BlackRock shares owned by Wealth Management Group
Quarter-by-quarter ownership of BlackRock (BLK) shares owned by Wealth Management Group
from 13F filings
Historical chart of Wealth Management Group investment in BlackRock
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Quarterly reported holdings in BlackRock by Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $506k | 607 | 833.70 |
| 2023-12-31 | $470k | 579 | 811.81 |
| 2023-09-30 | $320k | 495 | 646.48 |
| 2023-06-30 | $304k | 440 | 691.15 |
| 2023-03-31 | $301k | 450 | 669.12 |
| 2022-12-31 | $272k | 383 | 709.30 |
| 2022-09-30 | $237k | 430 | 550.82 |
| 2022-06-30 | $240k | 395 | 607.41 |
| 2022-03-31 | $343k | 448 | 764.71 |
| 2021-12-31 | $6.5M | 7.1k | 915.63 |
| 2021-09-30 | $6.3M | 7.5k | 838.62 |
| 2021-06-30 | $6.7M | 7.6k | 875.02 |
| 2021-03-31 | $6.2M | 8.2k | 753.90 |
| 2020-12-31 | $966k | 1.3k | 721.57 |
| 2020-09-30 | $1.0M | 1.8k | 563.79 |
| 2020-06-30 | $1.2M | 2.2k | 544.22 |
| 2020-03-31 | $1.5M | 3.3k | 440.01 |
| 2019-12-31 | $2.0M | 3.9k | 502.60 |
| 2019-09-30 | $661k | 1.5k | 445.36 |
| 2019-06-30 | $2.1M | 4.5k | 469.21 |
| 2018-09-30 | $3.9M | 8.2k | 471.37 |
| 2018-06-30 | $5.2M | 11k | 499.00 |
| 2018-03-31 | $5.4M | 10k | 541.69 |
| 2017-12-31 | $7.9M | 15k | 513.74 |
| 2017-09-30 | $6.7M | 15k | 447.06 |
| 2017-06-30 | $5.6M | 13k | 422.44 |