Purchases and Sales Made in Q1 2025 in Blackrock Short Maturity Bond (NEAR)
This table provides information about the institutional ownership of Blackrock Short Maturity Bond (NEAR) during Q1 2025. The information is specifically focused on institutions that hold shares of BLACKROCK SHORT MATURITY BOND .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
2.96K+ 2.02% |
$149K - $151K
|
150K
$7.62M
|
|
|
Apr 24, 2025
Q1 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
2.58K+ 1.46% |
$130K - $131K
|
180K
$9.15M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.58K+ 39.76% |
$130K - $131K
|
9.05K
$461K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
2.54K+ 4.09% |
$128K - $129K
|
64.7K
$3.29M
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
BUY
|
- |
2.24K+ 8.08% |
$113K - $114K
|
30K
$1.53M
|
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
2.23K+ 53.79% |
$112K - $113K
|
6.38K
$324K
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
BUY
|
- |
2.2K+ 7.85% |
$111K - $112K
|
30.2K
$1.53M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.18K+ 18.82% |
$110K - $111K
|
13.8K
$701K
|
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
2.08K+ 43.79% |
$105K - $106K
|
6.81K
$347K
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
BUY
|
- |
2.02K+ 26.8% |
$102K - $103K
|
9.55K
$486K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.01K+ 13386.67% |
$101K - $102K
|
2.02K
$103K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.77K+ 2.76% |
$89.2K - $90.1K
|
65.9K
$3.35M
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
1.63K+ 1.97% |
$82.2K - $83K
|
84.2K
$4.28M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.58KNew |
$79.5K - $80.3K
|
1.58K
$80.2K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.51K+ 30100.0% |
$75.9K - $76.6K
|
1.51K
$76.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.48K+ 11.64% |
$74.4K - $75.2K
|
14.2K
$721K
|
|
|
May 12, 2025
Q1 2025
|
Darrow Company, Inc.
|
BUY
|
- |
1.25K+ 10.37% |
$62.9K - $63.5K
|
13.3K
$676K
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
1.2K+ 7.89% |
$60.5K - $61.1K
|
16.4K
$834K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.13K+ 18.7% |
$57.1K - $57.6K
|
7.19K
$366K
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.12K+ 20.57% |
$56.2K - $56.7K
|
6.54K
$333K
|
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
1.05K+ 5.11% |
$52.8K - $53.3K
|
21.5K
$1.1M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
923+ 1.55% |
$46.5K - $47K
|
60.3K
$3.07M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
908+ 5.53% |
$45.8K - $46.2K
|
17.3K
$881K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
898+ 21.39% |
$45.3K - $45.7K
|
5.1K
$259K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
868+ 2.17% |
$43.7K - $44.2K
|
40.9K
$2.08M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
718+ 15.79% |
$36.2K - $36.5K
|
5.26K
$268K
|
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
701+ 11.32% |
$35.3K - $35.7K
|
6.89K
$351K
|
|
|
Apr 22, 2025
Q1 2025
|
Lvz, Inc.
|
BUY
|
- |
632+ 3.21% |
$31.9K - $32.2K
|
20.3K
$1.03M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
580+ 10.4% |
$29.2K - $29.5K
|
6.16K
$313K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
555+ 8.21% |
$28K - $28.2K
|
7.31K
$372K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
511+ 8.04% |
$25.8K - $26K
|
6.87K
$349K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
508New |
$25.6K - $25.9K
|
508
$25.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
500+ 2.76% |
$25.2K - $25.4K
|
18.6K
$947K
|
|
|
May 15, 2025
Q1 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
425+ 2.54% |
$21.4K - $21.6K
|
17.2K
$873K
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
419+ 3.11% |
$21.1K - $21.3K
|
13.9K
$706K
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
394+ 2.96% |
$19.9K - $20.1K
|
13.7K
$697K
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
316+ 2.82% |
$15.9K - $16.1K
|
11.5K
$586K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
303+ 0.66% |
$15.3K - $15.4K
|
46.2K
$2.35M
|
|
|
Apr 29, 2025
Q1 2025
|
New Capital Management LP
|
BUY
|
- |
269+ 4.81% |
$13.6K - $13.7K
|
5.87K
$298K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
227New |
$11.4K - $11.6K
|
227
$11.5K
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
178+ 1.48% |
$8.97K - $9.06K
|
12.2K
$619K
|
|
|
Apr 17, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
165+ 2.14% |
$8.32K - $8.4K
|
7.86K
$400K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
146+ 0.84% |
$7.36K - $7.43K
|
17.5K
$889K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
128New |
$6.45K - $6.51K
|
128
$6.51K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
125+ 1.31% |
$6.3K - $6.36K
|
9.69K
$493K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
121New |
$6.1K - $6.16K
|
121
$6.16K
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
120New |
$6.05K - $6.11K
|
120
$6.11K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
105+ 1.81% |
$5.29K - $5.34K
|
5.9K
$300K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
103+ 0.74% |
$5.19K - $5.24K
|
13.9K
$710K
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
100New |
$5.04K - $5.09K
|
100
$5.09K
|