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BlackRock shares owned by Mission Wealth Management

Quarter-by-quarter ownership of BlackRock (BLK) shares owned by Mission Wealth Management from 13F filings

Historical chart of Mission Wealth Management investment in BlackRock

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All positions including BlackRock held by Mission Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in BlackRock by Mission Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.6M 10k 949.55
2024-06-30 $6.1M 7.8k 787.29
2024-03-31 $6.5M 7.8k 833.70
2023-12-31 $1.3M 1.6k 811.76
2023-09-30 $1.0M 1.6k 646.69
2023-06-30 $928k 1.3k 691.36
2023-03-31 $976k 1.5k 669.04
2022-12-31 $1.1M 1.5k 708.47
2022-09-30 $764k 1.4k 550.04
2022-06-30 $685k 1.1k 608.89
2022-03-31 $733k 959 764.34
2021-12-31 $894k 977 915.05
2021-09-30 $744k 887 838.78
2021-06-30 $1.3M 1.4k 874.74
2021-03-31 $1.1M 1.4k 754.14
2020-12-31 $912k 1.3k 721.52
2020-09-30 $531k 943 563.10
2020-06-30 $511k 940 543.62
2020-03-31 $383k 871 439.72
2019-12-31 $388k 772 502.59
2019-09-30 $352k 790 445.57
2019-06-30 $371k 791 469.03
2019-03-31 $343k 802 427.68
2018-12-31 $318k 810 392.59
2018-09-30 $373k 792 470.96
2018-06-30 $393k 788 498.73
2018-03-31 $356k 658 541.03
2017-12-31 $329k 640 514.06
2017-09-30 $313k 700 447.14
2017-06-30 $254k 601 422.63