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 02, 2023
Q2 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-57- 4.95% |
$35.9K - $40.5K
|
1.1K
$1.15M
|
|
|
Jul 20, 2023
Q2 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-58- 3.1% |
$36.5K - $41.2K
|
1.82K
$1.91M
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-59- 0.67% |
$37.1K - $42K
|
8.71K
$9.19M
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-60- 5.76% |
$37.8K - $42.7K
|
981
$1.03M
|
|
|
Aug 01, 2023
Q2 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-60- 4.14% |
$37.8K - $42.7K
|
1.39K
$1.46M
|
|
|
Aug 04, 2023
Q2 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-60- 1.02% |
$37.8K - $42.7K
|
5.81K
$6.12M
|
|
|
Dec 09, 2024
Q2 2023
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-60- 0.06% |
$37.8K - $42.7K
|
102K
$108M
|
|
|
Jul 12, 2023
Q2 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-61- 6.24% |
$38.4K - $43.4K
|
917
$967K
|
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
SELL
|
- |
-61- 15.89% |
$38.4K - $43.4K
|
323
$341K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-61- 20.07% |
$38.4K - $43.4K
|
243
$256K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-62- 10.92% |
$39K - $44.1K
|
506
$533K
|
|
|
Aug 04, 2023
Q2 2023
|
Iowa State Bank
|
SELL
|
- |
-63- 1.78% |
$39.6K - $44.8K
|
3.48K
$3.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-63- 5.33% |
$39.6K - $44.8K
|
1.12K
$1.18M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-64- 2.52% |
$40.3K - $45.5K
|
2.48K
$2.61M
|
|
|
Jul 20, 2023
Q2 2023
|
Sabal Trust CO
|
SELL
|
- |
-66- 0.21% |
$41.5K - $46.9K
|
31.8K
$33.5M
|
|
|
Jul 21, 2023
Q2 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-66- 10.09% |
$41.5K - $46.9K
|
588
$620K
|
|
|
Jul 25, 2023
Q2 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-67- 5.3% |
$42.2K - $47.6K
|
1.2K
$1.26M
|
|
|
Jul 13, 2023
Q2 2023
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-68- 4.23% |
$42.8K - $48.4K
|
1.54K
$1.62M
|
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
SELL
|
- |
-68- 12.12% |
$42.8K - $48.4K
|
493
$520K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-69- 13.88% |
$43.4K - $49.1K
|
428
$451K
|
|
|
Aug 14, 2023
Q2 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-69- 0.62% |
$43.4K - $49.1K
|
11.1K
$11.7M
|
|
|
Jul 11, 2023
Q2 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-70- 2.62% |
$44K - $49.8K
|
2.6K
$2.74M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-70- 5.79% |
$44K - $49.8K
|
1.14K
$1.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-70- 50.0% |
$44K - $49.8K
|
70
$73.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-70- 7.87% |
$44K - $49.8K
|
819
$863K
|
|
|
Aug 04, 2023
Q2 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-71- 6.12% |
$44.7K - $50.5K
|
1.09K
$1.15M
|
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-71- 55.04% |
$44.7K - $50.5K
|
58
$61.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-72- 0.52% |
$45.3K - $51.2K
|
13.7K
$14.4M
|
|
|
Jul 18, 2023
Q2 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-74- 7.24% |
$46.6K - $52.6K
|
948
$999K
|
|
|
Aug 14, 2023
Q2 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-74- 11.09% |
$46.6K - $52.6K
|
593
$625K
|
|
|
Aug 14, 2023
Q2 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-75- 0.91% |
$47.2K - $53.3K
|
8.14K
$8.59M
|
|
|
Aug 21, 2023
Q2 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-75- 13.44% |
$47.2K - $53.3K
|
483
$509K
|
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-76- 3.16% |
$47.8K - $54.1K
|
2.33K
$2.46M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-76- 4.59% |
$47.8K - $54.1K
|
1.58K
$1.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-76- 4.22% |
$47.8K - $54.1K
|
1.73K
$1.82M
|
|
|
Jul 19, 2023
Q2 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-79- 18.59% |
$49.7K - $56.2K
|
346
$365K
|
|
|
Jul 25, 2023
Q2 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-79- 14.68% |
$49.7K - $56.2K
|
459
$484K
|
|
|
Aug 14, 2023
Q2 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-79- 11.55% |
$49.7K - $56.2K
|
605
$638K
|
|
|
Jul 19, 2023
Q2 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-81- 2.0% |
$51K - $57.6K
|
3.97K
$4.19M
|
|
|
Jul 12, 2023
Q2 2023
|
Platform Technology Partners
|
SELL
|
- |
-82- 13.78% |
$51.6K - $58.3K
|
513
$541K
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-82- 19.29% |
$51.6K - $58.3K
|
343
$362K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-84- 12.86% |
$52.9K - $59.7K
|
569
$600K
|
|
|
Jul 24, 2023
Q2 2023
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-85- 22.67% |
$53.5K - $60.5K
|
290
$306K
|
|
|
Jul 31, 2023
Q2 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-85- 8.53% |
$53.5K - $60.5K
|
912
$962K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-85- 0.59% |
$53.5K - $60.5K
|
14.2K
$15M
|
|
|
Aug 14, 2023
Q2 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-85- 4.59% |
$53.5K - $60.5K
|
1.77K
$1.86M
|
|
|
Jun 17, 2024
Q2 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-85- 16.38% |
$53.5K - $60.5K
|
434
$458K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
SELL
|
- |
-86- 8.14% |
$54.1K - $61.2K
|
970
$1.02M
|
|
|
Aug 01, 2023
Q2 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-87- 6.13% |
$54.7K - $61.9K
|
1.33K
$1.41M
|
|
|
Aug 07, 2023
Q2 2023
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-87- 0.48% |
$54.7K - $61.9K
|
17.9K
$18.9M
|