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Sheaff Brock Investment Advisors’s Blackrock BLK Stock Holding History

Sheaff Brock Investment Advisors’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
2025
Q1 		$273K Buy
288
+46
+19% +$45.1K 0.03% 343
2024
Q4 		$248K Buy
+242
New +$246K 0.02% 369
2024
Q2 		– Sell
-272
Closed -$227K – 462
2024
Q1 		$227K Buy
272
+12
+5% +$9.64K 0.01% 416
2023
Q4 		$211K Sell
260
-290
-53% -$202K 0.02% 408
2023
Q3 		$356K Buy
550
+140
+34% +$97.8K 0.03% 294
2023
Q2 		$283K Hold
410
– – 0.02% 361
2023
Q1 		$274K Hold
410
– – 0.03% 371
2022
Q4 		$291K Hold
410
– – 0.03% 345
2022
Q3 		$226K Hold
410
– – 0.02% 386
2022
Q2 		$250K Buy
410
+20
+5% +$13K 0.02% 375
2022
Q1 		$298K Buy
390
+86
+28% +$67.2K 0.02% 375
2021
Q4 		$278K Sell
304
-9
-3% -$8.21K 0.02% 405
2021
Q3 		$262K Buy
313
+14
+5% +$12.5K 0.02% 413
2021
Q2 		$262K Sell
299
-150
-33% -$127K 0.02% 398
2021
Q1 		$339K Buy
449
+155
+53% +$112K 0.03% 327
2020
Q4 		$212K Buy
+294
New +$195K 0.02% 413

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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sheaff Brock Investment Advisors's BLK Position: Q1 2025 in Review

Sheaff Brock Investment Advisors increased its Blackrock (BLK) stake by 19% in Q1 2025, buying an estimated $45.1K and bringing the position to 288 shares worth $273K. The position accounts for 0.03% of the portfolio, ranked #343.

Sheaff Brock Investment Advisors first reported a position in BLK in Q4 2020 and has held it in 16 quarters since. The position peaked at $356K in Q3 2023. 2,195 funds tracked by Wall St. Rank hold BLK as of Q1 2025.

  • Sheaff Brock Investment Advisors held 288 shares of Blackrock worth $273K as of Q1 2025.
  • Sheaff Brock Investment Advisors bought 46 Blackrock shares in Q1 2025, an estimated $45.1K.
  • Blackrock made up 0.03% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #343 holding.
  • Sheaff Brock Investment Advisors first reported a position in Blackrock in Q4 2020 and has held it in 16 quarters since.
  • Sheaff Brock Investment Advisors's Blackrock position peaked at $356K in Q3 2023.
  • 2,195 funds tracked by Wall St. Rank held Blackrock as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.