BlackRock shares owned by Live Oak Private Wealth
Quarter-by-quarter ownership of BlackRock (BLK) shares owned by Live Oak Private Wealth
from 13F filings
Historical chart of Live Oak Private Wealth investment in BlackRock
Tip: Access up to 7 years of quarterly data
All positions including BlackRock held by Live Oak Private Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in BlackRock by Live Oak Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.1M | 1.1k | 949.51 |
| 2024-06-30 | $925k | 1.2k | 787.32 |
| 2024-03-31 | $977k | 1.2k | 833.70 |
| 2023-12-31 | $951k | 1.2k | 811.80 |
| 2023-09-30 | $758k | 1.2k | 646.49 |
| 2023-06-30 | $810k | 1.2k | 691.14 |
| 2023-03-31 | $778k | 1.2k | 669.12 |
| 2022-12-31 | $823k | 1.2k | 708.63 |
| 2022-09-30 | $639k | 1.2k | 550.39 |
| 2022-06-30 | $719k | 1.2k | 608.81 |
| 2022-03-31 | $882k | 1.2k | 764.30 |
| 2021-12-31 | $1.1M | 1.2k | 915.25 |
| 2021-09-30 | $990k | 1.2k | 838.98 |
| 2021-06-30 | $332k | 380 | 873.68 |
| 2021-03-31 | $287k | 380 | 755.26 |
| 2020-12-31 | $274k | 380 | 721.05 |
| 2020-09-30 | $214k | 380 | 563.16 |
| 2020-06-30 | $235k | 432 | 543.98 |