A detailed history of Congress Wealth Management LLC transactions in Black Rock Inc. stock. As of the latest transaction made, Congress Wealth Management LLC holds 443 shares of BLK stock, worth $411,657. This represents 0.01% of its overall portfolio holdings.

Number of Shares
443
Previous 497 10.87%
Holding current value
$411,657
Previous $414,000 15.94%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 13, 2024

SELL
$747.3 - $826.77 $40,354 - $44,645
-54 Reduced 10.87%
443 $348,000
Q1 2024

Apr 18, 2024

SELL
$774.31 - $842.06 $8,517 - $9,262
-11 Reduced 2.17%
497 $414,000
Q4 2023

Feb 09, 2024

SELL
$598.08 - $819.0 $1.25 Million - $1.71 Million
-2,082 Reduced 80.39%
508 $412,000
Q3 2023

Oct 30, 2023

BUY
$643.39 - $756.58 $1.36 Million - $1.6 Million
2,112 Added 441.84%
2,590 $1.67 Million
Q2 2023

Jul 13, 2023

BUY
$629.18 - $711.19 $3,775 - $4,267
6 Added 1.27%
478 $330,000
Q1 2023

Apr 14, 2023

SELL
$625.77 - $770.73 $2,503 - $3,082
-4 Reduced 0.84%
472 $315,000
Q4 2022

Feb 02, 2023

SELL
$530.32 - $774.75 $18,030 - $26,341
-34 Reduced 6.67%
476 $337,000
Q3 2022

Nov 08, 2022

BUY
$550.28 - $757.07 $34,117 - $46,938
62 Added 13.84%
510 $280,000
Q2 2022

Aug 11, 2022

SELL
$582.26 - $782.23 $64,048 - $86,045
-110 Reduced 19.71%
448 $273,000
Q1 2022

May 16, 2022

SELL
$662.87 - $917.22 $41,097 - $56,867
-62 Reduced 10.0%
558 $426,000
Q4 2021

Feb 04, 2022

BUY
$825.56 - $971.49 $511,847 - $602,323
620 New
620 $568,000

Others Institutions Holding BLK

About BlackRock Inc.


  • Ticker BLK
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 150,768,992
  • Market Cap $140B
  • 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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