Latest Institutional Transactions on Black Rock Inc. (BLK)
This table provides information on the latest institutional transactions involving Black Rock Inc. (BLK) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
40+ 4.23% |
$25.2K - $28.4K
|
985
$977K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
2.78KNew |
$1.75M - $1.98M
|
2.78K
$2.76M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-268- 1.66% |
$169K - $191K
|
15.9K
$15.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-278- 28.66% |
$175K - $198K
|
692
$686K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
11+ 9.65% |
$6.92K - $7.82K
|
125
$124K
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-43- 11.91% |
$27.1K - $30.6K
|
318
$315K
|
|
|
Jul 28, 2023
Q2 2023
|
Elite Wealth Management, Inc.
|
SELL
|
- |
-14- 4.46% |
$8.81K - $9.96K
|
300
$297K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
2.87KNew |
$1.8M - $2.04M
|
2.87K
$2.84M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-49- 13.46% |
$30.8K - $34.8K
|
315
$312K
|
|
|
Jul 24, 2023
Q2 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1+ 12.5% |
$629 - $711
|
9
$8.92K
|
|
|
Jul 24, 2023
Q2 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-202- 39.53% |
$127K - $144K
|
309
$306K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
17+ 0.64% |
$10.7K - $12.1K
|
2.69K
$2.67M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
4New |
$2.52K - $2.84K
|
4
$3.97K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
37+ 8.2% |
$23.3K - $26.3K
|
488
$484K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
4New |
$2.52K - $2.84K
|
4
$3.97K
|
|
|
Jul 20, 2023
Q2 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
8New |
$5.03K - $5.69K
|
8
$7.93K
|
|
|
Jul 20, 2023
Q2 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-166- 36.24% |
$104K - $118K
|
292
$290K
|
|
|
Jul 20, 2023
Q2 2023
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-155- 18.3% |
$97.5K - $110K
|
692
$686K
|
|
|
Jul 18, 2023
Q2 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
181+ 4.88% |
$114K - $129K
|
3.89K
$3.85M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
76New |
$47.8K - $54.1K
|
76
$75.4K
|
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-37- 72.55% |
$23.3K - $26.3K
|
14
$13.9K
|
|
|
Jul 17, 2023
Q2 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-4- 0.39% |
$2.52K - $2.84K
|
1.03K
$1.02M
|
|
|
Jul 17, 2023
Q2 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-89- 16.33% |
$56K - $63.3K
|
456
$452K
|
|
|
Jul 17, 2023
Q2 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
71+ 8.28% |
$44.7K - $50.5K
|
929
$921K
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 3.85% |
$629 - $711
|
27
$26.8K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-13- 15.29% |
$8.18K - $9.25K
|
72
$71.4K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-118- 8.7% |
$74.2K - $83.9K
|
1.24K
$1.23M
|
|
|
Jul 12, 2023
Q2 2023
|
Birch Capital Management, LLC
|
SELL
|
- |
-152- 41.19% |
$95.6K - $108K
|
217
$215K
|
|
|
Jul 12, 2023
Q2 2023
|
Sciencast Management LP
|
BUY
|
- |
690New |
$434K - $491K
|
690
$684K
|
|
|
Jul 11, 2023
Q2 2023
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
15+ 4.24% |
$9.44K - $10.7K
|
369
$366K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
4+ 25.0% |
$2.52K - $2.84K
|
20
$19.8K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 12.5% |
$629 - $711
|
7
$6.94K
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
3+ 75.0% |
$1.89K - $2.13K
|
7
$6.94K
|
|
| Q1 2023 | |||||||
|
May 02, 2024
Q1 2023
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-4.7K- 81.38% |
$2.94M - $3.62M
|
1.08K
$1.07M
|
|
|
Apr 22, 2024
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
3New |
$1.88K - $2.31K
|
3
$2.97K
|
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-178- 71.2% |
$111K - $137K
|
72
$71.4K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-9.87K- 98.31% |
$6.18M - $7.61M
|
170
$169K
|
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
1.11KNew |
$694K - $855K
|
1.11K
$1.1M
|
|
|
May 15, 2023
Q1 2023
|
Ivy Lane Capital Management, LLC
Winter Park, FL |
BUY
|
- |
2.9K+ 17.06% |
$1.81M - $2.24M
|
19.9K
$19.7M
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-22.9K- 84.85% |
$14.3M - $17.7M
|
4.09K
$4.06M
|
|
|
May 15, 2023
Q1 2023
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
PUT |
10.4KNew |
$6.51M - $8.02M
|
10.4K
$10.3M
|
|
|
May 15, 2023
Q1 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
311New |
$195K - $240K
|
311
$308K
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-37- 6.68% |
$23.2K - $28.5K
|
517
$513K
|
|
|
May 15, 2023
Q1 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
359New |
$225K - $277K
|
359
$356K
|
|
|
May 15, 2023
Q1 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
429New |
$268K - $331K
|
429
$425K
|
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
222+ 22.18% |
$139K - $171K
|
1.22K
$1.21M
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
1.34KNew |
$837K - $1.03M
|
1.34K
$1.33M
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-152- 17.39% |
$95.1K - $117K
|
722
$716K
|
|
|
May 15, 2023
Q1 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
16.4K+ 180.07% |
$10.3M - $12.6M
|
25.5K
$25.3M
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
141New |
$88.2K - $109K
|
141
$140K
|
|