Latest Institutional Sells of Blackrock Short Maturity Bond (NEAR)
This list provides information on the latest institutional transactions involving Blackrock Short Maturity Bond (NEAR) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-285- 4.29% |
$14.3K - $14.6K
|
6.36K
$322K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-228- 0.43% |
$11.4K - $11.7K
|
52.7K
$2.67M
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-200- 1.1% |
$10K - $10.3K
|
17.9K
$907K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-175- 2.37% |
$8.77K - $8.98K
|
7.21K
$365K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-168- 3.65% |
$8.42K - $8.62K
|
4.43K
$224K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-150- 1.23% |
$7.51K - $7.7K
|
12K
$608K
|
|
|
Nov 08, 2024
Q3 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-128- 2.64% |
$6.41K - $6.57K
|
4.72K
$239K
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-112- 1.47% |
$5.61K - $5.75K
|
7.49K
$379K
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
SELL
|
- |
-92- 24.27% |
$4.61K - $4.72K
|
287
$14.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-82- 0.49% |
$4.11K - $4.21K
|
16.5K
$837K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-80- 11.03% |
$4.01K - $4.1K
|
645
$32.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-72- 1.65% |
$3.61K - $3.69K
|
4.29K
$217K
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-70- 0.99% |
$3.51K - $3.59K
|
7K
$354K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-53- 0.77% |
$2.65K - $2.72K
|
6.84K
$346K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-46- 50.0% |
$2.3K - $2.36K
|
46
$2.33K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-33- 0.25% |
$1.65K - $1.69K
|
13.3K
$672K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-29- 0.52% |
$1.45K - $1.49K
|
5.52K
$279K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-20- 0.27% |
$1K - $1.03K
|
7.31K
$370K
|
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-18- 0.02% |
$902 - $924
|
72.9K
$3.69M
|
|
|
Nov 04, 2024
Q3 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-16- 0.1% |
$801 - $821
|
16.2K
$820K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-10- 0.5% |
$501 - $513
|
1.97K
$99.9K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-2- 0.48% |
$100 - $103
|
413
$20.9K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-11K- 8.04% |
$551K - $555K
|
126K
$6.38M
|
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-9.16K- 43.85% |
$458K - $461K
|
11.7K
$594K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.93K- 91.62% |
$196K - $198K
|
359
$18.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3K- 20.67% |
$150K - $151K
|
11.5K
$582K
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-2.42K- 35.62% |
$121K - $122K
|
4.37K
$221K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.31K- 3.74% |
$65.3K - $65.8K
|
33.6K
$1.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Gs Investments, Inc.
|
SELL
|
- |
-1.3K- 13.03% |
$64.9K - $65.4K
|
8.68K
$439K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-837- 14.18% |
$41.8K - $42.1K
|
5.07K
$256K
|
|
|
Aug 06, 2024
Q2 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-753- 3.56% |
$37.6K - $37.9K
|
20.4K
$1.03M
|
|
|
Jul 11, 2024
Q2 2024
|
New Capital Management LP
|
SELL
|
- |
-697- 11.1% |
$34.8K - $35.1K
|
5.58K
$282K
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-650- 41.04% |
$32.5K - $32.7K
|
934
$47.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-600- 49.38% |
$30K - $30.2K
|
615
$31.1K
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
SELL
|
- |
-500- 28.18% |
$25K - $25.2K
|
1.27K
$64.5K
|
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-500- 8.87% |
$25K - $25.2K
|
5.14K
$260K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-235- 70.15% |
$11.7K - $11.8K
|
100
$5.06K
|
|
|
Jul 18, 2024
Q2 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-200- 1.87% |
$9.99K - $10.1K
|
10.5K
$530K
|
|
|
Jul 29, 2024
Q2 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-95- 1.7% |
$4.74K - $4.78K
|
5.5K
$278K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-55- 4.7% |
$2.75K - $2.77K
|
1.12K
$56.4K
|
|
| Q1 2024 | |||||||
|
Apr 16, 2024
Q1 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-146K- 95.13% |
$7.35M - $7.43M
|
7.5K
$379K
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
SELL
|
- |
-99.7K- 40.54% |
$5.01M - $5.06M
|
146K
$7.4M
|
|
|
May 01, 2024
Q1 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-80.3K- 82.79% |
$4.03M - $4.08M
|
16.7K
$845K
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-20.5K- 53.69% |
$1.03M - $1.04M
|
17.7K
$895K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-10.5K- 3.75% |
$529K - $535K
|
270K
$13.7M
|
|
|
May 14, 2024
Q1 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-8.86K- 47.17% |
$445K - $450K
|
9.93K
$502K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-6.52K- 21.1% |
$327K - $331K
|
24.4K
$1.23M
|
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-5.26K- 26.63% |
$264K - $267K
|
14.5K
$733K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.75K- 80.43% |
$138K - $139K
|
668
$33.8K
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-1.33K- 7.28% |
$67K - $67.6K
|
17K
$859K
|
|