Latest Institutional Transactions on Blackrock Short Maturity Bond (NEAR)
This table provides information on the latest institutional transactions involving Blackrock Short Maturity Bond (NEAR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
5.8K+ 12.96% |
$292K - $296K
|
50.6K
$2.56M
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
600New |
$30.2K - $30.6K
|
600
$30.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
788+ 16.46% |
$39.6K - $40.3K
|
5.58K
$282K
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
1.36K+ 21.49% |
$68.4K - $69.5K
|
7.69K
$389K
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
75.1K+ 75.18% |
$3.77M - $3.83M
|
175K
$8.84M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 1.37% |
$50.3 - $51.1
|
74
$3.74K
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
28.6K+ 48.8% |
$1.44M - $1.46M
|
87.3K
$4.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
13K+ 18.76% |
$656K - $666K
|
82.6K
$4.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
6.64K+ 45.63% |
$334K - $339K
|
21.2K
$1.07M
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-148- 0.75% |
$7.44K - $7.56K
|
19.6K
$988K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
58+ 0.1% |
$2.92K - $2.96K
|
60.2K
$3.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-323- 7.53% |
$16.2K - $16.5K
|
3.97K
$200K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-143- 11.22% |
$7.19K - $7.3K
|
1.13K
$57.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
BUY
|
- |
3.7K+ 1.37% |
$186K - $189K
|
273K
$13.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
73+ 25.44% |
$3.67K - $3.73K
|
360
$18.2K
|
|
|
Jan 13, 2025
Q4 2024
|
New Capital Management LP
|
BUY
|
- |
16+ 0.29% |
$804 - $817
|
5.6K
$283K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.16K+ 3.64% |
$108K - $110K
|
61.3K
$3.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-91- 74.59% |
$4.58K - $4.65K
|
31
$1.57K
|
|
|
Jan 13, 2025
Q4 2024
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-560- 7.13% |
$28.2K - $28.6K
|
7.3K
$369K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-140- 0.76% |
$7.04K - $7.15K
|
18.3K
$925K
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
43+ 0.79% |
$2.16K - $2.2K
|
5.46K
$276K
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
219+ 1.61% |
$11K - $11.2K
|
13.8K
$700K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
103+ 6.3% |
$5.18K - $5.26K
|
1.74K
$87.8K
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-326- 0.45% |
$16.4K - $16.7K
|
72.6K
$3.67M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
289+ 2.95% |
$14.5K - $14.8K
|
10.1K
$509K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.22K+ 23.75% |
$61.3K - $62.3K
|
6.36K
$321K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
9+ 0.08% |
$453 - $460
|
11K
$558K
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
BUY
|
- |
259+ 0.42% |
$13K - $13.2K
|
62.3K
$3.15M
|
|
| Q3 2024 | |||||||
|
Jan 15, 2025
Q3 2024
|
Pflug Koory, LLC
|
BUY
|
- |
79+ 2.69% |
$3.96K - $4.05K
|
3.02K
$152K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
13.9K+ 50.17% |
$695K - $712K
|
41.6K
$2.1M
|
|
|
Dec 10, 2024
Q3 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
17+ 0.34% |
$852 - $872
|
4.97K
$251K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
94.4KNew |
$4.73M - $4.84M
|
94.4K
$4.77M
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
700+ 2.32% |
$35.1K - $35.9K
|
30.9K
$1.56M
|
|
|
Nov 15, 2024
Q3 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
500New |
$25K - $25.7K
|
500
$25.3K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2+ 0.21% |
$100 - $103
|
966
$48.8K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
842+ 0.54% |
$42.2K - $43.2K
|
156K
$7.89M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-53- 0.77% |
$2.65K - $2.72K
|
6.84K
$346K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.56K+ 58.44% |
$128K - $131K
|
6.94K
$351K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-94.2K- 90.05% |
$4.72M - $4.83M
|
10.4K
$526K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.05K- 1.89% |
$453K - $464K
|
470K
$23.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-82- 0.49% |
$4.11K - $4.21K
|
16.5K
$836K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-26.4K- 17.14% |
$1.32M - $1.35M
|
128K
$6.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-57.3K- 11.12% |
$2.87M - $2.94M
|
458K
$23.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
7.03KNew |
$352K - $361K
|
7.03K
$355K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
4.68KNew |
$235K - $240K
|
4.68K
$237K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
155K+ 7.1% |
$7.78M - $7.97M
|
2.34M
$118M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
892+ 14.38% |
$44.7K - $45.8K
|
7.1K
$359K
|
|
|
Nov 14, 2024
Q3 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
4KNew |
$200K - $205K
|
4K
$202K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
90+ 1.03% |
$4.51K - $4.62K
|
8.81K
$445K
|
|