Strategic Wealth Advisors Group, LLC Blackrock Short Maturity Bond Transaction History

Strategic Wealth Advisors Group, LLC

$2.33 Billion
Q3 2022

A detailed history of Strategic Wealth Advisors Group, LLC transactions in Blackrock Short Maturity Bond stock. As of the latest transaction made, Strategic Wealth Advisors Group, LLC holds 63,714 shares of NEAR stock, worth $3.23 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

63,714

Previous 59,605 6.89%

Holding current value

$3.23 Million

Previous $2.94 Million 6.91%

% of portfolio

0.13%

Previous 0.12%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 10, 2022	BUY	$49.19 - $49.38 $202,121 - $202,902	4,109 Added 6.89%	63,714 $3.14 Million
Q2 2022 Aug 12, 2022	BUY	$49.22 - $49.57 $106,413 - $107,170	2,162 Added 3.76%	59,605 $2.94 Million
Q1 2022 May 10, 2022	BUY	$49.51 - $49.96 $656,255 - $662,219	13,255 Added 30.0%	57,443 $2.85 Million
Q4 2021 Feb 16, 2022	BUY	$49.93 - $50.12 $422,907 - $424,516	8,470 Added 23.71%	44,188 $2.21 Million
Q3 2021 Nov 17, 2021	SELL	$50.12 - $50.16 $131,815 - $131,920	-2,630 Reduced 6.86%	35,718 $1.79 Million
Q2 2021 Aug 10, 2021	SELL	$50.15 - $50.21 $290,368 - $290,715	-5,790 Reduced 13.12%	38,348 $1.92 Million
Q1 2021 May 07, 2021	BUY	$50.15 - $50.25 $366,245 - $366,975	7,303 Added 19.83%	44,138 $2.22 Million
Q4 2020 Feb 12, 2021	BUY	$50.09 - $50.18 $198,506 - $198,863	3,963 Added 12.06%	36,835 $1.85 Million
Q3 2020 Nov 30, 2020	SELL	$49.97 - $50.15 $19,988 - $20,060	-400 Reduced 1.2%	32,872 $1.65 Million
Q2 2020 Aug 03, 2020	SELL	$48.5 - $50.01 $931,103 - $960,091	-19,198 Reduced 36.59%	33,272 $1.66 Million
Q1 2020 May 05, 2020	BUY	$45.53 - $50.41 $571,128 - $632,343	12,544 Added 31.42%	52,470 $2.55 Million
Q4 2019 Feb 10, 2020	SELL	$50.21 - $50.36 $585,046 - $586,794	-11,652 Reduced 22.59%	39,926 $2.01 Million
Q3 2019 Nov 04, 2019	SELL	$50.26 - $50.34 $442,539 - $443,243	-8,805 Reduced 14.58%	51,578 $2.6 Million
Q2 2019 Aug 13, 2019	SELL	N/A	-4,662 Reduced 7.17%	60,383 $3.04 Million
Q1 2019 May 02, 2019	SELL	N/A	-11,209 Reduced 14.7%	65,045 $0
Q4 2018 Feb 12, 2019	BUY	N/A	76,254 New	76,254 $3.8 Million
Q3 2018 Nov 07, 2018	SELL	N/A	-28,895 Closed	0 $0
Q2 2018 Sep 17, 2018	BUY	N/A	1,175 Added 4.24%	28,895 $1.45 Million
Q1 2018 May 08, 2018	BUY	N/A	3,243 Added 13.25%	27,720 $1.39 Million
Q4 2017 Mar 08, 2018	BUY	N/A	11,665 Added 91.05%	24,477 $1.23 Million
Q3 2017 Nov 07, 2017	BUY	N/A	273 Added 2.18%	12,812 $644,000
Q2 2017 Aug 16, 2017	BUY	N/A	12,539	12,539 $630,000

Others Institutions Holding NEAR

# of Institutions

348

Shares Held

38.7M

Call Options Held

Put Options Held

View Full List

About BLACKROCK SHORT MATURITY BOND

Ticker NEAR
Sector ETFs
Industry ETFs

More about NEAR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Wealth Advisors Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Advisors Group, LLC with notifications on news.

Account

Strategic Wealth Advisors Group, LLC Blackrock Short Maturity Bond Transaction History