Financial Advocates Investment Management »

iShares S&P US Pref Stock Idx Fnd shares owned by Financial Advocates Investment Management

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

Historical chart of Financial Advocates Investment Management 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 Financial Advocates Investment Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P US Pref Stock Idx Fnd by Financial Advocates Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 40k 35.97
2024-06-30 $1.0M 33k 31.78
2024-03-31 $774k 24k 32.38
2023-12-31 $1.9M 29k 64.01
2023-09-30 $503k 16k 30.72
2023-06-30 $340k 11k 32.14
2023-03-31 $272k 8.3k 32.75
2022-12-31 $1.7M 54k 30.53
2022-09-30 $274k 8.7k 31.66
2022-06-30 $2.0M 62k 32.89
2022-03-31 $3.2M 89k 36.43
2021-12-31 $915k 25k 36.01
2021-09-30 $3.7M 95k 38.82
2021-06-30 $2.6M 66k 39.33
2021-03-31 $2.2M 56k 38.40
2020-12-31 $779k 20k 39.70
2020-09-30 $1.0M 28k 36.48
2020-06-30 $564k 15k 37.65
2020-03-31 $443k 14k 31.87
2019-12-31 $653k 17k 37.58
2019-09-30 $680k 18k 37.53
2019-06-30 $661k 18k 36.87
2019-03-31 $716k 20k 36.58
2018-12-31 $300k 19k 15.46
2018-09-30 $670k 26k 25.40
2018-06-30 $1.2M 32k 37.86
2018-03-31 $1.2M 32k 37.55
2017-12-31 $1.3M 34k 38.15

More positions owned by Financial Advocates Investment Management

Apple Put Option (AAPL)
NVIDIA Corporation Put Option (NVDA)
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
Microsoft Corporation Call Option (MSFT)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Msci Eafe (IEFA)
Amazon Put Option (AMZN)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Core S&p Us Gwt Call Option (IUSG)
Spdr Ser Tr S&p Metals Mng (XME)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Financial Advocates Investment Management

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