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iShares S&P US Pref Stock Idx Fnd shares owned by Joel Isaacson & Co

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

Historical chart of Joel Isaacson & 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 Joel Isaacson & 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 Joel Isaacson & Co

Quarter filed Position value Share count Share price at filing
2025-09-30 $414k 13k 31.62
2025-06-30 $299k 9.7k 30.68
2025-03-31 $312k 10k 30.73
2024-12-31 $317k 10k 31.44
2024-09-30 $561k 17k 33.23
2024-06-30 $534k 17k 31.55
2024-03-31 $542k 17k 32.23
2023-12-31 $504k 16k 31.19
2023-09-30 $537k 18k 30.15
2023-06-30 $602k 20k 30.93
2023-03-31 $663k 21k 31.22
2022-12-31 $1.3M 42k 30.53
2022-09-30 $1.6M 50k 31.67
2022-06-30 $1.6M 50k 32.88
2022-03-31 $1.7M 48k 34.77
2021-12-31 $1.8M 45k 39.44
2021-09-30 $925k 24k 38.82
2021-06-30 $937k 24k 39.35
2021-03-31 $913k 24k 38.38
2020-12-31 $771k 20k 38.50
2020-09-30 $255k 7.0k 36.43
2016-12-31 $74k 2.0k 37.00
2016-09-30 $79k 2.0k 39.50
2016-06-30 $80k 2.0k 40.00
2016-03-31 $78k 2.0k 39.00
2015-12-31 $78k 2.0k 39.00
2015-09-30 $71k 1.8k 38.63
2015-06-30 $39k 1.0k 39.00
2015-03-31 $40k 1.0k 40.00
2014-12-31 $39k 1.0k 39.00
2014-09-30 $40k 1.0k 40.00
2014-06-30 $40k 1.0k 40.00
2014-03-31 $273k 3.0k 91.00
2013-12-31 $37k 1.0k 37.00
2013-09-30 $84k 2.2k 38.18
2013-06-30 $86k 2.2k 39.09
2013-03-31 $89k 2.2k 40.45
2012-12-31 $87k 2.2k 39.55

More positions owned by Joel Isaacson & Co

Spdr Series Trust S&p Divid Etf (SDY)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Mid Cap Etf (VO)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Microsoft Corporation (MSFT)
Ishares Tr S&p Mc 400gr Etf (IJK)
Vanguard Index Fds Small Cp Etf (VB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Amazon (AMZN)

View all positions for Joel Isaacson & Co

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

Morgan Stanley
Wells Fargo & Company
LPL Financial
Bramshill Investments
UBS Group
Royal Bank of Canada
Envestnet Asset Management
Mariner Wealth Advisors
First Interstate Bank
Raymond James Financial
BlackRock
Charles Schwab Investment Management
CliftonLarsonAllen Wealth Advisors
Us Bancorp
Cetera Investment Advisers

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