Capital Advisors Wealth Management, LLC Black Rock Inc. Transaction History

Capital Advisors Wealth Management, LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,854

111M

1.15M

1.37M

Ticker BLK
Exchange NYSE
Sector Financial Services
Industry Asset Management
Shares Outstandng 150,768,992
Market Cap $159B
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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