iShares S&P US Pref Stock Idx Fnd shares owned by Optimum Investment Advisors
Quarter-by-quarter ownership of iShares S&P US Pref Stock Idx Fnd (PFF) shares owned by Optimum Investment Advisors
from 13F filings
Historical chart of Optimum Investment Advisors 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 Optimum Investment Advisors 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 Optimum Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $258k | 8.0k | 32.23 |
| 2023-12-31 | $250k | 8.0k | 31.19 |
| 2023-09-30 | $241k | 8.0k | 30.15 |
| 2023-06-30 | $247k | 8.0k | 30.93 |
| 2023-03-31 | $250k | 8.0k | 31.22 |
| 2022-12-31 | $293k | 9.6k | 30.53 |
| 2022-09-30 | $316k | 10k | 31.64 |
| 2022-06-30 | $345k | 11k | 32.89 |
| 2022-03-31 | $382k | 11k | 36.42 |
| 2021-12-31 | $410k | 10k | 39.47 |
| 2021-09-30 | $364k | 9.4k | 38.77 |
| 2021-06-30 | $369k | 9.4k | 39.31 |
| 2021-03-31 | $372k | 9.7k | 38.40 |
| 2020-12-31 | $373k | 9.7k | 38.50 |
| 2020-09-30 | $444k | 12k | 36.43 |
| 2020-06-30 | $644k | 19k | 34.65 |
| 2020-03-31 | $592k | 19k | 31.85 |
| 2019-12-31 | $763k | 20k | 37.61 |
| 2019-09-30 | $743k | 20k | 37.55 |
| 2019-06-30 | $803k | 22k | 36.86 |
| 2019-03-31 | $796k | 22k | 36.53 |
| 2018-12-31 | $766k | 22k | 34.21 |
| 2018-09-30 | $835k | 23k | 37.13 |
| 2018-06-30 | $848k | 23k | 37.71 |
| 2018-03-31 | $845k | 23k | 37.58 |
| 2017-12-31 | $909k | 24k | 38.05 |
| 2017-09-30 | $927k | 24k | 38.81 |
| 2017-06-30 | $916k | 23k | 39.17 |
| 2017-03-31 | $894k | 23k | 38.72 |
| 2016-12-31 | $807k | 22k | 37.21 |
| 2016-09-30 | $872k | 22k | 39.48 |
| 2016-06-30 | $841k | 21k | 39.88 |
| 2016-03-31 | $745k | 19k | 39.03 |
| 2015-12-31 | $578k | 15k | 38.82 |
| 2015-09-30 | $556k | 14k | 38.61 |
| 2015-03-31 | $524k | 13k | 40.00 |
| 2014-12-31 | $560k | 14k | 39.46 |
| 2014-09-30 | $536k | 13k | 40.00 |
| 2014-06-30 | $359k | 9.2k | 39.02 |
| 2014-03-31 | $359k | 9.2k | 39.02 |
| 2013-12-31 | $276k | 7.5k | 36.80 |
| 2013-09-30 | $319k | 8.4k | 37.98 |
More positions owned by Optimum Investment Advisors
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