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Independent Solutions Wealth Management’s Blackrock BLK Stock Holding History

Independent Solutions Wealth Management’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
2022
Q2 		– Sell
-1,037
Closed -$792K – 222
2022
Q1 		$792K Sell
1,037
-16
-2% -$12.5K 0.19% 98
2021
Q4 		$964K Hold
1,053
– – 0.23% 94
2021
Q3 		$883K Buy
1,053
+59
+6% +$52.9K 0.22% 97
2021
Q2 		$870K Buy
994
+254
+34% +$215K 0.21% 97
2021
Q1 		$558K Buy
740
+33
+5% +$23.9K 0.15% 112
2020
Q4 		$510K Buy
707
+335
+90% +$222K 0.16% 106
2020
Q3 		$210K Buy
+372
New +$212K 0.08% 157

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
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Independent Solutions Wealth Management's BLK Position: Q2 2022 in Review

Independent Solutions Wealth Management sold out of Blackrock (BLK) in Q2 2022, closing a stake of 1,037 shares — an estimated $792K sold.

Independent Solutions Wealth Management first reported a position in BLK in Q3 2020 and held it in 7 quarters. The position peaked at $964K in Q4 2021. 1,750 funds tracked by Wall St. Rank hold BLK as of Q2 2022.

  • Independent Solutions Wealth Management reported no remaining Blackrock position as of Q2 2022 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 1,037 Blackrock shares in Q2 2022, an estimated $792K.
  • Independent Solutions Wealth Management first reported a position in Blackrock in Q3 2020 and held it in 7 quarters.
  • Independent Solutions Wealth Management's Blackrock position peaked at $964K in Q4 2021.
  • 1,750 funds tracked by Wall St. Rank held Blackrock as of Q2 2022.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2022, filed 19 Dec 2024.