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Blackrock shares owned by WR Wealth Planners

Quarter-by-quarter ownership of Blackrock shares owned by WR Wealth Planners from 13F filings

Historical chart of WR Wealth Planners investment in Blackrock

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Blackrock by WR Wealth Planners

Quarter filed Position value Share count Share price at filing
2024-09-30 $27k 28 949.50
2022-12-31 $97k 136 710.01
2022-09-30 $92k 166 551.01
2022-06-30 $97k 159 609.60
2022-03-31 $120k 157 764.49

More positions owned by WR Wealth Planners

Spdr S&p 500 Etf Trust Etf (SPY)
Access Treasury 0-1 Year Etf Etf (GBIL)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Avantis International Equity Etf Etf (AVDE)
Avantis U.s. Equity Etf Etf (AVUS)
Invesco Qqq Trust Series I Etf (QQQ)
Capital Group Growth Etf Etf (CGGR)
Apple Stock (AAPL)
Avantis Short-term Fixed Income Etf Etf (AVSF)
Capital Group Dividend Value Etf Etf (CGDV)
Spdr Gold Minishares Trust Etf (GLDM)
Amazon Stock (AMZN)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Microsoft Corp Stock (MSFT)

View all positions for WR Wealth Planners

Top funds holding Blackrock

Franklin Street Advisors
Ferguson Wellman Capital Management
D. J. St. Germain
Allen Mooney & Barnes Investment Advisors
Graybill Bartz & Assoc
Harbor Investment Advisory
Valeo Financial Advisors
New England Research & Management
Argus Investors' Counsel
Commerzbank Aktiengesellschaft
GAMMA Investing
DMG Group
_Sentinel Trust Company, LBA______________
Livforsakringsaktiebolaget Skandia
Atlas Brown

View all funds holding Blackrock