Investment Advisory Group, LLC Blackrock Short Maturity Bond Transaction History

Investment Advisory Group, LLC

$371 Million
Q4 2025

A detailed history of Investment Advisory Group, LLC transactions in Blackrock Short Maturity Bond stock. As of the latest transaction made, Investment Advisory Group, LLC holds 18,053 shares of NEAR stock, worth $923,230. This represents 0.25% of its overall portfolio holdings.

Number of Shares

18,053

Previous 17,853 1.12%

Holding current value

$923,230

Previous $915,000 0.87%

% of portfolio

0.25%

Previous 0.26%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 23, 2026	BUY	$51.08 - $51.37 $10,216 - $10,274	200 Added 1.12%	18,053 $923,000
Q3 2025 Nov 03, 2025	SELL	$50.8 - $51.32 $5,080 - $5,132	-100 Reduced 0.56%	17,853 $915,000
Q2 2025 Jul 25, 2025	SELL	$50.41 - $51.17 $62,004 - $62,939	-1,230 Reduced 6.41%	17,953 $917,000
Q1 2025 Apr 14, 2025	SELL	$50.4 - $50.89 $1,512 - $1,526	-30 Reduced 0.16%	19,183 $975,000
Q4 2024 Jan 17, 2025	BUY	$50.28 - $51.08 $64,861 - $65,893	1,290 Added 7.2%	19,213 $970,000

Q3 2024 Oct 15, 2024	SELL	$50.09 - $51.31 $10,018 - $10,262	-200 Reduced 1.1%	17,923 $918,000
Q1 2024 Apr 29, 2024	BUY	$50.23 - $50.75 $20,092 - $20,300	400 Added 2.26%	18,123 $914,000
Q4 2023 Jan 30, 2024	SELL	$49.7 - $50.52 $45,724 - $46,478	-920 Reduced 4.93%	17,723 $895,000
Q2 2023 Jul 17, 2023	BUY	$49.48 - $49.72 $123,699 - $124,300	2,500 Added 15.49%	18,643 $926,000
Q1 2023 May 02, 2023	BUY	$49.26 - $49.62 $57,141 - $57,559	1,160 Added 7.74%	16,143 $800,000
Q4 2022 Jan 19, 2023	SELL	$49.01 - $49.3 $39,208 - $39,440	-800 Reduced 5.07%	14,983 $0
Q3 2022 Oct 24, 2022	SELL	$49.19 - $49.38 $65,865 - $66,119	-1,339 Reduced 7.82%	15,783 $777,000
Q2 2022 Jul 18, 2022	SELL	$49.22 - $49.57 $150,268 - $151,337	-3,053 Reduced 15.13%	17,122 $846,000
Q1 2022 Apr 29, 2022	SELL	$49.51 - $49.96 $5,446 - $5,495	-110 Reduced 0.54%	20,175 $1 Million
Q4 2021 Feb 11, 2022	BUY	$49.93 - $50.12 $1.01 Million - $1.02 Million	20,285 New	20,285 $1.01 Million

Others Institutions Holding NEAR

# of Institutions

420

Shares Held

51M

Call Options Held

Put Options Held

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Investment Advisory Group, LLC Blackrock Short Maturity Bond Transaction History