Latest Institutional Purchases of Blackrock Short Maturity Bond (NEAR)
This list provides information on the latest institutional transactions involving Blackrock Short Maturity Bond (NEAR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.33MNew |
$66.9M - $68M
|
1.33M
$67.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
527K+ 22.49% |
$26.5M - $26.9M
|
2.87M
$145M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
508K+ 1925.54% |
$25.5M - $25.9M
|
534K
$27M
|
|
|
Feb 03, 2025
Q4 2024
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
357KNew |
$18M - $18.2M
|
357K
$18.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
342K+ 21.36% |
$17.2M - $17.5M
|
1.94M
$98.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
327KNew |
$16.4M - $16.7M
|
327K
$16.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
259K+ 8.73% |
$13M - $13.2M
|
3.22M
$163M
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
166KNew |
$8.33M - $8.46M
|
166K
$8.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
156K+ 291.28% |
$7.84M - $7.96M
|
209K
$10.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
143K+ 5.94% |
$7.2M - $7.31M
|
2.55M
$129M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
143K+ 6.97% |
$7.19M - $7.3M
|
2.19M
$111M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
124KNew |
$6.22M - $6.32M
|
124K
$6.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
120K+ 12.55% |
$6.05M - $6.15M
|
1.08M
$54.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
111KNew |
$5.59M - $5.68M
|
111K
$5.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
93.5KNew |
$4.7M - $4.78M
|
93.5K
$4.73M
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
75.1K+ 75.18% |
$3.77M - $3.83M
|
175K
$8.85M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
62.2K+ 15.83% |
$3.13M - $3.18M
|
455K
$23M
|
|
|
Feb 13, 2025
Q4 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
57.5KNew |
$2.89M - $2.94M
|
57.5K
$2.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
57.1KNew |
$2.87M - $2.92M
|
57.1K
$2.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
54.1K+ 42.35% |
$2.72M - $2.76M
|
182K
$9.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
50.8K+ 11.32% |
$2.55M - $2.59M
|
499K
$25.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
47.9KNew |
$2.41M - $2.45M
|
47.9K
$2.42M
|
|
|
Feb 06, 2025
Q4 2024
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
44KNew |
$2.21M - $2.25M
|
44K
$2.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
43.6K+ 8.9% |
$2.19M - $2.23M
|
533K
$27M
|
|
|
Jan 17, 2025
Q4 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
41K+ 23.34% |
$2.06M - $2.09M
|
216K
$11M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
33.9K+ 38.94% |
$1.71M - $1.73M
|
121K
$6.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
33.7K+ 23.87% |
$1.7M - $1.72M
|
175K
$8.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
32.8KNew |
$1.65M - $1.67M
|
32.8K
$1.66M
|
|
|
Feb 03, 2025
Q4 2024
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
BUY
|
- |
31K+ 11.37% |
$1.56M - $1.58M
|
303K
$15.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
30.8K+ 48.71% |
$1.55M - $1.57M
|
94K
$4.76M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
30.5K+ 28.21% |
$1.53M - $1.56M
|
139K
$7.02M
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
28.6K+ 48.8% |
$1.44M - $1.46M
|
87.3K
$4.42M
|
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
28.6K+ 52.29% |
$1.44M - $1.46M
|
83.3K
$4.22M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
26.8K+ 20.05% |
$1.35M - $1.37M
|
161K
$8.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
25.6K+ 14.48% |
$1.28M - $1.31M
|
202K
$10.2M
|
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
25.5KNew |
$1.28M - $1.3M
|
25.5K
$1.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
25KNew |
$1.26M - $1.28M
|
25K
$1.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
22.6K+ 18.16% |
$1.13M - $1.15M
|
147K
$7.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20K+ 192.25% |
$1.01M - $1.02M
|
30.4K
$1.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
19.3K+ 22.59% |
$969K - $985K
|
105K
$5.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
18.5KNew |
$929K - $944K
|
18.5K
$935K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
18.1K+ 17.47% |
$909K - $924K
|
122K
$6.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
16.2KNew |
$812K - $825K
|
16.2K
$818K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
15.2K+ 214.35% |
$765K - $777K
|
22.3K
$1.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
13.4K+ 15634.88% |
$676K - $687K
|
13.5K
$685K
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
13.4KNew |
$676K - $687K
|
13.4K
$680K
|
|
|
Feb 10, 2025
Q4 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
13.4K+ 8.91% |
$676K - $686K
|
164K
$8.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
13.3KNew |
$670K - $680K
|
13.3K
$674K
|
|
|
Jan 14, 2025
Q4 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
13K+ 18.76% |
$656K - $666K
|
82.6K
$4.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
12.5K+ 20.13% |
$629K - $639K
|
74.6K
$3.78M
|