Purchases and Sales Made in Q1 2024 in Black Rock Inc. (BLK)
This table provides information about the institutional ownership of Black Rock Inc. (BLK) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
5+ 0.4% |
$3.87K - $4.21K
|
1.26K
$1.2M
|
|
|
May 13, 2024
Q1 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
5+ 0.83% |
$3.87K - $4.21K
|
608
$581K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5+ 2.5% |
$3.87K - $4.21K
|
205
$196K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
5New |
$3.87K - $4.21K
|
5
$4.78K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
5New |
$3.87K - $4.21K
|
5
$4.78K
|
|
|
Apr 04, 2024
Q1 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
4+ 0.88% |
$3.1K - $3.37K
|
456
$436K
|
|
|
Apr 15, 2024
Q1 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
4+ 0.59% |
$3.1K - $3.37K
|
678
$648K
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
4+ 1.21% |
$3.1K - $3.37K
|
334
$319K
|
|
|
Apr 19, 2024
Q1 2024
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
4+ 1.06% |
$3.1K - $3.37K
|
381
$364K
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
4+ 0.65% |
$3.1K - $3.37K
|
621
$593K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
4+ 0.26% |
$3.1K - $3.37K
|
1.57K
$1.5M
|
|
|
Apr 25, 2024
Q1 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
4+ 0.63% |
$3.1K - $3.37K
|
641
$613K
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4+ 1.33% |
$3.1K - $3.37K
|
304
$291K
|
|
|
Apr 29, 2024
Q1 2024
|
Groesbeck Investment Management Corp
|
BUY
|
- |
4+ 0.38% |
$3.1K - $3.37K
|
1.05K
$1M
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
4+ 20.0% |
$3.1K - $3.37K
|
24
$22.9K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
4+ 0.36% |
$3.1K - $3.37K
|
1.11K
$1.06M
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
4+ 0.69% |
$3.1K - $3.37K
|
583
$557K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
4New |
$3.1K - $3.37K
|
4
$3.82K
|
|
|
May 10, 2024
Q1 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
4+ 1.04% |
$3.1K - $3.37K
|
387
$370K
|
|
|
May 15, 2024
Q1 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
4+ 0.19% |
$3.1K - $3.37K
|
2.08K
$1.99M
|
|
|
Apr 11, 2024
Q1 2024
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
3+ 0.11% |
$2.32K - $2.53K
|
2.67K
$2.55M
|
|
|
Apr 12, 2024
Q1 2024
|
Gleason Group, Inc.
|
BUY
|
- |
3+ 0.59% |
$2.32K - $2.53K
|
510
$487K
|
|
|
Apr 15, 2024
Q1 2024
|
First Bancorp, Inc
|
BUY
|
- |
3+ 0.84% |
$2.32K - $2.53K
|
360
$344K
|
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
BUY
|
- |
3+ 0.96% |
$2.32K - $2.53K
|
315
$301K
|
|
|
Apr 19, 2024
Q1 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
3+ 0.33% |
$2.32K - $2.53K
|
911
$871K
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
3+ 1.14% |
$2.32K - $2.53K
|
267
$255K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3+ 10.71% |
$2.32K - $2.53K
|
31
$29.6K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
3+ 5.45% |
$2.32K - $2.53K
|
58
$55.4K
|
|
|
May 08, 2024
Q1 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
3New |
$2.32K - $2.53K
|
3
$2.87K
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
3+ 0.1% |
$2.32K - $2.53K
|
2.88K
$2.75M
|
|
|
May 10, 2024
Q1 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
3+ 0.48% |
$2.32K - $2.53K
|
624
$596K
|
|
|
May 15, 2024
Q1 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
3+ 0.06% |
$2.32K - $2.53K
|
4.88K
$4.66M
|
|
|
May 16, 2024
Q1 2024
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
3+ 0.23% |
$2.32K - $2.53K
|
1.3K
$1.24M
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2+ 20.0% |
$1.55K - $1.68K
|
12
$11.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
2+ 0.54% |
$1.55K - $1.68K
|
369
$353K
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2+ 0.43% |
$1.55K - $1.68K
|
463
$442K
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
2+ 0.23% |
$1.55K - $1.68K
|
865
$827K
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
2+ 2.74% |
$1.55K - $1.68K
|
75
$71.7K
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
2+ 0.55% |
$1.55K - $1.68K
|
364
$348K
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
2+ 0.51% |
$1.55K - $1.68K
|
398
$380K
|
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
2+ 1.46% |
$1.55K - $1.68K
|
139
$133K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2+ 0.63% |
$1.55K - $1.68K
|
319
$305K
|
|
|
Apr 19, 2024
Q1 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
2+ 0.09% |
$1.55K - $1.68K
|
2.13K
$2.04M
|
|
|
Apr 19, 2024
Q1 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
2+ 0.77% |
$1.55K - $1.68K
|
261
$249K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
2+ 0.17% |
$1.55K - $1.68K
|
1.17K
$1.11M
|
|
|
Apr 25, 2024
Q1 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
2+ 0.4% |
$1.55K - $1.68K
|
499
$477K
|
|
|
Apr 25, 2024
Q1 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
2+ 0.03% |
$1.55K - $1.68K
|
5.86K
$5.6M
|
|
|
May 01, 2024
Q1 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
2+ 0.42% |
$1.55K - $1.68K
|
474
$453K
|
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
2+ 25.0% |
$1.55K - $1.68K
|
10
$9.56K
|
|
|
May 02, 2024
Q1 2024
|
Weil Company, Inc.
|
BUY
|
- |
2+ 0.56% |
$1.55K - $1.68K
|
356
$340K
|