Jamison Private Wealth Management, Inc. BLACKROCK INC Transaction History

Jamison Private Wealth Management, Inc.

  • $789 Billion
  • Q3 2025
Number of Shares
5,914
Previous 5,699 3.77%
Holding current value
$6.9 Billion
Previous $5.98 Billion 15.32%
% of portfolio
0.87%
Previous 0.86%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
BUY
N/A
215 Added 3.77%
5,914 $6.9 Billion
Q2 2025

Jul 22, 2025
BUY
N/A
87 Added 1.55%
5,699 $5.98 Billion
Q1 2025

Apr 21, 2025
BUY
N/A
52 Added 0.94%
5,612 $5.31 Billion
Q4 2024

Jan 21, 2025
BUY
N/A
5,560 New
5,560 $5.7 Billion
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