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

Wealth Plan Investment Management, LLC

  • $923 Million
  • Q3 2024

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 33,072 shares of NEAR stock, worth $1.67 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
33,072
Holding current value
$1.67 Million
% of portfolio
0.18%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
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
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More about NEAR
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