Purchases and Sales Made in Q1 2023 in Black Rock Inc. (BLK)
This table provides information about the institutional ownership of Black Rock Inc. (BLK) during Q1 2023. The information is specifically focused on institutions that hold shares of BlackRock Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.37% |
$626 - $771
|
273
$294K
|
|
|
Apr 24, 2023
Q1 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
1+ 0.18% |
$626 - $771
|
570
$613K
|
|
|
Apr 25, 2023
Q1 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1+ 0.23% |
$626 - $771
|
438
$471K
|
|
|
Apr 26, 2023
Q1 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 0.31% |
$626 - $771
|
326
$351K
|
|
|
Apr 26, 2023
Q1 2023
|
Rede Wealth, LLC
|
BUY
|
- |
1+ 0.15% |
$626 - $771
|
690
$742K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1+ 0.04% |
$626 - $771
|
2.68K
$2.88M
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.72% |
$626 - $771
|
139
$149K
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
BUY
|
- |
1+ 1.64% |
$626 - $771
|
62
$66.7K
|
|
|
May 03, 2023
Q1 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
1+ 0.23% |
$626 - $771
|
441
$474K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1New |
$626 - $771
|
1
$1.08K
|
|
|
May 04, 2023
Q1 2023
|
Elite Wealth Management, Inc.
|
BUY
|
- |
1+ 0.32% |
$626 - $771
|
314
$338K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 5.0% |
$626 - $771
|
21
$22.6K
|
|
|
May 08, 2023
Q1 2023
|
Weil Company, Inc.
|
BUY
|
- |
1+ 0.29% |
$626 - $771
|
349
$375K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1+ 9.09% |
$626 - $771
|
12
$12.9K
|
|
|
May 10, 2023
Q1 2023
|
Harfst & Associates, Inc.
|
BUY
|
- |
1+ 0.03% |
$626 - $771
|
2.87K
$3.09M
|
|
|
May 10, 2023
Q1 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1+ 0.13% |
$626 - $771
|
792
$852K
|
|
|
May 12, 2023
Q1 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
1+ 2.38% |
$626 - $771
|
43
$46.2K
|
|
|
May 12, 2023
Q1 2023
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
1+ 0.03% |
$626 - $771
|
3.51K
$3.77M
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
BUY
|
- |
1+ 0.31% |
$626 - $771
|
319
$343K
|
|
|
Sep 26, 2023
Q1 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
1+ 25.0% |
$626 - $771
|
5
$5.38K
|
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
SELL
|
- |
-1- 0.07% |
$626 - $771
|
1.39K
$1.49M
|
|
|
Apr 12, 2023
Q1 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-1- 0.23% |
$626 - $771
|
436
$469K
|
|
|
Apr 17, 2023
Q1 2023
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-1- 0.13% |
$626 - $771
|
758
$815K
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-1- 1.92% |
$626 - $771
|
51
$54.9K
|
|
|
Apr 21, 2023
Q1 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-1- 0.09% |
$626 - $771
|
1.14K
$1.22M
|
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-1- 0.28% |
$626 - $771
|
360
$387K
|
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-1- 0.68% |
$626 - $771
|
145
$156K
|
|
|
May 04, 2023
Q1 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-1- 0.27% |
$626 - $771
|
374
$402K
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-1- 0.68% |
$626 - $771
|
145
$156K
|
|
|
May 09, 2023
Q1 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-1- -0.0% |
$626 - $771
|
25.4K
$27.3M
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-2- 4.0% |
$1.25K - $1.54K
|
48
$51.6K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-2- 0.38% |
$1.25K - $1.54K
|
531
$571K
|
|
|
Apr 11, 2023
Q1 2023
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-2- 0.41% |
$1.25K - $1.54K
|
483
$519K
|
|
|
Apr 13, 2023
Q1 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-2- 0.09% |
$1.25K - $1.54K
|
2.19K
$2.36M
|
|
|
Apr 14, 2023
Q1 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-2- 0.41% |
$1.25K - $1.54K
|
489
$526K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.53% |
$1.25K - $1.54K
|
373
$401K
|
|
|
Apr 24, 2023
Q1 2023
|
Everett Harris & CO
|
SELL
|
- |
-2- 0.06% |
$1.25K - $1.54K
|
3.29K
$3.54M
|
|
|
Apr 26, 2023
Q1 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-2- 0.16% |
$1.25K - $1.54K
|
1.26K
$1.36M
|
|
|
Apr 27, 2023
Q1 2023
|
Leisure Capital Management
|
SELL
|
- |
-2- 0.11% |
$1.25K - $1.54K
|
1.83K
$1.96M
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-2- 0.01% |
$1.25K - $1.54K
|
13.6K
$14.6M
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-2- 40.0% |
$1.25K - $1.54K
|
3
$3.23K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-2- 10.0% |
$1.25K - $1.54K
|
18
$19.4K
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
SELL
|
- |
-2- 0.56% |
$1.25K - $1.54K
|
358
$385K
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2- 0.48% |
$1.25K - $1.54K
|
414
$445K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3- 23.08% |
$1.88K - $2.31K
|
10
$10.8K
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-3- 0.29% |
$1.88K - $2.31K
|
1.03K
$1.1M
|
|
|
May 01, 2023
Q1 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.25% |
$1.88K - $2.31K
|
1.2K
$1.29M
|
|
|
May 08, 2023
Q1 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-3- 0.17% |
$1.88K - $2.31K
|
1.75K
$1.88M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-3- 0.36% |
$1.88K - $2.31K
|
820
$882K
|