Phillips Financial Management, LLC Blackrock Short Maturity Bond Transaction History

Phillips Financial Management, LLC

  • $1.25 Billion
  • Q3 2024

A detailed history of Phillips Financial Management, LLC transactions in Blackrock Short Maturity Bond stock. As of the latest transaction made, Phillips Financial Management, LLC holds 7,208 shares of NEAR stock, worth $365,517. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,208
Previous 7,383 2.37%
Holding current value
$365,517
Previous $371,000 0.54%
% of portfolio
0.03%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024
SELL
$50.09 - $51.31 $8,765 - $8,979
-175 Reduced 2.37%
7,208 $369,000
Q2 2024

Aug 08, 2024
SELL
$49.93 - $50.33 $124,625 - $125,623
-2,496 Reduced 25.27%
7,383 $371,000
Q1 2024

Apr 23, 2024
BUY
$50.23 - $50.75 $161,439 - $163,110
3,214 Added 48.22%
9,879 $498,000
Q4 2023

Jan 25, 2024
BUY
$49.7 - $50.52 $331,250 - $336,715
6,665 New
6,665 $336,000

Others Institutions Holding NEAR

# of Institutions
348
Shares Held
38.7M
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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