Dakota Wealth Management Blackrock Short Maturity Bond Transaction History

Dakota Wealth Management

  • $4.83 Billion
  • Q3 2025

A detailed history of Dakota Wealth Management transactions in Blackrock Short Maturity Bond stock. As of the latest transaction made, Dakota Wealth Management holds 9,831 shares of NEAR stock, worth $502,757. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,831
Previous 12,181 19.29%
Holding current value
$502,757
Previous $622,000 18.97%
% of portfolio
0.01%
Previous 0.01%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
SELL
$50.8 - $51.32 $119,380 - $120,602
-2,350 Reduced 19.29%
9,831 $504,000
Q2 2025

Jul 16, 2025
SELL
$50.41 - $51.17 $50,410 - $51,170
-1,000 Reduced 7.59%
12,181 $622,000
Q4 2024

Jan 17, 2025
SELL
$50.28 - $51.08 $31,475 - $31,976
-626 Reduced 4.53%
13,181 $665,000
Q3 2024

Oct 23, 2024
SELL
$50.09 - $51.31 $61,159 - $62,649
-1,221 Reduced 8.12%
13,807 $707,000
Q2 2024

Jul 19, 2024
SELL
$49.93 - $50.33 $36,748 - $37,042
-736 Reduced 4.67%
15,028 $756,000
Q1 2024

Apr 24, 2024
BUY
$50.23 - $50.75 $18,233 - $18,422
363 Added 2.36%
15,764 $795,000
Q4 2023

Jan 30, 2024
SELL
$49.7 - $50.52 $93,933 - $95,482
-1,890 Reduced 10.93%
15,401 $778,000
Q2 2023

Jul 31, 2023
SELL
$49.48 - $49.72 $12,864 - $12,927
-260 Reduced 1.48%
17,291 $859,000
Q1 2023

Apr 14, 2023
SELL
$49.26 - $49.62 $258,073 - $259,959
-5,239 Reduced 22.99%
17,551 $870,000
Q4 2022

Feb 07, 2023
SELL
$49.01 - $49.3 $706,773 - $710,955
-14,421 Reduced 38.75%
22,790 $1.12 Million
Q3 2022

Nov 10, 2022
SELL
$49.19 - $49.38 $269,315 - $270,355
-5,475 Reduced 12.83%
37,211 $1.83 Million
Q2 2022

Aug 05, 2022
SELL
$49.22 - $49.57 $60,294 - $60,723
-1,225 Reduced 2.79%
42,686 $2.1 Million
Q1 2022

May 13, 2022
BUY
$49.51 - $49.96 $711,062 - $717,525
14,362 Added 48.6%
43,911 $2.18 Million
Q4 2021

Feb 10, 2022
SELL
$49.93 - $50.12 $683,391 - $685,992
-13,687 Reduced 31.66%
29,549 $1.48 Million
Q3 2021

Nov 15, 2021
SELL
$50.12 - $50.16 $54,731 - $54,774
-1,092 Reduced 2.46%
43,236 $2.17 Million
Q2 2021

Aug 02, 2021
BUY
$50.15 - $50.21 $105,214 - $105,340
2,098 Added 4.97%
44,328 $2.22 Million
Q1 2021

May 10, 2021
BUY
$50.15 - $50.25 $100 - $100
2 Added 0.0%
42,230 $2.12 Million
Q4 2020

Feb 12, 2021
SELL
$50.09 - $50.18 $97,425 - $97,600
-1,945 Reduced 4.4%
42,228 $2.12 Million
Q3 2020

Nov 04, 2020
BUY
$49.97 - $50.15 $19,738 - $19,809
395 Added 0.9%
44,173 $2.21 Million
Q2 2020

Aug 07, 2020
BUY
$48.5 - $50.01 $339 - $350
7 Added 0.02%
43,778 $2.19 Million
Q1 2020

Apr 29, 2020
SELL
$45.53 - $50.41 $45,621 - $50,510
-1,002 Reduced 2.24%
43,771 $2.12 Million
Q4 2019

Feb 06, 2020
BUY
$50.21 - $50.36 $46,343 - $46,482
923 Added 2.1%
44,773 $2.25 Million
Q3 2019

Nov 14, 2019
SELL
$50.26 - $50.34 $41,263 - $41,329
-821 Reduced 1.84%
43,850 $2.21 Million
Q2 2019

Aug 07, 2019
BUY
N/A
10,275 Added 29.87%
44,671 $2.25 Million
Q1 2019

Apr 18, 2019
BUY
N/A
34,396 New
34,396 $2,000

Others Institutions Holding NEAR

# of Institutions
414
Shares Held
50.8M
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 Dakota Wealth Management Portfolio

Follow Dakota Wealth Management 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 Dakota Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Dakota Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email