Geo Wealth Management, LLC Blackrock Short Maturity Bond Transaction History

Geo Wealth Management, LLC

  • $2.73 Billion
  • Q3 2024

A detailed history of Geo Wealth Management, LLC transactions in Blackrock Short Maturity Bond stock. As of the latest transaction made, Geo Wealth Management, LLC holds 143,794 shares of NEAR stock, worth $7.27 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
143,794
Previous 52,864 172.01%
Holding current value
$7.27 Million
Previous $2.66 Million 176.99%
% of portfolio
0.27%
Previous 0.12%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$50.09 - $51.31 $4.55 Million - $4.67 Million
90,930 Added 172.01%
143,794 $7.37 Million
Q2 2024

Aug 12, 2024
BUY
$49.93 - $50.33 $108,497 - $109,367
2,173 Added 4.29%
52,864 $2.66 Million
Q1 2024

May 15, 2024
SELL
$50.23 - $50.75 $2.55 Million - $2.57 Million
-50,691 Closed
0 $0
Q1 2024

May 15, 2024
SELL
$50.23 - $50.75 $1.98 Million - $2 Million
-39,448 Reduced 43.76%
50,691 $2.56 Million
Q4 2023

Feb 13, 2024
BUY
$49.7 - $50.52 $4.47 Million - $4.55 Million
90,026 Added 79669.03%
90,139 $4.55 Million
Q3 2023

Nov 13, 2023
BUY
$49.55 - $49.89 $5,599 - $5,637
113 New
113 $5,000
Q2 2022

Aug 12, 2022
SELL
$49.22 - $49.57 $314,515 - $316,752
-6,390 Closed
0 $0
Q1 2022

May 13, 2022
BUY
$49.51 - $49.96 $316,368 - $319,244
6,390 New
6,390 $317,000
Q4 2021

Feb 14, 2022
SELL
$49.93 - $50.12 $2.24 Million - $2.25 Million
-44,885 Closed
0 $0
Q3 2021

Nov 12, 2021
SELL
$50.12 - $50.16 $180,482 - $180,626
-3,601 Reduced 7.43%
44,885 $2.25 Million
Q2 2021

Aug 17, 2021
BUY
$50.15 - $50.21 $2.43 Million - $2.43 Million
48,486 New
48,486 $2.43 Million
Q1 2021

May 13, 2021
SELL
$50.15 - $50.25 $2.68 Million - $2.68 Million
-53,358 Closed
0 $0
Q4 2020

Feb 12, 2021
BUY
$50.09 - $50.18 $97,925 - $98,101
1,955 Added 3.8%
53,358 $2.68 Million
Q3 2020

Nov 13, 2020
SELL
$49.97 - $50.15 $199,130 - $199,847
-3,985 Reduced 7.19%
51,403 $2.58 Million
Q2 2020

Aug 14, 2020
SELL
$48.5 - $50.01 $5.51 Million - $5.69 Million
-113,686 Reduced 67.24%
55,388 $2.77 Million
Q1 2020

May 13, 2020
BUY
$45.53 - $50.41 $791,994 - $876,881
17,395 Added 11.47%
169,074 $8.2 Million
Q4 2019

Feb 13, 2020
BUY
$50.21 - $50.36 $7.62 Million - $7.64 Million
151,679 New
151,679 $7.62 Million

Others Institutions Holding NEAR

# of Institutions
347
Shares Held
38.7M
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
Track This Portfolio

Track Geo Wealth Management, LLC Portfolio

Follow Geo Wealth Management, 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 Geo Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Geo Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email