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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
1+ 0.26% |
$49.3 - $49.6
|
382
$19.4K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
BUY
|
- |
1+ 0.26% |
$49.3 - $49.6
|
382
$19.4K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
1.9MNew |
$93.1M - $93.6M
|
1.9M
$96.3M
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
167KNew |
$8.2M - $8.25M
|
167K
$8.48M
|
|
|
Feb 10, 2023
Q4 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
79.9K+ 46.45% |
$3.92M - $3.94M
|
252K
$12.8M
|
|
|
Jan 18, 2023
Q4 2022
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
48.2KNew |
$2.36M - $2.38M
|
48.2K
$2.44M
|
|
|
Feb 09, 2023
Q4 2022
|
Shelton Wealth Management, LLC
|
BUY
|
- |
15.1KNew |
$740K - $744K
|
15.1K
$765K
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
13.6KNew |
$665K - $669K
|
13.6K
$688K
|
|
|
Feb 07, 2023
Q4 2022
|
Ma Private Wealth
|
BUY
|
- |
10.9KNew |
$532K - $535K
|
10.9K
$550K
|
|
|
Jan 20, 2023
Q4 2022
|
G&S Capital LLC
|
BUY
|
- |
7.94K+ 44.03% |
$389K - $391K
|
26K
$1.32M
|
|
|
Jan 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
6.06KNew |
$297K - $299K
|
6.06K
$307K
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
5.27KNew |
$258K - $260K
|
5.27K
$267K
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.2KNew |
$206K - $207K
|
4.2K
$213K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.5KNew |
$123K - $123K
|
2.5K
$127K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
2.03K+ 36.83% |
$99.3K - $99.9K
|
7.53K
$382K
|
|
|
Feb 14, 2023
Q4 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1.6KNew |
$78.6K - $79K
|
1.6K
$81.3K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.39KNew |
$68.3K - $68.7K
|
1.39K
$70.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
879New |
$43.1K - $43.3K
|
879
$44.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
853New |
$41.8K - $42.1K
|
853
$43.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
766New |
$37.5K - $37.8K
|
766
$38.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
400New |
$19.6K - $19.7K
|
400
$20.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
359New |
$17.6K - $17.7K
|
359
$18.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
328+ 57.14% |
$16.1K - $16.2K
|
902
$45.7K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
127New |
$6.22K - $6.26K
|
127
$6.44K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
110New |
$5.39K - $5.42K
|
110
$5.58K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
29New |
$1.42K - $1.43K
|
29
$1.47K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
20New |
$980 - $986
|
20
$1.01K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 2.44% |
$49 - $49.3
|
42
$2.13K
|
|
| Q3 2022 | |||||||
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
111KNew |
$5.47M - $5.49M
|
111K
$5.64M
|
|
|
Nov 14, 2022
Q3 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
94.4KNew |
$4.64M - $4.66M
|
94.4K
$4.79M
|
|
|
Nov 14, 2022
Q3 2022
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
51.6KNew |
$2.54M - $2.55M
|
51.6K
$2.62M
|
|
|
Oct 13, 2022
Q3 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
12.3KNew |
$606K - $609K
|
12.3K
$625K
|
|
|
Nov 10, 2022
Q3 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
4.96KNew |
$244K - $245K
|
4.96K
$252K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
4.11K+ 6.89% |
$202K - $203K
|
63.7K
$3.23M
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
1.2KNew |
$59K - $59.3K
|
1.2K
$60.9K
|
|
|
Nov 15, 2022
Q3 2022
|
Nvwm, LLC
|
BUY
|
- |
472New |
$23.2K - $23.3K
|
472
$23.9K
|
|
|
Nov 14, 2022
Q3 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
70New |
$3.44K - $3.46K
|
70
$3.55K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
39New |
$1.92K - $1.93K
|
39
$1.98K
|
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
5+ 0.39% |
$246 - $247
|
1.28K
$65K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
3+ 0.46% |
$148 - $148
|
650
$33K
|
|
| Q2 2022 | |||||||
|
Jul 18, 2022
Q2 2022
|
Signify Wealth
|
BUY
|
- |
330KNew |
$16.3M - $16.4M
|
330K
$16.7M
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
7.84K+ 12.62% |
$386K - $388K
|
69.9K
$3.55M
|
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.51KNew |
$369K - $372K
|
7.51K
$381K
|
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
6.12KNew |
$301K - $303K
|
6.12K
$310K
|
|
|
Aug 05, 2022
Q2 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
4.3KNew |
$212K - $213K
|
4.3K
$218K
|
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
BUY
|
- |
1.16K+ 491.95% |
$57.1K - $57.6K
|
1.4K
$70.8K
|
|
|
Jul 19, 2022
Q2 2022
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
625New |
$30.8K - $31K
|
625
$31.7K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
500New |
$24.6K - $24.8K
|
500
$25.4K
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
485New |
$23.9K - $24K
|
485
$24.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
387New |
$19K - $19.2K
|
387
$19.6K
|
|