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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
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
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
138New |
$6.89K - $6.95K
|
138
$6.98K
|
|
|
Aug 07, 2024
Q2 2024
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
100New |
$4.99K - $5.03K
|
100
$5.06K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
66New |
$3.3K - $3.32K
|
66
$3.34K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
43+ 24.29% |
$2.15K - $2.16K
|
220
$11.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
15New |
$749 - $755
|
15
$759
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
11New |
$549 - $554
|
11
$556
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
49.6K+ 280.09% |
$2.49M - $2.52M
|
67.4K
$3.41M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
10.6K+ 4.33% |
$531K - $537K
|
255K
$12.9M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.91KNew |
$498K - $503K
|
9.91K
$501K
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
9.61KNew |
$483K - $488K
|
9.61K
$486K
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
8.2K+ 8.96% |
$412K - $416K
|
99.7K
$5.04M
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
8.18KNew |
$411K - $415K
|
8.18K
$414K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
4.78KNew |
$240K - $242K
|
4.78K
$241K
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.82K+ 45.91% |
$91.3K - $92.2K
|
5.78K
$292K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.27KNew |
$63.9K - $64.6K
|
1.27K
$64.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1KNew |
$50.2K - $50.8K
|
1K
$50.6K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
738+ 6.27% |
$37.1K - $37.5K
|
12.5K
$632K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
610New |
$30.6K - $31K
|
610
$30.8K
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
422New |
$21.2K - $21.4K
|
422
$21.3K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
330New |
$16.6K - $16.7K
|
330
$16.7K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
147+ 17.17% |
$7.38K - $7.46K
|
1K
$50.7K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
139+ 3.65% |
$6.98K - $7.05K
|
3.95K
$200K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
117+ 1.53% |
$5.88K - $5.94K
|
7.76K
$392K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
100New |
$5.02K - $5.08K
|
100
$5.06K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
93New |
$4.67K - $4.72K
|
93
$4.7K
|
|
|
May 10, 2024
Q1 2024
|
Share Andrew L.
Manchester, NH |
BUY
|
- |
76+ 1.56% |
$3.82K - $3.86K
|
4.94K
$250K
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
35+ 0.13% |
$1.76K - $1.78K
|
27.7K
$1.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
19+ 0.16% |
$954 - $964
|
12.2K
$616K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
10New |
$502 - $508
|
10
$506
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
237K+ 721.57% |
$11.8M - $12M
|
270K
$13.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
153KNew |
$7.62M - $7.75M
|
153K
$7.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
39K+ 120.4% |
$1.94M - $1.97M
|
71.4K
$3.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
17.7KNew |
$881K - $895K
|
17.7K
$896K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
BUY
|
- |
11.7K+ 15.48% |
$583K - $593K
|
87.6K
$4.43M
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
7.93KNew |
$394K - $400K
|
7.93K
$401K
|
|
|
Jan 24, 2024
Q4 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
7.7KNew |
$383K - $389K
|
7.7K
$389K
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
5.05KNew |
$251K - $255K
|
5.05K
$255K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.64KNew |
$231K - $234K
|
4.64K
$235K
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
4KNew |
$199K - $202K
|
4K
$202K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.61KNew |
$130K - $132K
|
2.61K
$132K
|
|