Purchases and Sales Made in Q4 2024 in Blackrock Short Maturity Bond (NEAR)
This table provides information about the institutional ownership of Blackrock Short Maturity Bond (NEAR) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
41+ 2.75% |
$2.06K - $2.09K
|
1.53K
$77.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
17New |
$855 - $868
|
17
$861
|
|
|
Jan 13, 2025
Q4 2024
|
New Capital Management LP
|
BUY
|
- |
16+ 0.29% |
$804 - $817
|
5.6K
$283K
|
|
|
Feb 13, 2025
Q4 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
15+ 0.32% |
$754 - $766
|
4.74K
$240K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
15+ 0.17% |
$754 - $766
|
8.81K
$446K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
9+ 0.08% |
$453 - $460
|
11K
$559K
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
7+ 0.49% |
$352 - $358
|
1.44K
$73K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
7+ 3.89% |
$352 - $358
|
187
$9.47K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5New |
$251 - $255
|
5
$253
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
5+ 0.08% |
$251 - $255
|
6.37K
$322K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 0.04% |
$101 - $102
|
5.69K
$288K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2+ 0.03% |
$101 - $102
|
7.03K
$356K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
2+ 1.63% |
$101 - $102
|
125
$6.33K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2+ 0.05% |
$101 - $102
|
4.12K
$209K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
2+ 0.15% |
$101 - $102
|
1.36K
$68.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 1.37% |
$50.3 - $51.1
|
74
$3.75K
|
|
|
Jan 21, 2025
Q4 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-26- 0.05% |
$1.31K - $1.33K
|
52.9K
$2.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-29- 0.22% |
$1.46K - $1.48K
|
13.4K
$679K
|
|
|
Jan 29, 2025
Q4 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-31- 0.43% |
$1.56K - $1.58K
|
7.13K
$361K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-40- 0.72% |
$2.01K - $2.04K
|
5.48K
$278K
|
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-45- 0.56% |
$2.26K - $2.3K
|
7.99K
$404K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-54- 0.13% |
$2.72K - $2.76K
|
40.1K
$2.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-63- 0.47% |
$3.17K - $3.22K
|
13.5K
$682K
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
SELL
|
- |
-84- 0.42% |
$4.22K - $4.29K
|
19.7K
$997K
|
|
|
Feb 14, 2025
Q4 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-89- 0.78% |
$4.47K - $4.55K
|
11.3K
$572K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-91- 74.59% |
$4.58K - $4.65K
|
31
$1.57K
|
|
|
Jan 24, 2025
Q4 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-96- 0.59% |
$4.83K - $4.9K
|
16.1K
$816K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-112- 0.84% |
$5.63K - $5.72K
|
13.2K
$667K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-120- 1.77% |
$6.03K - $6.13K
|
6.66K
$337K
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-140- 0.91% |
$7.04K - $7.15K
|
15.2K
$770K
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-140- 1.87% |
$7.04K - $7.15K
|
7.35K
$372K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-140- 0.76% |
$7.04K - $7.15K
|
18.3K
$926K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-143- 11.22% |
$7.19K - $7.3K
|
1.13K
$57.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-148- 0.75% |
$7.44K - $7.56K
|
19.6K
$990K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-150- 0.62% |
$7.54K - $7.66K
|
24K
$1.21M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-158- 47.88% |
$7.94K - $8.07K
|
172
$8.71K
|
|
|
Jan 27, 2025
Q4 2024
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-158- 2.25% |
$7.94K - $8.07K
|
6.85K
$347K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-193- 0.37% |
$9.7K - $9.86K
|
51.6K
$2.61M
|
|
|
Feb 11, 2025
Q4 2024
|
Gs Investments, Inc.
|
SELL
|
- |
-210- 2.42% |
$10.6K - $10.7K
|
8.47K
$429K
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-236- 1.74% |
$11.9K - $12.1K
|
13.3K
$673K
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-266- 2.32% |
$13.4K - $13.6K
|
11.2K
$567K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-269- 4.24% |
$13.5K - $13.7K
|
6.08K
$308K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-313- 2.72% |
$15.7K - $16K
|
11.2K
$567K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-323- 7.53% |
$16.2K - $16.5K
|
3.97K
$201K
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-326- 0.45% |
$16.4K - $16.7K
|
72.6K
$3.67M
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-342- 1.6% |
$17.2K - $17.5K
|
21.1K
$1.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-378- 5.53% |
$19K - $19.3K
|
6.46K
$327K
|
|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-400- 7.27% |
$20.1K - $20.4K
|
5.1K
$258K
|
|
|
Feb 07, 2025
Q4 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-400- 0.33% |
$20.1K - $20.4K
|
122K
$6.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-438- 6.08% |
$22K - $22.4K
|
6.77K
$343K
|