BlackRock shares owned by Ropes Wealth Advisors
Quarter-by-quarter ownership of BlackRock (BLK) shares owned by Ropes Wealth Advisors
from 13F filings
Historical chart of Ropes Wealth Advisors investment in BlackRock
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Quarterly reported holdings in BlackRock by Ropes Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $540k | 835 | 646.81 |
| 2023-06-30 | $720k | 1.0k | 691.34 |
| 2023-03-31 | $651k | 972 | 669.25 |
| 2022-12-31 | $663k | 936 | 708.70 |
| 2022-09-30 | $470k | 854 | 550.35 |
| 2022-06-30 | $480k | 788 | 609.14 |
| 2022-03-31 | $659k | 863 | 763.62 |
| 2021-12-31 | $1.0M | 1.1k | 915.22 |
| 2021-09-30 | $918k | 1.1k | 838.36 |
| 2021-06-30 | $686k | 784 | 875.00 |
| 2021-03-31 | $696k | 825 | 843.64 |
| 2020-12-31 | $534k | 740 | 721.62 |
| 2020-09-30 | $428k | 759 | 563.90 |
| 2020-06-30 | $409k | 752 | 543.88 |
| 2020-03-31 | $300k | 682 | 439.88 |
| 2019-12-31 | $373k | 742 | 502.70 |
| 2019-09-30 | $396k | 888 | 445.95 |
| 2019-06-30 | $384k | 818 | 469.44 |
| 2019-03-31 | $318k | 743 | 427.99 |
| 2018-12-31 | $295k | 752 | 392.29 |
| 2018-09-30 | $358k | 760 | 471.05 |
| 2018-06-30 | $379k | 760 | 498.68 |
| 2018-03-31 | $412k | 760 | 542.11 |
| 2017-12-31 | $390k | 760 | 513.16 |
| 2017-09-30 | $194k | 435 | 445.98 |
| 2017-06-30 | $184k | 435 | 422.99 |
| 2017-03-31 | $168k | 437 | 384.44 |
| 2016-12-31 | $204k | 535 | 381.31 |
| 2016-09-30 | $158k | 435 | 363.22 |
| 2016-06-30 | $133k | 388 | 342.78 |
| 2016-03-31 | $132k | 387 | 341.09 |
| 2015-12-31 | $97k | 286 | 339.16 |
| 2015-09-30 | $70k | 235 | 297.87 |
| 2015-06-30 | $81k | 235 | 344.68 |
| 2015-03-31 | $86k | 235 | 365.96 |