Bennett Associates Wealth Management BLACKROCK INC Transaction History

Bennett Associates Wealth Management

  • $130 Billion
  • Q2 2025
Number of Shares
547
Previous 546 0.18%
Holding current value
$574 Million
Previous $517 Million 11.06%
% of portfolio
0.44%
Previous 0.43%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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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