A detailed history of Ever Source Wealth Advisors, LLC transactions in Blackrock Short Maturity Bond stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 4,627 shares of NEAR stock, worth $237,133. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,627
Previous 1,510 206.42%
Holding current value
$237,133
Previous $76,000 210.53%
% of portfolio
0.01%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025

BUY
$50.41 - $51.17 $157,127 - $159,496
3,117 Added 206.42%
4,627 $236,000
Q1 2025

May 13, 2025

BUY
$50.4 - $50.89 $75,852 - $76,589
1,505 Added 30100.0%
1,510 $76,000
Q4 2024

Feb 07, 2025

BUY
$50.28 - $51.08 $251 - $255
5 New
5 $0
Q3 2022

Nov 07, 2022

BUY
$49.19 - $49.38 $5.47 Million - $5.49 Million
111,163 New
111,163 $5.48 Million

Others Institutions Holding NEAR

About BLACKROCK SHORT MATURITY BOND


  • Ticker NEAR
  • Sector ETFs
  • Industry ETFs
More about NEAR
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.