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iShares S&P US Pref Stock Idx Fnd shares owned by Kovitz Investment Group Partners

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

Historical chart of Kovitz Investment Group Partners 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 Kovitz Investment Group Partners 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 Kovitz Investment Group Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $6.7M 212k 31.58
2024-03-31 $208k 6.5k 32.23

More positions owned by Kovitz Investment Group Partners

Valued Advisers Tr Kovitz Core Eqt (EQTY)
Apple Common (AAPL)
Amazon Common (AMZN)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl C (GOOG)
Berkshire Hathaway Cl'b'com Usd0.0033 (BRK.B)
JPMorgan Chase & Co. (JPM)
Becton Dickinson Common (BDX)
Charles Schwab Corporation (SCHW)
Ishares Tr Core S&p500 Etf (IVV)
American Express Common (AXP)
Visa Com Cl A (V)
Philip Morris International (PM)

View all positions for Kovitz Investment Group Partners

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

Bank of America Corporation
Morgan Stanley
Wells Fargo & Company
LPL Financial
Royal Bank of Canada
Envestnet Asset Management
Mariner Wealth Advisors
BlackRock
Us Bancorp
Commonwealth Equity Services
Orgel Wealth Management
CliftonLarsonAllen Wealth Advisors
First Interstate Bank
Branch Banking & Trust Company
Northwestern Mutual Wealth Management Company

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