Evercore Wealth Management, LLC Black Rock Inc. Transaction History

Evercore Wealth Management, LLC

  • $6.66 Billion
  • Q3 2024

A detailed history of Evercore Wealth Management, LLC transactions in Black Rock Inc. stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 116,075 shares of BLK stock, worth $122 Million. This represents 1.66% of its overall portfolio holdings.

Number of Shares
116,075
Previous 112,437 3.24%
Holding current value
$122 Million
Previous $88.5 Million 24.5%
% of portfolio
1.66%
Previous 1.39%

Shares

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

Nov 14, 2024
BUY
$782.27 - $949.51 $2.85 Million - $3.45 Million
3,638 Added 3.24%
116,075 $110 Million
Q2 2024

Aug 14, 2024
SELL
$747.3 - $826.77 $697,978 - $772,203
-934 Reduced 0.82%
112,437 $88.5 Million
Q1 2024

May 15, 2024
SELL
$774.31 - $842.06 $47,232 - $51,365
-61 Reduced 0.05%
113,371 $94.5 Million
Q4 2023

Feb 14, 2024
SELL
$598.08 - $819.0 $515,544 - $705,978
-862 Reduced 0.75%
113,432 $92.1 Million
Q3 2023

Nov 14, 2023
BUY
$643.39 - $756.58 $247,061 - $290,526
384 Added 0.34%
114,294 $73.9 Million
Q2 2023

Aug 04, 2023
BUY
$629.18 - $711.19 $524,106 - $592,421
833 Added 0.74%
113,910 $78.7 Million
Q1 2023

May 15, 2023
SELL
$625.77 - $770.73 $16,895 - $20,809
-27 Reduced 0.02%
113,077 $75.7 Million
Q4 2022

Feb 14, 2023
BUY
$530.32 - $774.75 $221,673 - $323,845
418 Added 0.37%
113,104 $80.2 Million
Q3 2022

Nov 14, 2022
BUY
$550.28 - $757.07 $1.03 Million - $1.41 Million
1,864 Added 1.68%
112,686 $62 Million
Q2 2022

Aug 15, 2022
BUY
$582.26 - $782.23 $150,805 - $202,597
259 Added 0.23%
110,822 $67.5 Million
Q1 2022

May 16, 2022
BUY
$662.87 - $917.22 $141,854 - $196,285
214 Added 0.19%
110,563 $84.5 Million
Q4 2021

Feb 14, 2022
SELL
$825.56 - $971.49 $111,450 - $131,151
-135 Reduced 0.12%
110,349 $101 Million
Q3 2021

Nov 15, 2021
BUY
$838.66 - $954.94 $19,289 - $21,963
23 Added 0.02%
110,484 $92.7 Million
Q2 2021

Aug 16, 2021
SELL
$766.83 - $887.42 $191,707 - $221,855
-250 Reduced 0.23%
110,461 $96.7 Million
Q1 2021

May 17, 2021
BUY
$683.21 - $779.75 $1.02 Million - $1.16 Million
1,488 Added 1.36%
110,711 $83.5 Million
Q4 2020

Feb 16, 2021
BUY
$567.91 - $721.54 $269,189 - $342,009
474 Added 0.44%
109,223 $78.8 Million
Q3 2020

Nov 16, 2020
BUY
$535.05 - $608.0 $753,350 - $856,064
1,408 Added 1.31%
108,749 $61.3 Million
Q2 2020

Aug 13, 2020
SELL
$409.54 - $558.06 $128,595 - $175,230
-314 Reduced 0.29%
107,341 $58.4 Million
Q1 2020

May 14, 2020
BUY
$327.42 - $572.48 $681,361 - $1.19 Million
2,081 Added 1.97%
107,655 $47.4 Million
Q4 2019

Feb 13, 2020
SELL
$413.16 - $503.24 $226,411 - $275,775
-548 Reduced 0.52%
105,574 $53.1 Million
Q3 2019

Nov 14, 2019
BUY
$405.47 - $482.46 $1.46 Million - $1.74 Million
3,603 Added 3.51%
106,122 $47.3 Million
Q2 2019

Aug 13, 2019
BUY
$415.56 - $485.24 $1.8 Million - $2.1 Million
4,334 Added 4.41%
102,519 $48.1 Million
Q1 2019

May 14, 2019
BUY
$377.98 - $443.77 $9,071 - $10,650
24 Added 0.02%
98,185 $42 Million
Q4 2018

Feb 13, 2019
BUY
$361.77 - $477.21 $346,575 - $457,167
958 Added 0.99%
98,161 $38.6 Million
Q3 2018

Nov 13, 2018
BUY
$468.98 - $512.49 $998,458 - $1.09 Million
2,129 Added 2.24%
97,203 $45.8 Million
Q2 2018

Aug 14, 2018
BUY
$499.04 - $551.86 $2.82 Million - $3.12 Million
5,650 Added 6.32%
95,074 $47.4 Million
Q1 2018

May 15, 2018
SELL
$508.97 - $593.26 $1.38 Million - $1.61 Million
-2,718 Reduced 2.95%
89,424 $48.4 Million
Q4 2017

Feb 13, 2018
SELL
$449.95 - $518.86 $564,687 - $651,169
-1,255 Reduced 1.34%
92,142 $47.3 Million
Q3 2017

Nov 13, 2017
BUY
$412.19 - $447.09 $38.5 Million - $41.8 Million
93,397
93,397 $41.8 Million

Others Institutions Holding BLK

# of Institutions
1,854
Shares Held
111M
Call Options Held
1.15M
Put Options Held
1.37M
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 $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...
More about BLK
Track This Portfolio

Track Evercore Wealth Management, LLC Portfolio

Follow Evercore Wealth Management, 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 Evercore Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evercore Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email