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 23, 2026
Q4 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-928- 7.0% |
$47.4K - $47.7K
|
12.3K
$630K
|
|
|
Jan 23, 2026
Q4 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
311+ 1.54% |
$15.9K - $16K
|
20.4K
$1.05M
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2+ 0.03% |
$102 - $103
|
7.03K
$360K
|
|
|
Jan 23, 2026
Q4 2025
|
Valley National Advisers Inc
|
BUY
|
- |
16.5K+ 10.1% |
$844K - $849K
|
180K
$9.21M
|
|
|
Jan 23, 2026
Q4 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.9K+ 9.69% |
$97.1K - $97.6K
|
21.5K
$1.1M
|
|
|
Jan 23, 2026
Q4 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
3.49K+ 38.72% |
$178K - $179K
|
12.5K
$639K
|
|
|
Jan 23, 2026
Q4 2025
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-463- 8.2% |
$23.7K - $23.8K
|
5.18K
$265K
|
|
|
Jan 23, 2026
Q4 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
11.3K+ 76.71% |
$579K - $582K
|
26.1K
$1.34M
|
|
|
Jan 23, 2026
Q4 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-404- 6.36% |
$20.6K - $20.8K
|
5.95K
$304K
|
|
|
Jan 23, 2026
Q4 2025
|
Patten Group, Inc.
|
BUY
|
- |
4.11K+ 6.98% |
$210K - $211K
|
63.1K
$3.22M
|
|
|
Jan 23, 2026
Q4 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
200+ 1.12% |
$10.2K - $10.3K
|
18.1K
$923K
|
|
|
Jan 23, 2026
Q4 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
1.5K+ 5.03% |
$76.4K - $76.8K
|
31.2K
$1.6M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.93K+ 110.66% |
$303K - $304K
|
11.3K
$577K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.02K- 45.93% |
$52.2K - $52.5K
|
1.2K
$61.5K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4+ 0.1% |
$204 - $205
|
4.11K
$210K
|
|
|
Jan 21, 2026
Q4 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
4.56K+ 48.85% |
$233K - $234K
|
13.9K
$710K
|
|
|
Jan 21, 2026
Q4 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
1.95K+ 4.04% |
$99.6K - $100K
|
50.2K
$2.57M
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
42+ 0.19% |
$2.15K - $2.16K
|
22.7K
$1.16M
|
|
|
Jan 21, 2026
Q4 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
10.6KNew |
$544K - $547K
|
10.6K
$544K
|
|
|
Jan 21, 2026
Q4 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-140- 14.99% |
$7.15K - $7.19K
|
794
$40.6K
|
|
|
Jan 21, 2026
Q4 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-4.17K- 67.62% |
$213K - $214K
|
2K
$102K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-48- 1.51% |
$2.45K - $2.47K
|
3.13K
$160K
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.55K- 10.67% |
$181K - $182K
|
29.7K
$1.52M
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
111+ 3.94% |
$5.67K - $5.7K
|
2.93K
$150K
|
|
|
Jan 20, 2026
Q4 2025
|
Pflug Koory, LLC
|
BUY
|
- |
7.22K+ 28.93% |
$369K - $371K
|
32.2K
$1.65M
|
|
|
Jan 20, 2026
Q4 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-71- 0.29% |
$3.63K - $3.65K
|
24.4K
$1.25M
|
|
|
Jan 20, 2026
Q4 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-200- 2.86% |
$10.2K - $10.3K
|
6.8K
$347K
|
|
|
Jan 20, 2026
Q4 2025
|
New Capital Management LP
|
SELL
|
- |
-148- 3.32% |
$7.56K - $7.6K
|
4.31K
$220K
|
|
|
Jan 20, 2026
Q4 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
5.55K+ 5.22% |
$283K - $285K
|
112K
$5.72M
|
|
|
Jan 20, 2026
Q4 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.88K+ 3.08% |
$95.9K - $96.5K
|
62.8K
$3.21M
|
|
|
Jan 20, 2026
Q4 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
22.1K+ 68.51% |
$1.13M - $1.14M
|
54.4K
$2.78M
|
|
|
Jan 20, 2026
Q4 2025
|
Planning Directions Inc
|
BUY
|
- |
13.9K+ 75.46% |
$709K - $713K
|
32.3K
$1.65M
|
|
|
Jan 20, 2026
Q4 2025
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
8.2K+ 4.85% |
$419K - $421K
|
177K
$9.06M
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
829+ 10.2% |
$42.3K - $42.6K
|
8.96K
$458K
|
|
|
Jan 20, 2026
Q4 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.24K+ 11.38% |
$63.3K - $63.7K
|
12.1K
$620K
|
|
|
Jan 16, 2026
Q4 2025
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
19.9KNew |
$1.02M - $1.02M
|
19.9K
$1.02M
|
|
|
Jan 16, 2026
Q4 2025
|
Kwmg, LLC
|
BUY
|
- |
13.7K+ 4.74% |
$697K - $701K
|
302K
$15.4M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.49KNew |
$229K - $231K
|
4.49K
$230K
|
|
|
Jan 16, 2026
Q4 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-671- 1.14% |
$34.3K - $34.5K
|
58.1K
$2.97M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.5K+ 41.65% |
$589K - $592K
|
39.2K
$2.01M
|
|
|
Jan 15, 2026
Q4 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-68- 1.05% |
$3.47K - $3.49K
|
6.38K
$326K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-13.1K- 21.09% |
$669K - $673K
|
49K
$2.51M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2.8K+ 39.44% |
$143K - $144K
|
9.9K
$506K
|
|
|
Jan 15, 2026
Q4 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
SELL
|
- |
-17.3K- 42.89% |
$884K - $889K
|
23.1K
$1.18M
|
|
|
Jan 15, 2026
Q4 2025
|
Shum Financial Group, Inc.
Alameda, CA |
SELL
|
- |
-2.37K- 29.54% |
$121K - $122K
|
5.65K
$289K
|
|
|
Jan 15, 2026
Q4 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
9.43KNew |
$482K - $484K
|
9.43K
$482K
|
|
|
Jan 15, 2026
Q4 2025
|
Guided Capital Wealth Management, LLC
Houston, TX |
SELL
|
- |
-176- 3.2% |
$8.99K - $9.04K
|
5.32K
$272K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
588+ 9.54% |
$30K - $30.2K
|
6.75K
$345K
|
|
|
Jan 14, 2026
Q4 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
115K+ 2475.41% |
$5.89M - $5.93M
|
120K
$6.14M
|
|
|
Jan 14, 2026
Q4 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
7.67K+ 12.99% |
$392K - $394K
|
66.7K
$3.41M
|
|