A detailed history of Ever Source Wealth Advisors, LLC transactions in Black Rock Inc. stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 482 shares of BLK stock, worth $461,394. This represents 0.03% of its overall portfolio holdings.

Number of Shares
482
Previous 458 5.24%
Holding current value
$461,394
Previous $381,000 0.52%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Aug 13, 2024

BUY
$747.3 - $826.77 $17,935 - $19,842
24 Added 5.24%
482 $379,000
Q1 2024

Jun 11, 2024

SELL
$774.31 - $842.06 $4,645 - $5,052
-6 Reduced 1.29%
458 $381,000
Q4 2023

Feb 09, 2024

BUY
$598.08 - $819.0 $29,904 - $40,950
50 Added 12.08%
464 $376,000
Q3 2023

Nov 03, 2023

SELL
$643.39 - $756.58 $18,658 - $21,940
-29 Reduced 6.55%
414 $267,000
Q2 2023

Aug 04, 2023

BUY
$629.18 - $711.19 $629 - $711
1 Added 0.23%
443 $306,000
Q1 2023

May 11, 2023

SELL
$625.77 - $770.73 $56,319 - $69,365
-90 Reduced 16.92%
442 $295,000
Q4 2022

Feb 09, 2023

SELL
$530.32 - $774.75 $144,247 - $210,732
-272 Reduced 33.83%
532 $377,000
Q3 2022

Nov 07, 2022

BUY
$550.28 - $757.07 $9,905 - $13,627
18 Added 2.29%
804 $444,000
Q2 2022

Aug 01, 2022

SELL
$582.26 - $782.23 $88,503 - $118,898
-152 Reduced 16.2%
786 $478,000
Q1 2022

May 25, 2022

BUY
$662.87 - $917.22 $150,471 - $208,208
227 Added 31.93%
938 $717,000
Q4 2021

Feb 07, 2022

BUY
$825.56 - $971.49 $586,973 - $690,729
711 New
711 $651,000

Others Institutions Holding BLK

About BlackRock Inc.


  • Ticker BLK
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 150,768,992
  • Market Cap $144B
  • 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 Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, 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 Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.