ 15.4% |
$45.8K - $46.5K
|
6.8K
$349K
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
868+ 21.59% |
$43.8K - $44.4K
|
4.89K
$251K
|
|
|
Aug 07, 2025
Q2 2025
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
817+ 92.11% |
$41.2K - $41.8K
|
1.7K
$87.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
751+ 16.78% |
$37.9K - $38.4K
|
5.23K
$268K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
575+ 2.88% |
$29K - $29.4K
|
20.6K
$1.05M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
565+ 41.51% |
$28.5K - $28.9K
|
1.93K
$98.7K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
552+ 6.1% |
$27.8K - $28.2K
|
9.6K
$492K
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
470+ 2.18% |
$23.7K - $24K
|
22K
$1.13M
|
|
|
Aug 01, 2025
Q2 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
450+ 5.76% |
$22.7K - $23K
|
8.26K
$423K
|
|
|
Aug 14, 2025
Q2 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
437+ 6.85% |
$22K - $22.4K
|
6.81K
$349K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
316+ 0.15% |
$15.9K - $16.2K
|
214K
$11M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
311+ 2.18% |
$15.7K - $15.9K
|
14.6K
$747K
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
306+ 4.75% |
$15.4K - $15.7K
|
6.75K
$346K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
282+ 1.9% |
$14.2K - $14.4K
|
15.1K
$775K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
277+ 4.31% |
$14K - $14.2K
|
6.71K
$344K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
259+ 2.58% |
$13.1K - $13.3K
|
10.3K
$528K
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
224+ 0.25% |
$11.3K - $11.5K
|
90.7K
$4.65M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
218+ 27.08% |
$11K - $11.2K
|
1.02K
$52.4K
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
207+ 3.37% |
$10.4K - $10.6K
|
6.34K
$325K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
189+ 0.63% |
$9.53K - $9.67K
|
30.3K
$1.55M
|