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Blackrock shares owned by Heritage Wealth Advisors

Quarter-by-quarter ownership of Blackrock (BLK) shares owned by Heritage Wealth Advisors from 13F filings

Historical chart of Heritage Wealth Advisors investment in Blackrock

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All positions including Blackrock held by Heritage Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Blackrock by Heritage Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.0M 1.1k 949.74

More positions owned by Heritage Wealth Advisors

IShares S&P 500 Index Etf (IVV)
iShares Core MSCI EAFE Etf (IEFA)
Microsoft Corporation (MSFT)
iShares Core S&P Total US Stock Mkt Etf (ITOT)
Apple (AAPL)
iShares Russell Midcap Value Etf (IWS)
UnitedHealth (UNH)
Brookfield Corp Cl A Ltd Vt Sh (BN)
SPDR S&P 500 Index Etf (SPY)
Berkshire Hathaway Cl B CL B (BRK.B)
Raytheon Technologies Corp (RTX)
Merck & Co (MRK)
Alphabet Inc. Class C Cap Stk Cl C (GOOG)
MasterCard Incorporated (MA)
Automatic Data Processing (ADP)

View all positions for Heritage Wealth Advisors

Top funds holding Blackrock

Assenagon Asset Management
Guinness Asset Management
Sarasin & Partners
Damian Sousa
Wintrust Financial Corporation
Janney Montgomery Scott
Fort Washington Investment Advisors
Bahl & Gaynor
Ensign Peak Advisors
David Vaughan Investments
NISA Investment Advisors
Artemis Investment Management
Madison Asset Management
Van Eck Associates Corp.
Franklin Street Advisors

View all funds holding Blackrock