Aletheian Wealth Advisors LLC Blackrock Short Maturity Bond Transaction History

Aletheian Wealth Advisors LLC

  • $170 Million
  • Q1 2025

A detailed history of Aletheian Wealth Advisors LLC transactions in Blackrock Short Maturity Bond stock. As of the latest transaction made, Aletheian Wealth Advisors LLC holds 21,537 shares of NEAR stock, worth $1.09 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares
21,537
Previous 20,490 5.11%
Holding current value
$1.09 Million
Previous $1.03 Million 5.9%
% of portfolio
0.64%
Previous 0.64%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 08, 2025
BUY
$50.4 - $50.89 $52,768 - $53,281
1,047 Added 5.11%
21,537 $1.1 Million
Q4 2024

Feb 14, 2025
BUY
$50.28 - $51.08 $8,547 - $8,683
170 Added 0.84%
20,490 $1.03 Million
Q3 2024

Oct 25, 2024
BUY
$50.09 - $51.31 $31,005 - $31,760
619 Added 3.14%
20,320 $1.04 Million
Q2 2024

Jul 26, 2024
BUY
$49.93 - $50.33 $30,257 - $30,499
606 Added 3.17%
19,701 $991,000
Q1 2024

Apr 15, 2024
BUY
$50.23 - $50.75 $148,178 - $149,712
2,950 Added 18.27%
19,095 $963,000
Q4 2023

Jan 05, 2024
BUY
$49.7 - $50.52 $60,932 - $61,937
1,226 Added 8.22%
16,145 $815,000
Q3 2023

Oct 04, 2023
BUY
$49.55 - $49.89 $9,067 - $9,129
183 Added 1.24%
14,919 $744,000
Q2 2023

Jul 13, 2023
BUY
$49.48 - $49.72 $96,337 - $96,804
1,947 Added 15.22%
14,736 $732,000
Q1 2023

May 11, 2023
SELL
$49.26 - $49.62 $1.15 Million - $1.16 Million
-23,385 Reduced 64.65%
12,789 $634,000
Q4 2022

Jan 17, 2023
BUY
$49.01 - $49.3 $8,037 - $8,085
164 Added 0.46%
36,174 $0
Q3 2022

Oct 14, 2022
BUY
$49.19 - $49.38 $4,869 - $4,888
99 Added 0.28%
36,010 $1.77 Million
Q2 2022

Jul 11, 2022
BUY
$49.22 - $49.57 $41,984 - $42,283
853 Added 2.43%
35,911 $1.77 Million
Q1 2022

Apr 18, 2022
BUY
$49.51 - $49.96 $335,281 - $338,329
6,772 Added 23.94%
35,058 $1.74 Million
Q4 2021

Apr 12, 2022
BUY
$49.93 - $50.12 $1.41 Million - $1.42 Million
28,286 New
28,286 $1.41 Million

Others Institutions Holding NEAR

# of Institutions
374
Shares Held
42.9M
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
Track This Portfolio

Track Aletheian Wealth Advisors LLC Portfolio

Follow Aletheian Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aletheian Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aletheian Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email