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Blackrock shares owned by Dougherty Wealth Advisers

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

Historical chart of Dougherty Wealth Advisers investment in Blackrock

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Blackrock by Dougherty Wealth Advisers

Quarter filed Position value Share count Share price at filing
2024-09-30 $108k 114 949.51

More positions owned by Dougherty Wealth Advisers

Vanguard Growth Etf Etf (VUG)
Vanguard Value Etf Etf (VTV)
Vanguard Mid-cap Value Etf Etf (VOE)
Vanguard S&p Small-cap 600 Growth Etf Etf (VIOG)
Apple Stock (AAPL)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Ishares Russell Mid-cap Growth Etf Etf (IWP)
Ishares Core Msci Total International Stock Etf Etf (IXUS)
Vanguard Real Estate Etf Etf (VNQ)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Ishares Msci Eafe Etf Etf (EFA)
Ishares Core S&p Small Cap Etf Etf (IJR)
Microsoft Corp Stock (MSFT)
Vanguard Small Cap Value Etf Etf (VBR)
Meta Platforms Inc Cl A Stock (META)

View all positions for Dougherty Wealth Advisers

Top funds holding Blackrock

Damian Sousa
Wintrust Financial Corporation
Bahl & Gaynor
Ensign Peak Advisors
David Vaughan Investments
Madison Asset Management
Van Eck Associates Corp.
Franklin Street Advisors
Ferguson Wellman Capital Management
Azimuth Capital Investment Management
Argent Capital Management
Stonebridge Capital Advisors
D. J. St. Germain
MainStreet Investment Advisors
First Fiduciary Investment Counsel

View all funds holding Blackrock