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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
268+ 5.94% |
$13.4K - $13.8K
|
4.78K
$242K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
239+ 4.39% |
$12K - $12.3K
|
5.69K
$288K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
196+ 0.37% |
$9.82K - $10.1K
|
53K
$2.68M
|
|
|
Nov 07, 2024
Q3 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
173+ 1.29% |
$8.67K - $8.88K
|
13.6K
$689K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
164+ 12.36% |
$8.21K - $8.41K
|
1.49K
$75.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
122New |
$6.11K - $6.26K
|
122
$6.17K
|
|
|
Oct 22, 2024
Q3 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
120+ 0.56% |
$6.01K - $6.16K
|
21.4K
$1.08M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
112+ 1.29% |
$5.61K - $5.75K
|
8.82K
$446K
|
|
|
Nov 07, 2024
Q3 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
93+ 1.17% |
$4.66K - $4.77K
|
8.03K
$406K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
90+ 1.03% |
$4.51K - $4.62K
|
8.81K
$446K
|
|
|
Nov 07, 2024
Q3 2024
|
ETF Store, Inc.
|
BUY
|
- |
90+ 0.92% |
$4.51K - $4.62K
|
9.9K
$501K
|
|
|
Oct 18, 2024
Q3 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
89+ 2.12% |
$4.46K - $4.57K
|
4.28K
$216K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
81+ 0.55% |
$4.06K - $4.16K
|
14.7K
$743K
|
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
52+ 0.36% |
$2.6K - $2.67K
|
14.6K
$736K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
48+ 0.61% |
$2.4K - $2.46K
|
7.94K
$402K
|
|
|
Oct 10, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
45+ 0.72% |
$2.25K - $2.31K
|
6.33K
$320K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
37New |
$1.85K - $1.9K
|
37
$1.87K
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
31+ 0.58% |
$1.55K - $1.59K
|
5.42K
$274K
|
|
|
Oct 16, 2024
Q3 2024
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
29+ 0.42% |
$1.45K - $1.49K
|
7.01K
$355K
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
20+ 0.23% |
$1K - $1.03K
|
8.8K
$445K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
9+ 0.13% |
$451 - $462
|
6.78K
$343K
|
|
|
Oct 31, 2024
Q3 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
9+ 0.08% |
$451 - $462
|
10.9K
$553K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
9New |
$451 - $462
|
9
$455
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
6+ 0.42% |
$301 - $308
|
1.44K
$72.6K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2+ 0.21% |
$100 - $103
|
966
$48.9K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2+ 0.03% |
$100 - $103
|
7.03K
$355K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2+ 0.05% |
$100 - $103
|
4.12K
$208K
|
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
2+ 0.03% |
$100 - $103
|
6.35K
$321K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 1.18% |
$50.1 - $51.3
|
86
$4.35K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
1+ 0.82% |
$50.1 - $51.3
|
123
$6.22K
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 1.39% |
$50.1 - $51.3
|
73
$3.69K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
121K+ 8.82% |
$6.06M - $6.11M
|
1.5M
$75.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
26.6KNew |
$1.33M - $1.34M
|
26.6K
$1.35M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
19.9K+ 468.87% |
$993K - $1M
|
24.1K
$1.22M
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
13.6K+ 326.01% |
$680K - $686K
|
17.8K
$901K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
7.99K+ 74.67% |
$399K - $402K
|
18.7K
$946K
|
|
|
Aug 13, 2024
Q2 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
5.9K+ 5.06% |
$295K - $297K
|
123K
$6.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
4.7KNew |
$235K - $237K
|
4.7K
$238K
|
|
|
Aug 14, 2024
Q2 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
4.48KNew |
$223K - $225K
|
4.48K
$226K
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
4.07KNew |
$203K - $205K
|
4.07K
$206K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.3K+ 4.5% |
$64.9K - $65.4K
|
30.2K
$1.53M
|
|
|
Aug 13, 2024
Q2 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
1.14K+ 2.19% |
$57.1K - $57.6K
|
53.3K
$2.7M
|
|
|
Aug 15, 2024
Q2 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
995+ 7.23% |
$49.7K - $50.1K
|
14.8K
$747K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
645+ 6.73% |
$32.2K - $32.5K
|
10.2K
$517K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
495New |
$24.7K - $24.9K
|
495
$25K
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
BUY
|
- |
400+ 4.39% |
$20K - $20.1K
|
9.51K
$481K
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
400New |
$20K - $20.1K
|
400
$20.2K
|
|
|
Aug 02, 2024
Q2 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
209+ 0.79% |
$10.4K - $10.5K
|
26.6K
$1.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
153New |
$7.64K - $7.7K
|
153
$7.74K
|
|