Mowery & Schoenfeld Wealth Management, LLC BLACKROCK INC Transaction History

Mowery & Schoenfeld Wealth Management, LLC

  • $65.9 Billion
  • Q2 2025
Number of Shares
640
Previous 646 0.93%
Holding current value
$672 Million
Previous $611 Million 9.83%
% of portfolio
1.02%
Previous 1.2%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
SELL
N/A
-6 Reduced 0.93%
640 $672 Million
Q1 2025

May 05, 2025
BUY
N/A
6 Added 0.94%
646 $611 Million
Q4 2024

Feb 10, 2025
BUY
N/A
640 New
640 $656 Million
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