BlackRock shares owned by EP Wealth Advisors
Historical chart of EP Wealth Advisors investment in BlackRock
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All positions including BlackRock held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in BlackRock by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $65M | 80k | 811.80 |
| 2023-09-30 | $51M | 79k | 646.49 |
| 2023-06-30 | $54M | 19k | 2896.41 |
| 2023-03-31 | $493k | 186 | 2652.41 |
| 2022-12-31 | $50M | 71k | 708.63 |
| 2022-09-30 | $38M | 68k | 550.29 |
| 2022-06-30 | $40M | 65k | 609.05 |
| 2022-03-31 | $45M | 59k | 764.17 |
| 2021-09-30 | $46M | 58k | 797.99 |
| 2021-06-30 | $49M | 56k | 874.96 |
| 2021-03-31 | $42M | 55k | 753.97 |
| 2020-12-31 | $32M | 45k | 721.54 |
| 2020-09-30 | $25M | 44k | 563.54 |
| 2020-06-30 | $23M | 43k | 544.10 |
| 2020-03-31 | $18M | 42k | 439.98 |
| 2019-12-31 | $20M | 40k | 502.69 |
| 2019-09-30 | $18M | 39k | 445.64 |
| 2019-06-30 | $18M | 39k | 469.30 |
| 2019-03-31 | $16M | 38k | 427.37 |
| 2018-12-31 | $13M | 33k | 392.82 |
| 2018-09-30 | $15M | 31k | 471.32 |
| 2018-06-30 | $15M | 30k | 499.05 |
| 2018-03-31 | $16M | 29k | 541.71 |
| 2017-12-31 | $16M | 30k | 513.72 |
| 2017-09-30 | $14M | 30k | 447.07 |
| 2017-06-30 | $12M | 29k | 422.42 |
| 2017-03-31 | $11M | 28k | 383.51 |
| 2016-12-31 | $9.1M | 27k | 339.94 |
| 2016-09-30 | $9.4M | 26k | 362.44 |
| 2016-06-30 | $9.0M | 26k | 342.53 |
| 2016-03-31 | $10M | 30k | 340.57 |
| 2015-12-31 | $11M | 33k | 340.53 |
| 2015-09-30 | $9.2M | 31k | 297.46 |
| 2015-06-30 | $11M | 32k | 345.98 |
| 2015-03-31 | $11M | 31k | 365.84 |
| 2014-12-31 | $11M | 30k | 357.57 |