Heritage Wealth Advisors Blackrock Short Maturity Bond Transaction History

Heritage Wealth Advisors

$2.16 Billion
Q2 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 05, 2020	SELL	$45.53 - $50.41 $7.33 Million - $8.12 Million	-160,997 Closed	0 $0
Q4 2019 Feb 04, 2020	SELL	$50.21 - $50.36 $575,406 - $577,125	-11,460 Reduced 6.65%	160,997 $0
Q3 2019 Oct 30, 2019	SELL	$50.26 - $50.34 $676,750 - $677,828	-13,465 Reduced 7.24%	172,457 $8.68 Million
Q2 2019 Aug 05, 2019	SELL	N/A	-3,139 Reduced 1.66%	185,922 $0
Q1 2019 May 06, 2019	SELL	N/A	-4,918 Reduced 2.54%	189,061 $0
Q4 2018 Jan 28, 2019	BUY	N/A	7,884 Added 4.24%	193,979 $9.67 Million
Q3 2018 Nov 14, 2018	BUY	N/A	33,051 Added 21.6%	186,095 $9.34 Million
Q2 2018 Jul 19, 2018	BUY	N/A	8,844 Added 6.13%	153,044 $7.69 Million
Q1 2018 May 10, 2018	BUY	N/A	144,200 New	144,200 $7.24 Million

Others Institutions Holding NEAR

# of Institutions

345

Shares Held

40.1M

Call Options Held

0

Put Options Held

0

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