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iShares S&P US Pref Stock Idx Fnd shares owned by Summit Financial

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

Historical chart of Summit Financial 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 Summit Financial 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 Summit Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.5M 104k 33.23
2024-06-30 $1.2M 40k 31.55
2024-03-31 $1.4M 45k 32.23
2023-12-31 $1.1M 36k 31.19
2023-09-30 $1.8M 61k 30.15
2023-06-30 $1.9M 62k 30.93
2023-03-31 $289k 9.3k 31.22

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View all positions for Summit Financial

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

Bank of America Corporation
Wells Fargo & Company
LPL Financial
UBS Group
Envestnet Asset Management
Royal Bank of Canada
Mariner Wealth Advisors
BlackRock
Ameriprise Financial
Us Bancorp
Commonwealth Equity Services
CliftonLarsonAllen Wealth Advisors
Branch Banking & Trust Company
First Interstate Bank
Charles Schwab Investment Management

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