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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
75.1K+ 75.18% |
$3.77M - $3.83M
|
175K
$8.84M
|
|
|
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
$4.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
13K+ 18.76% |
$656K - $666K
|
82.6K
$4.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
6.64K+ 45.63% |
$334K - $339K
|
21.2K
$1.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
5.8K+ 12.96% |
$292K - $296K
|
50.6K
$2.56M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
BUY
|
- |
3.7K+ 1.37% |
$186K - $189K
|
273K
$13.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.16K+ 3.64% |
$108K - $110K
|
61.3K
$3.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
1.36K+ 21.49% |
$68.4K - $69.5K
|
7.69K
$389K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.22K+ 23.75% |
$61.3K - $62.3K
|
6.36K
$321K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
788+ 16.46% |
$39.6K - $40.3K
|
5.58K
$282K
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
600New |
$30.2K - $30.6K
|
600
$30.3K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
289+ 2.95% |
$14.5K - $14.8K
|
10.1K
$509K
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
BUY
|
- |
259+ 0.42% |
$13K - $13.2K
|
62.3K
$3.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
219+ 1.61% |
$11K - $11.2K
|
13.8K
$700K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
103+ 6.3% |
$5.18K - $5.26K
|
1.74K
$87.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
73+ 25.44% |
$3.67K - $3.73K
|
360
$18.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
58+ 0.1% |
$2.92K - $2.96K
|
60.2K
$3.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
43+ 0.79% |
$2.16K - $2.2K
|
5.46K
$276K
|
|
|
Jan 13, 2025
Q4 2024
|
New Capital Management LP
|
BUY
|
- |
16+ 0.29% |
$804 - $817
|
5.6K
$283K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
9+ 0.08% |
$453 - $460
|
11K
$558K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 1.37% |
$50.3 - $51.1
|
74
$3.74K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
272K+ 10.09% |
$13.6M - $13.9M
|
2.97M
$150M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
227K+ 39.66% |
$11.4M - $11.6M
|
798K
$40.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
175KNew |
$8.79M - $9M
|
175K
$8.87M
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
168K+ 13.87% |
$8.39M - $8.6M
|
1.38M
$69.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
155K+ 7.1% |
$7.78M - $7.97M
|
2.34M
$118M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
127K+ 6.61% |
$6.36M - $6.52M
|
2.05M
$104M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
122K+ 33.67% |
$6.13M - $6.28M
|
486K
$24.5M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
94.4KNew |
$4.73M - $4.84M
|
94.4K
$4.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
90.9K+ 172.01% |
$4.55M - $4.67M
|
144K
$7.27M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
87.2KNew |
$4.37M - $4.47M
|
87.2K
$4.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
73.3K+ 3.14% |
$3.67M - $3.76M
|
2.41M
$122M
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
62.1KNew |
$3.11M - $3.19M
|
62.1K
$3.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
60.3KNew |
$3.02M - $3.09M
|
60.3K
$3.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
45.4K+ 321.56% |
$2.27M - $2.33M
|
59.5K
$3.01M
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
40.7K+ 6.97% |
$2.04M - $2.09M
|
625K
$31.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
38K+ 8.42% |
$1.91M - $1.95M
|
490K
$24.8M
|
|
|
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
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
BUY
|
- |
30.9K+ 12.81% |
$1.55M - $1.59M
|
272K
$13.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
27.1K+ 2.91% |
$1.36M - $1.39M
|
960K
$48.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
26.4KNew |
$1.32M - $1.35M
|
26.4K
$1.33M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
24.9K+ 7778.44% |
$1.25M - $1.28M
|
25.2K
$1.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
22.7KNew |
$1.14M - $1.17M
|
22.7K
$1.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
BUY
|
- |
20.2KNew |
$1.01M - $1.04M
|
20.2K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
20K+ 9.38% |
$1M - $1.03M
|
233K
$11.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
16K+ 23.02% |
$800K - $819K
|
85.4K
$4.31M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
15.9K+ 1.21% |
$794K - $814K
|
1.33M
$67.2M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
13.9K+ 50.17% |
$695K - $712K
|
41.6K
$2.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
13.3K+ 9.67% |
$666K - $683K
|
151K
$7.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.1K+ 8.0% |
$655K - $671K
|
176K
$8.92M
|
|