UMA Financial Services »

BlackRock shares owned by UMA Financial Services

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

Historical chart of UMA Financial Services investment in BlackRock

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in BlackRock by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $331k 329 1006.47
2024-06-30 $296k 351 844.46
2024-03-31 $221k 294 750.94

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core S&p Ttl Stk (ITOT)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for UMA Financial Services

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