Avantax Advisory Services, Inc. Blackrock Short Maturity Bond Transaction History

Avantax Advisory Services, Inc.

$15.6 Billion
Q4 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Blackrock Short Maturity Bond stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 202,000 shares of NEAR stock, worth $10.2 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

202,000

Previous 176,448 14.48%

Holding current value

$10.2 Million

Previous $9.04 Million 12.83%

% of portfolio

0.07%

Previous 0.06%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$50.28 - $51.08 $1.28 Million - $1.31 Million	25,552 Added 14.48%	202,000 $10.2 Million
Q3 2024 Nov 13, 2024	BUY	$50.09 - $51.31 $654,876 - $670,826	13,074 Added 8.0%	176,448 $9.04 Million
Q2 2024 Aug 09, 2024	BUY	$49.93 - $50.33 $1.79 Million - $1.8 Million	35,761 Added 28.02%	163,374 $8.22 Million
Q1 2024 May 08, 2024	BUY	$50.23 - $50.75 $6.2 Million - $6.26 Million	123,408 Added 2934.79%	127,613 $6.44 Million
Q4 2023 Feb 07, 2024	BUY	$49.7 - $50.52 $208,988 - $212,436	4,205 New	4,205 $212,000
Q2 2023 Aug 11, 2023	SELL	$49.48 - $49.72 $17,416 - $17,501	-352 Reduced 7.18%	4,548 $226,000
Q1 2023 Apr 28, 2023	SELL	$49.26 - $49.62 $996,283 - $1 Million	-20,225 Reduced 80.5%	4,900 $243,000
Q4 2022 Feb 13, 2023	SELL	$49.01 - $49.3 $663,546 - $667,472	-13,539 Reduced 35.02%	25,125 $1.24 Million
Q3 2022 Nov 01, 2022	BUY	$49.19 - $49.38 $1.9 Million - $1.91 Million	38,664 New	38,664 $1.91 Million
Q3 2021 Oct 21, 2021	SELL	$50.12 - $50.16 $214,513 - $214,684	-4,280 Closed	0 $0
Q2 2021 Jul 29, 2021	SELL	$50.15 - $50.21 $11,183 - $11,196	-223 Reduced 4.95%	4,280 $214,000
Q1 2021 May 13, 2021	SELL	$50.15 - $50.25 $49,297 - $49,395	-983 Reduced 17.92%	4,503 $225,000
Q4 2020 Jan 22, 2021	SELL	$50.09 - $50.18 $639,198 - $640,346	-12,761 Reduced 69.93%	5,486 $275,000
Q3 2020 Oct 14, 2020	BUY	$49.97 - $50.15 $256,446 - $257,369	5,132 Added 39.13%	18,247 $912,000
Q2 2020 Aug 06, 2020	SELL	$48.5 - $50.01 $9,845 - $10,152	-203 Reduced 1.52%	13,115 $658,000
Q1 2020 Apr 30, 2020	BUY	$45.53 - $50.41 $606,368 - $671,360	13,318 New	13,318 $648,000

Others Institutions Holding NEAR

# of Institutions

365

Shares Held

42.9M

Call Options Held

Put Options Held

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Avantax Advisory Services, Inc. Blackrock Short Maturity Bond Transaction History