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Blackrock shares owned by West Financial Advisors

Quarter-by-quarter ownership of Blackrock (BLK) shares owned by West Financial Advisors from 13F filings

Historical chart of West Financial Advisors investment in Blackrock

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All positions including Blackrock held by West Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Blackrock by West Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $6.4k 6 1070.50
2025-06-30 $27k 26 1049.27
2025-03-31 $25k 26 946.50
2024-12-31 $39k 38 1025.13

More positions owned by West Financial Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Tips Bd Etf (TIP)
Vanguard Index Fds Real Estate Etf (VNQ)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Index Fds Extend Mkt Etf (VXF)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for West Financial Advisors

Top funds holding Blackrock

Vanguard Group
BlackRock
State Street Corporation
CI Private Wealth
Temasek Holdings
Capital Research Global Investors
Geode Capital Management
Norges Bank Investment Management
Wells Fargo & Company
Rockefeller Capital Management
Franklin Resources
FMR
Capital Research and Management Company - Division 3
Fisher Investments
Ameriprise Financial

View all funds holding Blackrock