Independent Solutions Wealth Management, LLC Black Rock Inc. Transaction History

Independent Solutions Wealth Management, LLC

$442 Billion
Q3 2024

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Dec 19, 2024	SELL	$582.26 - $782.23 $603,803 - $811,172	-1,037 Closed	0 $0
Q1 2022 Dec 19, 2024	SELL	$662.87 - $917.22 $10,605 - $14,675	-16 Reduced 1.52%	1,037 $792 Million
Q3 2021 Dec 19, 2024	BUY	$838.66 - $954.94 $49,480 - $56,341	59 Added 5.94%	1,053 $883 Million
Q2 2021 Dec 19, 2024	BUY	$766.83 - $887.42 $194,774 - $225,404	254 Added 34.32%	994 $870 Million
Q1 2021 Dec 19, 2024	BUY	$683.21 - $779.75 $22,545 - $25,731	33 Added 4.67%	740 $558 Million
Q4 2020 Dec 19, 2024	BUY	$567.91 - $721.54 $190,249 - $241,715	335 Added 90.05%	707 $510 Million
Q3 2020 Dec 19, 2024	BUY	$535.05 - $608.0 $199,038 - $226,176	372 New	372 $210 Million

Others Institutions Holding BLK

# of Institutions

1,468

Shares Held

107M

Call Options Held

1.15M

Put Options Held

1.37M

Vanguard Group Inc Valley Forge, PA

13.3M
Shares

$13.7 Billion
0.23% of portfolio
Black Rock Inc. New York, NY

9.52M
Shares

$9.8 Billion
0.17% of portfolio
State Street Corp Boston, MA

5.98M
Shares

$6.16 Billion
0.24% of portfolio
Bank Of America Corp Charlotte, NC

5.26M
Shares

$5.42 Billion
0.42% of portfolio
Temasek Holdings (Private) LTD Singapore, U0

5.09M
Shares

$5.25 Billion
19.76% of portfolio

View Full List

About BlackRock Inc.

Ticker BLK
Exchange NYSE
Sector Financial Services
Industry Asset Management
Shares Outstandng 150,768,992
Market Cap $155B
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

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