Wealth Plan Investment Management, LLC Blackrock Short Maturity Bond Transaction History

Wealth Plan Investment Management, LLC

  • $1.38 Billion
  • Q3 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Blackrock Short Maturity Bond stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 28,834 shares of NEAR stock, worth $1.47 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
28,834
Previous 30,324 4.91%
Holding current value
$1.47 Million
Previous $1.55 Million 4.58%
% of portfolio
0.11%
Previous 0.12%

Shares

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

Oct 27, 2025
SELL
$50.8 - $51.32 $75,692 - $76,466
-1,490 Reduced 4.91%
28,834 $1.48 Million
Q2 2025

Jul 28, 2025
BUY
$50.41 - $51.17 $9,527 - $9,671
189 Added 0.63%
30,324 $1.55 Million
Q1 2025

May 09, 2025
SELL
$50.4 - $50.89 $98,683 - $99,642
-1,958 Reduced 6.1%
30,135 $1.53 Million
Q4 2024

Jan 30, 2025
SELL
$50.28 - $51.08 $49,224 - $50,007
-979 Reduced 2.96%
32,093 $1.62 Million
Q3 2024

Nov 05, 2024
BUY
$50.09 - $51.31 $1.66 Million - $1.7 Million
33,072 New
33,072 $1.69 Million
Q3 2023

Nov 09, 2023
BUY
$49.55 - $49.89 $1.77 Million - $1.78 Million
35,768 New
35,768 $1.78 Million
Q4 2022

Feb 15, 2023
SELL
$49.01 - $49.3 $54,450 - $54,772
-1,111 Reduced 2.57%
42,043 $2.07 Million
Q3 2022

Dec 12, 2022
SELL
$49.19 - $49.38 $109,939 - $110,364
-2,235 Reduced 4.92%
43,154 $2.13 Million
Q1 2022

Sep 07, 2022
BUY
$49.51 - $49.96 $2.25 Million - $2.27 Million
45,389 New
45,389 $2.25 Million

Others Institutions Holding NEAR

# of Institutions
419
Shares Held
51M
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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