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BlackRock shares owned by UMA Financial Services

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

Historical chart of UMA Financial Services investment in BlackRock

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

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Quarterly reported holdings in BlackRock by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $221k 294 750.94

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Eafe Grwth Etf (EFG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for UMA Financial Services

Top funds holding BlackRock

Vanguard Group
BlackRock
Bank of America Corporation
Charles Schwab Investment Management
Wells Fargo & Company
Jpmorgan Chase & Co
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

View all funds holding BlackRock