BlackRock shares owned by Lyell Wealth Management
Quarter-by-quarter ownership of BlackRock (BLK) shares owned by Lyell Wealth Management
from 13F filings
Historical chart of Lyell Wealth Management investment in BlackRock
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Quarterly reported holdings in BlackRock by Lyell Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.6M | 5.5k | 833.76 |
| 2023-12-31 | $4.4M | 5.4k | 811.84 |
| 2023-09-30 | $3.5M | 5.4k | 646.51 |
| 2023-06-30 | $4.0M | 5.8k | 691.13 |
| 2023-03-31 | $3.9M | 5.9k | 669.09 |
| 2022-12-31 | $4.2M | 5.9k | 708.58 |
| 2022-09-30 | $3.2M | 5.9k | 550.30 |
| 2022-06-30 | $3.5M | 5.8k | 609.07 |
| 2022-03-31 | $4.5M | 5.9k | 764.23 |
| 2021-12-31 | $7.0M | 7.6k | 915.49 |
| 2021-09-30 | $5.6M | 6.7k | 838.61 |
| 2021-06-30 | $5.4M | 6.2k | 875.08 |
| 2021-03-31 | $4.4M | 5.8k | 753.96 |
| 2020-12-31 | $2.7M | 3.8k | 721.56 |
| 2020-09-30 | $385k | 683 | 563.69 |
| 2020-06-30 | $372k | 683 | 544.66 |
| 2020-03-31 | $293k | 665 | 440.60 |
| 2019-12-31 | $307k | 610 | 503.28 |
| 2019-09-30 | $241k | 540 | 446.30 |
| 2019-06-30 | $253k | 540 | 468.52 |
| 2019-03-31 | $240k | 562 | 427.05 |
| 2018-12-31 | $3.2M | 8.2k | 392.81 |
| 2018-09-30 | $4.6M | 9.7k | 471.33 |
| 2018-06-30 | $4.9M | 9.8k | 499.08 |
| 2018-03-31 | $5.3M | 9.8k | 541.73 |
| 2017-12-31 | $5.1M | 10k | 513.66 |
| 2017-09-30 | $4.5M | 10k | 447.09 |
| 2017-06-30 | $4.1M | 9.8k | 422.43 |
| 2017-03-31 | $3.5M | 9.1k | 383.51 |
| 2016-12-31 | $3.3M | 8.8k | 380.54 |