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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
26.5KNew |
$1.31M - $1.32M
|
26.5K
$1.34M
|
|
|
Apr 25, 2023
Q1 2023
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-206- 4.56% |
$10.1K - $10.2K
|
4.31K
$218K
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
78.8KNew |
$3.88M - $3.91M
|
78.8K
$3.98M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
400New |
$19.7K - $19.8K
|
400
$20.2K
|
|
|
Apr 18, 2023
Q1 2023
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-288- 5.74% |
$14.2K - $14.3K
|
4.73K
$239K
|
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-224- 4.02% |
$11K - $11.1K
|
5.34K
$270K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
BUY
|
- |
1+ 0.26% |
$49.3 - $49.6
|
382
$19.3K
|
|
|
Apr 14, 2023
Q1 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-265- 4.49% |
$13.1K - $13.1K
|
5.64K
$285K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
1+ 0.26% |
$49.3 - $49.6
|
382
$19.3K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
319New |
$15.7K - $15.8K
|
319
$16.1K
|
|
| Q4 2022 | |||||||
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-779- 2.91% |
$38.2K - $38.4K
|
25.9K
$1.31M
|
|
|
Mar 06, 2023
Q4 2022
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-236KClosed |
$11.6M - $11.6M
|
0
$0
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
167KNew |
$8.2M - $8.25M
|
167K
$8.46M
|
|
|
Feb 15, 2023
Q4 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-3.39K- 42.39% |
$166K - $167K
|
4.6K
$233K
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-121- 34.57% |
$5.93K - $5.97K
|
229
$11.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.5KNew |
$123K - $123K
|
2.5K
$127K
|
|
|
Feb 14, 2023
Q4 2022
|
Redwood Financial Network Corp
|
SELL
|
- |
-5.2K- 55.24% |
$255K - $256K
|
4.21K
$213K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-4- 0.51% |
$196 - $197
|
784
$39.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1.6KNew |
$78.6K - $79K
|
1.6K
$81.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
853New |
$41.8K - $42.1K
|
853
$43.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
29New |
$1.42K - $1.43K
|
29
$1.47K
|
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
400New |
$19.6K - $19.7K
|
400
$20.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
359New |
$17.6K - $17.7K
|
359
$18.2K
|
|
|
Feb 14, 2023
Q4 2022
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
1.9MNew |
$93.1M - $93.6M
|
1.9M
$96.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-10K- 33.17% |
$490K - $493K
|
20.1K
$1.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
879New |
$43.1K - $43.3K
|
879
$44.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-73.4K- 5.25% |
$3.6M - $3.62M
|
1.33M
$67M
|
|
|
Feb 10, 2023
Q4 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
79.9K+ 46.45% |
$3.92M - $3.94M
|
252K
$12.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
13.6KNew |
$665K - $669K
|
13.6K
$687K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
328+ 57.14% |
$16.1K - $16.2K
|
902
$45.6K
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
5.27KNew |
$258K - $260K
|
5.27K
$266K
|
|
|
Feb 09, 2023
Q4 2022
|
Shelton Wealth Management, LLC
|
BUY
|
- |
15.1KNew |
$740K - $744K
|
15.1K
$763K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-662- 76.8% |
$32.4K - $32.6K
|
200
$10.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-400- 8.95% |
$19.6K - $19.7K
|
4.07K
$206K
|
|
|
Feb 07, 2023
Q4 2022
|
Ma Private Wealth
|
BUY
|
- |
10.9KNew |
$532K - $535K
|
10.9K
$549K
|
|
|
Feb 07, 2023
Q4 2022
|
Retirement Capital Strategies
|
SELL
|
- |
-436K- 99.04% |
$21.4M - $21.5M
|
4.22K
$213K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
766New |
$37.5K - $37.8K
|
766
$38.8K
|
|
|
Feb 03, 2023
Q4 2022
|
Esg Planning
Santa Clara, CA |
SELL
|
- |
-14.7K- 59.52% |
$719K - $723K
|
9.98K
$505K
|
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
SELL
|
- |
-2.34K- 34.55% |
$115K - $115K
|
4.43K
$224K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
2.03K+ 36.83% |
$99.3K - $99.9K
|
7.53K
$381K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
110New |
$5.39K - $5.42K
|
110
$5.56K
|
|
|
Jan 26, 2023
Q4 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-9.15K- 63.97% |
$448K - $451K
|
5.15K
$261K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-892- 5.11% |
$43.7K - $44K
|
16.6K
$839K
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.2KNew |
$206K - $207K
|
4.2K
$212K
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-195- 3.98% |
$9.56K - $9.61K
|
4.71K
$238K
|
|
|
Jan 24, 2023
Q4 2022
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-13.1K- 67.1% |
$644K - $647K
|
6.44K
$326K
|
|
|
Jan 24, 2023
Q4 2022
|
Darrow Company, Inc.
|
SELL
|
- |
-11.7K- 49.22% |
$572K - $575K
|
12K
$609K
|
|
|
Jan 23, 2023
Q4 2022
|
Capital Cs Group, LLC
|
SELL
|
- |
-847- 10.62% |
$41.5K - $41.8K
|
7.13K
$361K
|
|
|
Jan 20, 2023
Q4 2022
|
G&S Capital LLC
|
BUY
|
- |
7.94K+ 44.03% |
$389K - $391K
|
26K
$1.31M
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-103- 2.2% |
$5.05K - $5.08K
|
4.58K
$232K
|
|