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Blackrock shares owned by LVW Advisors

Quarter-by-quarter ownership of Blackrock (BLK) shares owned by LVW Advisors from 13F filings

Historical chart of LVW Advisors investment in Blackrock

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All positions including Blackrock held by LVW Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Blackrock by LVW Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $673k 577 1166.07
2025-06-30 $603k 575 1049.43
2025-03-31 $534k 564 946.63
2024-12-31 $628k 612 1025.25

More positions owned by LVW Advisors

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Apple (AAPL)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Ab Active Etfs Tax Aware Interm (TAFM)
Capital Group International SHS (CGIE)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Shrt Nat Mun Etf (SUB)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for LVW Advisors

Top funds holding Blackrock

Vanguard Group
BlackRock
State Street Corporation
Temasek Holdings
Capital Research Global Investors
Morgan Stanley
Capital World Investors
Geode Capital Management
Wells Fargo & Company
FMR
Fisher Investments
Capital Research and Management Company - Division 3
Franklin Resources
Ameriprise Financial
Northern Trust

View all funds holding Blackrock