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 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
183+ 56.31% |
$9.1K - $9.25K
|
508
$25.8K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
164+ 5466.67% |
$8.15K - $8.29K
|
167
$8.47K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
154+ 0.66% |
$7.65K - $7.78K
|
23.5K
$1.19M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
126New |
$6.26K - $6.37K
|
126
$6.39K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
125New |
$6.21K - $6.32K
|
125
$6.34K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
97+ 15.85% |
$4.82K - $4.9K
|
709
$36K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
93+ 1.98% |
$4.62K - $4.7K
|
4.79K
$243K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
67New |
$3.33K - $3.38K
|
67
$3.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.06% |
$99.4 - $101
|
3.11K
$157K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1New |
$49.7 - $50.5
|
1
$50.7
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
16.7KNew |
$828K - $834K
|
16.7K
$848K
|
|
|
Nov 14, 2023
Q3 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
10.1KNew |
$499K - $502K
|
10.1K
$510K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
8.38K+ 7.05% |
$415K - $418K
|
127K
$6.45M
|
|
|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
5.03KNew |
$249K - $251K
|
5.03K
$255K
|
|
|
Nov 06, 2023
Q3 2023
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
4.12KNew |
$204K - $206K
|
4.12K
$209K
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
499New |
$24.7K - $24.9K
|
499
$25.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
359New |
$17.8K - $17.9K
|
359
$18.2K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
298+ 52.01% |
$14.8K - $14.9K
|
871
$44.2K
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
252New |
$12.5K - $12.6K
|
252
$12.8K
|
|
|
Oct 30, 2023
Q3 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
215New |
$10.7K - $10.7K
|
215
$10.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
199New |
$9.86K - $9.93K
|
199
$10.1K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
94+ 1.13% |
$4.66K - $4.69K
|
8.38K
$425K
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
21New |
$1.04K - $1.05K
|
21
$1.06K
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
3New |
$149 - $150
|
3
$152
|
|
| Q2 2023 | |||||||
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
47.3K+ 4732100.0% |
$2.34M - $2.35M
|
47.3K
$2.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
32.4K+ 88.32% |
$1.6M - $1.61M
|
69.1K
$3.5M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
10.9KNew |
$541K - $544K
|
10.9K
$555K
|
|
|
Aug 14, 2023
Q2 2023
|
Cohanzick Management, LLC
Pleasantville, NY |
BUY
|
- |
6.36KNew |
$315K - $316K
|
6.36K
$323K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
5.02KNew |
$248K - $250K
|
5.02K
$255K
|
|
|
Jul 27, 2023
Q2 2023
|
Next Capital Management LLC
|
BUY
|
- |
2.02K+ 28.99% |
$99.8K - $100K
|
8.98K
$455K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1.02KNew |
$50.2K - $50.5K
|
1.02K
$51.5K
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
306+ 1.77% |
$15.1K - $15.2K
|
17.6K
$891K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
200New |
$9.9K - $9.94K
|
200
$10.1K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
188New |
$9.3K - $9.35K
|
188
$9.53K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
5+ 1.07% |
$247 - $249
|
474
$24K
|
|
| Q1 2023 | |||||||
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
78.8KNew |
$3.88M - $3.91M
|
78.8K
$3.99M
|
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
26.5KNew |
$1.31M - $1.32M
|
26.5K
$1.35M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
12.2KNew |
$601K - $606K
|
12.2K
$619K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
8.48KNew |
$418K - $421K
|
8.48K
$430K
|
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
4.97KNew |
$245K - $247K
|
4.97K
$252K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.95KNew |
$244K - $246K
|
4.95K
$251K
|
|
|
May 11, 2023
Q1 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
4.72KNew |
$233K - $234K
|
4.72K
$239K
|
|
|
May 10, 2023
Q1 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
4.05KNew |
$200K - $201K
|
4.05K
$205K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.45KNew |
$121K - $122K
|
2.45K
$124K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
966+ 10.73% |
$47.6K - $47.9K
|
9.97K
$505K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
400New |
$19.7K - $19.8K
|
400
$20.3K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
319New |
$15.7K - $15.8K
|
319
$16.2K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
98New |
$4.83K - $4.86K
|
98
$4.97K
|
|
|
Apr 26, 2023
Q1 2023
|
First American Trust, Fsb
|
BUY
|
- |
51+ 1.17% |
$2.51K - $2.53K
|
4.4K
$223K
|
|