Jgp Wealth Management, LLC Blackrock Short Maturity Bond Transaction History

Jgp Wealth Management, LLC

  • $886 Million
  • Q3 2025

A detailed history of Jgp Wealth Management, LLC transactions in Blackrock Short Maturity Bond stock. As of the latest transaction made, Jgp Wealth Management, LLC holds 10,403 shares of NEAR stock, worth $532,009. This represents 0.06% of its overall portfolio holdings.

Number of Shares
10,403
Previous 10,362 0.4%
Holding current value
$532,009
Previous $529,000 0.76%
% of portfolio
0.06%
Previous 0.07%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025
BUY
$50.8 - $51.32 $2,082 - $2,104
41 Added 0.4%
10,403 $533,000
Q2 2025

Jul 28, 2025
SELL
$50.41 - $51.17 $547,301 - $555,552
-10,857 Reduced 51.17%
10,362 $529,000
Q1 2025

Apr 08, 2025
BUY
$50.4 - $50.89 $1,512 - $1,526
30 Added 0.14%
21,219 $1.08 Million
Q4 2024

Jan 14, 2025
BUY
$50.28 - $51.08 $333,808 - $339,120
6,639 Added 45.63%
21,189 $1.07 Million
Q3 2024

Oct 09, 2024
BUY
$50.09 - $51.31 $2,604 - $2,668
52 Added 0.36%
14,550 $745,000
Q2 2024

Jul 12, 2024
BUY
$49.93 - $50.33 $723,885 - $729,684
14,498 New
14,498 $729,000

Others Institutions Holding NEAR

# of Institutions
414
Shares Held
50.8M
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
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