Insight Wealth Strategies, LLC Blackrock Short Maturity Bond Transaction History

Insight Wealth Strategies, LLC

$749 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 12, 2021	SELL	$50.15 - $50.25 $525,872 - $526,921	-10,486 Closed	0 $0
Q4 2020 Feb 05, 2021	SELL	$50.09 - $50.18 $59,657 - $59,764	-1,191 Reduced 10.2%	10,486 $526,000
Q3 2020 Oct 29, 2020	BUY	$49.97 - $50.15 $1,948 - $1,955	39 Added 0.34%	11,677 $585,000
Q2 2020 Jul 31, 2020	SELL	$48.5 - $50.01 $89,094 - $91,868	-1,837 Reduced 13.63%	11,638 $582,000
Q1 2020 Apr 21, 2020	SELL	$45.53 - $50.41 $198,966 - $220,291	-4,370 Reduced 24.49%	13,475 $653,000
Q4 2019 Feb 21, 2020	BUY	$50.21 - $50.36 $9,389 - $9,417	187 Added 1.06%	17,845 $897,000
Q3 2019 Nov 06, 2019	SELL	$50.26 - $50.34 $12.1 Million - $12.1 Million	-240,426 Reduced 93.16%	17,658 $889,000
Q2 2019 Aug 06, 2019	SELL	N/A	-8,147 Reduced 3.06%	258,084 $13 Million
Q1 2019 Apr 24, 2019	BUY	N/A	7,698 Added 2.98%	266,231 $13.4 Million
Q4 2018 Feb 12, 2019	BUY	N/A	258,533 New	258,533 $12.9 Million

Others Institutions Holding NEAR

# of Institutions

347

Shares Held

38.7M

Call Options Held

0

Put Options Held

0

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