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BlackRock shares owned by Paragon Private Wealth Management

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

Historical chart of Paragon Private Wealth Management investment in BlackRock

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in BlackRock by Paragon Private Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $629k 775 811.80
2023-09-30 $485k 750 646.49
2023-06-30 $508k 735 691.14
2023-03-31 $507k 758 669.12
2022-12-31 $538k 759 708.63
2022-09-30 $451k 709 636.11

More positions owned by Paragon Private Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
First Tr Exchange-traded Dj Internt Idx (FDN)
First Tr Exchange-traded Cap Strength Etf (FTCS)
First Tr Exchange-traded Nasdq Semcndtr (FTXL)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
First Tr Exchange Traded Consumr Discre (FXD)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Sherwin-Williams Company (SHW)
First Tr Nasdaq 100 Tech Ind SHS (QTEC)
Ishares Tr Core S&p Scp Etf (IJR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Proshares Tr S&p 500 Dv Arist (NOBL)

View all positions for Paragon Private Wealth Management

Top funds holding BlackRock

Vanguard Group
Bank of America Corporation
Charles Schwab Investment Management
Jpmorgan Chase & Co
Wells Fargo & Company
Norges Bank Investment Management
Fisher Investments
Wellington Management Company
Legal & General Group
Massachusetts Financial Services
Franklin Resources
Bank of New York Mellon
UBS Group
Ubs Global Asset Management Americas
Harris Associates L.P

View all funds holding BlackRock