Ownership history in CIC Wealth, LLC · 8 quarters on record
This page tracks every 13F SEC filing in which CIC Wealth, LLC reported a position in BLACKROCK INC (BLK). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2024 Q3 | ADDED | 3,788 | +74 | +2.0% | 0.93% | $3.6M | $920.73 |
| 2024 Q2 | REDUCED | 3,714 | -81 | -2.1% | 0.80% | $2.9M | $758.96 |
| 2024 Q1 | REDUCED | 3,795 | -112 | -2.9% | 0.92% | $3.2M | $798.41 |
| 2023 Q4 | REDUCED | 3,907 | -54 | -1.4% | 1.01% | $3.2M | $772.64 |
| 2023 Q3 | REDUCED | 3,961 | -9 | -0.2% | 0.92% | $2.6M | $611.22 |
| 2023 Q2 | REDUCED | 3,970 | -81 | -2.0% | 0.95% | $2.7M | $648.73 |
| 2023 Q1 | REDUCED | 4,051 | -51 | -1.2% | 1.02% | $2.7M | $623.48 |
| 2022 Q4 | INITIATED | 4,102 | — | — | 1.20% | $2.9M | — |
As of 2025 Q4 — sorted by position size