AAS
Avantax Advisory Services’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.5M | Buy |
15,744
+628
| +4% | +$659K | 0.09% | 174 |
|
|
2025
Q1 | $14.3M | Buy |
15,116
+369
| +3% | +$349K | 0.09% | 175 |
|
|
2024
Q4 | $15.1M | Buy |
14,747
+758
| +5% | +$777K | 0.09% | 159 |
|
|
2024
Q3 | $13.3M | Buy |
13,989
+410
| +3% | +$389K | 0.09% | 174 |
|
|
2024
Q2 | $10.7M | Buy |
13,579
+8,843
| +187% | +$6.96M | 0.08% | 193 |
|
|
2024
Q1 | $3.95M | Sell |
4,736
-301
| -6% | -$251K | 0.04% | 361 |
|
|
2023
Q4 | $4.09M | Buy |
5,037
+97
| +2% | +$78.7K | 0.04% | 317 |
|
|
2023
Q3 | $3.19M | Buy |
4,940
+262
| +6% | +$169K | 0.04% | 346 |
|
|
2023
Q2 | $3.23M | Sell |
4,678
-128
| -3% | -$88.5K | 0.04% | 339 |
|
|
2023
Q1 | $3.22M | Buy |
4,806
+157
| +3% | +$105K | 0.04% | 334 |
|
|
2022
Q4 | $3.29M | Sell |
4,649
-278
| -6% | -$197K | 0.04% | 309 |
|
|
2022
Q3 | $2.71M | Buy |
4,927
+628
| +15% | +$346K | 0.04% | 316 |
|
|
2022
Q2 | $2.62M | Buy |
4,299
+1,516
| +54% | +$923K | 0.04% | 323 |
|
|
2022
Q1 | $2.14M | Buy |
2,783
+76
| +3% | +$58.3K | 0.03% | 361 |
|
|
2021
Q4 | $2.48M | Buy |
2,707
+274
| +11% | +$251K | 0.04% | 324 |
|
|
2021
Q3 | $2.05M | Buy |
2,433
+216
| +10% | +$182K | 0.03% | 329 |
|
|
2021
Q2 | $1.94M | Buy |
2,217
+445
| +25% | +$390K | 0.04% | 330 |
|
|
2021
Q1 | $1.35M | Buy |
1,772
+51
| +3% | +$38.8K | 0.03% | 378 |
|
|
2020
Q4 | $1.25M | Sell |
1,721
-4,899
| -74% | -$3.55M | 0.03% | 356 |
|
|
2020
Q3 | $3.73M | Buy |
6,620
+5,014
| +312% | +$2.83M | 0.06% | 245 |
|
|
2020
Q2 | $875K | Buy |
1,606
+35
| +2% | +$19.1K | 0.03% | 371 |
|
|
2020
Q1 | $692K | Buy |
1,571
+54
| +4% | +$23.8K | 0.02% | 362 |
|
|
2019
Q4 | $777K | Buy |
1,517
+436
| +40% | +$223K | 0.02% | 388 |
|
|
2019
Q3 | $480K | Sell |
1,081
-478
| -31% | -$212K | 0.02% | 325 |
|
|
2019
Q2 | $732K | Buy |
1,559
+45
| +3% | +$21.1K | 0.03% | 235 |
|
|
2019
Q1 | $647K | Sell |
1,514
-234
| -13% | -$100K | 0.03% | 242 |
|
|
2018
Q4 | $688K | Buy |
+1,748
| New | +$688K | 0.12% | 176 |
|