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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
94New |
$4.74K - $4.78K
|
94
$4.78K
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
87+ 0.74% |
$4.38K - $4.43K
|
11.8K
$601K
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
86+ 0.27% |
$4.33K - $4.38K
|
32.3K
$1.64M
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
BUY
|
- |
81+ 0.77% |
$4.08K - $4.12K
|
10.6K
$541K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
77+ 0.55% |
$3.88K - $3.92K
|
14K
$711K
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
75New |
$3.78K - $3.82K
|
75
$3.82K
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
72+ 0.74% |
$3.63K - $3.66K
|
9.81K
$499K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
66+ 0.74% |
$3.33K - $3.36K
|
9.04K
$460K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
63+ 1.23% |
$3.18K - $3.21K
|
5.18K
$263K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
58+ 0.37% |
$2.92K - $2.95K
|
15.7K
$799K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
52New |
$2.62K - $2.65K
|
52
$2.65K
|
|
|
Apr 30, 2025
Q1 2025
|
Values First Advisors, Inc.
|
BUY
|
- |
52+ 0.06% |
$2.62K - $2.65K
|
83.4K
$4.24M
|
|
|
May 02, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
50+ 0.08% |
$2.52K - $2.54K
|
61.7K
$3.14M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
43+ 0.81% |
$2.17K - $2.19K
|
5.33K
$271K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
33+ 36.67% |
$1.66K - $1.68K
|
123
$6.26K
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
30+ 0.14% |
$1.51K - $1.53K
|
21.2K
$1.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Cross Staff Investments Inc
|
BUY
|
- |
22+ 0.19% |
$1.11K - $1.12K
|
11.5K
$584K
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
21+ 5.83% |
$1.06K - $1.07K
|
381
$19.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
19+ 0.43% |
$958 - $967
|
4.48K
$228K
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
19+ 0.35% |
$958 - $967
|
5.48K
$279K
|
|
|
May 06, 2025
Q1 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
4+ 0.05% |
$202 - $204
|
7.89K
$402K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
3+ 0.21% |
$151 - $153
|
1.45K
$73.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
3+ 0.04% |
$151 - $153
|
6.77K
$345K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
2+ 0.3% |
$101 - $102
|
661
$33.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
1+ 0.8% |
$50.4 - $50.9
|
126
$6.41K
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
1+ 1.15% |
$50.4 - $50.9
|
88
$4.48K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.07% |
$50.4 - $50.9
|
1.36K
$69.2K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1+ 0.01% |
$50.4 - $50.9
|
7.03K
$358K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-7- 0.17% |
$353 - $356
|
4.12K
$209K
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-8- 8.42% |
$403 - $407
|
87
$4.43K
|
|
|
Apr 21, 2025
Q1 2025
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-10- 0.23% |
$504 - $509
|
4.37K
$222K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-15- 1.54% |
$756 - $763
|
956
$48.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
SELL
|
- |
-30- 0.16% |
$1.51K - $1.53K
|
19.2K
$976K
|
|
|
Apr 04, 2025
Q1 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-35- 0.05% |
$1.76K - $1.78K
|
72.5K
$3.69M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-53- 6.18% |
$2.67K - $2.7K
|
805
$41K
|
|
|
Apr 24, 2025
Q1 2025
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-90- 1.31% |
$4.54K - $4.58K
|
6.76K
$344K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-100- 0.96% |
$5.04K - $5.09K
|
10.4K
$527K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-103- 1.55% |
$5.19K - $5.24K
|
6.56K
$334K
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-105- 0.54% |
$5.29K - $5.34K
|
19.5K
$990K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-115- 0.1% |
$5.8K - $5.85K
|
110K
$5.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
SELL
|
- |
-134- 11.85% |
$6.75K - $6.82K
|
997
$50.7K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-153- 1.61% |
$7.71K - $7.79K
|
9.37K
$477K
|
|
|
May 14, 2025
Q1 2025
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-167- 1.48% |
$8.42K - $8.5K
|
11.1K
$566K
|
|
|
May 01, 2025
Q1 2025
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-175- 2.19% |
$8.82K - $8.91K
|
7.81K
$397K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-187Closed |
$9.42K - $9.52K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-216- 1.6% |
$10.9K - $11K
|
13.3K
$678K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-227- 2.09% |
$11.4K - $11.6K
|
10.6K
$541K
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-230- 3.61% |
$11.6K - $11.7K
|
6.14K
$312K
|
|
|
Apr 17, 2025
Q1 2025
|
Stanich Group LLC
Montauk, NY |
SELL
|
- |
-231- 2.1% |
$11.6K - $11.8K
|
10.8K
$549K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-274- 1.5% |
$13.8K - $13.9K
|
18K
$917K
|