Valeo Financial Advisors, LLC Blackrock Short Maturity Bond Transaction History

Valeo Financial Advisors, LLC

$3.81 Billion
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 22, 2021	SELL	$50.15 - $50.21 $57,973 - $58,042	-1,156 Closed	0 $0
Q1 2021 Apr 12, 2021	BUY	$50.15 - $50.25 $100 - $100	2 Added 0.17%	1,156 $58,000
Q4 2020 Feb 11, 2021	SELL	$50.09 - $50.18 $29,252 - $29,305	-584 Reduced 33.6%	1,154 $58,000
Q2 2020 Jul 20, 2020	SELL	$48.5 - $50.01 $5,820 - $6,001	-120 Reduced 6.46%	1,738 $87,000
Q1 2020 Apr 13, 2020	BUY	$45.53 - $50.41 $5,463 - $6,049	120 Added 6.9%	1,858 $91,000
Q4 2019 Jan 24, 2020	SELL	$50.21 - $50.36 $249,895 - $250,641	-4,977 Reduced 74.12%	1,738 $87,000
Q3 2019 Oct 15, 2019	BUY	$50.26 - $50.34 $259,140 - $259,553	5,156 Added 330.72%	6,715 $338,000
Q2 2019 Jul 10, 2019	SELL	N/A	-3,202 Reduced 67.25%	1,559 $78,000
Q1 2019 Apr 12, 2019	SELL	N/A	-10,029 Reduced 67.81%	4,761 $239,000
Q4 2018 Jan 30, 2019	BUY	N/A	2,200 Added 17.47%	14,790 $737,000
Q3 2018 Nov 01, 2018	BUY	N/A	4,590 Added 57.38%	12,590 $631,000
Q1 2018 Apr 12, 2018	BUY	N/A	8,000 New	8,000 $401,000

Others Institutions Holding NEAR

# of Institutions

347

Shares Held

38.7M

Call Options Held

0

Put Options Held

0

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