Ever Source Wealth Advisors, LLC Blackrock Short Maturity Bond Transaction History

Ever Source Wealth Advisors, LLC

  • $2.2 Billion
  • Q3 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Blackrock Short Maturity Bond stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 36,755 shares of NEAR stock, worth $1.88 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
36,755
Previous 4,627 694.36%
Holding current value
$1.88 Million
Previous $236,000 698.31%
% of portfolio
0.09%
Previous 0.01%

Shares

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

Nov 10, 2025
BUY
$50.8 - $51.32 $1.63 Million - $1.65 Million
32,128 Added 694.36%
36,755 $1.88 Million
Q2 2025

Aug 13, 2025
BUY
$50.41 - $51.17 $157,127 - $159,496
3,117 Added 206.42%
4,627 $236,000
Q1 2025

May 13, 2025
BUY
$50.4 - $50.89 $75,852 - $76,589
1,505 Added 30100.0%
1,510 $76,000
Q4 2024

Feb 07, 2025
BUY
$50.28 - $51.08 $251 - $255
5 New
5 $0
Q3 2022

Nov 07, 2022
BUY
$49.19 - $49.38 $5.47 Million - $5.49 Million
111,163 New
111,163 $5.48 Million

Others Institutions Holding NEAR

# of Institutions
416
Shares Held
50.9M
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
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