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BlackRock shares owned by BMS Financial Advisors

Quarter-by-quarter ownership of BlackRock shares owned by BMS Financial Advisors from 13F filings

Historical chart of BMS Financial Advisors investment in BlackRock

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in BlackRock by BMS Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-06-30 $478k 692 691.14
2023-03-31 $649k 970 669.12
2022-12-31 $634k 894 708.63
2022-09-30 $546k 993 549.85
2022-06-30 $616k 1.0k 608.70
2022-03-31 $729k 954 764.15
2021-12-31 $840k 917 916.03

More positions owned by BMS Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
First Tr Nas100 Eq Weighted SHS (QQEW)
Wisdomtree Tr Us Largecap Divd (DLN)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Ishares Tr Core Total Usd (IUSB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Ser Tr Portfolio Short (SPSB)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Spdr Index Shs Fds Msci Emrg Mkts (QEMM)
Wisdomtree Tr Currncy Int Eq (DDWM)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)

View all positions for BMS Financial Advisors

Top funds holding BlackRock

Tandem Investment Advisors
Delta Accumulation
First Long Island Investors
Cibc World Markets
Mediolanum International Funds
Covington Investment Advisors
Ivy Lane Capital Management
Asset Planning Services
Investment Research & Advisory Group
Blue Edge Capital
Kirtland Hills Capital Management
Sterling Investment Advisors
Red Spruce Capital
Pinnacle West Asset Management
Dearborn Partners

View all funds holding BlackRock