JIC
Joel Isaacson & Co’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.57M | Sell |
1,500
-70
| -4% | -$73.4K | 0.06% | 124 |
|
|
2025
Q1 | $1.49M | Hold |
1,570
| – | – | 0.07% | 119 |
|
|
2024
Q4 | $1.61M | Buy |
1,570
+1
| +0.1% | +$1.03K | 0.07% | 112 |
|
|
2024
Q3 | $1.49M | Sell |
1,569
-78
| -5% | -$74.1K | 0.07% | 110 |
|
|
2024
Q2 | $1.3M | Sell |
1,647
-13
| -0.8% | -$10.2K | 0.07% | 113 |
|
|
2024
Q1 | $1.38M | Sell |
1,660
-242
| -13% | -$202K | 0.08% | 109 |
|
|
2023
Q4 | $1.54M | Buy |
1,902
+88
| +5% | +$71.4K | 0.09% | 97 |
|
|
2023
Q3 | $1.17M | Buy |
1,814
+1,426
| +368% | +$922K | 0.08% | 105 |
|
|
2023
Q2 | $268K | Buy |
388
+9
| +2% | +$6.22K | 0.02% | 272 |
|
|
2023
Q1 | $254K | Hold |
379
| – | – | 0.02% | 278 |
|
|
2022
Q4 | $269K | Sell |
379
-100
| -21% | -$70.9K | 0.02% | 268 |
|
|
2022
Q3 | $264K | Hold |
479
| – | – | 0.02% | 253 |
|
|
2022
Q2 | $292K | Hold |
479
| – | – | 0.02% | 239 |
|
|
2022
Q1 | $326K | Sell |
479
-3
| -0.6% | -$2.04K | 0.02% | 240 |
|
|
2021
Q4 | $441K | Buy |
482
+7
| +1% | +$6.41K | 0.03% | 204 |
|
|
2021
Q3 | $398K | Hold |
475
| – | – | 0.03% | 211 |
|
|
2021
Q2 | $416K | Hold |
475
| – | – | 0.03% | 196 |
|
|
2021
Q1 | $358K | Buy |
475
+30
| +7% | +$22.6K | 0.03% | 195 |
|
|
2020
Q4 | $321K | Buy |
445
+7
| +2% | +$5.05K | 0.03% | 187 |
|
|
2020
Q3 | $247K | Buy |
438
+53
| +14% | +$29.9K | 0.03% | 196 |
|
|
2020
Q2 | $209K | Buy |
+385
| New | +$209K | 0.03% | 196 |
|
|
2018
Q4 | – | Sell |
-1,350
| Closed | -$636K | – | 234 |
|
|
2018
Q3 | $636K | Hold |
1,350
| – | – | 0.1% | 101 |
|
|
2018
Q2 | $674K | Buy |
1,350
+50
| +4% | +$25K | 0.11% | 95 |
|
|
2018
Q1 | $704K | Buy |
1,300
+300
| +30% | +$162K | 0.12% | 93 |
|
|
2017
Q4 | $514K | Hold |
1,000
| – | – | 0.09% | 105 |
|
|
2017
Q3 | $447K | Buy |
+1,000
| New | +$447K | 0.08% | 112 |
|
|
2015
Q4 | – | Sell |
-88
| Closed | -$26K | – | 749 |
|
|
2015
Q3 | $26K | Hold |
88
| – | – | 0.01% | 434 |
|
|
2015
Q2 | $30K | Buy |
+88
| New | +$30K | 0.01% | 434 |
|