Gladstone Institutional Advisory’s Blackrock BLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.82M Buy
2,689
+106
+4% +$111K 0.12% 186
2025
Q1
$2.44M Sell
2,583
-11
-0.4% -$10.4K 0.11% 194
2024
Q4
$2.66M Sell
2,594
-13
-0.5% -$13.3K 0.12% 182
2024
Q3
$2.47M Sell
2,607
-14
-0.5% -$13.3K 0.12% 191
2024
Q2
$2.06M Buy
2,621
+97
+4% +$76.4K 0.11% 216
2024
Q1
$2.1M Sell
2,524
-397
-14% -$331K 0.12% 202
2023
Q4
$2.37M Sell
2,921
-6
-0.2% -$4.87K 0.13% 189
2023
Q3
$1.89M Sell
2,927
-11
-0.4% -$7.11K 0.12% 190
2023
Q2
$2.03M Sell
2,938
-47
-2% -$32.5K 0.12% 196
2023
Q1
$2M Sell
2,985
-1,259
-30% -$842K 0.13% 193
2022
Q4
$3.01M Buy
4,244
+321
+8% +$227K 0.21% 137
2022
Q3
$2.16M Sell
3,923
-679
-15% -$374K 0.17% 153
2022
Q2
$2.8M Sell
4,602
-1,305
-22% -$795K 0.22% 113
2022
Q1
$4.51M Buy
5,907
+1,188
+25% +$908K 0.31% 86
2021
Q4
$4.32M Buy
4,719
+1,298
+38% +$1.19M 0.33% 83
2021
Q3
$2.87M Buy
3,421
+2,142
+167% +$1.8M 0.28% 100
2021
Q2
$1.12M Buy
1,279
+715
+127% +$626K 0.13% 178
2021
Q1
$425K Buy
+564
New +$425K 0.07% 257
2020
Q4
Sell
-662
Closed -$373K 304
2020
Q3
$373K Buy
+662
New +$373K 0.09% 171
2019
Q3
Sell
-490
Closed -$231K 286
2019
Q2
$231K Buy
+490
New +$231K 0.07% 239