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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-500- 5.78% |
$24.6K - $24.8K
|
8.15K
$412K
|
|
|
May 05, 2023
Q1 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-291- 6.11% |
$14.3K - $14.4K
|
4.47K
$226K
|
|
|
Apr 18, 2023
Q1 2023
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-288- 5.74% |
$14.2K - $14.3K
|
4.73K
$239K
|
|
|
Apr 14, 2023
Q1 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-265- 4.49% |
$13.1K - $13.1K
|
5.64K
$285K
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-239- 5.0% |
$11.8K - $11.9K
|
4.54K
$230K
|
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-224- 4.02% |
$11K - $11.1K
|
5.34K
$270K
|
|
|
Apr 25, 2023
Q1 2023
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-206- 4.56% |
$10.1K - $10.2K
|
4.31K
$218K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-170- 26.15% |
$8.37K - $8.44K
|
480
$24.3K
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-125- 7.17% |
$6.16K - $6.2K
|
1.62K
$81.9K
|
|
| Q4 2022 | |||||||
|
Feb 07, 2023
Q4 2022
|
Retirement Capital Strategies
|
SELL
|
- |
-436K- 99.04% |
$21.4M - $21.5M
|
4.22K
$213K
|
|
|
Mar 06, 2023
Q4 2022
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-236KClosed |
$11.6M - $11.6M
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-73.4K- 5.25% |
$3.6M - $3.62M
|
1.33M
$67M
|
|
|
Feb 03, 2023
Q4 2022
|
Esg Planning
Santa Clara, CA |
SELL
|
- |
-14.7K- 59.52% |
$719K - $723K
|
9.98K
$505K
|
|
|
Jan 24, 2023
Q4 2022
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-13.1K- 67.1% |
$644K - $647K
|
6.44K
$326K
|
|
|
Jan 24, 2023
Q4 2022
|
Darrow Company, Inc.
|
SELL
|
- |
-11.7K- 49.22% |
$572K - $575K
|
12K
$609K
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-10K- 33.17% |
$490K - $493K
|
20.1K
$1.02M
|
|
|
Jan 26, 2023
Q4 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-9.15K- 63.97% |
$448K - $451K
|
5.15K
$261K
|
|
|
Feb 14, 2023
Q4 2022
|
Redwood Financial Network Corp
|
SELL
|
- |
-5.2K- 55.24% |
$255K - $256K
|
4.21K
$213K
|
|
|
Feb 15, 2023
Q4 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-3.39K- 42.39% |
$166K - $167K
|
4.6K
$233K
|
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
SELL
|
- |
-2.34K- 34.55% |
$115K - $115K
|
4.43K
$224K
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.16K- 17.2% |
$57K - $57.3K
|
5.6K
$283K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-892- 5.11% |
$43.7K - $44K
|
16.6K
$839K
|
|
|
Jan 23, 2023
Q4 2022
|
Capital Cs Group, LLC
|
SELL
|
- |
-847- 10.62% |
$41.5K - $41.8K
|
7.13K
$361K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-779- 2.91% |
$38.2K - $38.4K
|
25.9K
$1.31M
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-662- 76.8% |
$32.4K - $32.6K
|
200
$10.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-400- 8.95% |
$19.6K - $19.7K
|
4.07K
$206K
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-195- 3.98% |
$9.56K - $9.61K
|
4.71K
$238K
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-121- 34.57% |
$5.93K - $5.97K
|
229
$11.6K
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-103- 2.2% |
$5.05K - $5.08K
|
4.58K
$232K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-4- 0.51% |
$196 - $197
|
784
$39.7K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-257K- 94.69% |
$12.6M - $12.7M
|
14.4K
$730K
|
|
|
Oct 04, 2022
Q3 2022
|
Ubp Investment Advisors Sa
|
SELL
|
- |
-39.5K- 17.03% |
$1.94M - $1.95M
|
192K
$9.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-30.9K- 58.22% |
$1.52M - $1.52M
|
22.1K
$1.12M
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-27K- 96.17% |
$1.33M - $1.33M
|
1.08K
$54.4K
|
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-11.1K- 61.31% |
$545K - $547K
|
7K
$354K
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-10.1K- 1.87% |
$499K - $501K
|
531K
$26.9M
|
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
SELL
|
- |
-8.28K- 50.06% |
$407K - $409K
|
8.26K
$418K
|
|
|
Oct 20, 2022
Q3 2022
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-5.68K- 5.65% |
$280K - $281K
|
94.9K
$4.8M
|
|
|
Oct 24, 2022
Q3 2022
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-3.83K- 9.02% |
$188K - $189K
|
38.6K
$1.95M
|
|
|
Oct 24, 2022
Q3 2022
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-2.1K- 30.88% |
$103K - $104K
|
4.7K
$238K
|
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.92K- 31.7% |
$94.6K - $95K
|
4.15K
$210K
|
|
|
Nov 15, 2022
Q3 2022
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-1.08K- 20.35% |
$53.1K - $53.3K
|
4.23K
$214K
|
|
|
Oct 31, 2022
Q3 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-489- 5.2% |
$24.1K - $24.1K
|
8.92K
$451K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-133Closed |
$6.54K - $6.57K
|
0
$0
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Enstar Group LTD
Hamilton, D0 |
SELL
|
- |
-916KClosed |
$45.1M - $45.4M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-121K- 90.38% |
$5.96M - $6M
|
12.9K
$651K
|
|
|
Aug 12, 2022
Q2 2022
|
Texas Treasury Safekeeping Trust CO
Austin, TX |
SELL
|
- |
-114KClosed |
$5.62M - $5.66M
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Orser Capital Management, LLC
|
SELL
|
- |
-70.6KClosed |
$3.47M - $3.5M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-53.2KClosed |
$2.62M - $2.64M
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-44.9KClosed |
$2.21M - $2.23M
|
0
$0
|
|