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BlackRock shares owned by Live Oak Private Wealth

Quarter-by-quarter ownership of BlackRock (BLK) shares owned by Live Oak Private Wealth from 13F filings

Historical chart of Live Oak Private Wealth investment in BlackRock

Tip: Access up to 7 years of quarterly data

All positions including BlackRock held by Live Oak Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in BlackRock by Live Oak Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $977k 1.2k 833.70
2023-12-31 $951k 1.2k 811.80
2023-09-30 $758k 1.2k 646.49
2023-06-30 $810k 1.2k 691.14
2023-03-31 $778k 1.2k 669.12
2022-12-31 $823k 1.2k 708.63
2022-09-30 $639k 1.2k 550.39
2022-06-30 $719k 1.2k 608.81
2022-03-31 $882k 1.2k 764.30
2021-12-31 $1.1M 1.2k 915.25
2021-09-30 $990k 1.2k 838.98
2021-06-30 $332k 380 873.68
2021-03-31 $287k 380 755.26
2020-12-31 $274k 380 721.05
2020-09-30 $214k 380 563.16
2020-06-30 $235k 432 543.98