BlackRock shares owned by Legacy Financial Advisors
Quarter-by-quarter ownership of BlackRock (BLK) shares owned by Legacy Financial Advisors
from 13F filings
Historical chart of Legacy Financial Advisors investment in BlackRock
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Quarterly reported holdings in BlackRock by Legacy Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $540k | 648 | 833.20 |
| 2023-12-31 | $544k | 670 | 811.33 |
| 2023-09-30 | $375k | 579 | 646.84 |
| 2023-06-30 | $401k | 580 | 691.51 |
| 2023-03-31 | $323k | 482 | 669.55 |
| 2022-12-31 | $380k | 536 | 709.04 |
| 2022-09-30 | $254k | 461 | 550.98 |
| 2022-06-30 | $259k | 425 | 609.41 |
| 2022-03-31 | $265k | 347 | 763.69 |
| 2021-12-31 | $328k | 358 | 916.20 |
| 2021-09-30 | $272k | 324 | 839.51 |
| 2021-06-30 | $267k | 305 | 875.41 |
| 2021-03-31 | $217k | 288 | 753.47 |
| 2019-03-31 | $44k | 104 | 423.08 |
| 2018-12-31 | $35k | 88 | 397.73 |
| 2018-09-30 | $18k | 39 | 461.54 |
| 2018-06-30 | $21k | 41 | 512.20 |
| 2018-03-31 | $21k | 41 | 512.20 |
| 2017-12-31 | $20k | 40 | 500.00 |