Concord Wealth Partners Black Rock Inc. Transaction History

Concord Wealth Partners

  • $603 Million
  • Q4 2024

A detailed history of Concord Wealth Partners transactions in Black Rock Inc. stock. As of the latest transaction made, Concord Wealth Partners holds 723 shares of BLK stock, worth $651,032. This represents 0.12% of its overall portfolio holdings.

Number of Shares
723
Previous 657 10.05%
Holding current value
$651,032
Previous $623,000 18.94%
% of portfolio
0.12%
Previous 0.11%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$934.02 - $1065.26 $61,645 - $70,307
66 Added 10.05%
723 $741,000
Q3 2024

Oct 24, 2024
BUY
$782.27 - $949.51 $14,863 - $18,040
19 Added 2.98%
657 $623,000
Q2 2024

Jul 31, 2024
SELL
$747.3 - $826.77 $71,740 - $79,369
-96 Reduced 13.08%
638 $502,000
Q1 2024

Apr 30, 2024
SELL
$774.31 - $842.06 $8,517 - $9,262
-11 Reduced 1.48%
734 $611,000
Q4 2023

Apr 30, 2024
SELL
$598.08 - $819.0 $145,333 - $199,017
-243 Reduced 24.6%
745 $604,000
Q4 2023

Feb 05, 2024
SELL
$598.08 - $819.0 $145,333 - $199,017
-243 Reduced 24.6%
745 $604,000
Q3 2023

Apr 30, 2024
BUY
$643.39 - $756.58 $156,343 - $183,848
243 Added 32.62%
988 $638,000
Q3 2023

Oct 25, 2023
SELL
$643.39 - $756.58 $34,099 - $40,098
-53 Reduced 5.09%
988 $638,000
Q2 2023

Aug 07, 2023
BUY
$629.18 - $711.19 $184,349 - $208,378
293 Added 39.17%
1,041 $719,000
Q1 2023

Apr 26, 2023
SELL
$625.77 - $770.73 $235,289 - $289,794
-376 Reduced 33.45%
748 $500,000
Q4 2022

Jan 27, 2023
BUY
$530.32 - $774.75 $48,259 - $70,502
91 Added 8.81%
1,124 $796,000
Q3 2022

Nov 10, 2022
BUY
$550.28 - $757.07 $53,927 - $74,192
98 Added 10.48%
1,033 $568,000
Q2 2022

Aug 04, 2022
BUY
$582.26 - $782.23 $178,753 - $240,144
307 Added 48.89%
935 $570,000
Q1 2022

Apr 20, 2022
BUY
$662.87 - $917.22 $34,469 - $47,695
52 Added 9.03%
628 $480,000
Q4 2021

Jan 21, 2022
BUY
$825.56 - $971.49 $231,156 - $272,017
280 Added 94.59%
576 $527,000
Q3 2021

Nov 09, 2021
SELL
$838.66 - $954.94 $188,698 - $214,861
-225 Reduced 43.19%
296 $248,000
Q2 2021

Jul 29, 2021
SELL
$766.83 - $887.42 $39,108 - $45,258
-51 Reduced 8.92%
521 $455,000
Q1 2021

May 13, 2021
BUY
$683.21 - $779.75 $284,215 - $324,376
416 Added 266.67%
572 $431,000
Q4 2020

Feb 16, 2021
BUY
$567.91 - $721.54 $88,593 - $112,560
156 New
156 $113,000

Others Institutions Holding BLK

# of Institutions
355
Shares Held
13.5M
Call Options Held
40.9K
Put Options Held
83.2K
View Full List

About BlackRock Inc.

BLK Quotes by TradingView
  • Ticker BLK
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 150,768,992
  • Market Cap $136B
  • 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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