Spectrum Planning & Advisory Services Inc. Blackrock Short Maturity Bond Transaction History

Spectrum Planning & Advisory Services Inc.

$104 Million
Q1 2025

A detailed history of Spectrum Planning & Advisory Services Inc. transactions in Blackrock Short Maturity Bond stock. As of the latest transaction made, Spectrum Planning & Advisory Services Inc. holds 10,441 shares of NEAR stock, worth $531,342. This represents 0.51% of its overall portfolio holdings.

Number of Shares

10,441

Previous 10,957 4.71%

Holding current value

$531,342

Previous $553,000 3.98%

% of portfolio

0.51%

Previous 0.49%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	SELL	$50.4 - $50.89 $26,006 - $26,259	-516 Reduced 4.71%	10,441 $531,000
Q4 2024 Jan 22, 2025	BUY	$50.28 - $51.08 $115,342 - $117,177	2,294 Added 26.48%	10,957 $553,000
Q3 2024 Nov 08, 2024	BUY	$50.09 - $51.31 $91,865 - $94,102	1,834 Added 26.86%	8,663 $443,000
Q2 2024 Jul 18, 2024	BUY	$49.93 - $50.33 $25,214 - $25,416	505 Added 7.99%	6,829 $343,000
Q4 2023 Jan 18, 2024	SELL	$49.7 - $50.52 $3,131 - $3,182	-63 Reduced 0.99%	6,324 $319,000
Q3 2023 Oct 24, 2023	SELL	$49.55 - $49.89 $14,072 - $14,168	-284 Reduced 4.26%	6,387 $318,000
Q1 2023 Apr 18, 2023	BUY	$49.26 - $49.62 $1,132 - $1,141	23 Added 0.35%	6,671 $330,000
Q4 2022 Jan 19, 2023	SELL	$49.01 - $49.3 $21,613 - $21,741	-441 Reduced 6.22%	6,648 $0
Q3 2022 Oct 17, 2022	BUY	$49.19 - $49.38 $132,025 - $132,535	2,684 Added 60.93%	7,089 $349,000
Q2 2022 Jul 15, 2022	SELL	$49.22 - $49.57 $2,903 - $2,924	-59 Reduced 1.32%	4,405 $217,000
Q1 2022 Apr 18, 2022	BUY	$49.51 - $49.96 $990 - $999	20 Added 0.45%	4,464 $221,000
Q4 2021 Jan 19, 2022	BUY	$49.93 - $50.12 $6,690 - $6,716	134 Added 3.11%	4,444 $222,000
Q3 2021 Oct 13, 2021	SELL	$50.12 - $50.16 $7,317 - $7,323	-146 Reduced 3.28%	4,310 $216,000
Q2 2021 Jul 19, 2021	SELL	$50.15 - $50.21 $71,814 - $71,900	-1,432 Reduced 24.32%	4,456 $224,000
Q1 2021 Apr 27, 2021	SELL	$50.15 - $50.25 $12,487 - $12,512	-249 Reduced 4.06%	5,888 $296,000
Q4 2020 Feb 02, 2021	BUY	$50.09 - $50.18 $307,402 - $307,954	6,137 New	6,137 $308,000

Others Institutions Holding NEAR

# of Institutions

395

Shares Held

47.1M

Call Options Held

Put Options Held

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About BLACKROCK SHORT MATURITY BOND

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Spectrum Planning & Advisory Services Inc. Blackrock Short Maturity Bond Transaction History