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 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 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
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
2K+ 104.93% |
$102K - $103K
|
3.91K
$200K
|
|
|
Jan 14, 2026
Q4 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
54.3K+ 27.32% |
$2.77M - $2.79M
|
253K
$12.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-22.7K- 5.05% |
$1.16M - $1.17M
|
426K
$21.8M
|
|
|
Jan 14, 2026
Q4 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
7.65K+ 60.24% |
$391K - $393K
|
20.4K
$1.04M
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-22.3K- 69.94% |
$1.14M - $1.15M
|
9.59K
$491K
|
|
|
Jan 14, 2026
Q4 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-1.79K- 12.38% |
$91.6K - $92.2K
|
12.7K
$649K
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
884+ 11.51% |
$45.2K - $45.4K
|
8.56K
$438K
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
4.79KNew |
$244K - $246K
|
4.79K
$245K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
315+ 3.95% |
$16.1K - $16.2K
|
8.28K
$423K
|
|
|
Jan 13, 2026
Q4 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.22K+ 7.41% |
$62.1K - $62.5K
|
17.6K
$902K
|
|
|
Jan 12, 2026
Q4 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
60+ 0.58% |
$3.06K - $3.08K
|
10.5K
$535K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
25.6K+ 115.43% |
$1.31M - $1.31M
|
47.7K
$2.44M
|
|
|
Jan 12, 2026
Q4 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
12+ 0.19% |
$613 - $616
|
6.41K
$328K
|
|
|
Jan 12, 2026
Q4 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
22.6K+ 27.98% |
$1.15M - $1.16M
|
103K
$5.28M
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
7.2K+ 643.65% |
$368K - $370K
|
8.31K
$425K
|
|
|
Jan 12, 2026
Q4 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
29+ 0.37% |
$1.48K - $1.49K
|
7.93K
$405K
|
|
|
Jan 12, 2026
Q4 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-1.53K- 11.63% |
$78.3K - $78.8K
|
11.6K
$596K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
136+ 2.11% |
$6.95K - $6.99K
|
6.57K
$336K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.94K+ 2.55% |
$201K - $202K
|
158K
$8.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Financial Management Network Inc
|
SELL
|
- |
-2.97K- 2.38% |
$152K - $153K
|
122K
$6.22M
|
|
|
Jan 08, 2026
Q4 2025
|
Tompkins Financial Corp
|
BUY
|
- |
5.06KNew |
$259K - $260K
|
5.06K
$259K
|
|
|
Jan 08, 2026
Q4 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-456- 9.56% |
$23.3K - $23.4K
|
4.32K
$221K
|
|
|
Jan 08, 2026
Q4 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-994- 0.86% |
$50.8K - $51.1K
|
114K
$5.84M
|
|
|
Jan 07, 2026
Q4 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
54+ 0.57% |
$2.76K - $2.77K
|
9.53K
$487K
|
|
|
Jan 07, 2026
Q4 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
453+ 0.54% |
$23.1K - $23.3K
|
84.3K
$4.31M
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-969- 1.61% |
$49.5K - $49.8K
|
59.3K
$3.03M
|
|
|
Jan 07, 2026
Q4 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
85.1KNew |
$4.35M - $4.37M
|
85.1K
$4.35M
|
|