A detailed history of Concord Wealth Partners transactions in Black Rock Inc. stock. As of the latest transaction made, Concord Wealth Partners holds 657 shares of BLK stock, worth $675,849. This represents 0.11% of its overall portfolio holdings.

Number of Shares
657
Previous 638 2.98%
Holding current value
$675,849
Previous $502,000 24.1%
% of portfolio
0.11%
Previous 0.09%

Shares

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

About BlackRock Inc.


  • Ticker BLK
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 150,768,992
  • Market Cap $155B
  • 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
Track This Portfolio

Track Concord Wealth Partners Portfolio

Follow Concord Wealth Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concord Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Concord Wealth Partners with notifications on news.