Financial Advocates Investment Management Blackrock Short Maturity Bond Transaction History

Financial Advocates Investment Management

$1.78 Billion
Q3 2024

A detailed history of Financial Advocates Investment Management transactions in Blackrock Short Maturity Bond stock. As of the latest transaction made, Financial Advocates Investment Management holds 51,755 shares of NEAR stock, worth $2.62 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

51,755

Previous 52,352 1.14%

Holding current value

$2.62 Million

Previous $2.63 Million 0.65%

% of portfolio

0.15%

Previous 0.17%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	SELL	$50.09 - $51.31 $29,903 - $30,632	-597 Reduced 1.14%	51,755 $2.65 Million
Q2 2024 Jul 26, 2024	BUY	$49.93 - $50.33 $326,142 - $328,755	6,532 Added 14.26%	52,352 $2.63 Million
Q1 2024 May 01, 2024	SELL	$50.23 - $50.75 $81,473 - $82,316	-1,622 Reduced 3.42%	45,820 $2.31 Million
Q4 2023 Feb 08, 2024	SELL	$49.7 - $50.52 $66,896 - $67,999	-1,346 Reduced 2.76%	47,442 $2.4 Million
Q3 2023 Oct 27, 2023	BUY	$49.55 - $49.89 $581,568 - $585,558	11,737 Added 31.68%	48,788 $2.43 Million
Q2 2023 Aug 07, 2023	BUY	$49.48 - $49.72 $76,644 - $77,016	1,549 Added 4.36%	37,051 $1.84 Million
Q1 2023 May 11, 2023	SELL	$49.26 - $49.62 $43,939 - $44,261	-892 Reduced 2.45%	35,502 $1.76 Million
Q4 2022 Feb 14, 2023	SELL	$49.01 - $49.3 $121,887 - $122,609	-2,487 Reduced 6.4%	36,394 $1.79 Million
Q3 2022 Nov 14, 2022	SELL	$49.19 - $49.38 $57,207 - $57,428	-1,163 Reduced 2.9%	38,881 $1.92 Million
Q2 2022 Aug 12, 2022	SELL	$49.22 - $49.57 $473,939 - $477,309	-9,629 Reduced 19.38%	40,044 $1.97 Million
Q1 2022 May 11, 2022	BUY	$49.51 - $49.96 $1.64 Million - $1.65 Million	33,090 Added 199.54%	49,673 $2.46 Million
Q4 2021 Feb 14, 2022	SELL	$49.93 - $50.12 $71,899 - $72,172	-1,440 Reduced 7.99%	16,583 $829,000
Q3 2021 Nov 04, 2021	SELL	$50.12 - $50.16 $87,659 - $87,729	-1,749 Reduced 8.85%	18,023 $892,000
Q2 2021 Aug 03, 2021	BUY	$50.15 - $50.21 $72,867 - $72,955	1,453 Added 7.93%	19,772 $1.1 Million
Q1 2021 May 10, 2021	SELL	$50.15 - $50.25 $209,627 - $210,045	-4,180 Reduced 18.58%	18,319 $919,000
Q4 2020 Feb 12, 2021	SELL	$50.09 - $50.18 $35,613 - $35,677	-711 Reduced 3.06%	22,499 $1.13 Million
Q3 2020 Nov 04, 2020	SELL	$49.97 - $50.15 $716,619 - $719,201	-14,341 Reduced 38.19%	23,210 $1.16 Million
Q2 2020 Aug 14, 2020	SELL	$48.5 - $50.01 $201,614 - $207,891	-4,157 Reduced 9.97%	37,551 $1.88 Million
Q1 2020 Apr 29, 2020	SELL	$45.53 - $50.41 $784,345 - $868,413	-17,227 Reduced 29.23%	41,708 $2.02 Million
Q4 2019 Feb 13, 2020	BUY	$50.21 - $50.36 $478,802 - $480,232	9,536 Added 19.3%	58,935 $2.96 Million
Q3 2019 Nov 13, 2019	SELL	$50.26 - $50.34 $765,660 - $766,879	-15,234 Reduced 23.57%	49,399 $2.49 Million
Q2 2019 Aug 08, 2019	SELL	N/A	-7,461 Reduced 10.35%	64,633 $3.25 Million
Q1 2019 May 16, 2019	BUY	N/A	19,422 Added 36.87%	72,094 $3.62 Million
Q4 2018 May 09, 2019	BUY	N/A	40,908 Added 347.74%	52,672 $2.63 Million
Q4 2018 Mar 04, 2019	SELL	N/A	-40,908 Reduced 77.67%	11,764 $586,000
Q4 2018 Feb 14, 2019	SELL	N/A	-3,675 Reduced 6.52%	52,672 $0
Q3 2018 Nov 14, 2018	BUY	N/A	6,004 Added 11.93%	56,347 $0
Q2 2018 Aug 09, 2018	SELL	N/A	-2,943 Reduced 5.52%	50,343 $2.52 Million
Q1 2018 May 11, 2018	BUY	N/A	26,414 Added 98.3%	53,286 $2.67 Million
Q4 2017 Feb 15, 2018	BUY	N/A	26,872	26,872 $1.35 Million

Others Institutions Holding NEAR

# of Institutions

347

Shares Held

38.7M

Call Options Held

Put Options Held

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Financial Advocates Investment Management Blackrock Short Maturity Bond Transaction History