Institute for Wealth Management’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $365K | Buy |
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|
2025
Q2 | $324K | Hold |
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|
2025
Q1 | $292K | Buy |
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|
2024
Q4 | – | Sell |
|
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|
2024
Q3 | $310K | Sell |
|
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|
2024
Q2 | $264K | Sell |
|
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|
2024
Q1 | $283K | Sell |
|
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|
2023
Q4 | $301K | Hold |
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|
2023
Q3 | $240K | Hold |
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|
2023
Q2 | $256K | Buy |
|
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|
2023
Q1 | $243K | Hold |
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|
2022
Q4 | $257K | Sell |
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|
2022
Q3 | $305K | Buy |
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|
2022
Q2 | $335K | Hold |
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|
2022
Q1 | $420K | Sell |
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|
2021
Q4 | $514K | Hold |
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|
2021
Q3 | $470K | Buy |
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|
2021
Q2 | $465K | Buy |
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|
2021
Q1 | $375K | Buy |
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|
2020
Q4 | $212K | Buy |
|