iShares S&P US Pref Stock Idx Fnd shares owned by Aletheian Wealth Advisors
Quarter-by-quarter ownership of iShares S&P US Pref Stock Idx Fnd (PFF) shares owned by Aletheian Wealth Advisors
from 13F filings
Historical chart of Aletheian Wealth Advisors investment in iShares S&P US Pref Stock Idx Fnd
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P US Pref Stock Idx Fnd held by Aletheian Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P US Pref Stock Idx Fnd by Aletheian Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.8M | 85k | 33.23 |
| 2024-06-30 | $2.6M | 83k | 31.55 |
| 2024-03-31 | $2.2M | 69k | 32.23 |
| 2023-12-31 | $1.9M | 61k | 31.19 |
| 2023-09-30 | $1.5M | 49k | 30.15 |
| 2023-06-30 | $1.5M | 48k | 30.93 |
| 2023-03-31 | $1.8M | 57k | 31.22 |
| 2022-12-31 | $1.1M | 37k | 30.53 |
| 2022-09-30 | $890k | 28k | 31.66 |
| 2022-06-30 | $1.1M | 33k | 32.89 |
| 2022-03-31 | $1.2M | 33k | 36.42 |
| 2021-12-31 | $962k | 24k | 39.41 |
Top funds holding iShares S&P US Pref Stock Idx Fnd
View all funds holding iShares S&P US Pref Stock Idx Fnd