Ae Wealth Management LLC Blackrock Short Maturity Bond Transaction History

Ae Wealth Management LLC

$14.9 Billion
Q4 2025

A detailed history of Ae Wealth Management LLC transactions in Blackrock Short Maturity Bond stock. As of the latest transaction made, Ae Wealth Management LLC holds 19,224 shares of NEAR stock, worth $983,115. This represents 0.01% of its overall portfolio holdings.

Number of Shares

19,224

Previous 6,746 184.97%

Holding current value

$983,115

Previous $345,000 184.93%

% of portfolio

0.01%

Previous 0.0%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 26, 2026	BUY	$51.08 - $51.37 $637,376 - $640,994	12,478 Added 184.97%	19,224 $983,000
Q3 2025 Nov 03, 2025	BUY	$50.8 - $51.32 $290,728 - $293,704	5,723 Added 559.43%	6,746 $345,000
Q2 2025 Aug 06, 2025	BUY	$50.41 - $51.17 $10,989 - $11,155	218 Added 27.08%	1,023 $52,000
Q1 2025 May 06, 2025	SELL	$50.4 - $50.89 $2,671 - $2,697	-53 Reduced 6.18%	805 $40,000
Q4 2024 Feb 13, 2025	BUY	$50.28 - $51.08 $43,140 - $43,826	858 New	858 $43,000

Q4 2023 Feb 14, 2024	BUY	$49.7 - $50.52 $1.94 Million - $1.97 Million	38,981 Added 120.4%	71,358 $3.61 Million
Q3 2023 Oct 11, 2023	BUY	$49.55 - $49.89 $419,391 - $422,268	8,464 Added 35.39%	32,377 $1.62 Million
Q2 2023 Jul 10, 2023	SELL	$49.48 - $49.72 $735,173 - $738,739	-14,858 Reduced 38.32%	23,913 $1.19 Million
Q1 2023 Apr 14, 2023	SELL	$49.26 - $49.62 $1.39 Million - $1.4 Million	-28,179 Reduced 42.09%	38,771 $1.92 Million
Q4 2022 Jan 31, 2023	SELL	$49.01 - $49.3 $947,216 - $952,821	-19,327 Reduced 22.4%	66,950 $3.3 Million
Q3 2022 Oct 25, 2022	BUY	$49.19 - $49.38 $101,970 - $102,364	2,073 Added 2.46%	86,277 $4.25 Million
Q2 2022 Aug 03, 2022	BUY	$49.22 - $49.57 $1.91 Million - $1.92 Million	38,718 Added 85.12%	84,204 $4.15 Million
Q1 2022 Apr 18, 2022	SELL	$49.51 - $49.96 $2.63 Million - $2.65 Million	-53,071 Reduced 53.85%	45,486 $2.26 Million
Q4 2021 Jan 20, 2022	BUY	$49.93 - $50.12 $3.52 Million - $3.53 Million	70,507 Added 251.36%	98,557 $4.92 Million
Q3 2021 Nov 01, 2021	BUY	$50.12 - $50.16 $126,853 - $126,954	2,531 Added 9.92%	28,050 $1.41 Million
Q2 2021 Jul 21, 2021	SELL	$50.15 - $50.21 $1.56 Million - $1.57 Million	-31,195 Reduced 55.0%	25,519 $1.28 Million
Q1 2021 Apr 27, 2021	BUY	$50.15 - $50.25 $254,862 - $255,370	5,082 Added 9.84%	56,714 $2.85 Million
Q4 2020 Feb 01, 2021	SELL	$50.09 - $50.18 $2.15 Million - $2.15 Million	-42,894 Reduced 45.38%	51,632 $2.59 Million
Q3 2020 Nov 06, 2020	SELL	$49.97 - $50.15 $268,838 - $269,807	-5,380 Reduced 5.39%	94,526 $4.74 Million
Q2 2020 Aug 05, 2020	SELL	$48.5 - $50.01 $21.4 Million - $22.1 Million	-441,999 Reduced 81.56%	99,906 $5 Million
Q1 2020 May 07, 2020	BUY	$45.53 - $50.41 $4.01 Million - $4.44 Million	88,042 Added 19.4%	541,905 $26.3 Million
Q4 2019 Jan 15, 2020	BUY	$50.21 - $50.36 $514,903 - $516,441	10,255 Added 2.31%	453,863 $22.8 Million
Q3 2019 Nov 05, 2019	BUY	$50.26 - $50.34 $3.14 Million - $3.15 Million	62,501 Added 16.4%	443,608 $22.3 Million
Q2 2019 Jul 22, 2019	BUY	N/A	304,037 Added 394.49%	381,107 $19.2 Million
Q1 2019 May 14, 2019	BUY	N/A	71,796 Added 1361.32%	77,070 $3.87 Million
Q4 2018 Feb 15, 2019	SELL	N/A	-1,461 Reduced 21.69%	5,274 $263,000
Q3 2018 Nov 14, 2018	BUY	N/A	6,735 New	6,735 $338,000

Others Institutions Holding NEAR

# of Institutions

415

Shares Held

51.2M

Call Options Held

Put Options Held

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Ae Wealth Management LLC Blackrock Short Maturity Bond Transaction History