BlackRock shares owned by Modera Wealth Management
Quarter-by-quarter ownership of BlackRock (BLK) shares owned by Modera Wealth Management
from 13F filings
Historical chart of Modera Wealth Management investment in BlackRock
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Quarterly reported holdings in BlackRock by Modera Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $58M | 61k | 949.50 |
| 2024-06-30 | $48M | 61k | 787.32 |
| 2024-03-31 | $52M | 63k | 833.69 |
| 2023-12-31 | $52M | 64k | 811.80 |
| 2023-09-30 | $42M | 64k | 646.49 |
| 2023-06-30 | $45M | 65k | 691.14 |
| 2023-03-31 | $366k | 547 | 669.27 |
| 2022-12-31 | $447k | 631 | 708.77 |
| 2022-09-30 | $348k | 632 | 550.63 |
| 2022-06-30 | $358k | 588 | 608.84 |
| 2022-03-31 | $455k | 595 | 764.71 |
| 2021-12-31 | $1.2M | 1.3k | 915.87 |
| 2021-09-30 | $468k | 558 | 838.71 |
| 2021-06-30 | $477k | 546 | 873.63 |
| 2021-03-31 | $414k | 548 | 755.47 |
| 2020-12-31 | $402k | 557 | 721.72 |
| 2020-09-30 | $305k | 542 | 562.73 |
| 2020-06-30 | $294k | 540 | 544.44 |
| 2020-03-31 | $290k | 658 | 440.73 |
| 2019-12-31 | $355k | 707 | 502.12 |
| 2019-09-30 | $310k | 696 | 445.40 |
| 2019-06-30 | $364k | 776 | 469.07 |
| 2019-03-31 | $254k | 595 | 426.89 |
| 2018-12-31 | $233k | 593 | 392.92 |
| 2018-09-30 | $289k | 614 | 470.68 |
| 2018-06-30 | $311k | 624 | 498.40 |
| 2018-03-31 | $337k | 623 | 540.93 |
| 2017-12-31 | $319k | 621 | 513.69 |
| 2017-09-30 | $381k | 852 | 447.18 |
| 2017-06-30 | $358k | 847 | 422.67 |
| 2017-03-31 | $446k | 1.2k | 383.82 |
| 2016-12-31 | $671k | 1.8k | 380.39 |
| 2016-09-30 | $636k | 1.8k | 362.81 |
| 2016-06-30 | $405k | 1.2k | 342.64 |
| 2016-03-31 | $600k | 1.8k | 340.72 |