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 07, 2023
Q2 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
9+ 0.97% |
$5.66K - $6.4K
|
937
$1.03M
|
|
|
Aug 08, 2023
Q2 2023
|
American Money Management, LLC
|
BUY
|
- |
9+ 0.13% |
$5.66K - $6.4K
|
7.2K
$7.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
9+ 1.69% |
$5.66K - $6.4K
|
540
$593K
|
|
|
Aug 09, 2023
Q2 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
9New |
$5.66K - $6.4K
|
9
$9.88K
|
|
|
Aug 10, 2023
Q2 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
9+ 2.49% |
$5.66K - $6.4K
|
371
$407K
|
|
|
Aug 11, 2023
Q2 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
9+ 0.63% |
$5.66K - $6.4K
|
1.43K
$1.57M
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
9+ 1.46% |
$5.66K - $6.4K
|
624
$685K
|
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
8+ 2.22% |
$5.03K - $5.69K
|
369
$405K
|
|
|
Jul 20, 2023
Q2 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
8New |
$5.03K - $5.69K
|
8
$8.78K
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
8+ 2.2% |
$5.03K - $5.69K
|
371
$407K
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
8+ 2.35% |
$5.03K - $5.69K
|
349
$383K
|
|
|
Jul 13, 2023
Q2 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
7+ 1.77% |
$4.4K - $4.98K
|
403
$443K
|
|
|
Jul 14, 2023
Q2 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
7+ 1.43% |
$4.4K - $4.98K
|
497
$546K
|
|
|
Jul 21, 2023
Q2 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
7+ 0.88% |
$4.4K - $4.98K
|
799
$877K
|
|
|
Aug 01, 2023
Q2 2023
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
7+ 0.71% |
$4.4K - $4.98K
|
999
$1.1M
|
|
|
Aug 03, 2023
Q2 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
7+ 1.18% |
$4.4K - $4.98K
|
599
$658K
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
7+ 28.0% |
$4.4K - $4.98K
|
32
$35.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Martin Capital Advisors, LLP
|
BUY
|
- |
7+ 0.35% |
$4.4K - $4.98K
|
1.99K
$2.18M
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
6+ 1.27% |
$3.78K - $4.27K
|
478
$525K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6+ 28.57% |
$3.78K - $4.27K
|
27
$29.6K
|
|
|
Jul 17, 2023
Q2 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
6+ 1.19% |
$3.78K - $4.27K
|
511
$561K
|
|
|
Jul 20, 2023
Q2 2023
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
6+ 1.34% |
$3.78K - $4.27K
|
454
$499K
|
|
|
Jul 28, 2023
Q2 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
6+ 0.31% |
$3.78K - $4.27K
|
1.92K
$2.11M
|
|
|
Jul 31, 2023
Q2 2023
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
6+ 1.21% |
$3.78K - $4.27K
|
501
$550K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
6New |
$3.78K - $4.27K
|
6
$6.59K
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
6+ 0.37% |
$3.78K - $4.27K
|
1.64K
$1.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6+ 1.31% |
$3.78K - $4.27K
|
465
$511K
|
|
|
Sep 21, 2023
Q2 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
6New |
$3.78K - $4.27K
|
6
$6.59K
|
|
|
Jul 19, 2023
Q2 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
5+ 0.99% |
$3.15K - $3.56K
|
510
$560K
|
|
|
Jul 21, 2023
Q2 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
5New |
$3.15K - $3.56K
|
5
$5.49K
|
|
|
Jul 27, 2023
Q2 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
5+ 0.48% |
$3.15K - $3.56K
|
1.06K
$1.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
5+ 0.45% |
$3.15K - $3.56K
|
1.13K
$1.24M
|
|
|
Jul 05, 2023
Q2 2023
|
Abner Herrman & Brock LLC
|
BUY
|
- |
4+ 0.89% |
$2.52K - $2.84K
|
453
$497K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
4+ 25.0% |
$2.52K - $2.84K
|
20
$22K
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
4+ 0.33% |
$2.52K - $2.84K
|
1.23K
$1.35M
|
|
|
Jul 20, 2023
Q2 2023
|
Gleason Group, Inc.
|
BUY
|
- |
4+ 0.81% |
$2.52K - $2.84K
|
500
$549K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
4New |
$2.52K - $2.84K
|
4
$4.39K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
4New |
$2.52K - $2.84K
|
4
$4.39K
|
|
|
Jul 31, 2023
Q2 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
4+ 1.04% |
$2.52K - $2.84K
|
390
$428K
|
|
|
Aug 01, 2023
Q2 2023
|
Kornitzer Capital Management Inc
|
BUY
|
- |
4+ 0.36% |
$2.52K - $2.84K
|
1.13K
$1.24M
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
4+ 0.02% |
$2.52K - $2.84K
|
21.3K
$23.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
4+ 1.2% |
$2.52K - $2.84K
|
336
$369K
|
|
|
Aug 08, 2023
Q2 2023
|
Excalibur Management Corp
|
BUY
|
- |
4+ 1.06% |
$2.52K - $2.84K
|
381
$418K
|
|
|
Aug 09, 2023
Q2 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
4+ 0.25% |
$2.52K - $2.84K
|
1.59K
$1.75M
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.31% |
$2.52K - $2.84K
|
1.31K
$1.44M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3+ 0.33% |
$1.89K - $2.13K
|
901
$989K
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
3+ 75.0% |
$1.89K - $2.13K
|
7
$7.69K
|
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
3+ 0.19% |
$1.89K - $2.13K
|
1.59K
$1.74M
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
3+ 0.36% |
$1.89K - $2.13K
|
846
$929K
|
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
BUY
|
- |
3+ 0.43% |
$1.89K - $2.13K
|
699
$768K
|