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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
2024-03-31 $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)
Tcw Transform Etf Trust Transfrm 500 Etf (VOTE)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Apple (AAPL)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Values Added Financial

Top funds holding BlackRock

Vanguard Group
BlackRock
Bank of America Corporation
Charles Schwab Investment Management
Wells Fargo & Company
Jpmorgan Chase & Co
Norges Bank Investment Management
Fisher Investments
Wellington Management Company
Legal & General Group
Massachusetts Financial Services
Franklin Resources
Bank of New York Mellon
UBS Group
Ubs Global Asset Management Americas

View all funds holding BlackRock