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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-321- 5.05% |
$16.1K - $16.3K
|
6.03K
$305K
|
|
|
Apr 22, 2024
Q1 2024
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-50- 0.63% |
$2.51K - $2.54K
|
7.86K
$397K
|
|
| Q4 2023 | |||||||
|
Feb 08, 2024
Q4 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-207K- 39.38% |
$10.3M - $10.5M
|
319K
$16.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-53.6K- 44.31% |
$2.66M - $2.71M
|
67.4K
$3.41M
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-36K- 91.34% |
$1.79M - $1.82M
|
3.42K
$173K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-16.2K- 7.99% |
$804K - $817K
|
186K
$9.42M
|
|
|
Jan 31, 2024
Q4 2023
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-4.3K- 34.14% |
$214K - $217K
|
8.3K
$420K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3.21K- 28.66% |
$160K - $162K
|
7.99K
$404K
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.93K- 25.96% |
$95.9K - $97.5K
|
5.5K
$278K
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-1.53K- 24.49% |
$75.9K - $77.1K
|
4.71K
$238K
|
|
|
Feb 12, 2024
Q4 2023
|
Meridian Management CO
|
SELL
|
- |
-1.08K- 13.48% |
$53.4K - $54.3K
|
6.9K
$349K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-570- 72.34% |
$28.3K - $28.8K
|
218
$11K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-545- 78.76% |
$27.1K - $27.5K
|
147
$7.44K
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-199- 13.12% |
$9.89K - $10.1K
|
1.32K
$66.7K
|
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-34- 3.38% |
$1.69K - $1.72K
|
971
$49.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-22- 10.73% |
$1.09K - $1.11K
|
183
$9.26K
|
|
| Q3 2023 | |||||||
|
Oct 16, 2023
Q3 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-50.6K- 84.07% |
$2.51M - $2.52M
|
9.59K
$485K
|
|
|
Oct 16, 2023
Q3 2023
|
Forte Asset Management LLC
|
SELL
|
- |
-4K- 6.52% |
$198K - $200K
|
57.3K
$2.9M
|
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-2.75K- 5.99% |
$136K - $137K
|
43.2K
$2.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-2.51K- 30.37% |
$124K - $125K
|
5.75K
$291K
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.19K- 2.26% |
$109K - $109K
|
94.8K
$4.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-1.8K- 27.07% |
$89.2K - $89.8K
|
4.85K
$245K
|
|
|
Nov 08, 2023
Q3 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-604- 7.18% |
$29.9K - $30.1K
|
7.8K
$395K
|
|
|
Nov 06, 2023
Q3 2023
|
Washington Trust Bank
|
SELL
|
- |
-534- 3.8% |
$26.5K - $26.6K
|
13.5K
$685K
|
|
|
Nov 15, 2023
Q3 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-500- 36.82% |
$24.8K - $24.9K
|
858
$43.4K
|
|
|
Nov 14, 2023
Q3 2023
|
My Wealth Management Inc.
|
SELL
|
- |
-426- 1.03% |
$21.1K - $21.3K
|
41K
$2.07M
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-253- 63.25% |
$12.5K - $12.6K
|
147
$7.44K
|
|
|
Oct 30, 2023
Q3 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-202- 2.88% |
$10K - $10.1K
|
6.82K
$345K
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-27- 5.2% |
$1.34K - $1.35K
|
492
$24.9K
|
|
|
Nov 08, 2023
Q3 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-25- 0.36% |
$1.24K - $1.25K
|
6.97K
$352K
|
|
|
Oct 30, 2023
Q3 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-14- 0.47% |
$694 - $698
|
2.94K
$149K
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-9- 0.22% |
$446 - $449
|
4.03K
$204K
|
|
| Q2 2023 | |||||||
|
Jul 26, 2023
Q2 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-136K- 48.35% |
$6.74M - $6.77M
|
146K
$7.36M
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-43.9K- 81.3% |
$2.17M - $2.18M
|
10.1K
$511K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-4.04K- 50.03% |
$200K - $201K
|
4.03K
$204K
|
|
|
Jul 13, 2023
Q2 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-3.95K- 44.6% |
$195K - $196K
|
4.91K
$248K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-3.78K- 86.79% |
$187K - $188K
|
575
$29.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-3.48K- 43.03% |
$172K - $173K
|
4.61K
$233K
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-3.02K- 75.25% |
$149K - $150K
|
993
$50.2K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.7K- 24.81% |
$84.2K - $84.6K
|
5.16K
$261K
|
|
|
Jul 17, 2023
Q2 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-316- 5.8% |
$15.6K - $15.7K
|
5.14K
$260K
|
|
|
Aug 15, 2023
Q2 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-204- 4.36% |
$10.1K - $10.1K
|
4.48K
$226K
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-100- 1.63% |
$4.95K - $4.97K
|
6.03K
$305K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-25- 2.58% |
$1.24K - $1.24K
|
945
$47.8K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-605K- 65.56% |
$29.8M - $30M
|
318K
$16.1M
|
|
|
Apr 26, 2023
Q1 2023
|
Financial Life Advisors
|
SELL
|
- |
-3.7K- 12.73% |
$182K - $183K
|
25.3K
$1.28M
|
|
|
May 11, 2023
Q1 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-1.99K- 26.77% |
$97.8K - $98.5K
|
5.43K
$275K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.82K- 14.62% |
$89.7K - $90.4K
|
10.6K
$538K
|
|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
SELL
|
- |
-1K- 8.44% |
$49.3K - $49.6K
|
10.9K
$549K
|
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-974- 11.01% |
$48K - $48.3K
|
7.87K
$398K
|
|