Ropes Wealth Advisors LLC Blackrock Short Maturity Bond Transaction History

Ropes Wealth Advisors LLC

  • $512 Million
  • Q3 2023

A detailed history of Ropes Wealth Advisors LLC transactions in Blackrock Short Maturity Bond stock. As of the latest transaction made, Ropes Wealth Advisors LLC holds 8,378 shares of NEAR stock, worth $419,989. This represents 0.08% of its overall portfolio holdings.

Number of Shares
8,378
Previous 8,284 1.13%
Holding current value
$419,989
Previous $411,000 1.46%
% of portfolio
0.08%
Previous 0.07%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 19, 2023
BUY
$49.55 - $49.89 $4,657 - $4,689
94 Added 1.13%
8,378 $417,000
Q2 2023

Aug 07, 2023
BUY
$49.48 - $49.72 $4,304 - $4,325
87 Added 1.06%
8,284 $411,000
Q1 2023

May 08, 2023
BUY
$49.26 - $49.62 $149,208 - $150,298
3,029 Added 58.61%
8,197 $406,000
Q4 2022

Feb 06, 2023
SELL
$49.03 - $49.3 $42,656 - $42,891
-870 Reduced 14.41%
5,168 $254,000
Q3 2022

Nov 01, 2022
BUY
N/A
913 Added 17.81%
6,038 $297,000
Q3 2021

Nov 05, 2021
SELL
N/A
-2,475 Reduced 32.57%
5,125 $257,000
Q2 2020

Jul 20, 2020
BUY
N/A
7,600 New
7,600 $380,000
Q1 2020

Apr 24, 2020
SELL
N/A
-9,975 Closed
0 $0
Q4 2019

Feb 05, 2020
BUY
N/A
9,975 New
9,975 $501,000

Others Institutions Holding NEAR

# of Institutions
348
Shares Held
40.6M
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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