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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
89+ 2.12% |
$4.46K - $4.57K
|
4.28K
$216K
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
2.12K+ 18.56% |
$106K - $109K
|
13.5K
$684K
|
|
|
Oct 18, 2024
Q3 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
12.8K+ 11.49% |
$641K - $657K
|
124K
$6.29M
|
|
|
Oct 18, 2024
Q3 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-1.34K- 12.26% |
$67.3K - $68.9K
|
9.61K
$486K
|
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
2+ 0.03% |
$100 - $103
|
6.35K
$321K
|
|
|
Oct 17, 2024
Q3 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
2.76K+ 24.62% |
$138K - $142K
|
14K
$706K
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
SELL
|
- |
-92- 24.27% |
$4.61K - $4.72K
|
287
$14.5K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
37New |
$1.85K - $1.9K
|
37
$1.87K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
239+ 4.39% |
$12K - $12.3K
|
5.69K
$288K
|
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
4.97KNew |
$249K - $255K
|
4.97K
$251K
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
5.44KNew |
$273K - $279K
|
5.44K
$275K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-65.5K- 92.21% |
$3.28M - $3.36M
|
5.53K
$280K
|
|
|
Oct 16, 2024
Q3 2024
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
29+ 0.42% |
$1.45K - $1.49K
|
7.01K
$355K
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
9.62K+ 15.44% |
$482K - $494K
|
71.9K
$3.64M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.41K- 75.54% |
$121K - $124K
|
781
$39.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-1.14K- 2.1% |
$56.9K - $58.2K
|
53K
$2.68M
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-72- 1.65% |
$3.61K - $3.69K
|
4.29K
$217K
|
|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-1.51K- 7.1% |
$75.4K - $77.2K
|
19.7K
$997K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-400- 3.11% |
$20K - $20.5K
|
12.5K
$631K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.53K- 52.9% |
$76.4K - $78.2K
|
1.36K
$68.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
10.5K+ 10.78% |
$527K - $540K
|
108K
$5.47M
|
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-1.81K- 15.47% |
$90.7K - $92.9K
|
9.89K
$500K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-200- 1.1% |
$10K - $10.3K
|
17.9K
$907K
|
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
3.03K+ 35.99% |
$152K - $156K
|
11.5K
$580K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-129K- 85.16% |
$6.45M - $6.61M
|
22.4K
$1.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
2.83K+ 4.24% |
$142K - $145K
|
69.5K
$3.52M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
5.12KNew |
$257K - $263K
|
5.12K
$259K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.14KNew |
$257K - $264K
|
5.14K
$260K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.37K+ 1.48% |
$119K - $122K
|
162K
$8.22M
|
|
|
Oct 11, 2024
Q3 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-62.2K- 57.88% |
$3.12M - $3.19M
|
45.3K
$2.29M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1.11K+ 11.19% |
$55.5K - $56.9K
|
11K
$558K
|
|
|
Oct 10, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
45+ 0.72% |
$2.25K - $2.31K
|
6.33K
$320K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-150- 1.23% |
$7.51K - $7.7K
|
12K
$608K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-388- 68.31% |
$19.4K - $19.9K
|
180
$9.11K
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
168K+ 13.87% |
$8.39M - $8.6M
|
1.38M
$69.6M
|
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-33.5K- 36.36% |
$1.68M - $1.72M
|
58.7K
$2.97M
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.06K+ 2.33% |
$52.9K - $54.2K
|
46.4K
$2.35M
|
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
52+ 0.36% |
$2.6K - $2.67K
|
14.6K
$736K
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
3.11K+ 7.46% |
$156K - $159K
|
44.8K
$2.26M
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
8.56K+ 24.27% |
$429K - $439K
|
43.8K
$2.22M
|
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-18- 0.02% |
$902 - $924
|
72.9K
$3.69M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-340- 0.57% |
$17K - $17.4K
|
59.2K
$2.99M
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-4.62K- 32.09% |
$232K - $237K
|
9.79K
$495K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.57K+ 2.67% |
$78.4K - $80.3K
|
60.2K
$3.04M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-15K- 3.51% |
$752K - $770K
|
413K
$20.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
BUY
|
- |
10K+ 3.87% |
$503K - $515K
|
269K
$13.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-539K- 98.16% |
$27M - $27.6M
|
10.1K
$510K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.91K+ 15.72% |
$196K - $201K
|
28.8K
$1.46M
|
|
|
Oct 07, 2024
Q3 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
175KNew |
$8.79M - $9M
|
175K
$8.88M
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-2- 0.48% |
$100 - $103
|
413
$20.9K
|