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BlackRock shares owned by HCR Wealth Advisors

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

Historical chart of HCR Wealth Advisors investment in BlackRock

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in BlackRock by HCR Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $236k 283 833.70
2021-12-31 $211k 230 917.39
2021-06-30 $201k 230 873.91
2020-12-31 $294k 408 720.59
2019-06-30 $213k 453 470.20

More positions owned by HCR Wealth Advisors

Apple Common Stock (AAPL)
Vanguard High Dividend Yield Index Fund ETF Etf (VYM)
Vanguard Growth Index Fund ETF Etf (VUG)
iShares Core S&P Small-Cap ETF Etf (IJR)
Nvidia Corp Common Stock (NVDA)
Ametek Common Stock (AME)
Microsoft Common Stock (MSFT)
iShares Core S&P 500 ETF Etf (IVV)
First Trust Preferred Securities and Income ETF Etf (FPE)
Alphabet Common Stock (GOOGL)
Palo Alto Networks Common Stock (PANW)
Visa Common Stock (V)
Amazon.Com Common Stock (AMZN)
Meta Platforms Common Stock (META)
Schwab U.S. TIPS ETF Etf (SCHP)

View all positions for HCR Wealth Advisors

Top funds holding BlackRock

Vanguard Group
BlackRock
Bank of America Corporation
Morgan Stanley
Charles Schwab Investment Management
Geode Capital Management
Wells Fargo & Company
FMR
Jpmorgan Chase & Co
Fisher Investments
Wellington Management Company
Ameriprise Financial
Northern Trust
Legal & General Group
Massachusetts Financial Services

View all funds holding BlackRock