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 |
|---|---|---|---|---|---|---|---|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
25.5KNew |
$1.28M - $1.3M
|
25.5K
$1.29M
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-2.2K- 15.47% |
$110K - $112K
|
12K
$607K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20K+ 192.25% |
$1.01M - $1.02M
|
30.4K
$1.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
25KNew |
$1.26M - $1.28M
|
25K
$1.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
3.04KNew |
$153K - $155K
|
3.04K
$154K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.1K+ 22.99% |
$55.2K - $56.1K
|
5.88K
$298K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
120K+ 12.55% |
$6.05M - $6.15M
|
1.08M
$54.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-841- 98.25% |
$42.3K - $43K
|
15
$760
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
907+ 1.72% |
$45.6K - $46.3K
|
53.6K
$2.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-54- 0.13% |
$2.72K - $2.76K
|
40.1K
$2.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
1.97K+ 13.35% |
$99.1K - $101K
|
16.7K
$847K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
208+ 4.79% |
$10.5K - $10.6K
|
4.55K
$230K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-100K- 92.79% |
$5.03M - $5.11M
|
7.77K
$394K
|
|
|
Feb 14, 2025
Q4 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-5.63K- 16.76% |
$283K - $287K
|
28K
$1.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
13.3KNew |
$670K - $680K
|
13.3K
$674K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
43.6K+ 8.9% |
$2.19M - $2.23M
|
533K
$27M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.64K- 2.4% |
$133K - $135K
|
107K
$5.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
166KNew |
$8.33M - $8.46M
|
166K
$8.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
93.5KNew |
$4.7M - $4.78M
|
93.5K
$4.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-36.2K- 1.07% |
$1.82M - $1.85M
|
3.34M
$169M
|
|
|
Feb 14, 2025
Q4 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
170+ 0.84% |
$8.55K - $8.68K
|
20.5K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
47.9KNew |
$2.41M - $2.45M
|
47.9K
$2.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
49+ 1.15% |
$2.46K - $2.5K
|
4.3K
$218K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.75K- 24.81% |
$87.7K - $89.1K
|
5.29K
$268K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
13.4K+ 15634.88% |
$676K - $687K
|
13.5K
$685K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-886- 5.36% |
$44.5K - $45.3K
|
15.7K
$793K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-174K- 95.44% |
$8.73M - $8.87M
|
8.29K
$420K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
30.8K+ 48.71% |
$1.55M - $1.57M
|
94K
$4.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1.33K- 64.03% |
$66.9K - $67.9K
|
747
$37.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-89- 0.78% |
$4.47K - $4.55K
|
11.3K
$572K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-32.5K- 33.56% |
$1.63M - $1.66M
|
64.3K
$3.25M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-22.5K- 81.47% |
$1.13M - $1.15M
|
5.11K
$259K
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
13.4KNew |
$676K - $687K
|
13.4K
$681K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
87New |
$4.37K - $4.44K
|
87
$4.41K
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
4.02KNew |
$202K - $205K
|
4.02K
$204K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.07K- 39.58% |
$255K - $259K
|
7.75K
$392K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
15.2K+ 214.35% |
$765K - $777K
|
22.3K
$1.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
695+ 1.54% |
$34.9K - $35.5K
|
45.9K
$2.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-40.3K- 8.56% |
$2.03M - $2.06M
|
430K
$21.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
259K+ 8.73% |
$13M - $13.2M
|
3.22M
$163M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
508K+ 1925.54% |
$25.5M - $25.9M
|
534K
$27.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-60.3K- 13.15% |
$3.03M - $3.08M
|
398K
$20.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
527K+ 22.49% |
$26.5M - $26.9M
|
2.87M
$145M
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
7+ 0.49% |
$352 - $358
|
1.44K
$73K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
32.8KNew |
$1.65M - $1.67M
|
32.8K
$1.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
57.1KNew |
$2.87M - $2.92M
|
57.1K
$2.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.7K+ 17.26% |
$85.7K - $87K
|
11.6K
$586K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
3K+ 20.93% |
$151K - $153K
|
17.3K
$878K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
7+ 3.89% |
$352 - $358
|
187
$9.47K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-257K- 52.84% |
$12.9M - $13.1M
|
229K
$11.6M
|