A detailed history of Kingswood Wealth Advisors, LLC transactions in Black Rock Inc. stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 1,130 shares of BLK stock, worth $1.18 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,130
Previous 795 42.14%
Holding current value
$1.18 Million
Previous $626 Million 71.22%
% of portfolio
0.08%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

BUY
$782.27 - $949.51 $262,060 - $318,085
335 Added 42.14%
1,130 $1.07 Billion
Q2 2024

Jul 09, 2024

BUY
$747.3 - $826.77 $73,982 - $81,850
99 Added 14.22%
795 $626 Million
Q1 2024

Apr 15, 2024

BUY
$774.31 - $842.06 $13,163 - $14,315
17 Added 2.5%
696 $581 Million
Q4 2023

Jan 16, 2024

BUY
$598.08 - $819.0 $111,242 - $152,334
186 Added 37.73%
679 $551 Million
Q3 2023

Oct 23, 2023

BUY
$643.39 - $756.58 $317,191 - $372,993
493 New
493 $318 Million

Others Institutions Holding BLK

About BlackRock Inc.


  • Ticker BLK
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 150,768,992
  • Market Cap $158B
  • 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...
More about BLK
Track This Portfolio

Track Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.