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 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
6.06KNew |
$297K - $299K
|
6.06K
$306K
|
|
|
Jan 18, 2023
Q4 2022
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
48.2KNew |
$2.36M - $2.38M
|
48.2K
$2.44M
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 2.44% |
$49 - $49.3
|
42
$2.12K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.39KNew |
$68.3K - $68.7K
|
1.39K
$70.5K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
20New |
$980 - $986
|
20
$1.01K
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.16K- 17.2% |
$57K - $57.3K
|
5.6K
$283K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
127New |
$6.22K - $6.26K
|
127
$6.42K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-133Closed |
$6.54K - $6.57K
|
0
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
39New |
$1.92K - $1.93K
|
39
$1.97K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
1.2KNew |
$59K - $59.3K
|
1.2K
$60.7K
|
|
|
Nov 15, 2022
Q3 2022
|
Nvwm, LLC
|
BUY
|
- |
472New |
$23.2K - $23.3K
|
472
$23.9K
|
|
|
Nov 15, 2022
Q3 2022
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-1.08K- 20.35% |
$53.1K - $53.3K
|
4.23K
$214K
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-10.1K- 1.87% |
$499K - $501K
|
531K
$26.9M
|
|
|
Nov 14, 2022
Q3 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
70New |
$3.44K - $3.46K
|
70
$3.54K
|
|
|
Nov 14, 2022
Q3 2022
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
51.6KNew |
$2.54M - $2.55M
|
51.6K
$2.61M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-30.9K- 58.22% |
$1.52M - $1.52M
|
22.1K
$1.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
94.4KNew |
$4.64M - $4.66M
|
94.4K
$4.77M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
4.11K+ 6.89% |
$202K - $203K
|
63.7K
$3.22M
|
|
|
Nov 10, 2022
Q3 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-257K- 94.69% |
$12.6M - $12.7M
|
14.4K
$730K
|
|
|
Nov 10, 2022
Q3 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
4.96KNew |
$244K - $245K
|
4.96K
$251K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
3+ 0.46% |
$148 - $148
|
650
$32.9K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
111KNew |
$5.47M - $5.49M
|
111K
$5.62M
|
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
SELL
|
- |
-8.28K- 50.06% |
$407K - $409K
|
8.26K
$418K
|
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.92K- 31.7% |
$94.6K - $95K
|
4.15K
$210K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-27K- 96.17% |
$1.33M - $1.33M
|
1.08K
$54.4K
|
|
|
Oct 31, 2022
Q3 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-489- 5.2% |
$24.1K - $24.1K
|
8.92K
$451K
|
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
5+ 0.39% |
$246 - $247
|
1.28K
$64.8K
|
|
|
Oct 24, 2022
Q3 2022
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-3.83K- 9.02% |
$188K - $189K
|
38.6K
$1.95M
|
|
|
Oct 24, 2022
Q3 2022
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-2.1K- 30.88% |
$103K - $104K
|
4.7K
$238K
|
|
|
Oct 20, 2022
Q3 2022
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-5.68K- 5.65% |
$280K - $281K
|
94.9K
$4.8M
|
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-11.1K- 61.31% |
$545K - $547K
|
7K
$354K
|
|
|
Oct 13, 2022
Q3 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
12.3KNew |
$606K - $609K
|
12.3K
$624K
|
|
|
Oct 04, 2022
Q3 2022
|
Ubp Investment Advisors Sa
|
SELL
|
- |
-39.5K- 17.03% |
$1.94M - $1.95M
|
192K
$9.72M
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-57Closed |
$2.81K - $2.83K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-4.13K- 48.46% |
$203K - $205K
|
4.39K
$222K
|
|
|
Aug 15, 2022
Q2 2022
|
Enstar Group LTD
Hamilton, D0 |
SELL
|
- |
-916KClosed |
$45.1M - $45.4M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-18.3KClosed |
$903K - $909K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
243+ 0.46% |
$12K - $12K
|
53.6K
$2.71M
|
|
|
Aug 15, 2022
Q2 2022
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-2.3KClosed |
$113K - $114K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-6.8K- 25.05% |
$335K - $337K
|
20.4K
$1.03M
|
|
|
Aug 15, 2022
Q2 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-6.78KClosed |
$334K - $336K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
485New |
$23.9K - $24K
|
485
$24.5K
|
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
387New |
$19K - $19.2K
|
387
$19.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.51KNew |
$369K - $372K
|
7.51K
$380K
|
|
|
Aug 15, 2022
Q2 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-20KClosed |
$984K - $991K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-2.87KClosed |
$141K - $142K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-5.75KClosed |
$283K - $285K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-4.98KClosed |
$245K - $247K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Texas Treasury Safekeeping Trust CO
Austin, TX |
SELL
|
- |
-114KClosed |
$5.62M - $5.66M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
120New |
$5.91K - $5.95K
|
120
$6.07K
|
|