Howard Wealth Management, LLC Blackrock Short Maturity Bond Transaction History

Howard Wealth Management, LLC

$127 Million
Q2 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 26, 2023	SELL	$49.01 - $49.3 $448,294 - $450,947	-9,147 Reduced 63.97%	5,153 $0
Q3 2022 Nov 01, 2022	BUY	$49.19 - $49.38 $260,707 - $261,714	5,300 Added 58.89%	14,300 $704,000
Q2 2022 Aug 09, 2022	SELL	$49.22 - $49.57 $884,680 - $890,971	-17,974 Reduced 66.63%	9,000 $443,000
Q1 2022 Apr 20, 2022	SELL	$49.51 - $49.96 $101,396 - $102,318	-2,048 Reduced 7.06%	26,974 $1.34 Million
Q4 2021 Jan 18, 2022	SELL	$49.93 - $50.12 $320,400 - $321,620	-6,417 Reduced 18.11%	29,022 $1.45 Million
Q3 2021 Oct 19, 2021	SELL	$50.12 - $50.16 $77,285 - $77,346	-1,542 Reduced 4.17%	35,439 $1.78 Million
Q2 2021 Jul 27, 2021	SELL	$50.15 - $50.21 $80,089 - $80,185	-1,597 Reduced 4.14%	36,981 $1.86 Million
Q1 2021 Apr 23, 2021	BUY	$50.15 - $50.25 $140,570 - $140,850	2,803 Added 7.84%	38,578 $1.94 Million
Q4 2020 Feb 02, 2021	BUY	$50.09 - $50.18 $310,307 - $310,865	6,195 Added 20.94%	35,775 $1.79 Million
Q3 2020 Oct 29, 2020	BUY	$49.97 - $50.15 $84,949 - $85,255	1,700 Added 6.1%	29,580 $1.48 Million
Q2 2020 Aug 03, 2020	BUY	$48.5 - $50.01 $229,405 - $236,547	4,730 Added 20.43%	27,880 $1.39 Million
Q1 2020 May 04, 2020	BUY	$45.53 - $50.41 $1.05 Million - $1.16 Million	23,050 Added 23050.0%	23,150 $1.12 Million
Q4 2019 Feb 05, 2020	BUY	$50.21 - $50.36 $5,021 - $5,036	100 New	100 $5,000

Others Institutions Holding NEAR

# of Institutions

345

Shares Held

40.1M

Call Options Held

0

Put Options Held

0

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