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Blackrock shares owned by Up Strategic Wealth Investment Advisors

Quarter-by-quarter ownership of Blackrock (BLK) shares owned by Up Strategic Wealth Investment Advisors from 13F filings

Historical chart of Up Strategic Wealth Investment Advisors investment in Blackrock

Tip: Access up to 7 years of quarterly data

All positions including Blackrock held by Up Strategic Wealth Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Blackrock by Up Strategic Wealth Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $312k 259 1202.59
2025-06-30 $273k 260 1049.25
2025-03-31 $267k 282 946.48
2024-12-31 $245k 239 1025.11