Winch Advisory Services, LLC Blackrock Short Maturity Bond Transaction History

Winch Advisory Services, LLC

$427 Million
Q3 2025

A detailed history of Winch Advisory Services, LLC transactions in Blackrock Short Maturity Bond stock. As of the latest transaction made, Winch Advisory Services, LLC holds 76 shares of NEAR stock, worth $3,886. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 75 1.33%

Holding current value

$3,886

Previous $3,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$50.8 - $51.32 $50 - $51	1 Added 1.33%	76 $3,000
Q2 2025 Aug 07, 2025	BUY	$50.41 - $51.17 $50 - $51	1 Added 1.35%	75 $3,000
Q4 2024 Jan 14, 2025	BUY	$50.28 - $51.08 $50 - $51	1 Added 1.37%	74 $3,000
Q3 2024 Oct 21, 2024	BUY	$50.09 - $51.31 $50 - $51	1 Added 1.39%	73 $3,000
Q2 2024 Jul 31, 2024	BUY	$49.93 - $50.33 $49 - $50	1 Added 1.41%	72 $3,000

Q1 2024 May 14, 2024	BUY	$50.23 - $50.75 $50 - $50	1 Added 1.43%	71 $3,000
Q4 2023 Jan 18, 2024	BUY	$49.7 - $50.52 $49 - $50	1 Added 1.45%	70 $3,000
Q3 2023 Nov 06, 2023	BUY	$49.55 - $49.89 $49 - $49	1 Added 1.47%	69 $3,000
Q2 2023 Aug 08, 2023	BUY	$49.48 - $49.72 $49 - $49	1 Added 1.49%	68 $3,000
Q4 2022 Jan 26, 2023	SELL	$49.01 - $49.3 $57,831 - $58,174	-1,180 Reduced 94.63%	67 $3,000
Q3 2022 Oct 31, 2022	SELL	$49.19 - $49.38 $123,122 - $123,598	-2,503 Reduced 66.75%	1,247 $61,000
Q2 2022 Aug 12, 2022	BUY	$49.22 - $49.57 $123,492 - $124,371	2,509 Added 202.18%	3,750 $185,000
Q1 2022 Apr 26, 2022	BUY	$49.51 - $49.96 $99 - $99	2 Added 0.16%	1,241 $62,000
Q4 2021 Feb 04, 2022	SELL	$49.93 - $50.12 $1,398 - $1,403	-28 Reduced 2.21%	1,239 $62,000
Q3 2021 Nov 10, 2021	BUY	$50.12 - $50.16 $150 - $150	3 Added 0.24%	1,267 $64,000
Q2 2021 Aug 05, 2021	BUY	$50.15 - $50.21 $100 - $100	2 Added 0.16%	1,264 $63,000
Q1 2021 May 03, 2021	BUY	$50.15 - $50.25 $59,979 - $60,099	1,196 Added 1812.12%	1,262 $63,000
Q3 2020 Nov 04, 2020	BUY	$49.97 - $50.15 $49 - $50	1 Added 1.54%	66 $3,000
Q1 2020 May 13, 2020	SELL	$45.53 - $50.41 $11.7 Million - $12.9 Million	-256,715 Reduced 99.97%	65 $3,000
Q4 2019 Feb 12, 2020	SELL	$50.21 - $50.36 $3.61 Million - $3.62 Million	-71,972 Reduced 21.89%	256,780 $12.9 Million
Q3 2019 Nov 13, 2019	BUY	$50.26 - $50.34 $367,953 - $368,539	7,321 Added 2.28%	328,752 $16.5 Million
Q2 2019 Aug 07, 2019	BUY	N/A	321,431 New	321,431 $16.2 Million
Q1 2019 May 13, 2019	SELL	N/A	-113,689 Closed	0 $0
Q4 2018 Feb 05, 2019	BUY	N/A	113,689 New	113,689 $5.67 Million

Others Institutions Holding NEAR

# of Institutions

416

Shares Held

50.8M

Call Options Held

Put Options Held

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About BLACKROCK SHORT MATURITY BOND

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Winch Advisory Services, LLC Blackrock Short Maturity Bond Transaction History