Core Wealth Advisors, Inc. Blackrock Short Maturity Bond Transaction History

Core Wealth Advisors, Inc.

  • $301 Million
  • Q4 2024

A detailed history of Core Wealth Advisors, Inc. transactions in Blackrock Short Maturity Bond stock. As of the latest transaction made, Core Wealth Advisors, Inc. holds 16,733 shares of NEAR stock, worth $851,040. This represents 0.28% of its overall portfolio holdings.

Number of Shares
16,733
Previous 14,762 13.35%
Holding current value
$851,040
Previous $756,000 11.77%
% of portfolio
0.28%
Previous 0.24%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$50.28 - $51.08 $99,101 - $100,678
1,971 Added 13.35%
16,733 $845,000
Q2 2024

Aug 15, 2024
BUY
$49.93 - $50.33 $49,680 - $50,078
995 Added 7.23%
14,762 $742,000
Q3 2023

Nov 13, 2023
BUY
$49.55 - $49.89 $60,054 - $60,466
1,212 Added 9.65%
13,767 $686,000
Q2 2023

Aug 14, 2023
BUY
$49.48 - $49.72 $157,000 - $157,761
3,173 Added 33.82%
12,555 $624,000
Q1 2023

Apr 27, 2023
BUY
$49.26 - $49.62 $387,873 - $390,707
7,874 Added 522.15%
9,382 $465,000
Q4 2022

Feb 14, 2023
BUY
$49.01 - $49.3 $73,907 - $74,344
1,508 New
1,508 $74,000

Others Institutions Holding NEAR

# of Institutions
368
Shares Held
42.9M
Call Options Held
0
Put Options Held
0
View Full List

About BLACKROCK SHORT MATURITY BOND

NEAR Quotes by TradingView
  • Ticker NEAR
  • Sector ETFs
  • Industry ETFs
More about NEAR
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