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 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
499New |
$24.7K - $24.9K
|
499
$25.2K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
8.38K+ 7.05% |
$415K - $418K
|
127K
$6.44M
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.19K- 2.26% |
$109K - $109K
|
94.8K
$4.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
94+ 1.13% |
$4.66K - $4.69K
|
8.38K
$424K
|
|
|
Oct 16, 2023
Q3 2023
|
Forte Asset Management LLC
|
SELL
|
- |
-4K- 6.52% |
$198K - $200K
|
57.3K
$2.9M
|
|
|
Oct 16, 2023
Q3 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-50.6K- 84.07% |
$2.51M - $2.52M
|
9.59K
$485K
|
|
| Q2 2023 | |||||||
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-25- 2.58% |
$1.24K - $1.24K
|
945
$47.8K
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
10.9KNew |
$541K - $544K
|
10.9K
$553K
|
|
|
Aug 15, 2023
Q2 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-204- 4.36% |
$10.1K - $10.1K
|
4.48K
$226K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-4.04K- 50.03% |
$200K - $201K
|
4.03K
$204K
|
|
|
Aug 14, 2023
Q2 2023
|
Cohanzick Management, LLC
Pleasantville, NY |
BUY
|
- |
6.36KNew |
$315K - $316K
|
6.36K
$322K
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-3.48K- 43.03% |
$172K - $173K
|
4.61K
$233K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
200New |
$9.9K - $9.94K
|
200
$10.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-43.9K- 81.3% |
$2.17M - $2.18M
|
10.1K
$511K
|
|
|
Aug 10, 2023
Q2 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
32.4K+ 88.32% |
$1.6M - $1.61M
|
69.1K
$3.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
5+ 1.07% |
$247 - $249
|
474
$24K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.7K- 24.81% |
$84.2K - $84.6K
|
5.16K
$261K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
188New |
$9.3K - $9.35K
|
188
$9.51K
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
47.3K+ 4732100.0% |
$2.34M - $2.35M
|
47.3K
$2.39M
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
306+ 1.77% |
$15.1K - $15.2K
|
17.6K
$888K
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-100- 1.63% |
$4.95K - $4.97K
|
6.03K
$305K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1.02KNew |
$50.2K - $50.5K
|
1.02K
$51.3K
|
|
|
Jul 27, 2023
Q2 2023
|
Next Capital Management LLC
|
BUY
|
- |
2.02K+ 28.99% |
$99.8K - $100K
|
8.98K
$454K
|
|
|
Jul 26, 2023
Q2 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-136K- 48.35% |
$6.74M - $6.77M
|
146K
$7.36M
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-3.02K- 75.25% |
$149K - $150K
|
993
$50.2K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-3.78K- 86.79% |
$187K - $188K
|
575
$29.1K
|
|
|
Jul 17, 2023
Q2 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-316- 5.8% |
$15.6K - $15.7K
|
5.14K
$260K
|
|
|
Jul 13, 2023
Q2 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-3.95K- 44.6% |
$195K - $196K
|
4.91K
$248K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
5.02KNew |
$248K - $250K
|
5.02K
$254K
|
|
| Q1 2023 | |||||||
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
SELL
|
- |
-1K- 8.44% |
$49.3K - $49.6K
|
10.9K
$549K
|
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-974- 11.01% |
$48K - $48.3K
|
7.87K
$398K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.82K- 14.62% |
$89.7K - $90.4K
|
10.6K
$538K
|
|
|
May 15, 2023
Q1 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-605K- 65.56% |
$29.8M - $30M
|
318K
$16.1M
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-125- 7.17% |
$6.16K - $6.2K
|
1.62K
$81.9K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
8.48KNew |
$418K - $421K
|
8.48K
$429K
|
|
|
May 11, 2023
Q1 2023
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-500- 5.78% |
$24.6K - $24.8K
|
8.15K
$412K
|
|
|
May 11, 2023
Q1 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
4.72KNew |
$233K - $234K
|
4.72K
$239K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-170- 26.15% |
$8.37K - $8.44K
|
480
$24.3K
|
|
|
May 11, 2023
Q1 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-1.99K- 26.77% |
$97.8K - $98.5K
|
5.43K
$275K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
966+ 10.73% |
$47.6K - $47.9K
|
9.97K
$504K
|
|
|
May 10, 2023
Q1 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
4.05KNew |
$200K - $201K
|
4.05K
$205K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
12.2KNew |
$601K - $606K
|
12.2K
$617K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
98New |
$4.83K - $4.86K
|
98
$4.96K
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-239- 5.0% |
$11.8K - $11.9K
|
4.54K
$230K
|
|
|
May 05, 2023
Q1 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-291- 6.11% |
$14.3K - $14.4K
|
4.47K
$226K
|
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
4.97KNew |
$245K - $247K
|
4.97K
$251K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.95KNew |
$244K - $246K
|
4.95K
$250K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.45KNew |
$121K - $122K
|
2.45K
$124K
|
|
|
Apr 26, 2023
Q1 2023
|
First American Trust, Fsb
|
BUY
|
- |
51+ 1.17% |
$2.51K - $2.53K
|
4.4K
$222K
|
|
|
Apr 26, 2023
Q1 2023
|
Financial Life Advisors
|
SELL
|
- |
-3.7K- 12.73% |
$182K - $183K
|
25.3K
$1.28M
|
|