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iShares S&P US Pref Stock Idx Fnd shares owned by ProVise Management Group

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

Historical chart of ProVise Management Group 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 ProVise Management Group 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 ProVise Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $318k 10k 31.62
2025-06-30 $321k 11k 30.68
2025-03-31 $321k 10k 30.73
2024-12-31 $362k 12k 31.44
2024-09-30 $409k 12k 33.23
2024-06-30 $282k 8.9k 31.55
2024-03-31 $304k 9.4k 32.23
2023-12-31 $289k 9.3k 31.19
2023-09-30 $314k 10k 30.15
2023-06-30 $435k 14k 31.22
2023-03-31 $435k 14k 31.22
2022-12-31 $427k 14k 30.53
2022-09-30 $443k 14k 31.68
2022-06-30 $485k 15k 32.91
2022-03-31 $537k 15k 36.43
2021-12-31 $630k 16k 39.41
2021-09-30 $620k 16k 38.79
2021-06-30 $629k 16k 39.35
2021-03-31 $614k 16k 38.41
2020-12-31 $616k 16k 38.54
2020-09-30 $623k 17k 36.47
2020-06-30 $595k 17k 34.63
2020-03-31 $560k 18k 31.85
2019-12-31 $661k 18k 37.59
2019-09-30 $671k 18k 37.53
2019-06-30 $659k 18k 36.86
2019-03-31 $635k 17k 36.54
2018-12-31 $612k 18k 34.23
2018-09-30 $664k 18k 37.14
2018-06-30 $686k 18k 37.73
2018-03-31 $671k 18k 37.53
2017-12-31 $719k 19k 38.08
2017-09-30 $733k 19k 38.82
2017-06-30 $779k 20k 39.19
2017-03-31 $819k 21k 38.71
2016-12-31 $912k 25k 37.21
2016-09-30 $2.2M 55k 39.50
2016-06-30 $2.2M 56k 39.88
2016-03-31 $2.2M 57k 39.03
2015-12-31 $2.3M 58k 38.84
2015-09-30 $2.3M 59k 38.60
2015-06-30 $2.3M 60k 39.17
2015-03-31 $2.5M 61k 40.10
2014-12-31 $2.4M 62k 39.45
2014-09-30 $2.9M 73k 39.53
2014-06-30 $3.0M 76k 39.91
2014-03-31 $4.5M 115k 39.02
2013-12-31 $4.8M 130k 36.83
2013-09-30 $5.3M 141k 38.00
2013-06-30 $5.6M 143k 39.28
2012-09-30 $5.2M 129k 39.86
2012-06-30 $4.7M 121k 39.03
2012-03-31 $4.5M 114k 39.04
2011-12-31 $3.4M 95k 35.62
2011-09-30 $2.7M 77k 35.61
2011-06-30 $2.8M 70k 39.66
2011-03-31 $2.5M 64k 39.65
2010-12-31 $1.7M 43k 38.81

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View all positions for ProVise Management Group

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