Goal Vest Advisory LLC Black Rock Inc. Transaction History

Goal Vest Advisory LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 15, 2024	SELL	$774.31 - $842.06 $2,322 - $2,526	-3 Reduced 4.23%	68 $56,000
Q2 2023 Jul 17, 2023	BUY	$629.18 - $711.19 $14,471 - $16,357	23 Added 47.92%	71 $49,000
Q1 2023 Apr 03, 2023	SELL	$625.77 - $770.73 $1,251 - $1,541	-2 Reduced 4.0%	48 $32,000
Q4 2022 Jan 06, 2023	SELL	$530.32 - $774.75 $4,772 - $6,972	-9 Reduced 15.25%	50 $0
Q3 2022 Oct 11, 2022	SELL	$550.28 - $757.07 $372,539 - $512,536	-677 Reduced 91.98%	59 $32,000
Q2 2022 Jul 06, 2022	SELL	$582.26 - $782.23 $2,329 - $3,128	-4 Reduced 0.54%	736 $457,000
Q1 2022 May 03, 2022	SELL	$662.87 - $917.22 $530,296 - $733,776	-800 Reduced 51.95%	740 $565,000
Q2 2021 Sep 01, 2021	BUY	$766.83 - $887.42 $201,676 - $233,391	263 Added 20.6%	1,540 $1.35 Million
Q1 2021 May 13, 2021	BUY	$683.21 - $779.75 $39,626 - $45,225	58 Added 4.76%	1,277 $963,000
Q4 2020 Jan 28, 2021	BUY	$567.91 - $721.54 $692,282 - $879,557	1,219 New	1,219 $880,000

1,854

111M

1.15M

1.37M

Ticker BLK
Exchange NYSE
Sector Financial Services
Industry Asset Management
Shares Outstandng 150,768,992
Market Cap $159B
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...

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