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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2021
Q2 2021
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.4K- 34.44% |
$120K - $121K
|
4.57K
$231K
|
|
|
Aug 03, 2021
Q2 2021
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-681Closed |
$34.2K - $34.2K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Good Life Advisors, LLC
|
SELL
|
- |
-8.6KClosed |
$431K - $432K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-240Closed |
$12K - $12.1K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Regions Financial Corp
|
SELL
|
- |
-25KClosed |
$1.25M - $1.26M
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-5.05KClosed |
$253K - $254K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-12Closed |
$602 - $603
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-10KClosed |
$501K - $502K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.16KClosed |
$58K - $58K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Meridian Financial Partners LLC
|
SELL
|
- |
-8.17KClosed |
$410K - $410K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-4.59KClosed |
$230K - $230K
|
0
$0
|
|
|
Jul 16, 2021
Q2 2021
|
Royal Harbor Partners, LLC
|
BUY
|
- |
59.8KNew |
$3M - $3M
|
59.8K
$3.02M
|
|
|
Jul 13, 2021
Q2 2021
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-24.3KClosed |
$1.22M - $1.22M
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Rda Financial Network
|
SELL
|
- |
-32.7KClosed |
$1.64M - $1.64M
|
0
$0
|
|
|
Jul 09, 2021
Q2 2021
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-3.43KClosed |
$172K - $172K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 26, 2023
Q1 2021
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
184KNew |
$9.23M - $9.25M
|
184K
$9.31M
|
|
|
Jun 23, 2021
Q1 2021
|
Stone X Group Inc.
|
SELL
|
- |
-4.44KClosed |
$223K - $223K
|
0
$0
|
|
|
May 20, 2021
Q1 2021
|
Tru Independence LLC
|
SELL
|
- |
-1.01KClosed |
$50.5K - $50.6K
|
0
$0
|
|
|
May 18, 2021
Q1 2021
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-120Closed |
$6.02K - $6.03K
|
0
$0
|
|
|
May 18, 2021
Q1 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-12.5KClosed |
$625K - $626K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-4.02KClosed |
$202K - $202K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-4.2KClosed |
$211K - $211K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-812Closed |
$40.7K - $40.8K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Cooper Financial Group
|
SELL
|
- |
-6.51KClosed |
$326K - $327K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Unio Capital LLC
|
SELL
|
- |
-13.7KClosed |
$688K - $689K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-4.04KClosed |
$203K - $203K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-6.25KClosed |
$313K - $314K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Donoghue Forlines LLC
|
SELL
|
- |
-104KClosed |
$5.21M - $5.22M
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-700Closed |
$35.1K - $35.2K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-10.5KClosed |
$526K - $527K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-118Closed |
$5.92K - $5.93K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-5.93KClosed |
$297K - $298K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-12.1KClosed |
$606K - $607K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-7.1KClosed |
$356K - $357K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-9.01KClosed |
$452K - $453K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-24Closed |
$1.2K - $1.21K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
4.32KNew |
$217K - $217K
|
4.32K
$219K
|
|
|
May 03, 2021
Q1 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-28KClosed |
$1.41M - $1.41M
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-228Closed |
$11.4K - $11.5K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-5.89KClosed |
$295K - $296K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-7.06KClosed |
$354K - $355K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-5.58KClosed |
$280K - $280K
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-347- 94.04% |
$17.4K - $17.4K
|
22
$1.11K
|
|
|
Apr 14, 2021
Q1 2021
|
Mcia Inc
|
SELL
|
- |
-6.19KClosed |
$311K - $311K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Jul 24, 2024
Q4 2020
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-4.93KClosed |
$247K - $247K
|
0
$0
|
|
|
Mar 11, 2024
Q4 2020
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-59.4K- 87.31% |
$2.98M - $2.98M
|
8.64K
$437K
|
|
|
Jun 23, 2021
Q4 2020
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-16.6KClosed |
$833K - $834K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
69New |
$3.46K - $3.46K
|
69
$3.49K
|
|
|
Feb 16, 2021
Q4 2020
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-5.6KClosed |
$280K - $281K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-40.8KClosed |
$2.04M - $2.05M
|
0
$0
|
|