Root Financial Partners »

BlackRock shares owned by Root Financial Partners

Quarter-by-quarter ownership of BlackRock (BLK) shares owned by Root Financial Partners from 13F filings

Historical chart of Root Financial Partners investment in BlackRock

Tip: Access up to 7 years of quarterly data

All positions including BlackRock held by Root Financial Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in BlackRock by Root Financial Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $294k 353 833.07
2023-12-31 $239k 295 810.96
2023-06-30 $382k 553 691.21
2023-03-31 $369k 552 669.19

More positions owned by Root Financial Partners

Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Real Estate E (DFAR)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Ultrashort Fixed (DUSB)

View all positions for Root Financial Partners

Top funds holding BlackRock

Vanguard Group
BlackRock
Bank of America Corporation
Morgan Stanley
Charles Schwab Investment Management
Geode Capital Management
Wells Fargo & Company
FMR
Jpmorgan Chase & Co
Fisher Investments
Wellington Management Company
Ameriprise Financial
Northern Trust
Legal & General Group
Massachusetts Financial Services

View all funds holding BlackRock