BlackRock shares owned by BMS Financial Advisors
Quarter-by-quarter ownership of BlackRock (BLK) shares owned by BMS Financial Advisors
from 13F filings
Historical chart of BMS Financial Advisors investment in BlackRock
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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 |