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BlackRock shares owned by Private Wealth Management Group

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

Historical chart of Private Wealth Management Group investment in BlackRock

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in BlackRock by Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $32k 34 949.53
2024-03-31 $28k 34 833.71
2023-12-31 $28k 34 811.82

More positions owned by Private Wealth Management Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Dimensional Etf Trust Intl Small Cap V (DISV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Shrt Nat Mun Etf (SUB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Private Wealth Management Group

Top funds holding BlackRock

Vanguard Group
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Capital Research Global Investors
Morgan Stanley
Capital World Investors
Charles Schwab Investment Management
Geode Capital Management
Wells Fargo & Company
Fisher Investments
Jpmorgan Chase & Co
Capital Research and Management Company - Division 3
Northern Trust

View all funds holding BlackRock