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BlackRock shares owned by Values Added Financial

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

Historical chart of Values Added Financial investment in BlackRock

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in BlackRock by Values Added Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $335k 353 949.51
2024-06-30 $273k 347 787.32
2024-03-31 $256k 307 833.70
2023-12-31 $249k 307 811.80
2023-06-30 $212k 307 691.14

More positions owned by Values Added Financial

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Tcw Etf Trust Transfrm 500 Etf (VOTE)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Apple (AAPL)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Esg Eafe Etf (DMXF)

View all positions for Values Added Financial

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