MGIA
Moneta Group Investment Advisors’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.93M | Buy |
1,837
+170
| +10% | +$178K | 0.02% | 227 |
|
|
2025
Q1 | $1.58M | Buy |
1,667
+179
| +12% | +$169K | 0.02% | 235 |
|
|
2024
Q4 | $1.52M | Sell |
1,488
-38
| -2% | -$38.9K | 0.02% | 240 |
|
|
2024
Q3 | $1.45M | Sell |
1,526
-140
| -8% | -$133K | 0.02% | 241 |
|
|
2024
Q2 | $1.31M | Buy |
1,666
+257
| +18% | +$202K | 0.02% | 239 |
|
|
2024
Q1 | $1.17M | Buy |
1,409
+384
| +37% | +$320K | 0.02% | 248 |
|
|
2023
Q4 | $832K | Buy |
1,025
+21
| +2% | +$17K | 0.02% | 263 |
|
|
2023
Q3 | $649K | Buy |
1,004
+61
| +6% | +$39.4K | 0.01% | 274 |
|
|
2023
Q2 | $652K | Buy |
943
+27
| +3% | +$18.7K | 0.01% | 279 |
|
|
2023
Q1 | $613K | Buy |
916
+278
| +44% | +$186K | 0.01% | 279 |
|
|
2022
Q4 | $485K | Sell |
638
-31
| -5% | -$23.5K | 0.01% | 300 |
|
|
2022
Q3 | $368K | Sell |
669
-142
| -18% | -$78.1K | 0.01% | 312 |
|
|
2022
Q2 | $494K | Buy |
811
+48
| +6% | +$29.2K | 0.02% | 303 |
|
|
2022
Q1 | $583K | Buy |
763
+110
| +17% | +$84.1K | 0.02% | 276 |
|
|
2021
Q4 | $598K | Buy |
653
+68
| +12% | +$62.3K | 0.02% | 272 |
|
|
2021
Q3 | $491K | Buy |
585
+58
| +11% | +$48.7K | 0.02% | 282 |
|
|
2021
Q2 | $461K | Sell |
527
-17
| -3% | -$14.9K | 0.02% | 295 |
|
|
2021
Q1 | $410K | Buy |
+544
| New | +$410K | 0.02% | 283 |
|
|
2020
Q3 | – | Sell |
-513
| Closed | -$279K | – | 274 |
|
|
2020
Q2 | $279K | Buy |
+513
| New | +$279K | 0.03% | 215 |
|
|
2018
Q3 | – | Sell |
-404
| Closed | -$202K | – | 246 |
|
|
2018
Q2 | $202K | Buy |
+404
| New | +$202K | 0.02% | 248 |
|
|
2018
Q1 | – | Sell |
-2
| Closed | -$1K | – | 608 |
|
|
2017
Q4 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 401 |
|
|
2015
Q4 | – | Sell |
-487
| Closed | -$145K | – | 170 |
|
|
2015
Q3 | $145K | Buy |
+487
| New | +$145K | 0.04% | 147 |
|
|
2014
Q1 | – | Sell |
-1,000
| Closed | -$316K | – | 122 |
|
|
2013
Q4 | $316K | Hold |
1,000
| – | – | 0.19% | 90 |
|
|
2013
Q3 | $271K | Hold |
1,000
| – | – | 0.18% | 93 |
|
|
2013
Q2 | $257K | Buy |
+1,000
| New | +$257K | 0.18% | 93 |
|