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 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
182+ 0.63% |
$9.17K - $9.31K
|
29.2K
$1.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
178+ 1.86% |
$8.97K - $9.11K
|
9.76K
$500K
|
|
|
Aug 04, 2025
Q2 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
171+ 0.85% |
$8.62K - $8.75K
|
20.4K
$1.04M
|
|
|
Jul 23, 2025
Q2 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
163+ 1.17% |
$8.22K - $8.34K
|
14.1K
$723K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
162+ 11.27% |
$8.17K - $8.29K
|
1.6K
$81.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
151+ 1.54% |
$7.61K - $7.73K
|
9.96K
$511K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
119New |
$6K - $6.09K
|
119
$6.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
108New |
$5.44K - $5.53K
|
108
$5.54K
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
BUY
|
- |
106+ 1.17% |
$5.34K - $5.42K
|
9.15K
$469K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
100+ 1.99% |
$5.04K - $5.12K
|
5.14K
$263K
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
80+ 0.83% |
$4.03K - $4.09K
|
9.77K
$501K
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
BUY
|
- |
57+ 14.96% |
$2.87K - $2.92K
|
438
$22.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
40+ 0.7% |
$2.02K - $2.05K
|
5.73K
$294K
|
|
|
Aug 12, 2025
Q2 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
40+ 53.33% |
$2.02K - $2.05K
|
115
$5.89K
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
40+ 0.45% |
$2.02K - $2.05K
|
8.85K
$454K
|
|
|
Jul 21, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
32+ 0.72% |
$1.61K - $1.64K
|
4.46K
$229K
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
29+ 0.53% |
$1.46K - $1.48K
|
5.51K
$282K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
27+ 0.02% |
$1.36K - $1.38K
|
112K
$5.74M
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
20+ 0.08% |
$1.01K - $1.02K
|
24.2K
$1.24M
|
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
17+ 0.33% |
$857 - $870
|
5.22K
$267K
|
|
|
Jul 15, 2025
Q2 2025
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
13+ 0.03% |
$655 - $665
|
41.9K
$2.15M
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
11New |
$555 - $563
|
11
$564
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
9New |
$454 - $461
|
9
$461
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
7+ 0.11% |
$353 - $358
|
6.56K
$336K
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
6+ 0.42% |
$302 - $307
|
1.45K
$74.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
3+ 0.01% |
$151 - $154
|
25.2K
$1.29M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3+ 0.07% |
$151 - $154
|
4.12K
$211K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3+ 0.05% |
$151 - $154
|
6.16K
$316K
|
|
|
Aug 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
2+ 0.3% |
$101 - $102
|
663
$34K
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 1.35% |
$50.4 - $51.2
|
75
$3.84K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 1.06% |
$50.4 - $51.2
|
95
$4.87K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
1+ 0.79% |
$50.4 - $51.2
|
127
$6.51K
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1+ 0.0% |
$50.4 - $51.2
|
306K
$15.7M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1+ 0.01% |
$50.4 - $51.2
|
7.03K
$360K
|
|
|
Aug 04, 2025
Q2 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
1+ 1.15% |
$50.4 - $51.2
|
88
$4.51K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
1+ 0.81% |
$50.4 - $51.2
|
124
$6.36K
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
1+ 1.14% |
$50.4 - $51.2
|
89
$4.56K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-7- 0.06% |
$353 - $358
|
11.1K
$570K
|
|
|
Jul 17, 2025
Q2 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-10- 0.07% |
$504 - $512
|
15.1K
$774K
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-12- 0.19% |
$605 - $614
|
6.36K
$326K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-20- 16.53% |
$1.01K - $1.02K
|
101
$5.18K
|
|
|
Aug 06, 2025
Q2 2025
|
North Capital, Inc.
Salt Lake City, UT |
SELL
|
- |
-45- 0.6% |
$2.27K - $2.3K
|
7.5K
$384K
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-56- 1.1% |
$2.82K - $2.87K
|
5.04K
$258K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-56- 1.86% |
$2.82K - $2.87K
|
2.96K
$152K
|
|
|
Aug 11, 2025
Q2 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-62- 0.21% |
$3.13K - $3.17K
|
29.9K
$1.53M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-95- 0.8% |
$4.79K - $4.86K
|
11.7K
$601K
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
SELL
|
- |
-97- 9.73% |
$4.89K - $4.96K
|
900
$46.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-98- 1.39% |
$4.94K - $5.01K
|
6.93K
$355K
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-105- 1.11% |
$5.29K - $5.37K
|
9.33K
$478K
|