BlackRock shares owned by Holistic Financial Partners
Quarter-by-quarter ownership of BlackRock (BLK) shares owned by Holistic Financial Partners
from 13F filings
Historical chart of Holistic Financial Partners investment in BlackRock
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Quarterly reported holdings in BlackRock by Holistic Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $412k | 494 | 833.70 |
| 2023-12-31 | $493k | 607 | 811.80 |
| 2023-09-30 | $368k | 569 | 646.49 |
| 2023-06-30 | $383k | 554 | 691.14 |
| 2023-03-31 | $351k | 525 | 669.12 |
| 2022-12-31 | $354k | 499 | 708.63 |
| 2022-09-30 | $287k | 521 | 550.86 |
| 2022-06-30 | $313k | 514 | 608.95 |
| 2022-03-31 | $390k | 511 | 763.21 |
| 2021-12-31 | $346k | 378 | 915.34 |
| 2021-09-30 | $285k | 340 | 838.24 |
| 2021-06-30 | $297k | 340 | 873.53 |
| 2021-03-31 | $210k | 279 | 752.69 |
| 2018-03-31 | $66k | 122 | 540.98 |
| 2017-12-31 | $60k | 117 | 512.82 |
More positions owned by Holistic Financial Partners
View all positions for Holistic Financial Partners