IWA
IBEX Wealth Advisors’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,084
| Closed | -$4.81M | – | 194 |
|
|
2025
Q1 | $4.81M | Buy |
5,084
+208
| +4% | +$197K | 0.64% | 57 |
|
|
2024
Q4 | $5M | Buy |
+4,876
| New | +$5M | 0.59% | 54 |
|
|
2024
Q3 | – | Sell |
-161
| Closed | -$127K | – | 93 |
|
|
2024
Q2 | $127K | Buy |
+161
| New | +$127K | 0.02% | 144 |
|
|
2022
Q1 | – | Sell |
-2,439
| Closed | -$2.23M | – | 177 |
|
|
2021
Q4 | $2.23M | Buy |
2,439
+54
| +2% | +$49.4K | 0.4% | 84 |
|
|
2021
Q3 | $2M | Buy |
2,385
+1,609
| +207% | +$1.35M | 0.39% | 85 |
|
|
2021
Q2 | $679K | Buy |
+776
| New | +$679K | 0.14% | 116 |
|
|
2018
Q1 | – | Sell |
-7,049
| Closed | -$3.73M | – | 90 |
|
|
2017
Q4 | $3.73M | Buy |
7,049
+263
| +4% | +$139K | 1.65% | 24 |
|
|
2017
Q3 | $3.14M | Buy |
6,786
+4,737
| +231% | +$2.19M | 1.16% | 34 |
|
|
2017
Q2 | $893K | Sell |
2,049
-2
| -0.1% | -$872 | 0.35% | 81 |
|
|
2017
Q1 | $781K | Sell |
2,051
-36
| -2% | -$13.7K | 0.48% | 57 |
|
|
2016
Q4 | $796K | Buy |
+2,087
| New | +$796K | 0.38% | 78 |
|