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BlackRock shares owned by XML Financial

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

Historical chart of XML Financial investment in BlackRock

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in BlackRock by XML Financial

Quarter filed Position value Share count Share price at filing
2023-09-30 $230k 356 646.78
2023-06-30 $240k 348 690.85
2023-03-31 $213k 319 668.19
2022-12-31 $226k 318 709.17
2022-03-31 $207k 271 763.84

More positions owned by XML Financial

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard World Fds Inf Tech Etf (VGT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
PIMCO Corporate Opportunity Fund (PTY)
Spdr Ser Tr Bbg Conv Sec Etf (CWB)
Ishares Tr Core S&p Scp Etf (IJR)
Johnson & Johnson (JNJ)

View all positions for XML Financial

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