Iht Wealth Management, LLC Blackrock Short Maturity Bond Transaction History

Iht Wealth Management, LLC

$3.44 Billion
Q3 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 18, 2021	SELL	$50.15 - $50.25 $624,517 - $625,763	-12,453 Closed	0 $0
Q4 2020 Feb 17, 2021	SELL	$50.09 - $50.18 $108,294 - $108,489	-2,162 Reduced 14.79%	12,453 $625,000
Q3 2020 Nov 19, 2020	SELL	$49.97 - $50.15 $77,153 - $77,431	-1,544 Reduced 9.56%	14,615 $732,000
Q2 2020 Aug 14, 2020	SELL	$48.5 - $50.01 $178,577 - $184,136	-3,682 Reduced 18.56%	16,159 $808,000
Q1 2020 May 13, 2020	BUY	$45.53 - $50.41 $78,311 - $86,705	1,720 Added 9.49%	19,841 $962,000
Q4 2019 Feb 18, 2020	SELL	$50.21 - $50.36 $34,745 - $34,849	-692 Reduced 3.68%	18,121 $911,000
Q3 2019 Nov 15, 2019	BUY	$50.26 - $50.34 $632,873 - $633,881	12,592 Added 202.41%	18,813 $947,000
Q2 2019 Aug 12, 2019	SELL	N/A	-3,424 Reduced 35.5%	6,221 $313,000
Q1 2019 May 16, 2019	SELL	N/A	-1,007 Reduced 9.45%	9,645 $485,000
Q4 2018 Feb 15, 2019	BUY	N/A	1,354 Added 14.56%	10,652 $531,000
Q3 2018 Nov 14, 2018	BUY	N/A	3,292 Added 54.81%	9,298 $467,000
Q2 2018 Aug 13, 2018	BUY	N/A	4,414 Added 277.26%	6,006 $301,000
Q1 2018 May 15, 2018	BUY	N/A	381 Added 31.46%	1,592 $80,000
Q4 2017 Feb 14, 2018	BUY	N/A	1,211	1,211 $61,000

Others Institutions Holding NEAR

# of Institutions

347

Shares Held

38.7M

Call Options Held

0

Put Options Held

0

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