Wealth Plan Partners, LLC Black Rock Inc. Transaction History

Wealth Plan Partners, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 31, 2023	BUY	$629.18 - $711.19 $6,920 - $7,823	11 Added 9.65%	125 $86.4 Million
Q1 2023 May 10, 2023	BUY	$625.77 - $770.73 $71,337 - $87,863	114 New	114 $76.3 Million
Q1 2019 May 16, 2019	SELL	$377.98 - $443.77 $199,573 - $234,310	-528 Closed	0 $0
Q4 2018 Feb 20, 2019	SELL	$361.77 - $477.21 $163,520 - $215,698	-452 Reduced 46.12%	528 $228,000
Q3 2018 Nov 21, 2018	BUY	$468.98 - $512.49 $30,483 - $33,311	65 Added 7.1%	980 $395,000
Q2 2018 Aug 16, 2018	SELL	$499.04 - $551.86 $6,986 - $7,726	-14 Reduced 1.51%	915 $457,000
Q1 2018 May 16, 2018	BUY	$508.97 - $593.26 $472,833 - $551,138	929 New	929 $504,000

1,854

111M

1.15M

1.37M

Ticker BLK
Exchange NYSE
Sector Financial Services
Industry Asset Management
Shares Outstandng 150,768,992
Market Cap $159B
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...

Get notified when there are updates to the investment portfolio of Wealth Plan Partners, LLC, based on Form 13F filings with the SEC.

Stay updated on Wealth Plan Partners, LLC with notifications on news.