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iShares S&P US Pref Stock Idx Fnd shares owned by ProVise Management Group

Quarter-by-quarter ownership of iShares S&P US Pref Stock Idx Fnd (PFF) shares owned by ProVise Management Group from 13F filings

Historical chart of ProVise Management Group investment in iShares S&P US Pref Stock Idx Fnd

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All positions including iShares S&P US Pref Stock Idx Fnd held by ProVise Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P US Pref Stock Idx Fnd by ProVise Management Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $304k 9.4k 32.23
2023-12-31 $289k 9.3k 31.19
2023-09-30 $314k 10k 30.15
2023-06-30 $435k 14k 31.22
2023-03-31 $435k 14k 31.22
2022-12-31 $427k 14k 30.53
2022-09-30 $443k 14k 31.68
2022-06-30 $485k 15k 32.91
2022-03-31 $537k 15k 36.43
2021-12-31 $630k 16k 39.41
2021-09-30 $620k 16k 38.79
2021-06-30 $629k 16k 39.35
2021-03-31 $614k 16k 38.41
2020-12-31 $616k 16k 38.54
2020-09-30 $623k 17k 36.47
2020-06-30 $595k 17k 34.63
2020-03-31 $560k 18k 31.85
2019-12-31 $661k 18k 37.59
2019-09-30 $671k 18k 37.53
2019-06-30 $659k 18k 36.86
2019-03-31 $635k 17k 36.54
2018-12-31 $612k 18k 34.23
2018-09-30 $664k 18k 37.14
2018-06-30 $686k 18k 37.73
2018-03-31 $671k 18k 37.53
2017-12-31 $719k 19k 38.08
2017-09-30 $733k 19k 38.82
2017-06-30 $779k 20k 39.19
2017-03-31 $819k 21k 38.71
2016-12-31 $912k 25k 37.21
2016-09-30 $2.2M 55k 39.50
2016-06-30 $2.2M 56k 39.88
2016-03-31 $2.2M 57k 39.03
2015-12-31 $2.3M 58k 38.84
2015-09-30 $2.3M 59k 38.60
2015-06-30 $2.3M 60k 39.17
2015-03-31 $2.5M 61k 40.10
2014-12-31 $2.4M 62k 39.45
2014-09-30 $2.9M 73k 39.53
2014-06-30 $3.0M 76k 39.91
2014-03-31 $4.5M 115k 39.02
2013-12-31 $4.8M 130k 36.83
2013-09-30 $5.3M 141k 38.00
2013-06-30 $5.6M 143k 39.28
2012-09-30 $5.2M 129k 39.86
2012-06-30 $4.7M 121k 39.03
2012-03-31 $4.5M 114k 39.04
2011-12-31 $3.4M 95k 35.62
2011-09-30 $2.7M 77k 35.61
2011-06-30 $2.8M 70k 39.66
2011-03-31 $2.5M 64k 39.65
2010-12-31 $1.7M 43k 38.81

More positions owned by ProVise Management Group

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Spdr Index Shs Fds Portfolio Devlpd (SPDW)
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Mid Cap Etf (VO)
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Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard World Mega Cap Index (MGC)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)

View all positions for ProVise Management Group

Top funds holding iShares S&P US Pref Stock Idx Fnd

Bank of America Corporation
Morgan Stanley
Wells Fargo & Company
LPL Financial
UBS Group
Jpmorgan Chase & Co
Envestnet Asset Management
Royal Bank of Canada
Goldman Sachs Group
Mariner Wealth Advisors
BlackRock
Global Assets Advisory
Ameriprise Financial
Cohen & Steers Capital Management
Us Bancorp

View all funds holding iShares S&P US Pref Stock Idx Fnd