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Intergy Private Wealth, LLC → BLK

Intergy Private Wealth, LLC BLK Position History

BlackRock, Inc. • Financial Services

Quarters held
8
Latest value
$5.2M
Q3 2026
Peak value
$5.2M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$1.3M
Q4 2025$4.7M
Q1 2026$1.4M
Q1 2026$4.6M
Q2 2026$1.6M
Q2 2026$5.2M
Q3 2026$1.5M
Q3 2026$5.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$5.2M32.9K——
Q3 2026$1.5M14.9K——
Q2 2026$5.2M32.9K——
Q2 2026$1.6M14.6K——
Q1 2026$4.6M32.9K——
Q1 2026$1.4M12.6K——
Q4 2025$4.7M32.9K——
Q4 2025$1.3M11.8K——

Other funds holding BLK

Other Intergy Private Wealth, LLC positions

QQQ

INVESCO QQQ TR

$86.8M
QQQ

INVESCO QQQ TR

$84.2M
QQQ

INVESCO QQQ TR

$70.7M
QQQ

INVESCO QQQ TR

$68.6M
SCHW-PJ

SCHWAB STRATEGIC TR

$41.5M
SCHW-PJ

SCHWAB STRATEGIC TR

$39M
SCHW-PJ

SCHWAB STRATEGIC TR

$35.4M
SCHW-PJ

SCHWAB STRATEGIC TR

$29.7M
Intergy Private Wealth, LLC BLK Holdings: 13F Position History | Track13F