FTIS
BLK icon

First Trust Investment Solutions’s Blackrock BLK Stock Holding History

First Trust Investment Solutions’s Portfolio BLK Stock Details BLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$959K Buy
1,010
+630
+166% +$545K 0.11% 139
2024
Q2 		$299K Buy
380
+139
+58% +$108K 0.04% 211
2024
Q1 		$201K Buy
+241
New +$194K 0.04% 242

Other funds holding BLK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Investment Solutions's BLK Position: Q3 2024 in Review

First Trust Investment Solutions increased its Blackrock (BLK) stake by 166% in Q3 2024, buying an estimated $545K and bringing the position to 1,010 shares worth $959K. The position accounts for 0.11% of the portfolio, ranked #139.

First Trust Investment Solutions first reported a position in BLK in Q1 2024 and has held it in 3 quarters since. 1,805 funds tracked by Wall St. Rank hold BLK as of Q3 2024.

  • First Trust Investment Solutions held 1,010 shares of Blackrock worth $959K as of Q3 2024.
  • First Trust Investment Solutions bought 630 Blackrock shares in Q3 2024, an estimated $545K.
  • Blackrock made up 0.11% of First Trust Investment Solutions's portfolio in Q3 2024, its #139 holding.
  • First Trust Investment Solutions first reported a position in Blackrock in Q1 2024 and has held it in 3 quarters since.
  • 1,805 funds tracked by Wall St. Rank held Blackrock as of Q3 2024.

Based on First Trust Investment Solutions's 13F filing for Q3 2024, filed 13 Nov 2024.