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

Core Wealth Advisors, Inc.

$329 Million
Q2 2025

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 17,158 shares of NEAR stock, worth $877,974. This represents 0.27% of its overall portfolio holdings.

Number of Shares

17,158

Previous 17,158 -0.0%

Holding current value

$877,974

Previous $872,000 0.46%

% of portfolio

0.27%

Previous 0.29%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$50.4 - $50.89 $21,420 - $21,628	425 Added 2.54%	17,158 $872,000
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

408

Shares Held

47.9M

Call Options Held

Put Options Held

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About BLACKROCK SHORT MATURITY BOND

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