BlackRock shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of BlackRock (BLK) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in BlackRock
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Quarterly reported holdings in BlackRock by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $619k | 762 | 812.06 |
| 2023-09-30 | $526k | 813 | 646.69 |
| 2023-06-30 | $360k | 520 | 691.46 |
| 2023-03-31 | $360k | 538 | 669.42 |
| 2022-12-31 | $428k | 604 | 708.91 |
| 2022-09-30 | $268k | 487 | 550.31 |
| 2022-06-30 | $297k | 487 | 609.86 |
| 2022-03-31 | $128k | 167 | 766.47 |
| 2021-12-31 | $547k | 597 | 915.56 |
| 2021-09-30 | $517k | 616 | 838.66 |
| 2021-06-30 | $1.9M | 2.6k | 721.43 |
| 2021-03-31 | $945k | 1.3k | 753.96 |
| 2020-12-31 | $1.9M | 2.6k | 721.43 |
| 2020-09-30 | $61k | 109 | 563.55 |
| 2020-06-30 | $59k | 348 | 169.54 |
| 2020-03-31 | $48k | 109 | 439.97 |
| 2019-12-31 | $55k | 109 | 502.70 |
| 2019-09-30 | $30k | 68 | 441.18 |
| 2019-06-30 | $116k | 247 | 469.30 |
| 2019-03-31 | $106k | 247 | 427.37 |
| 2018-12-31 | $77k | 198 | 388.89 |
| 2018-09-30 | $93k | 198 | 469.70 |