Institute for Wealth Management’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $324K | Hold |
309
| – | – | 0.04% | 411 |
|
|
2025
Q1 | $292K | Buy |
+309
| New | +$292K | 0.04% | 417 |
|
|
2024
Q4 | – | Sell |
-327
| Closed | -$310K | – | 514 |
|
|
2024
Q3 | $310K | Sell |
327
-8
| -2% | -$7.6K | 0.04% | 410 |
|
|
2024
Q2 | $264K | Sell |
335
-5
| -1% | -$3.94K | 0.04% | 413 |
|
|
2024
Q1 | $283K | Sell |
340
-31
| -8% | -$25.8K | 0.04% | 401 |
|
|
2023
Q4 | $301K | Hold |
371
| – | – | 0.05% | 365 |
|
|
2023
Q3 | $240K | Hold |
371
| – | – | 0.04% | 388 |
|
|
2023
Q2 | $256K | Buy |
371
+8
| +2% | +$5.53K | 0.04% | 390 |
|
|
2023
Q1 | $243K | Hold |
363
| – | – | 0.05% | 388 |
|
|
2022
Q4 | $257K | Sell |
363
-191
| -34% | -$135K | 0.05% | 371 |
|
|
2022
Q3 | $305K | Buy |
554
+4
| +0.7% | +$2.2K | 0.07% | 332 |
|
|
2022
Q2 | $335K | Hold |
550
| – | – | 0.07% | 365 |
|
|
2022
Q1 | $420K | Sell |
550
-11
| -2% | -$8.4K | 0.07% | 326 |
|
|
2021
Q4 | $514K | Hold |
561
| – | – | 0.08% | 276 |
|
|
2021
Q3 | $470K | Buy |
561
+29
| +5% | +$24.3K | 0.08% | 285 |
|
|
2021
Q2 | $465K | Buy |
532
+35
| +7% | +$30.6K | 0.08% | 290 |
|
|
2021
Q1 | $375K | Buy |
497
+203
| +69% | +$153K | 0.07% | 314 |
|
|
2020
Q4 | $212K | Buy |
+294
| New | +$212K | 0.04% | 410 |
|