Ownership history in Transform Wealth, LLC · 14 quarters on record
This page tracks every 13F SEC filing in which Transform 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 Q4 | REDUCED | 205 | -629 | -75.4% | 0.01% | $210K | $998.96 |
| 2022 Q2 | REDUCED | 834 | -7,722 | -90.3% | 0.08% | $508K | $555.41 |
| 2022 Q1 | REDUCED | 8,556 | -1,841 | -17.7% | 0.73% | $6.5M | $691.92 |
| 2021 Q4 | ADDED | 10,397 | +1,365 | +15.1% | 0.99% | $9.5M | $823.52 |
| 2021 Q3 | REDUCED | 9,032 | -85 | -0.9% | 0.88% | $7.6M | $750.89 |
| 2021 Q2 | ADDED | 9,117 | +2,513 | +38.1% | 0.97% | $8.0M | $779.99 |
| 2021 Q1 | ADDED | 6,604 | +65 | +1.0% | 1.00% | $5.0M | $668.99 |
| 2020 Q4 | ADDED | 6,539 | +5,199 | +388.0% | 0.99% | $4.7M | $636.45 |
| 2020 Q3 | REDUCED | 1,340 | -31 | -2.3% | 0.12% | $755K | $494.58 |
| 2020 Q2 | ADDED | 1,371 | +30 | +2.2% | 0.13% | $746K | $474.65 |
As of 2025 Q4 — sorted by position size