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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.42K- 15.52% |
$122K - $124K
|
13.1K
$674K
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-2.75K- 6.37% |
$139K - $141K
|
40.4K
$2.07M
|
|
|
Aug 04, 2025
Q2 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-2.9K- 14.89% |
$146K - $148K
|
16.6K
$848K
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-2.94K- 25.51% |
$148K - $150K
|
8.58K
$440K
|
|
|
Aug 08, 2025
Q2 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-2.96K- 14.58% |
$149K - $151K
|
17.3K
$888K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.96K- 39.35% |
$149K - $152K
|
4.57K
$234K
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
SELL
|
- |
-3.14K- 15.46% |
$158K - $161K
|
17.2K
$880K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.41K- 19.69% |
$172K - $175K
|
13.9K
$713K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.64K- 54.45% |
$183K - $186K
|
3.04K
$156K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-3.98K- 6.12% |
$200K - $203K
|
61K
$3.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-4.99K- 33.62% |
$251K - $255K
|
9.85K
$505K
|
|
|
Aug 14, 2025
Q2 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-5.22K- 46.53% |
$263K - $267K
|
6K
$307K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.33K- 8.08% |
$268K - $273K
|
60.6K
$3.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-5.57K- 50.51% |
$281K - $285K
|
5.45K
$279K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-5.66K- 9.72% |
$285K - $290K
|
52.6K
$2.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-5.99K- 11.34% |
$302K - $307K
|
46.9K
$2.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
SELL
|
- |
-6.3K- 4.2% |
$317K - $322K
|
143K
$7.35M
|
|
|
Aug 12, 2025
Q2 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-6.34K- 0.24% |
$319K - $324K
|
2.61M
$134M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-6.95K- 19.45% |
$350K - $356K
|
28.8K
$1.47M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
SELL
|
- |
-7.9K- 46.46% |
$398K - $404K
|
9.11K
$467K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-8.35K- 15.23% |
$421K - $427K
|
46.5K
$2.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-8.8K- 1.23% |
$444K - $451K
|
710K
$36.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-9.18K- 8.44% |
$463K - $470K
|
99.6K
$5.11M
|
|
|
Jul 31, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-9.38K- 15.2% |
$473K - $480K
|
52.3K
$2.68M
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-9.92K- 89.87% |
$500K - $507K
|
1.12K
$57.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-10K- 24.46% |
$505K - $512K
|
30.9K
$1.58M
|
|
|
Jul 28, 2025
Q2 2025
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-10.9K- 51.17% |
$547K - $556K
|
10.4K
$531K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-11.2K- 1.8% |
$562K - $571K
|
608K
$31.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-11.4K- 3.17% |
$573K - $581K
|
347K
$17.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-12.3K- 30.04% |
$622K - $632K
|
28.8K
$1.47M
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-12.6K- 51.74% |
$634K - $644K
|
11.7K
$601K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-12.8K- 27.78% |
$647K - $657K
|
33.4K
$1.71M
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-14.5K- 45.66% |
$728K - $739K
|
17.2K
$882K
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-16.3K- 14.25% |
$822K - $834K
|
98.1K
$5.03M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-19.6K- 11.04% |
$986K - $1M
|
158K
$8.08M
|
|
|
Aug 04, 2025
Q2 2025
|
Spinnaker Trust
|
SELL
|
- |
-19.9K- 47.9% |
$1M - $1.02M
|
21.7K
$1.11M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-23.5K- 14.93% |
$1.18M - $1.2M
|
134K
$6.85M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-25.4K- 11.84% |
$1.28M - $1.3M
|
189K
$9.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-25.7K- 51.81% |
$1.3M - $1.32M
|
23.9K
$1.23M
|
|
|
Jul 30, 2025
Q2 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-42K- 40.77% |
$2.12M - $2.15M
|
61K
$3.13M
|
|
|
Jul 10, 2025
Q2 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-44.9K- 87.54% |
$2.26M - $2.3M
|
6.4K
$328K
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-52.8K- 28.07% |
$2.66M - $2.7M
|
135K
$6.93M
|
|
|
Jul 29, 2025
Q2 2025
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-56.9K- 17.45% |
$2.87M - $2.91M
|
269K
$13.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-68.2K- 11.9% |
$3.44M - $3.49M
|
505K
$25.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-69K- 25.22% |
$3.48M - $3.53M
|
204K
$10.5M
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-75.7K- 35.78% |
$3.82M - $3.87M
|
136K
$6.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-75.9K- 20.49% |
$3.83M - $3.88M
|
294K
$15.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-87.5K- 15.41% |
$4.41M - $4.48M
|
480K
$24.6M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-90.8K- 26.58% |
$4.58M - $4.65M
|
251K
$12.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Apex Wealth Management, LLC
Bedford, NH |
SELL
|
- |
-104K- 79.56% |
$5.25M - $5.32M
|
26.7K
$1.37M
|