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 |
|---|---|---|---|---|---|---|---|
|
Jul 06, 2023
Q2 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
2+ 0.07% |
$1.26K - $1.42K
|
2.87K
$3.02M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.29% |
$1.26K - $1.42K
|
680
$717K
|
|
|
Jul 17, 2023
Q2 2023
|
Riverview Trust CO
|
BUY
|
- |
2+ 0.18% |
$1.26K - $1.42K
|
1.14K
$1.2M
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
BUY
|
- |
2+ 0.28% |
$1.26K - $1.42K
|
712
$751K
|
|
|
Jul 19, 2023
Q2 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
2+ 0.02% |
$1.26K - $1.42K
|
12.3K
$13M
|
|
|
Jul 26, 2023
Q2 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
2+ 0.53% |
$1.26K - $1.42K
|
376
$396K
|
|
|
Aug 07, 2023
Q2 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
2+ 0.38% |
$1.26K - $1.42K
|
534
$563K
|
|
|
Aug 08, 2023
Q2 2023
|
Weil Company, Inc.
|
BUY
|
- |
2+ 0.57% |
$1.26K - $1.42K
|
351
$370K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
2New |
$1.26K - $1.42K
|
2
$2.11K
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
2+ 2.13% |
$1.26K - $1.42K
|
96
$101K
|
|
|
Aug 11, 2023
Q2 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
2+ 0.52% |
$1.26K - $1.42K
|
388
$409K
|
|
|
Aug 14, 2023
Q2 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
2+ 0.18% |
$1.26K - $1.42K
|
1.13K
$1.19M
|
|
|
Aug 28, 2023
Q2 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
2+ 0.12% |
$1.26K - $1.42K
|
1.72K
$1.82M
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
BUY
|
- |
1+ 4.76% |
$629 - $711
|
22
$23.2K
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.15% |
$629 - $711
|
679
$716K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.72% |
$629 - $711
|
140
$148K
|
|
|
Jul 11, 2023
Q2 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
1+ 0.14% |
$629 - $711
|
715
$754K
|
|
|
Jul 11, 2023
Q2 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
1+ 0.21% |
$629 - $711
|
484
$510K
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
BUY
|
- |
1+ 0.17% |
$629 - $711
|
582
$614K
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 3.85% |
$629 - $711
|
27
$28.5K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 10.0% |
$629 - $711
|
11
$11.6K
|
|
|
Jul 17, 2023
Q2 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
1+ 0.69% |
$629 - $711
|
146
$154K
|
|
|
Jul 18, 2023
Q2 2023
|
44 Wealth Management LLC
|
BUY
|
- |
1+ 0.23% |
$629 - $711
|
442
$466K
|
|
|
Jul 24, 2023
Q2 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1+ 12.5% |
$629 - $711
|
9
$9.49K
|
|
|
Jul 26, 2023
Q2 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
1+ 0.22% |
$629 - $711
|
464
$489K
|
|
|
Jul 26, 2023
Q2 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1+ 0.18% |
$629 - $711
|
553
$583K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1New |
$629 - $711
|
1
$1.05K
|
|
|
Aug 03, 2023
Q2 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
1+ 0.15% |
$629 - $711
|
655
$691K
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1+ 1.54% |
$629 - $711
|
66
$69.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.23% |
$629 - $711
|
443
$467K
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
1New |
$629 - $711
|
1
$1.05K
|
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.3% |
$629 - $711
|
339
$357K
|
|
|
Sep 13, 2023
Q2 2023
|
Ims Capital Management
|
BUY
|
- |
1+ 0.06% |
$629 - $711
|
1.73K
$1.83M
|
|
|
Aug 09, 2023
Q2 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1- 5.0% |
$629 - $711
|
19
$20K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 12.5% |
$629 - $711
|
7
$7.38K
|
|
|
Aug 10, 2023
Q2 2023
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-1- 0.28% |
$629 - $711
|
350
$369K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 1.92% |
$629 - $711
|
51
$53.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-1- 33.33% |
$629 - $711
|
2
$2.11K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1- 0.1% |
$629 - $711
|
1.01K
$1.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1- 0.03% |
$629 - $711
|
3.29K
$3.47M
|
|
|
Aug 22, 2023
Q2 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-1- 0.17% |
$629 - $711
|
591
$623K
|
|
|
Sep 26, 2023
Q2 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-1- 20.0% |
$629 - $711
|
4
$4.22K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-1- 1.05% |
$629 - $711
|
94
$99.1K
|
|
|
Jul 06, 2023
Q2 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-2- 0.45% |
$1.26K - $1.42K
|
439
$463K
|
|
|
Jul 14, 2023
Q2 2023
|
Five Oceans Advisors
|
SELL
|
- |
-2- 0.62% |
$1.26K - $1.42K
|
320
$337K
|
|
|
Jul 19, 2023
Q2 2023
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-2- 9.52% |
$1.26K - $1.42K
|
19
$20K
|
|
|
Jul 20, 2023
Q2 2023
|
Legacy Advisors, LLC
|
SELL
|
- |
-2- 0.27% |
$1.26K - $1.42K
|
744
$784K
|
|
|
Jul 24, 2023
Q2 2023
|
Cottage Street Advisors LLC
|
SELL
|
- |
-2- 0.11% |
$1.26K - $1.42K
|
1.86K
$1.97M
|
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
SELL
|
- |
-2- 0.02% |
$1.26K - $1.42K
|
10.6K
$11.2M
|