Connecticut Wealth Management »

BlackRock shares owned by Connecticut Wealth Management

Quarter-by-quarter ownership of BlackRock shares owned by Connecticut Wealth Management from 13F filings

Historical chart of Connecticut Wealth Management investment in BlackRock

Tip: Access up to 7 years of quarterly data

All positions including BlackRock held by Connecticut Wealth Management 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 Connecticut Wealth Management

Quarter filed Position value Share count Share price at filing
2025-03-31 $209k 221 946.48
2024-12-31 $238k 232 1025.63
2024-09-30 $239k 252 949.88

More positions owned by Connecticut Wealth Management

Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Growth Etf (VUG)
Ishares Core Msci Emkt (IEMG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Small Cp Etf (VB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Raytheon Technologies Corp (RTX)

View all positions for Connecticut Wealth Management

Top funds holding BlackRock

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

View all funds holding BlackRock