iShares S&P US Pref Stock Idx Fnd shares owned by CliftonLarsonAllen Wealth Advisors
Quarter-by-quarter ownership of iShares S&P US Pref Stock Idx Fnd (PFF) shares owned by CliftonLarsonAllen Wealth Advisors
from 13F filings
Historical chart of CliftonLarsonAllen 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 CliftonLarsonAllen Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P US Pref Stock Idx Fnd by CliftonLarsonAllen Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $56M | 1.7M | 33.23 |
2024-06-30 | $48M | 1.5M | 31.55 |
2024-03-31 | $46M | 1.4M | 32.23 |
2023-12-31 | $42M | 1.3M | 31.19 |
2023-09-30 | $38M | 1.3M | 30.15 |
2023-06-30 | $34M | 1.1M | 30.93 |
2023-03-31 | $36M | 1.1M | 31.22 |
2022-12-31 | $28M | 916k | 30.53 |
2022-06-30 | $34M | 1.0M | 32.88 |
2022-03-31 | $43M | 1.2M | 36.42 |
2021-12-31 | $42M | 1.1M | 39.43 |
2021-09-30 | $32M | 823k | 38.81 |
2021-06-30 | $24M | 621k | 39.34 |
2021-03-31 | $11M | 287k | 38.40 |
2020-12-31 | $10M | 259k | 38.51 |
2020-09-30 | $9.4M | 257k | 36.45 |
2020-06-30 | $7.1M | 205k | 34.64 |
2019-12-31 | $7.9M | 210k | 37.59 |
2019-09-30 | $4.8M | 129k | 37.53 |
2019-06-30 | $3.7M | 99k | 36.85 |
2019-03-31 | $1.2M | 33k | 36.54 |
2018-12-31 | $4.1M | 120k | 34.23 |
2018-09-30 | $8.3M | 223k | 37.13 |
2018-06-30 | $11M | 288k | 37.71 |
2018-03-31 | $15M | 411k | 37.56 |
2017-12-31 | $20M | 511k | 38.07 |
2017-09-30 | $14M | 358k | 38.81 |
2017-06-30 | $13M | 322k | 39.17 |
2017-03-31 | $14M | 366k | 38.70 |
2016-12-31 | $25M | 678k | 37.21 |
2016-09-30 | $15M | 389k | 39.50 |
2016-06-30 | $13M | 323k | 39.89 |
2016-03-31 | $6.9M | 177k | 39.03 |
2015-12-31 | $4.0M | 103k | 38.85 |
2015-09-30 | $4.2M | 108k | 38.60 |
2015-06-30 | $2.8M | 71k | 39.18 |
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