BlackRock shares owned by LWM Advisory Services
Quarter-by-quarter ownership of BlackRock (BLK) shares owned by LWM Advisory Services
from 13F filings
Historical chart of LWM Advisory Services investment in BlackRock
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Quarterly reported holdings in BlackRock by LWM Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $781k | 962 | 811.80 |
| 2023-09-30 | $600k | 928 | 646.49 |
| 2023-06-30 | $648k | 937 | 691.14 |
| 2023-03-31 | $621k | 928 | 669.12 |
| 2022-12-31 | $658k | 928 | 708.63 |
| 2022-09-30 | $725k | 1.3k | 550.49 |
| 2022-06-30 | $804k | 1.3k | 609.09 |
| 2022-03-31 | $697k | 912 | 764.25 |
| 2021-12-31 | $735k | 803 | 915.32 |