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BlackRock shares owned by Valued Wealth Advisors

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

Historical chart of Valued Wealth Advisors investment in BlackRock

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in BlackRock by Valued Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $25k 26 962.65
2024-06-30 $21k 26 798.23
2024-03-31 $20k 24 846.21

More positions owned by Valued Wealth Advisors

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Short Duration F (DFSD)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Real Estate Etf (AVRE)
Schwab Strategic Tr Fundamental Intl (FNDC)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
American Centy Etf Tr Us Eqt Etf (AVUS)

View all positions for Valued Wealth Advisors

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