Carl P. Sherr & Co »

iShares S&P US Pref Stock Idx Fnd shares owned by Carl P. Sherr & Co

Quarter-by-quarter ownership of iShares S&P US Pref Stock Idx Fnd (PFF) shares owned by Carl P. Sherr & Co from 13F filings

Historical chart of Carl P. Sherr & Co 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 Carl P. Sherr & Co 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 Carl P. Sherr & Co

Quarter filed Position value Share count Share price at filing
2024-06-30 $388k 12k 31.55
2024-03-31 $330k 10k 32.23
2023-12-31 $202k 6.5k 31.19
2023-06-30 $201k 6.5k 30.93
2023-03-31 $203k 6.5k 31.22
2022-09-30 $205k 6.5k 31.61
2022-06-30 $213k 6.5k 32.85
2021-12-31 $256k 6.5k 39.48

More positions owned by Carl P. Sherr & Co

Ishares Tr Ishs 5-10yr Invt (IGIB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p Us Vlu (IUSV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core Msci Total (IXUS)
Eli Lilly & Co. (LLY)
Home Depot (HD)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Rus Mid Cap Etf (IWR)
Vanguard Index Fds Total Stk Mkt (VTI)
Costco Wholesale Corporation (COST)
JPMorgan Chase & Co. (JPM)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Carl P. Sherr & Co

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

Bank of America Corporation
Morgan Stanley
Wells Fargo & Company
LPL Financial
Envestnet Asset Management
Royal Bank of Canada
Mariner Wealth Advisors
BlackRock
BlackRock
Us Bancorp
Commonwealth Equity Services
Orgel Wealth Management
CliftonLarsonAllen Wealth Advisors
First Interstate Bank
Charles Schwab Investment Management

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