Purchases and Sales Made in Q4 2023 in Black Rock Inc. (BLK)
This table provides information about the institutional ownership of Black Rock Inc. (BLK) during Q4 2023. The information is specifically focused on institutions that hold shares of BlackRock Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
47+ 2.31% |
$28.1K - $38.5K
|
2.08K
$2.19M
|
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
47+ 10.04% |
$28.1K - $38.5K
|
515
$543K
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
46+ 1.64% |
$27.5K - $37.7K
|
2.85K
$3M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
46+ 46.0% |
$27.5K - $37.7K
|
146
$154K
|
|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
46+ 0.6% |
$27.5K - $37.7K
|
7.65K
$8.07M
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
45+ 150.0% |
$26.9K - $36.9K
|
75
$79.1K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
44+ 57.14% |
$26.3K - $36K
|
121
$128K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
44+ 6.14% |
$26.3K - $36K
|
761
$803K
|
|
|
Feb 14, 2024
Q4 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
43+ 4.91% |
$25.7K - $35.2K
|
918
$968K
|
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
43+ 4.38% |
$25.7K - $35.2K
|
1.03K
$1.08M
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
43+ 4.92% |
$25.7K - $35.2K
|
917
$967K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
43+ 4.8% |
$25.7K - $35.2K
|
938
$989K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
43+ 0.39% |
$25.7K - $35.2K
|
11.2K
$11.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
43+ 1.22% |
$25.7K - $35.2K
|
3.57K
$3.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Allen Investment Management LLC
|
BUY
|
- |
43+ 6.13% |
$25.7K - $35.2K
|
745
$786K
|
|
|
Mar 12, 2024
Q4 2023
|
Rovin Capital
|
BUY
|
- |
43+ 9.98% |
$25.7K - $35.2K
|
474
$500K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
43New |
$25.7K - $35.2K
|
43
$45.4K
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
43+ 4.92% |
$25.7K - $35.2K
|
917
$967K
|
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
BUY
|
- |
42+ 12.5% |
$25.1K - $34.4K
|
378
$399K
|
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
BUY
|
- |
42+ 2.9% |
$25.1K - $34.4K
|
1.49K
$1.57M
|
|
|
Jan 17, 2024
Q4 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
41+ 7.14% |
$24.5K - $33.6K
|
615
$649K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
40New |
$23.9K - $32.8K
|
40
$42.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
40+ 5.15% |
$23.9K - $32.8K
|
816
$861K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
40+ 25.0% |
$23.9K - $32.8K
|
200
$211K
|
|
|
Jan 18, 2024
Q4 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
39+ 2.17% |
$23.3K - $31.9K
|
1.84K
$1.94M
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
BUY
|
- |
39+ 8.28% |
$23.3K - $31.9K
|
510
$538K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
39New |
$23.3K - $31.9K
|
39
$41.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
39+ 4.37% |
$23.3K - $31.9K
|
931
$982K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
38+ 2.4% |
$22.7K - $31.1K
|
1.62K
$1.71M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
38+ 95.0% |
$22.7K - $31.1K
|
78
$82.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Holistic Financial Partners
|
BUY
|
- |
38+ 6.68% |
$22.7K - $31.1K
|
607
$640K
|
|
|
Jan 24, 2024
Q4 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
37+ 3.12% |
$22.1K - $30.3K
|
1.22K
$1.29M
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
37+ 8.2% |
$22.1K - $30.3K
|
488
$515K
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
37+ 0.83% |
$22.1K - $30.3K
|
4.5K
$4.75M
|
|
|
Jan 19, 2024
Q4 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
35+ 1.69% |
$20.9K - $28.7K
|
2.11K
$2.22M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
35+ 3.13% |
$20.9K - $28.7K
|
1.15K
$1.22M
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
35+ 15.63% |
$20.9K - $28.7K
|
259
$273K
|
|
|
Feb 13, 2024
Q4 2023
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
35+ 1.81% |
$20.9K - $28.7K
|
1.97K
$2.08M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
35New |
$20.9K - $28.7K
|
35
$36.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
34New |
$20.3K - $27.8K
|
34
$35.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
34+ 3.66% |
$20.3K - $27.8K
|
962
$1.01M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
34+ 1.24% |
$20.3K - $27.8K
|
2.78K
$2.93M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
34+ 4.04% |
$20.3K - $27.8K
|
875
$923K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
34New |
$20.3K - $27.8K
|
34
$35.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
33+ 2.8% |
$19.7K - $27K
|
1.21K
$1.28M
|
|
|
Aug 28, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
33+ 26.19% |
$19.7K - $27K
|
159
$168K
|
|
|
Jan 17, 2024
Q4 2023
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
32+ 10.22% |
$19.1K - $26.2K
|
345
$364K
|
|
|
Feb 15, 2024
Q4 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
31+ 2.1% |
$18.5K - $25.4K
|
1.51K
$1.59M
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
30+ 0.72% |
$17.9K - $24.6K
|
4.21K
$4.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
30New |
$17.9K - $24.6K
|
30
$31.6K
|