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BlackRock shares owned by Kiely Wealth Advisory Group

Quarter-by-quarter ownership of BlackRock (BLK) shares owned by Kiely Wealth Advisory Group from 13F filings

Historical chart of Kiely Wealth Advisory Group investment in BlackRock

Tip: Access up to 7 years of quarterly data

All positions including BlackRock held by Kiely Wealth Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in BlackRock by Kiely Wealth Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $474k 456 1040.22
2024-06-30 $389k 456 852.41
2024-03-31 $344k 450 764.00
2023-12-31 $357k 450 792.22

More positions owned by Kiely Wealth Advisory Group

Wisdomtree Floating Ratetreasry Etf Etf (USFR)
Invsc S P 500 Equal Weight Etf Etf (RSP)
Vanguard Mid Cap Etf Etf (VO)
Ishares Treasury Floatngrate Bd Etf Etf (TFLO)
Vanguard S&p 500 Etf Etf (VOO)
Ishares High Yield Corporat Bond Etf Etf (SHYG)
Boston Scientific Corp Equity (BSV)
Vanguard Russell 2000 Etf Etf (VTWO)
Microsoft Corp Equity (MSFT)
Vanguard S&p 500 Value Etf Etf (VOOV)
Invsc Qqq Trust Srs 1 Etf Etf (QQQ)
Amazon.com Equity (AMZN)
Berkshire Hathaway Class B Equity (BRK.B)
Vanguard Mid Cap Value Etf Etf (VOE)
Taiwan Semiconductor M Fsponsored Adr 1 Adr Reps 5 Ord Equity (TSM)

View all positions for Kiely Wealth Advisory Group

Top funds holding BlackRock

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Bank of America Corporation
Capital Research Global Investors
Morgan Stanley
Capital World Investors
Charles Schwab Investment Management
Geode Capital Management
Wells Fargo & Company
Fisher Investments
Jpmorgan Chase & Co
Capital Research and Management Company - Division 3
Northern Trust

View all funds holding BlackRock