BlackRock shares owned by Legacy Wealth Management, LLC / MS
Quarter-by-quarter ownership of BlackRock (BLK) shares owned by Legacy Wealth Management, LLC / MS
from 13F filings
Historical chart of Legacy Wealth Management, LLC / MS investment in BlackRock
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Quarterly reported holdings in BlackRock by Legacy Wealth Management, LLC / MS
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $573k | 603 | 949.51 |
| 2024-06-30 | $394k | 500 | 787.32 |
| 2024-03-31 | $417k | 500 | 833.70 |
| 2023-12-31 | $429k | 528 | 811.80 |
| 2023-09-30 | $341k | 528 | 646.49 |
| 2023-06-30 | $381k | 551 | 691.14 |
| 2023-03-31 | $370k | 553 | 669.12 |
| 2022-12-31 | $392k | 553 | 708.63 |
| 2022-09-30 | $319k | 579 | 550.28 |
| 2022-06-30 | $534k | 876 | 609.04 |
| 2022-03-31 | $669k | 876 | 764.17 |
| 2021-12-31 | $802k | 876 | 915.56 |
| 2021-09-30 | $735k | 876 | 838.66 |
| 2021-06-30 | $767k | 876 | 874.97 |
| 2021-03-31 | $661k | 876 | 753.96 |
| 2020-12-31 | $647k | 896 | 721.54 |
| 2020-09-30 | $515k | 913 | 563.55 |
More positions owned by Legacy Wealth Management, LLC / MS
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