Ever Source Wealth Advisors, LLC Black Rock Inc. Transaction History

Ever Source Wealth Advisors, LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,854

111M

1.15M

1.37M

Ticker BLK
Exchange NYSE
Sector Financial Services
Industry Asset Management
Shares Outstandng 150,768,992
Market Cap $157B
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...

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