A detailed history of Erts Wealth Advisors, LLC transactions in Black Rock Inc. stock. As of the latest transaction made, Erts Wealth Advisors, LLC holds 436 shares of BLK stock, worth $427,415. This represents 0.08% of its overall portfolio holdings.

Number of Shares
436
Previous 471 7.43%
Holding current value
$427,415
Previous $370,000 11.62%
% of portfolio
0.08%
Previous 0.07%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024

SELL
$782.27 - $949.51 $27,379 - $33,232
-35 Reduced 7.43%
436 $413,000
Q2 2024

Jul 18, 2024

SELL
$747.3 - $826.77 $8,220 - $9,094
-11 Reduced 2.28%
471 $370,000
Q1 2024

Apr 23, 2024

SELL
$774.31 - $842.06 $43,361 - $47,155
-56 Reduced 10.41%
482 $401,000
Q4 2023

Jan 23, 2024

BUY
$598.08 - $819.0 $8,971 - $12,285
15 Added 2.87%
538 $436,000
Q3 2023

Oct 16, 2023

SELL
$643.39 - $756.58 $3,216 - $3,782
-5 Reduced 0.95%
523 $338,000
Q2 2023

Jul 17, 2023

SELL
$629.18 - $711.19 $20,762 - $23,469
-33 Reduced 5.88%
528 $364,000
Q1 2023

Apr 18, 2023

SELL
$625.77 - $770.73 $23,153 - $28,517
-37 Reduced 6.19%
561 $375,000
Q4 2022

Jan 27, 2023

BUY
$530.32 - $774.75 $5,303 - $7,747
10 Added 1.7%
598 $423,000
Q3 2022

Nov 08, 2022

BUY
$550.28 - $757.07 $1,100 - $1,514
2 Added 0.34%
588 $324,000
Q2 2022

Aug 08, 2022

BUY
$582.26 - $782.23 $33,771 - $45,369
58 Added 10.98%
586 $356,000
Q1 2022

May 11, 2022

SELL
$662.87 - $917.22 $45,075 - $62,370
-68 Reduced 11.41%
528 $403,000
Q4 2021

Feb 15, 2022

SELL
$825.56 - $971.49 $11,557 - $13,600
-14 Reduced 2.3%
596 $544,000
Q2 2021

Aug 11, 2021

SELL
$766.83 - $887.42 $13,802 - $15,973
-18 Reduced 2.87%
610 $534,000
Q1 2021

May 07, 2021

SELL
$683.21 - $779.75 $21,862 - $24,952
-32 Reduced 4.85%
628 $473,000
Q4 2020

Feb 12, 2021

SELL
$567.91 - $721.54 $23,852 - $30,304
-42 Reduced 5.98%
660 $476,000
Q3 2020

Nov 13, 2020

SELL
$535.05 - $608.0 $17,656 - $20,064
-33 Reduced 4.49%
702 $396,000
Q2 2020

Aug 14, 2020

SELL
$409.54 - $558.06 $9,828 - $13,393
-24 Reduced 3.16%
735 $400,000
Q1 2020

May 15, 2020

BUY
$327.42 - $572.48 $14,079 - $24,616
43 Added 6.01%
759 $334,000
Q4 2019

Feb 19, 2020

BUY
$413.16 - $503.24 $65,692 - $80,015
159 Added 28.55%
716 $360,000
Q4 2019

Feb 12, 2020

SELL
$413.16 - $503.24 $37,597 - $45,794
-91 Reduced 14.04%
557 $219,000
Q3 2019

Nov 05, 2019

BUY
$405.47 - $482.46 $29,599 - $35,219
73 Added 12.7%
648 $289,000
Q2 2019

Aug 13, 2019

SELL
$415.56 - $485.24 $20,778 - $24,262
-50 Reduced 8.0%
575 $270,000
Q1 2019

May 15, 2019

BUY
$377.98 - $443.77 $25,702 - $30,176
68 Added 12.21%
625 $267,000
Q4 2018

Feb 14, 2019

BUY
$361.77 - $477.21 $201,505 - $265,805
557 New
557 $219,000

Others Institutions Holding BLK

About BlackRock Inc.


  • Ticker BLK
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 150,768,992
  • Market Cap $148B
  • Description
  • BlackRock, Inc. is a publicly owned investment manager. The firm primarily provides its services to institutional, intermediary, and individual investors including corporate, public, union, and industry pension plans, insurance companies, third-party mutual funds, endowments, public institutions, governments, foundations, charities, sovereign we...
More about BLK
Track This Portfolio

Track Erts Wealth Advisors, LLC Portfolio

Follow Erts Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Erts Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Erts Wealth Advisors, LLC with notifications on news.