Planning Alternatives LTD Blackrock Short Maturity Bond Transaction History

Planning Alternatives LTD

$648 Million
Q1 2025

A detailed history of Planning Alternatives LTD transactions in Blackrock Short Maturity Bond stock. As of the latest transaction made, Planning Alternatives LTD holds 21,997 shares of NEAR stock, worth $1.12 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

21,997

Previous 24,868 11.54%

Holding current value

$1.12 Million

Previous $1.26 Million 10.92%

% of portfolio

0.17%

Previous 0.19%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$50.4 - $50.89 $144,698 - $146,105	-2,871 Reduced 11.54%	21,997 $1.12 Million
Q3 2024 Nov 12, 2024	SELL	$50.09 - $51.31 $1.18 Million - $1.21 Million	-23,638 Reduced 48.73%	24,868 $1.27 Million
Q2 2024 Jul 25, 2024	SELL	$49.93 - $50.33 $687,386 - $692,893	-13,767 Reduced 22.11%	48,506 $2.44 Million
Q1 2024 Apr 17, 2024	SELL	$50.23 - $50.75 $3.94 Million - $3.98 Million	-78,515 Reduced 55.77%	62,273 $3.14 Million
Q4 2023 Jan 23, 2024	BUY	$49.7 - $50.52 $1.37 Million - $1.39 Million	27,558 Added 24.34%	140,788 $7.11 Million
Q3 2023 Oct 17, 2023	SELL	$49.55 - $49.89 $22,049 - $22,201	-445 Reduced 0.39%	113,230 $5.65 Million
Q2 2023 Jul 18, 2023	SELL	$49.48 - $49.72 $113,556 - $114,107	-2,295 Reduced 1.98%	113,675 $5.65 Million
Q1 2023 May 04, 2023	SELL	$49.26 - $49.62 $53.4 Million - $53.8 Million	-1,084,635 Reduced 90.34%	115,970 $5.75 Million
Q4 2022 Jan 19, 2023	BUY	$49.01 - $49.3 $58.8 Million - $59.2 Million	1,200,605 New	1,200,605 $0

Others Institutions Holding NEAR

# of Institutions

399

Shares Held

47.2M

Call Options Held

Put Options Held

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Planning Alternatives LTD Blackrock Short Maturity Bond Transaction History