A detailed history of Capital Advisors Wealth Management, LLC transactions in Black Rock Inc. stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 282 shares of BLK stock, worth $267,711. This represents 0.04% of its overall portfolio holdings.

Number of Shares
282
Previous 281 0.36%
Holding current value
$267,711
Previous $234,000 5.13%
% of portfolio
0.04%
Previous 0.05%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024

BUY
$747.3 - $826.77 $747 - $826
1 Added 0.36%
282 $222,000
Q1 2024

Apr 12, 2024

BUY
$774.31 - $842.06 $774 - $842
1 Added 0.36%
281 $234,000
Q4 2023

Jan 08, 2024

BUY
$598.08 - $819.0 $167,462 - $229,320
280 New
280 $227,000
Q1 2023

Apr 14, 2023

SELL
$625.77 - $770.73 $11,889 - $14,643
-19 Reduced 5.88%
304 $203,000
Q4 2022

Feb 09, 2023

SELL
$530.32 - $774.75 $30,758 - $44,935
-58 Reduced 15.22%
323 $228,000
Q3 2022

Nov 14, 2022

BUY
$550.28 - $757.07 $2,201 - $3,028
4 Added 1.06%
381 $209,000
Q2 2022

Aug 04, 2022

BUY
$582.26 - $782.23 $6,987 - $9,386
12 Added 3.29%
377 $230,000
Q1 2022

May 09, 2022

BUY
$662.87 - $917.22 $66,949 - $92,639
101 Added 38.26%
365 $279,000
Q4 2021

Feb 04, 2022

BUY
$825.56 - $971.49 $6,604 - $7,771
8 Added 3.13%
264 $241,000
Q3 2021

Nov 12, 2021

SELL
$838.66 - $954.94 $3,354 - $3,819
-4 Reduced 1.54%
256 $215,000
Q2 2021

Aug 13, 2021

BUY
$766.83 - $887.42 $199,375 - $230,729
260 New
260 $228,000

Others Institutions Holding BLK

About BlackRock Inc.


  • Ticker BLK
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 150,768,992
  • Market Cap $143B
  • 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
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