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BlackRock shares owned by McKinley Carter Wealth Services

Quarter-by-quarter ownership of BlackRock (BLK) shares owned by McKinley Carter Wealth Services from 13F filings

Historical chart of McKinley Carter Wealth Services investment in BlackRock

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All positions including BlackRock held by McKinley Carter Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in BlackRock by McKinley Carter Wealth Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $338k 405 833.90
2023-12-31 $329k 405 812.00
2023-09-30 $307k 474 646.62
2023-06-30 $296k 428 691.30
2023-03-31 $332k 497 668.70
2022-12-31 $295k 416 707.95
2022-09-30 $229k 416 550.48
2022-06-30 $275k 451 609.76
2022-03-31 $327k 427 765.81
2021-12-31 $420k 458 917.03
2021-09-30 $384k 458 838.43
2021-06-30 $401k 458 875.55
2021-03-31 $352k 467 753.75
2020-12-31 $305k 422 722.75
2020-09-30 $521k 925 563.24
2020-06-30 $601k 1.1k 544.38
2020-03-31 $1.5M 3.4k 440.06
2019-12-31 $1.6M 3.2k 502.65
2019-09-30 $1.3M 3.0k 445.80
2019-06-30 $1.3M 2.9k 469.21
2019-03-31 $1.2M 2.8k 427.50
2018-12-31 $1.0M 2.6k 392.64
2018-09-30 $745k 1.6k 471.22
2018-06-30 $632k 1.3k 498.82
2018-03-31 $613k 1.1k 541.52
2017-12-31 $562k 1.1k 513.71
2017-09-30 $363k 812 447.04
2017-06-30 $323k 764 422.77
2017-03-31 $270k 705 382.98
2016-12-31 $230k 604 380.79
2016-09-30 $248k 683 363.10
2016-06-30 $234k 683 342.61
2016-03-31 $232k 682 340.18
2015-12-31 $220k 645 341.09
2015-06-30 $204k 589 346.35

More positions owned by McKinley Carter Wealth Services

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Rus Top 200 Etf (IWL)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Us Treas Bd Etf (GOVT)
Apple (AAPL)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Select Sector Spdr Tr Technology (XLK)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for McKinley Carter Wealth Services

Top funds holding BlackRock

Vanguard Group
BlackRock
Bank of America Corporation
Charles Schwab Investment Management
Geode Capital Management
Wells Fargo & Company
FMR
Jpmorgan Chase & Co
Norges Bank Investment Management
Fisher Investments
Wellington Management Company
Legal & General Group
Massachusetts Financial Services
Franklin Resources
UBS Group

View all funds holding BlackRock