Phillips Wealth Planners LLC Black Rock Inc. Transaction History

Phillips Wealth Planners LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 02, 2024	SELL	$747.3 - $826.77 $17,187 - $19,015	-23 Reduced 3.16%	704 $572 Million
Q1 2024 Apr 29, 2024	SELL	$774.31 - $842.06 $9,291 - $10,104	-12 Reduced 1.62%	727 $545 Million
Q4 2023 Feb 12, 2024	SELL	$598.08 - $819.0 $126,792 - $173,628	-212 Reduced 22.29%	739 $588 Million
Q3 2023 Oct 30, 2023	BUY	$643.39 - $756.58 $21,231 - $24,967	33 Added 3.59%	951 $592 Million
Q2 2023 Jul 26, 2023	BUY	$629.18 - $711.19 $95,635 - $108,100	152 Added 19.84%	918 $634 Million
Q1 2023 May 15, 2023	BUY	$625.77 - $770.73 $20,650 - $25,434	33 Added 4.5%	766 $508 Million
Q4 2022 Feb 14, 2023	BUY	$530.32 - $774.75 $388,724 - $567,891	733 New	733 $540 Million

1,956

111M

1.05M

1.23M

Ticker BLK
Exchange NYSE
Sector Financial Services
Industry Asset Management
Shares Outstandng 150,768,992
Market Cap $156B
Description
BlackRock, Inc. is a publicly owned investment manager. The firm primarily provides its services to institutional, intermediary, and individual investors including corporate, public, union, and industry pension plans, insurance companies, third-party mutual funds, endowments, public institutions, governments, foundations, charities, sovereign we...

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