A detailed history of Lwm Advisory Services, LLC transactions in Black Rock Inc. stock. As of the latest transaction made, Lwm Advisory Services, LLC holds 970 shares of BLK stock, worth $953,519. This represents 0.66% of its overall portfolio holdings.

Number of Shares
970
Previous 946 2.54%
Holding current value
$953,519
Previous $788,000 3.17%
% of portfolio
0.66%
Previous 0.54%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024

BUY
$747.3 - $826.77 $17,935 - $19,842
24 Added 2.54%
970 $763,000
Q1 2024

May 09, 2024

SELL
$774.31 - $842.06 $12,388 - $13,472
-16 Reduced 1.66%
946 $788,000
Q4 2023

Feb 05, 2024

BUY
$598.08 - $819.0 $20,334 - $27,846
34 Added 3.66%
962 $780,000
Q3 2023

Nov 02, 2023

SELL
$643.39 - $756.58 $5,790 - $6,809
-9 Reduced 0.96%
928 $599,000
Q2 2023

Aug 07, 2023

BUY
$629.18 - $711.19 $5,662 - $6,400
9 Added 0.97%
937 $647,000
Q4 2022

Feb 07, 2023

SELL
$530.32 - $774.75 $206,294 - $301,377
-389 Reduced 29.54%
928 $657,000
Q3 2022

Nov 16, 2022

SELL
$550.28 - $757.07 $1,650 - $2,271
-3 Reduced 0.23%
1,317 $725,000
Q2 2022

Aug 15, 2022

BUY
$582.26 - $782.23 $237,562 - $319,149
408 Added 44.74%
1,320 $804,000
Q1 2022

May 09, 2022

BUY
$662.87 - $917.22 $72,252 - $99,976
109 Added 13.57%
912 $697,000
Q4 2021

Feb 18, 2022

BUY
$825.56 - $971.49 $662,924 - $780,106
803 New
803 $735,000

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
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