Purchases and Sales Made in Q2 2023 in Black Rock Inc. (BLK)
This table provides information about the institutional ownership of Black Rock Inc. (BLK) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
98+ 376.92% |
$61.7K - $69.7K
|
124
$131K
|
|
|
Jul 12, 2023
Q2 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
97+ 4.43% |
$61K - $69K
|
2.29K
$2.41M
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
97+ 3.88% |
$61K - $69K
|
2.6K
$2.74M
|
|
|
Jul 17, 2023
Q2 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
97+ 1.91% |
$61K - $69K
|
5.19K
$5.47M
|
|
|
Aug 11, 2023
Q2 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
94+ 2.03% |
$59.1K - $66.9K
|
4.73K
$4.98M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
92+ 0.47% |
$57.9K - $65.4K
|
19.6K
$20.7M
|
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
92+ 27.14% |
$57.9K - $65.4K
|
431
$455K
|
|
|
Aug 07, 2023
Q2 2023
|
Harfst & Associates, Inc.
|
BUY
|
- |
91+ 3.17% |
$57.3K - $64.7K
|
2.96K
$3.12M
|
|
|
Jul 07, 2023
Q2 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
90+ 4.19% |
$56.6K - $64K
|
2.24K
$2.36M
|
|
|
Jul 19, 2023
Q2 2023
|
Matrix Trust CO
|
BUY
|
- |
88+ 5.86% |
$55.4K - $62.6K
|
1.59K
$1.68M
|
|
|
Jul 11, 2023
Q2 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
86+ 0.49% |
$54.1K - $61.2K
|
17.7K
$18.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
85+ 2.1% |
$53.5K - $60.5K
|
4.14K
$4.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
84+ 2.38% |
$52.9K - $59.7K
|
3.62K
$3.82M
|
|
|
Jul 24, 2023
Q2 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
83+ 11.1% |
$52.2K - $59K
|
831
$877K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
83+ 11.61% |
$52.2K - $59K
|
798
$842K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
82+ 82.0% |
$51.6K - $58.3K
|
182
$192K
|
|
|
Aug 14, 2023
Q2 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
79+ 24.69% |
$49.7K - $56.2K
|
399
$421K
|
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
77+ 3.19% |
$48.4K - $54.8K
|
2.49K
$2.63M
|
|
|
Sep 18, 2023
Q2 2023
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
77+ 2.73% |
$48.4K - $54.8K
|
2.9K
$3.05M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
76New |
$47.8K - $54.1K
|
76
$80.2K
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
76+ 7.61% |
$47.8K - $54.1K
|
1.08K
$1.13M
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
76+ 77.55% |
$47.8K - $54.1K
|
174
$184K
|
|
|
Aug 11, 2023
Q2 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
76+ 4.14% |
$47.8K - $54.1K
|
1.91K
$2.02M
|
|
|
Jul 18, 2023
Q2 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
75+ 2.14% |
$47.2K - $53.3K
|
3.58K
$3.78M
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
75+ 4.8% |
$47.2K - $53.3K
|
1.64K
$1.73M
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
75New |
$47.2K - $53.3K
|
75
$79.1K
|
|
|
Jul 10, 2023
Q2 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
74+ 1.6% |
$46.6K - $52.6K
|
4.69K
$4.94M
|
|
|
Jul 13, 2023
Q2 2023
|
Veriti Management LLC
|
BUY
|
- |
74+ 2.17% |
$46.6K - $52.6K
|
3.48K
$3.67M
|
|
|
Jul 27, 2023
Q2 2023
|
Sentry Investment Management LLC
|
BUY
|
- |
74+ 7.47% |
$46.6K - $52.6K
|
1.07K
$1.12M
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
74+ 0.37% |
$46.6K - $52.6K
|
20K
$21.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
73+ 2.06% |
$45.9K - $51.9K
|
3.61K
$3.81M
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
73+ 8.43% |
$45.9K - $51.9K
|
939
$990K
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
72+ 1.36% |
$45.3K - $51.2K
|
5.36K
$5.65M
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
71+ 1183.33% |
$44.7K - $50.5K
|
77
$81.2K
|
|
|
Jul 17, 2023
Q2 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
71+ 8.28% |
$44.7K - $50.5K
|
929
$980K
|
|
|
Jul 24, 2023
Q2 2023
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
71+ 3.07% |
$44.7K - $50.5K
|
2.39K
$2.52M
|
|
|
Jul 25, 2023
Q2 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
71+ 21.52% |
$44.7K - $50.5K
|
401
$423K
|
|
|
Jul 26, 2023
Q2 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
70+ 3.38% |
$44K - $49.8K
|
2.14K
$2.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
70+ 3.61% |
$44K - $49.8K
|
2.01K
$2.12M
|
|
|
Jul 17, 2023
Q2 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
69+ 2.74% |
$43.4K - $49.1K
|
2.58K
$2.72M
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
69+ 7.1% |
$43.4K - $49.1K
|
1.04K
$1.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
69+ 15.4% |
$43.4K - $49.1K
|
517
$545K
|
|
|
Jul 10, 2023
Q2 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
67+ 4.81% |
$42.2K - $47.6K
|
1.46K
$1.54M
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
67+ 89.33% |
$42.2K - $47.6K
|
142
$150K
|
|
|
Aug 09, 2023
Q2 2023
|
Arrow Financial Corp
|
BUY
|
- |
67+ 0.94% |
$42.2K - $47.6K
|
7.22K
$7.61M
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
64New |
$40.3K - $45.5K
|
64
$67.5K
|
|
|
Jul 31, 2024
Q2 2023
|
First American Bank
Dundee, IL |
BUY
|
- |
64+ 2.52% |
$40.3K - $45.5K
|
2.6K
$2.74M
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
63+ 4.54% |
$39.6K - $44.8K
|
1.45K
$1.53M
|
|
|
Aug 02, 2023
Q2 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
63+ 1.06% |
$39.6K - $44.8K
|
6.01K
$6.34M
|
|
|
Aug 07, 2023
Q2 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
63+ 0.99% |
$39.6K - $44.8K
|
6.42K
$6.77M
|