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
Download as csvQuarterly 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 |
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