Monterey Private Wealth »

BlackRock shares owned by Monterey Private Wealth

Quarter-by-quarter ownership of BlackRock shares owned by Monterey Private Wealth from 13F filings

Historical chart of Monterey Private Wealth investment in BlackRock

Tip: Access up to 7 years of quarterly data

All positions including BlackRock held by Monterey Private Wealth 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 Monterey Private Wealth

Quarter filed Position value Share count Share price at filing
2024-12-31 $227k 222 1024.52

More positions owned by Monterey Private Wealth

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Vanguard Index Fds Small Cp Etf (VB)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Msci Emrg Chn (EMXC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Min Vol (USMV)

View all positions for Monterey Private Wealth

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