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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
3K+ 6.62% |
$151K - $154K
|
48.3K
$2.46M
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-997- 9.62% |
$50.3K - $51K
|
9.37K
$478K
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
BUY
|
- |
57+ 14.96% |
$2.87K - $2.92K
|
438
$22.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.45K+ 3.53% |
$73K - $74.1K
|
42.5K
$2.17M
|
|
|
Jul 23, 2025
Q2 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
163+ 1.17% |
$8.22K - $8.34K
|
14.1K
$720K
|
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-11.4K- 3.17% |
$573K - $581K
|
347K
$17.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
6.63KNew |
$334K - $339K
|
6.63K
$338K
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
40+ 0.45% |
$2.02K - $2.05K
|
8.85K
$451K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
7.17K+ 16.94% |
$361K - $367K
|
49.5K
$2.52M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3+ 0.05% |
$151 - $154
|
6.16K
$314K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.59K- 2.81% |
$80K - $81.2K
|
54.8K
$2.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
10.8K+ 7.6% |
$544K - $552K
|
153K
$7.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
2.62K+ 35.59% |
$132K - $134K
|
9.97K
$508K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-425- 44.46% |
$21.4K - $21.7K
|
531
$27.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
259+ 2.58% |
$13.1K - $13.3K
|
10.3K
$526K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
4.64KNew |
$234K - $237K
|
4.64K
$236K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-12.3K- 30.04% |
$622K - $632K
|
28.8K
$1.47M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
21.7KNew |
$1.09M - $1.11M
|
21.7K
$1.11M
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-105- 1.11% |
$5.29K - $5.37K
|
9.33K
$476K
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
BUY
|
- |
5.28K+ 55.33% |
$266K - $270K
|
14.8K
$757K
|
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
23.9K+ 74.28% |
$1.21M - $1.22M
|
56.1K
$2.86M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
911New |
$45.9K - $46.6K
|
911
$46.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
32+ 0.72% |
$1.61K - $1.64K
|
4.46K
$228K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
9New |
$454 - $461
|
9
$459
|
|
|
Jul 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
13K+ 3.99% |
$655K - $665K
|
339K
$17.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
26.5K+ 91.64% |
$1.33M - $1.35M
|
55.4K
$2.82M
|
|
|
Jul 18, 2025
Q2 2025
|
Astor Investment Management LLC
|
BUY
|
- |
37.5K+ 67.61% |
$1.89M - $1.92M
|
93K
$4.74M
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-12- 0.19% |
$605 - $614
|
6.36K
$324K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-6.95K- 19.45% |
$350K - $356K
|
28.8K
$1.47M
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-16.3K- 14.25% |
$822K - $834K
|
98.1K
$5M
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
4.32K+ 54.97% |
$218K - $221K
|
12.2K
$621K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-5.66K- 9.72% |
$285K - $290K
|
52.6K
$2.68M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.42K- 15.52% |
$122K - $124K
|
13.1K
$671K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
282+ 1.9% |
$14.2K - $14.4K
|
15.1K
$771K
|
|
|
Jul 17, 2025
Q2 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-10- 0.07% |
$504 - $512
|
15.1K
$771K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
7.31KNew |
$368K - $374K
|
7.31K
$373K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-1K- 7.59% |
$50.4K - $51.2K
|
12.2K
$621K
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-95- 0.8% |
$4.79K - $4.86K
|
11.7K
$598K
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
1.1K+ 5.31% |
$55.4K - $56.2K
|
21.8K
$1.11M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
1.23K+ 9.47% |
$62.1K - $63K
|
14.2K
$726K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
34.1K+ 323.04% |
$1.72M - $1.75M
|
44.7K
$2.28M
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
1.03K+ 1.9% |
$51.7K - $52.5K
|
54.9K
$2.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
3+ 0.01% |
$151 - $154
|
25.2K
$1.28M
|
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
BUY
|
- |
7.86K+ 2.94% |
$396K - $402K
|
275K
$14M
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
SELL
|
- |
-3.14K- 15.46% |
$158K - $161K
|
17.2K
$876K
|
|
|
Jul 15, 2025
Q2 2025
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
13+ 0.03% |
$655 - $665
|
41.9K
$2.14M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
151+ 1.54% |
$7.61K - $7.73K
|
9.96K
$508K
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-2.94K- 25.51% |
$148K - $150K
|
8.58K
$438K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.8KNew |
$242K - $246K
|
4.8K
$245K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1+ 0.01% |
$50.4 - $51.2
|
7.03K
$359K
|