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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1.01K+ 1.7% |
$50.6K - $51.8K
|
60.5K
$3.06M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
3.45K+ 31.75% |
$173K - $177K
|
14.3K
$725K
|
|
|
Nov 07, 2024
Q3 2024
|
ETF Store, Inc.
|
BUY
|
- |
90+ 0.92% |
$4.51K - $4.62K
|
9.9K
$501K
|
|
|
Nov 07, 2024
Q3 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
173+ 1.29% |
$8.67K - $8.88K
|
13.6K
$689K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-30.8K- 24.15% |
$1.54M - $1.58M
|
96.7K
$4.89M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-63.2K- 30.18% |
$3.17M - $3.24M
|
146K
$7.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-16K- 16.64% |
$803K - $822K
|
80.3K
$4.06M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-257K- 39.57% |
$12.9M - $13.2M
|
393K
$19.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
33.1KNew |
$1.66M - $1.7M
|
33.1K
$1.67M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-80.8K- 94.83% |
$4.05M - $4.14M
|
4.4K
$223K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-12.1K- 44.35% |
$604K - $618K
|
15.1K
$765K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-16.8K- 15.86% |
$840K - $861K
|
89K
$4.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
BUY
|
- |
30.9K+ 12.81% |
$1.55M - $1.59M
|
272K
$13.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
578New |
$29K - $29.7K
|
578
$29.2K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.7K+ 15.49% |
$185K - $190K
|
27.6K
$1.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
87.2KNew |
$4.37M - $4.47M
|
87.2K
$4.41M
|
|
|
Nov 04, 2024
Q3 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-16- 0.1% |
$801 - $821
|
16.2K
$820K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
405+ 9.24% |
$20.3K - $20.8K
|
4.79K
$242K
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
2.35K+ 45.42% |
$118K - $120K
|
7.51K
$380K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
4.21KNew |
$211K - $216K
|
4.21K
$213K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-441- 8.14% |
$22.1K - $22.6K
|
4.98K
$252K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
164+ 12.36% |
$8.21K - $8.41K
|
1.49K
$75.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
7.19K+ 13.83% |
$360K - $369K
|
59.2K
$3M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
6.92KNew |
$346K - $355K
|
6.92K
$350K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-33- 0.25% |
$1.65K - $1.69K
|
13.3K
$672K
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
1.79K+ 24.15% |
$89.7K - $91.8K
|
9.2K
$465K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-46- 50.0% |
$2.3K - $2.36K
|
46
$2.33K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
11.7K+ 26.03% |
$587K - $601K
|
56.7K
$2.87M
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
5.37K+ 15.44% |
$269K - $276K
|
40.2K
$2.03M
|
|
|
Oct 31, 2024
Q3 2024
|
Win Advisors, Inc
|
SELL
|
- |
-2.04K- 8.71% |
$102K - $104K
|
21.3K
$1.08M
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
4.04K+ 2.25% |
$202K - $207K
|
184K
$9.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.07K- 0.96% |
$53.6K - $54.9K
|
110K
$5.59M
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1.48K- 41.54% |
$73.9K - $75.7K
|
2.08K
$105K
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-11.4K- 8.84% |
$569K - $583K
|
117K
$5.93M
|
|
|
Oct 31, 2024
Q3 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
9+ 0.08% |
$451 - $462
|
10.9K
$553K
|
|
|
Oct 31, 2024
Q3 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-7.3K- 26.59% |
$366K - $375K
|
20.2K
$1.02M
|
|
|
Oct 31, 2024
Q3 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
2.88K+ 57.59% |
$144K - $148K
|
7.89K
$399K
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-70- 0.99% |
$3.51K - $3.59K
|
7K
$354K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.72K- 36.27% |
$85.9K - $88K
|
3.01K
$152K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-5.45K- 18.24% |
$273K - $279K
|
24.4K
$1.24M
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-285- 4.29% |
$14.3K - $14.6K
|
6.36K
$322K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-668- 5.12% |
$33.5K - $34.3K
|
12.4K
$626K
|
|
|
Oct 30, 2024
Q3 2024
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-11.3K- 37.14% |
$568K - $582K
|
19.2K
$970K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
1+ 0.82% |
$50.1 - $51.3
|
123
$6.22K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.37K+ 5.02% |
$119K - $121K
|
49.5K
$2.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
520New |
$26K - $26.7K
|
520
$26.3K
|
|
|
Oct 29, 2024
Q3 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
1.98K+ 30.64% |
$99.4K - $102K
|
8.46K
$428K
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
40.7K+ 6.97% |
$2.04M - $2.09M
|
625K
$31.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
13.3K+ 9.67% |
$666K - $683K
|
151K
$7.63M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
817+ 4.04% |
$40.9K - $41.9K
|
21K
$1.06M
|