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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2023
Q1 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
9.88K+ 46.31% |
$6.18M - $7.62M
|
31.2K
$31M
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-2- 40.0% |
$1.25K - $1.54K
|
3
$2.97K
|
|
|
Apr 28, 2023
Q1 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
2.52K+ 68.64% |
$1.57M - $1.94M
|
6.18K
$6.13M
|
|
|
Apr 27, 2023
Q1 2023
|
Matisse Capital
|
BUY
|
- |
937New |
$586K - $722K
|
937
$929K
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-75- 2.08% |
$46.9K - $57.8K
|
3.54K
$3.51M
|
|
|
Apr 26, 2023
Q1 2023
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
3.93KNew |
$2.46M - $3.03M
|
3.93K
$3.89M
|
|
|
Apr 25, 2023
Q1 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-14- 2.11% |
$8.76K - $10.8K
|
648
$642K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
6New |
$3.75K - $4.62K
|
6
$5.95K
|
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-1- 0.28% |
$626 - $771
|
360
$357K
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-11- 3.22% |
$6.88K - $8.48K
|
331
$328K
|
|
|
Apr 24, 2023
Q1 2023
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-15- 2.67% |
$9.39K - $11.6K
|
547
$542K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-9- 64.29% |
$5.63K - $6.94K
|
5
$4.96K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
24New |
$15K - $18.5K
|
24
$23.8K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-5- 12.5% |
$3.13K - $3.85K
|
35
$34.7K
|
|
|
Apr 20, 2023
Q1 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-51- 12.41% |
$31.9K - $39.3K
|
360
$357K
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
BUY
|
- |
16+ 0.1% |
$10K - $12.3K
|
16.5K
$16.3M
|
|
|
Apr 19, 2023
Q1 2023
|
Tufton Capital Management
|
BUY
|
- |
25+ 7.42% |
$15.6K - $19.3K
|
362
$359K
|
|
|
Apr 18, 2023
Q1 2023
|
Hall Private Wealth Advisors
|
SELL
|
- |
-351- 53.92% |
$220K - $271K
|
300
$297K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
34+ 89.47% |
$21.3K - $26.2K
|
72
$71.4K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-22- 26.51% |
$13.8K - $17K
|
61
$60.5K
|
|
|
Apr 17, 2023
Q1 2023
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-425- 50.42% |
$266K - $328K
|
418
$414K
|
|
|
Apr 17, 2023
Q1 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
5+ 0.71% |
$3.13K - $3.85K
|
705
$699K
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
BUY
|
- |
50+ 12.22% |
$31.3K - $38.5K
|
459
$455K
|
|
|
Apr 13, 2023
Q1 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-10- 2.4% |
$6.26K - $7.71K
|
406
$403K
|
|
|
Apr 07, 2023
Q1 2023
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
61+ 34.66% |
$38.2K - $47K
|
237
$235K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-3.29K- 4.68% |
$2.06M - $2.54M
|
67K
$66.4M
|
|
| Q4 2022 | |||||||
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-202- 23.65% |
$107K - $156K
|
652
$646K
|
|
|
Jul 11, 2023
Q4 2022
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-238- 17.67% |
$126K - $184K
|
1.11K
$1.1M
|
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
5+ 41.67% |
$2.65K - $3.87K
|
17
$16.9K
|
|
|
May 15, 2023
Q4 2022
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
21+ 1.88% |
$11.1K - $16.3K
|
1.14K
$1.13M
|
|
|
May 09, 2023
Q4 2022
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-8Closed |
$4.24K - $6.2K
|
0
$0
|
|
|
Feb 24, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
PUT |
15.1KNew |
$8.01M - $11.7M
|
15.1K
$15M
|
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-154- 17.64% |
$81.7K - $119K
|
719
$713K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
7New |
$3.71K - $5.42K
|
7
$6.94K
|
|
|
Feb 14, 2023
Q4 2022
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
290New |
$154K - $225K
|
290
$288K
|
|
|
Feb 14, 2023
Q4 2022
|
Willner & Heller, LLC
|
BUY
|
- |
364New |
$193K - $282K
|
364
$361K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
2New |
$1.06K - $1.55K
|
2
$1.98K
|
|
|
Feb 14, 2023
Q4 2022
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-1.01K- 17.18% |
$538K - $786K
|
4.89K
$4.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
BUY
|
- |
3.28K+ 2.27% |
$1.74M - $2.54M
|
148K
$146M
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
1.46K+ 143.31% |
$772K - $1.13M
|
2.47K
$2.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
10+ 6.99% |
$5.3K - $7.75K
|
153
$152K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-21- 2.86% |
$11.1K - $16.3K
|
714
$708K
|
|
|
Feb 14, 2023
Q4 2022
|
Junto Capital Management LP
New York, NY |
BUY
|
- |
77.6KNew |
$41.1M - $60.1M
|
77.6K
$76.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
50+ 12.22% |
$26.5K - $38.7K
|
459
$455K
|
|
|
Feb 14, 2023
Q4 2022
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
300New |
$159K - $232K
|
300
$297K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerrisdale Advisers, LLC
Miami, FL |
SELL
|
- |
-23.9K- 98.35% |
$12.7M - $18.5M
|
400
$397K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
58New |
$30.8K - $44.9K
|
58
$57.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
37+ 0.51% |
$19.6K - $28.7K
|
7.31K
$7.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
1+ 0.19% |
$530 - $775
|
515
$511K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
7.14KNew |
$3.79M - $5.53M
|
7.14K
$7.08M
|
|