A detailed history of Cypress Wealth Services, LLC transactions in Black Rock Inc. stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 1,015 shares of BLK stock, worth $1.04 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
1,015
Previous 997 1.81%
Holding current value
$1.04 Million
Previous $784,000 22.83%
% of portfolio
0.21%
Previous 0.18%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024

BUY
$782.27 - $949.51 $14,080 - $17,091
18 Added 1.81%
1,015 $963,000
Q2 2024

Jul 12, 2024

SELL
$747.3 - $826.77 $18,682 - $20,669
-25 Reduced 2.45%
997 $784,000
Q1 2024

Apr 15, 2024

BUY
$774.31 - $842.06 $7,743 - $8,420
10 Added 0.99%
1,022 $852,000
Q4 2023

Jan 10, 2024

SELL
$598.08 - $819.0 $19,736 - $27,027
-33 Reduced 3.16%
1,012 $821,000
Q3 2023

Oct 13, 2023

BUY
$643.39 - $756.58 $4,503 - $5,296
7 Added 0.67%
1,045 $675,000
Q2 2023

Jul 21, 2023

BUY
$629.18 - $711.19 $84,939 - $96,010
135 Added 14.95%
1,038 $717,000
Q1 2023

Apr 07, 2023

SELL
$625.77 - $770.73 $71,337 - $87,863
-114 Reduced 11.21%
903 $604,000
Q4 2022

Jan 18, 2023

BUY
$530.32 - $774.75 $25,985 - $37,962
49 Added 5.06%
1,017 $0
Q3 2022

Oct 14, 2022

BUY
$550.28 - $757.07 $2,751 - $3,785
5 Added 0.52%
968 $533,000
Q2 2022

Jul 27, 2022

BUY
$582.26 - $782.23 $250,954 - $337,141
431 Added 81.02%
963 $587,000
Q1 2022

Apr 22, 2022

BUY
$662.87 - $917.22 $22,537 - $31,185
34 Added 6.83%
532 $406,000
Q4 2021

Jan 19, 2022

SELL
$825.56 - $971.49 $30,545 - $35,945
-37 Reduced 6.92%
498 $456,000
Q3 2021

Oct 13, 2021

SELL
$838.66 - $954.94 $135,862 - $154,700
-162 Reduced 23.24%
535 $448,000
Q2 2021

Jul 14, 2021

SELL
$766.83 - $887.42 $3,067 - $3,549
-4 Reduced 0.57%
697 $610,000
Q1 2021

Apr 28, 2021

SELL
$683.21 - $779.75 $65,588 - $74,856
-96 Reduced 12.05%
701 $529,000
Q4 2020

Jan 22, 2021

SELL
$567.91 - $721.54 $1.73 Million - $2.19 Million
-3,040 Reduced 79.23%
797 $575,000
Q2 2020

Jul 15, 2020

BUY
$409.54 - $558.06 $19,248 - $26,228
47 Added 1.24%
3,837 $2.09 Million
Q1 2020

Apr 10, 2020

SELL
$327.42 - $572.48 $12,769 - $22,326
-39 Reduced 1.02%
3,790 $1.67 Million
Q4 2019

Jan 14, 2020

BUY
$413.16 - $503.24 $7,436 - $9,058
18 Added 0.47%
3,829 $1.93 Million
Q3 2019

Oct 16, 2019

BUY
$405.47 - $482.46 $38,925 - $46,316
96 Added 2.58%
3,811 $1.7 Million
Q2 2019

Jul 24, 2019

SELL
$415.56 - $485.24 $23,271 - $27,173
-56 Reduced 1.49%
3,715 $1.74 Million
Q1 2019

Apr 19, 2019

SELL
$377.98 - $443.77 $6,047 - $7,100
-16 Reduced 0.42%
3,771 $1.61 Million
Q4 2018

Jan 22, 2019

BUY
$361.77 - $477.21 $19,535 - $25,769
54 Added 1.45%
3,787 $1.49 Million
Q3 2018

Oct 19, 2018

SELL
$468.98 - $512.49 $8,441 - $9,224
-18 Reduced 0.48%
3,733 $1.76 Million
Q2 2018

Aug 06, 2018

BUY
$499.04 - $551.86 $13,474 - $14,900
27 Added 0.73%
3,751 $1.87 Million
Q1 2018

May 01, 2018

SELL
$508.97 - $593.26 $6,107 - $7,119
-12 Reduced 0.32%
3,724 $2.02 Million
Q4 2017

Feb 05, 2018

BUY
$449.95 - $518.86 $1.68 Million - $1.94 Million
3,736
3,736 $1.92 Million

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 Cypress Wealth Services, LLC Portfolio

Follow Cypress Wealth Services, LLC 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 Cypress Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cypress Wealth Services, LLC with notifications on news.