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BlackRock shares owned by Financial Synergies Wealth Advisors

Quarter-by-quarter ownership of BlackRock (BLK) shares owned by Financial Synergies Wealth Advisors from 13F filings

Historical chart of Financial Synergies Wealth Advisors investment in BlackRock

Tip: Access up to 7 years of quarterly data

All positions including BlackRock held by Financial Synergies Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in BlackRock by Financial Synergies Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $79k 94 835.97
2023-12-31 $26k 37 708.65
2023-09-30 $61k 94 645.23
2023-06-30 $65k 94 687.96
2023-03-31 $64k 95 671.37
2022-12-31 $26k 37 708.65
2022-09-30 $1.7k 3 550.33
2022-06-30 $1.8k 3 609.33

More positions owned by Financial Synergies Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)

View all positions for Financial Synergies Wealth Advisors

Top funds holding BlackRock

Vanguard Group
BlackRock
Bank of America Corporation
Charles Schwab Investment Management
Geode Capital Management
Wells Fargo & Company
FMR
Jpmorgan Chase & Co
Norges Bank Investment Management
Fisher Investments
Wellington Management Company
Legal & General Group
Massachusetts Financial Services
Franklin Resources
UBS Group

View all funds holding BlackRock