Liberty Wealth Management LLC Blackrock Short Maturity Bond Transaction History

Liberty Wealth Management LLC

$546 Million
Q2 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 15, 2022	SELL	$49.93 - $50.12 $107,449 - $107,858	-2,152 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$50.12 - $50.16 $200 - $200	4 Added 0.19%	2,152 $108,000
Q2 2021 Aug 13, 2021	SELL	$50.15 - $50.21 $5.3 Million - $5.3 Million	-105,611 Reduced 98.01%	2,148 $108,000
Q2 2021 Aug 13, 2021	BUY	$50.15 - $50.21 $5.28 Million - $5.29 Million	105,380 Added 4429.59%	107,759 $2.15 Million
Q4 2020 Feb 09, 2021	SELL	$50.09 - $50.18 $1.07 Million - $1.07 Million	-21,398 Reduced 89.99%	2,379 $119,000
Q3 2020 Nov 05, 2020	BUY	$49.97 - $50.15 $160,803 - $161,382	3,218 Added 15.65%	23,777 $1.19 Million
Q2 2020 Aug 04, 2020	SELL	$48.5 - $50.01 $585,977 - $604,220	-12,082 Reduced 37.01%	20,559 $1.03 Million
Q1 2020 Apr 27, 2020	BUY	$45.53 - $50.41 $348,122 - $385,434	7,646 Added 30.59%	32,641 $1.6 Million
Q4 2019 Feb 05, 2020	SELL	$50.21 - $50.36 $235,585 - $236,289	-4,692 Reduced 15.8%	24,995 $1.26 Million
Q3 2019 Oct 30, 2019	BUY	$50.26 - $50.34 $181,287 - $181,576	3,607 Added 13.83%	29,687 $1.49 Million
Q2 2019 Jul 30, 2019	SELL	N/A	-3,410 Reduced 11.56%	26,080 $1.31 Million
Q1 2019 Apr 18, 2019	BUY	N/A	1,272 Added 4.51%	29,490 $1.48 Million
Q4 2018 Mar 26, 2019	BUY	N/A	28,218 New	28,218 $1.41 Million

Others Institutions Holding NEAR

# of Institutions

345

Shares Held

40.1M

Call Options Held

0

Put Options Held

0

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