Wealth Plan Investment Management, LLC Blackrock Short Maturity Bond Transaction History

Wealth Plan Investment Management, LLC

$944 Million
Q1 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Blackrock Short Maturity Bond stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 30,135 shares of NEAR stock, worth $1.53 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

30,135

Previous 32,093 6.1%

Holding current value

$1.53 Million

Previous $1.62 Million 5.43%

% of portfolio

0.16%

Previous 0.17%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$50.4 - $50.89 $98,683 - $99,642	-1,958 Reduced 6.1%	30,135 $1.53 Million
Q4 2024 Jan 30, 2025	SELL	$50.28 - $51.08 $49,224 - $50,007	-979 Reduced 2.96%	32,093 $1.62 Million
Q3 2024 Nov 05, 2024	BUY	$50.09 - $51.31 $1.66 Million - $1.7 Million	33,072 New	33,072 $1.69 Million
Q3 2023 Nov 09, 2023	BUY	$49.55 - $49.89 $1.77 Million - $1.78 Million	35,768 New	35,768 $1.78 Million
Q4 2022 Feb 15, 2023	SELL	$49.01 - $49.3 $54,450 - $54,772	-1,111 Reduced 2.57%	42,043 $2.07 Million
Q3 2022 Dec 12, 2022	SELL	$49.19 - $49.38 $109,939 - $110,364	-2,235 Reduced 4.92%	43,154 $2.13 Million
Q1 2022 Sep 07, 2022	BUY	$49.51 - $49.96 $2.25 Million - $2.27 Million	45,389 New	45,389 $2.25 Million

Others Institutions Holding NEAR

# of Institutions

395

Shares Held

47.2M

Call Options Held

Put Options Held

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About BLACKROCK SHORT MATURITY BOND

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Wealth Plan Investment Management, LLC Blackrock Short Maturity Bond Transaction History