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Blackrock shares owned by Burns Wealth Management

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

Historical chart of Burns Wealth Management investment in Blackrock

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

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Quarterly reported holdings in Blackrock by Burns Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.0M 3.0k 1024.97

More positions owned by Burns Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Amazon (AMZN)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Meta Platforms Cl A (META)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
UnitedHealth (UNH)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Ishares Tr Sp Smcp600vl Etf (IJS)

View all positions for Burns Wealth Management

Top funds holding Blackrock

Vanguard Group
BlackRock
State Street Corporation
Temasek Holdings
Bank of America Corporation
Morgan Stanley
Capital World Investors
Charles Schwab Investment Management
Capital Research Global Investors
Geode Capital Management
Wells Fargo & Company
FMR
Norges Bank Investment Management
Ameriprise Financial
Fisher Investments

View all funds holding Blackrock