IBEX Wealth Advisors’s Blackrock BLK Stock Holding History

IBEX Wealth Advisors’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
2025 Q4	–	Sell	-3,682	Closed	-$4.29M	–	133
2025 Q3	$4.29M	Buy	+3,682	New	+$4.12M	0.41%	75
2025 Q2	–	Sell	-5,084	Closed	-$4.81M	–	194
2025 Q1	$4.81M	Buy	5,084 +208	+4%	+$204K	0.64%	57
2024 Q4	$5M	Buy	+4,876	New	+$4.95M	0.59%	54
2024 Q3	–	Sell	-161	Closed	-$127K	–	93
2024 Q2	$127K	Buy	+161	New	+$126K	0.02%	144
2022 Q1	–	Sell	-2,439	Closed	-$2.23M	–	177
2021 Q4	$2.23M	Buy	2,439 +54	+2%	+$49.3K	0.4%	84
2021 Q3	$2M	Buy	2,385 +1,609	+207%	+$1.44M	0.39%	85
2021 Q2	$679K	Buy	+776	New	+$655K	0.14%	116
2018 Q1	–	Sell	-7,049	Closed	-$3.73M	–	90
2017 Q4	$3.73M	Buy	7,049 +263	+4%	+$128K	1.65%	24
2017 Q3	$3.14M	Buy	6,786 +4,737	+231%	+$2.02M	1.16%	34
2017 Q2	$893K	Sell	2,049 -2	-0.1%	-$798	0.35%	81
2017 Q1	$781K	Sell	2,051 -36	-2%	-$13.8K	0.48%	57
2016 Q4	$796K	Buy	+2,087	New	+$765K	0.38%	78

Other funds holding BLK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

IBEX Wealth Advisors's BLK Position: Q4 2025 in Review

IBEX Wealth Advisors sold out of Blackrock (BLK) in Q4 2025, closing a stake of 3,682 shares — an estimated $4.29M sold.

IBEX Wealth Advisors first reported a position in BLK in Q4 2016 and held it in 12 quarters. The position peaked at $5M in Q4 2024. 2,419 funds tracked by Wall St. Rank hold BLK as of Q4 2025.

IBEX Wealth Advisors reported no remaining Blackrock position as of Q4 2025 after selling out during the quarter.
IBEX Wealth Advisors sold 3,682 Blackrock shares in Q4 2025, an estimated $4.29M.
IBEX Wealth Advisors first reported a position in Blackrock in Q4 2016 and held it in 12 quarters.
IBEX Wealth Advisors's Blackrock position peaked at $5M in Q4 2024.
2,419 funds tracked by Wall St. Rank held Blackrock as of Q4 2025.

Based on IBEX Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.