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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2024
Q1 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-2- 0.5% |
$1.55K - $1.68K
|
395
$377K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-2- 4.08% |
$1.55K - $1.68K
|
47
$44.9K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
SELL
|
- |
-2- 2.94% |
$1.55K - $1.68K
|
66
$63.1K
|
|
|
May 09, 2024
Q1 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-2- 0.24% |
$1.55K - $1.68K
|
832
$795K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2- 0.09% |
$1.55K - $1.68K
|
2.34K
$2.24M
|
|
|
May 10, 2024
Q1 2024
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-2- 0.01% |
$1.55K - $1.68K
|
21.2K
$20.3M
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-2- 0.34% |
$1.55K - $1.68K
|
587
$561K
|
|
|
May 15, 2024
Q1 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-2- 0.75% |
$1.55K - $1.68K
|
265
$253K
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-3- 0.72% |
$2.32K - $2.53K
|
413
$395K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-3- 4.23% |
$2.32K - $2.53K
|
68
$65K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-3- 1.2% |
$2.32K - $2.53K
|
246
$235K
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-3- 0.91% |
$2.32K - $2.53K
|
326
$312K
|
|
|
Apr 19, 2024
Q1 2024
|
Powers Advisory Group, LLC
|
SELL
|
- |
-3- 0.49% |
$2.32K - $2.53K
|
612
$585K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3- 0.33% |
$2.32K - $2.53K
|
909
$869K
|
|
|
May 01, 2024
Q1 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-3- 0.35% |
$2.32K - $2.53K
|
845
$808K
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-3- 0.81% |
$2.32K - $2.53K
|
367
$351K
|
|
|
May 10, 2024
Q1 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-3- 0.55% |
$2.32K - $2.53K
|
541
$517K
|
|
|
May 15, 2024
Q1 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-3- 0.63% |
$2.32K - $2.53K
|
472
$451K
|
|
|
May 15, 2024
Q1 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-3- 5.88% |
$2.32K - $2.53K
|
48
$45.9K
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
SELL
|
- |
-4- 1.1% |
$3.1K - $3.37K
|
358
$342K
|
|
|
Apr 15, 2024
Q1 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-4- 0.27% |
$3.1K - $3.37K
|
1.49K
$1.42M
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-4- 5.41% |
$3.1K - $3.37K
|
70
$66.9K
|
|
|
Apr 26, 2024
Q1 2024
|
Phoenix Wealth Advisors
|
SELL
|
- |
-4- 0.91% |
$3.1K - $3.37K
|
434
$415K
|
|
|
Apr 26, 2024
Q1 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-4- 0.96% |
$3.1K - $3.37K
|
411
$393K
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-4- 0.05% |
$3.1K - $3.37K
|
7.81K
$7.46M
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-4- 0.76% |
$3.1K - $3.37K
|
522
$499K
|
|
|
May 03, 2024
Q1 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-4- 0.18% |
$3.1K - $3.37K
|
2.19K
$2.09M
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
SELL
|
- |
-4- 1.15% |
$3.1K - $3.37K
|
344
$329K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-4- 0.44% |
$3.1K - $3.37K
|
906
$866K
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-4- 4.12% |
$3.1K - $3.37K
|
93
$88.9K
|
|
|
May 16, 2024
Q1 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-4- 1.29% |
$3.1K - $3.37K
|
307
$293K
|
|
|
May 23, 2024
Q1 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-4- 0.48% |
$3.1K - $3.37K
|
825
$788K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-4- 5.33% |
$3.1K - $3.37K
|
71
$67.9K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-5- 0.44% |
$3.87K - $4.21K
|
1.14K
$1.09M
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-5- 0.64% |
$3.87K - $4.21K
|
781
$746K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-5- 0.33% |
$3.87K - $4.21K
|
1.53K
$1.46M
|
|
|
Apr 29, 2024
Q1 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-5- 0.15% |
$3.87K - $4.21K
|
3.24K
$3.09M
|
|
|
Apr 30, 2024
Q1 2024
|
Bray Capital Advisors
|
SELL
|
- |
-5- 2.37% |
$3.87K - $4.21K
|
206
$197K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-5- 0.14% |
$3.87K - $4.21K
|
3.59K
$3.43M
|
|
|
May 14, 2024
Q1 2024
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-5- 0.92% |
$3.87K - $4.21K
|
540
$516K
|
|
|
May 14, 2024
Q1 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-5- 0.1% |
$3.87K - $4.21K
|
5.18K
$4.95M
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
SELL
|
- |
-6- 1.45% |
$4.65K - $5.05K
|
407
$389K
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-6- 2.11% |
$4.65K - $5.05K
|
278
$266K
|
|
|
Apr 29, 2024
Q1 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-6- 0.72% |
$4.65K - $5.05K
|
828
$791K
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-6- 2.38% |
$4.65K - $5.05K
|
246
$235K
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-6- 0.03% |
$4.65K - $5.05K
|
22.5K
$21.5M
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-6- 11.54% |
$4.65K - $5.05K
|
46
$44K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-6- 0.91% |
$4.65K - $5.05K
|
652
$623K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-6- 60.0% |
$4.65K - $5.05K
|
4
$3.82K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-6- 1.29% |
$4.65K - $5.05K
|
458
$438K
|