Spire Wealth Management Blackrock Short Maturity Bond Transaction History

Spire Wealth Management

$3.13 Billion
Q4 2024

A detailed history of Spire Wealth Management transactions in Blackrock Short Maturity Bond stock. As of the latest transaction made, Spire Wealth Management holds 1,360 shares of NEAR stock, worth $68,979. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,360

Previous 1,358 0.15%

Holding current value

$68,979

Previous $69,000 1.45%

% of portfolio

0.0%

Previous 0.0%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$50.28 - $51.08 $100 - $102	2 Added 0.15%	1,360 $68,000
Q3 2024 Oct 15, 2024	SELL	$50.09 - $51.31 $76,387 - $78,247	-1,525 Reduced 52.9%	1,358 $69,000
Q2 2024 Jul 31, 2024	SELL	$49.93 - $50.33 $639,054 - $644,173	-12,799 Reduced 81.62%	2,883 $145,000
Q1 2024 Apr 24, 2024	SELL	$50.23 - $50.75 $1,758 - $1,776	-35 Reduced 0.22%	15,682 $791,000
Q4 2023 Feb 06, 2024	SELL	$49.7 - $50.52 $3,578 - $3,637	-72 Reduced 0.46%	15,717 $794,000
Q3 2023 Nov 08, 2023	SELL	$49.55 - $49.89 $34,387 - $34,623	-694 Reduced 4.21%	15,789 $787,000
Q2 2023 Aug 09, 2023	SELL	$49.48 - $49.72 $22,117 - $22,224	-447 Reduced 2.64%	16,483 $819,000
Q1 2023 May 09, 2023	BUY	$49.26 - $49.62 $162,656 - $163,845	3,302 Added 24.23%	16,930 $839,000
Q4 2022 Feb 03, 2023	SELL	$49.01 - $49.3 $173,593 - $174,620	-3,542 Reduced 20.63%	13,628 $671,000
Q3 2022 Nov 07, 2022	SELL	$49.19 - $49.38 $121,843 - $122,314	-2,477 Reduced 12.61%	17,170 $846,000
Q2 2022 Jul 22, 2022	SELL	$49.22 - $49.57 $590,000 - $594,195	-11,987 Reduced 37.89%	19,647 $968,000
Q1 2022 Apr 18, 2022	BUY	$49.51 - $49.96 $13,268 - $13,389	268 Added 0.85%	31,634 $1.57 Million
Q4 2021 Jan 14, 2022	BUY	$49.93 - $50.12 $21,819 - $21,902	437 Added 1.41%	31,366 $1.57 Million
Q3 2021 Oct 22, 2021	SELL	$50.12 - $50.16 $66,158 - $66,211	-1,320 Reduced 4.09%	30,929 $1.55 Million
Q2 2021 Jul 26, 2021	SELL	$50.15 - $50.21 $171,312 - $171,517	-3,416 Reduced 9.58%	32,249 $1.62 Million
Q1 2021 May 21, 2021	BUY	$50.15 - $50.25 $1.79 Million - $1.79 Million	35,665 New	35,665 $1.79 Million

Others Institutions Holding NEAR

# of Institutions

367

Shares Held

42.9M

Call Options Held

Put Options Held

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About BLACKROCK SHORT MATURITY BOND

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Spire Wealth Management Blackrock Short Maturity Bond Transaction History