A detailed history of Institute For Wealth Management, Llc. transactions in Black Rock Inc. stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 327 shares of BLK stock, worth $338,922. This represents 0.04% of its overall portfolio holdings.

Number of Shares
327
Previous 335 2.39%
Holding current value
$338,922
Previous $263,000 17.87%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Nov 12, 2024

SELL
$782.27 - $949.51 $6,258 - $7,596
-8 Reduced 2.39%
327 $310,000
Q2 2024

Jul 25, 2024

SELL
$747.3 - $826.77 $3,736 - $4,133
-5 Reduced 1.47%
335 $263,000
Q1 2024

Apr 30, 2024

SELL
$774.31 - $842.06 $24,003 - $26,103
-31 Reduced 8.36%
340 $283,000
Q2 2023

Jul 25, 2023

BUY
$629.18 - $711.19 $5,033 - $5,689
8 Added 2.2%
371 $256,000
Q4 2022

Feb 02, 2023

SELL
$530.32 - $774.75 $101,291 - $147,977
-191 Reduced 34.48%
363 $257,000
Q3 2022

Oct 18, 2022

BUY
$550.28 - $757.07 $2,201 - $3,028
4 Added 0.73%
554 $305,000
Q1 2022

Apr 29, 2022

SELL
$662.87 - $917.22 $7,291 - $10,089
-11 Reduced 1.96%
550 $420,000
Q3 2021

Nov 15, 2021

BUY
$838.66 - $954.94 $24,321 - $27,693
29 Added 5.45%
561 $470,000
Q2 2021

Jul 21, 2021

BUY
$766.83 - $887.42 $26,839 - $31,059
35 Added 7.04%
532 $465,000
Q1 2021

May 04, 2021

BUY
$683.21 - $779.75 $138,691 - $158,289
203 Added 69.05%
497 $375,000
Q4 2020

Feb 01, 2021

BUY
$567.91 - $721.54 $166,965 - $212,132
294 New
294 $212,000

Others Institutions Holding BLK

About BlackRock Inc.


  • Ticker BLK
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 150,768,992
  • Market Cap $156B
  • 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 Institute For Wealth Management, Llc. Portfolio

Follow Institute For 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 Institute For Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Institute For Wealth Management, Llc. with notifications on news.