Bennett Associates Wealth Management BLACKROCK INC Transaction History

Bennett Associates Wealth Management

  • $138 Billion
  • Q3 2025
Number of Shares
537
Previous 547 1.83%
Holding current value
$626 Million
Previous $574 Million 9.08%
% of portfolio
0.45%
Previous 0.44%

Shares

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

Oct 15, 2025
SELL
N/A
-10 Reduced 1.83%
537 $626 Million
Q2 2025

Jul 22, 2025
BUY
N/A
1 Added 0.18%
547 $574 Million
Q1 2025

Apr 09, 2025
SELL
N/A
-34 Reduced 5.86%
546 $517 Million
Q4 2024

Jan 14, 2025
BUY
N/A
580 New
580 $595 Million
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