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BlackRock shares owned by Spartan Planning & Wealth Management

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

Historical chart of Spartan Planning & Wealth Management investment in BlackRock

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in BlackRock by Spartan Planning & Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $262k 323 811.80
2022-12-31 $588k 830 708.63

More positions owned by Spartan Planning & Wealth Management

Spdr Ser Tr Portfoli S&p1500 (SPTM)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Cre U S Reit Etf (USRT)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Tidal Tr Ii Blueprint Chesap (TFPN)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Msci Eafe Etf (EFA)
Spdr Ser Tr Bloomberg Intl T (BWX)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)

View all positions for Spartan Planning & Wealth Management

Top funds holding BlackRock

Vanguard Group
Bank of America Corporation
Charles Schwab Investment Management
Jpmorgan Chase & Co
Wells Fargo & Company
Norges Bank Investment Management
Fisher Investments
Wellington Management Company
Legal & General Group
Massachusetts Financial Services
Franklin Resources
Bank of New York Mellon
UBS Group
Ubs Global Asset Management Americas
Harris Associates L.P

View all funds holding BlackRock