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BlackRock shares owned by Surevest

Quarter-by-quarter ownership of BlackRock (BLK) shares owned by Surevest from 13F filings

Historical chart of Surevest investment in BlackRock

Tip: Access up to 7 years of quarterly data

All positions including BlackRock held by Surevest consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in BlackRock by Surevest

Quarter filed Position value Share count Share price at filing
2022-09-30 $42k 77 545.45
2022-06-30 $77k 127 606.30
2022-03-31 $17k 22 772.73
2021-12-31 $20k 22 909.09

More positions owned by Surevest

Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Msci Acwi Ex Us (ACWX)
Apple (AAPL)
Ishares Tr Morningstar Valu (ILCV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Rusel 2500 Etf (SMMD)
Ishares Tr Morningstr Us Eq (ILCB)
Palo Alto Networks (PANW)
Ishares Tr Morningstar Grwt (ILCG)
Chevron Corporation (CVX)
Microsoft Corporation (MSFT)
Genuine Parts Company (GPC)
Philip Morris International (PM)

View all positions for Surevest

Top funds holding BlackRock

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Bank of America Corporation
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