BlackRock shares owned by Phoenix Wealth Advisors
Quarter-by-quarter ownership of BlackRock (BLK) shares owned by Phoenix Wealth Advisors
from 13F filings
Historical chart of Phoenix Wealth Advisors investment in BlackRock
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Quarterly reported holdings in BlackRock by Phoenix Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $420k | 442 | 949.51 |
| 2024-06-30 | $356k | 452 | 787.12 |
| 2024-03-31 | $362k | 434 | 833.70 |
| 2023-12-31 | $351k | 438 | 800.30 |
| 2023-09-30 | $285k | 440 | 646.49 |
| 2023-06-30 | $300k | 434 | 691.14 |
| 2023-03-31 | $300k | 448 | 669.12 |
| 2022-12-31 | $323k | 456 | 708.63 |
| 2022-09-30 | $245k | 445 | 550.56 |
| 2022-06-30 | $272k | 447 | 608.50 |
| 2022-03-31 | $303k | 406 | 746.31 |
| 2021-12-31 | $344k | 376 | 914.89 |
| 2021-09-30 | $385k | 459 | 838.78 |
| 2021-06-30 | $405k | 454 | 892.07 |
| 2021-03-31 | $311k | 405 | 767.90 |
| 2020-12-31 | $224k | 311 | 720.26 |
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