BlackRock shares owned by LWM Advisory Services
Quarter-by-quarter ownership of BlackRock (BLK) shares owned by LWM Advisory Services
from 13F filings
Historical chart of LWM Advisory Services investment in BlackRock
Tip: Access up to 7 years of quarterly data
All positions including BlackRock held by LWM Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in BlackRock by LWM Advisory Services
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $781k | 962 | 811.80 |
2023-09-30 | $600k | 928 | 646.49 |
2023-06-30 | $648k | 937 | 691.14 |
2023-03-31 | $621k | 928 | 669.12 |
2022-12-31 | $658k | 928 | 708.63 |
2022-09-30 | $725k | 1.3k | 550.49 |
2022-06-30 | $804k | 1.3k | 609.09 |
2022-03-31 | $697k | 912 | 764.25 |
2021-12-31 | $735k | 803 | 915.32 |