Sugarloaf Wealth Management, LLC Blackrock Short Maturity Bond Transaction History

Sugarloaf Wealth Management, LLC

  • $493 Million
  • Q3 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Blackrock Short Maturity Bond stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 9,785 shares of NEAR stock, worth $495,023. This represents 0.1% of its overall portfolio holdings.

Number of Shares
9,785
Previous 14,409 32.09%
Holding current value
$495,023
Previous $725,000 30.9%
% of portfolio
0.1%
Previous 0.16%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024
SELL
$50.09 - $51.31 $231,616 - $237,257
-4,624 Reduced 32.09%
9,785 $501,000
Q2 2024

Jul 08, 2024
SELL
$49.93 - $50.33 $253,494 - $255,525
-5,077 Reduced 26.05%
14,409 $725,000
Q4 2023

Jan 10, 2024
SELL
$49.7 - $50.52 $252,326 - $256,490
-5,077 Reduced 20.67%
19,486 $984,000
Q2 2023

Jul 13, 2023
BUY
$49.48 - $49.72 $399,501 - $401,439
8,074 Added 48.97%
24,563 $1.22 Million
Q1 2023

Apr 26, 2023
SELL
$49.26 - $49.62 $75,022 - $75,571
-1,523 Reduced 8.46%
16,489 $817,000
Q4 2022

Feb 03, 2023
BUY
$49.01 - $49.3 $101,303 - $101,903
2,067 Added 12.96%
18,012 $887,000
Q3 2022

Oct 11, 2022
BUY
$49.19 - $49.38 $309,405 - $310,600
6,290 Added 65.15%
15,945 $1.29 Million
Q2 2022

Jul 12, 2022
BUY
$49.22 - $49.57 $199,341 - $200,758
4,050 Added 72.26%
9,655 $476,000
Q1 2022

Apr 25, 2022
SELL
$49.51 - $49.96 $100,059 - $100,969
-2,021 Reduced 26.5%
5,605 $278,000
Q4 2021

Jan 20, 2022
BUY
$49.93 - $50.12 $399 - $400
8 Added 0.11%
7,626 $381,000
Q3 2021

Oct 20, 2021
BUY
$50.12 - $50.16 $8,971 - $8,978
179 Added 2.41%
7,618 $382,000
Q2 2021

Jul 20, 2021
SELL
$50.15 - $50.21 $1,354 - $1,355
-27 Reduced 0.36%
7,439 $373,000
Q1 2021

Apr 19, 2021
SELL
$50.15 - $50.25 $654,357 - $655,662
-13,048 Reduced 63.61%
7,466 $375,000
Q4 2020

Feb 03, 2021
BUY
$50.09 - $50.18 $498,946 - $499,842
9,961 Added 94.39%
20,514 $1.03 Million
Q3 2020

Nov 03, 2020
SELL
$49.97 - $50.15 $697,881 - $700,394
-13,966 Reduced 56.96%
10,553 $880,000
Q2 2020

Jul 21, 2020
BUY
$48.5 - $50.01 $227,950 - $235,047
4,700 Added 23.71%
24,519 $1.23 Million
Q1 2020

Apr 15, 2020
BUY
$45.53 - $50.41 $671,658 - $743,648
14,752 Added 291.14%
19,819 $961,000
Q4 2019

Jan 29, 2020
BUY
$50.21 - $50.36 $254,414 - $255,174
5,067 New
5,067 $255,000

Others Institutions Holding NEAR

# of Institutions
347
Shares Held
38.7M
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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