BlackRock shares owned by Phillips Wealth Planners
Quarter-by-quarter ownership of BlackRock (BLK) shares owned by Phillips Wealth Planners
from 13F filings
Historical chart of Phillips Wealth Planners investment in BlackRock
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Quarterly reported holdings in BlackRock by Phillips Wealth Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $545k | 727 | 749.67 |
| 2023-12-31 | $588k | 739 | 795.26 |
| 2023-09-30 | $592k | 951 | 622.51 |
| 2023-06-30 | $635k | 918 | 691.14 |
| 2023-03-31 | $508k | 766 | 662.97 |
| 2022-12-31 | $540k | 733 | 736.91 |
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