Acorn Wealth Advisors, LLC Blackrock Short Maturity Bond Transaction History

Acorn Wealth Advisors, LLC

$194 Million
Q2 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 16, 2021	SELL	$50.09 - $50.18 $280,253 - $280,757	-5,595 Closed	0 $0
Q3 2020 Nov 04, 2020	BUY	$49.97 - $50.15 $849 - $852	17 Added 0.3%	5,595 $280,000
Q2 2020 Aug 19, 2020	BUY	$48.5 - $50.01 $1,358 - $1,400	28 Added 0.5%	5,578 $279,000
Q1 2020 May 13, 2020	BUY	$45.53 - $50.41 $1,001 - $1,109	22 Added 0.4%	5,550 $269,000
Q4 2019 Feb 07, 2020	BUY	$50.21 - $50.36 $1,104 - $1,107	22 Added 0.4%	5,528 $278,000
Q3 2019 Nov 21, 2019	BUY	$50.26 - $50.34 $1,809 - $1,812	36 Added 0.66%	5,506 $277,000
Q2 2019 Aug 14, 2019	BUY	N/A	51 Added 0.94%	5,470 $275,000
Q1 2019 May 08, 2019	SELL	N/A	-1,325 Reduced 19.65%	5,419 $272,000
Q4 2018 Feb 04, 2019	BUY	N/A	41 Added 0.61%	6,744 $336,000
Q3 2018 Nov 13, 2018	BUY	N/A	54 Added 0.81%	6,703 $335,000
Q2 2018 Aug 10, 2018	BUY	N/A	153 Added 2.36%	6,649 $333,000
Q1 2018 May 14, 2018	BUY	N/A	6,496 New	6,496 $326,000

Others Institutions Holding NEAR

# of Institutions

350

Shares Held

39.7M

Call Options Held

0

Put Options Held

0

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