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iShares S&P US Pref Stock Idx Fnd shares owned by United Capital Financial Advisers

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

Historical chart of United Capital Financial Advisers 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 United Capital Financial Advisers 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 United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.1M 98k 31.44
2024-09-30 $3.4M 101k 33.23
2024-06-30 $3.3M 105k 31.55
2024-03-31 $4.7M 145k 32.23
2023-12-31 $1.7M 53k 31.19
2023-09-30 $2.1M 69k 30.15
2023-06-30 $2.0M 64k 30.93
2023-03-31 $2.2M 69k 31.22
2022-12-31 $2.1M 68k 30.53
2022-09-30 $2.7M 87k 31.67
2022-06-30 $3.1M 93k 32.89
2022-03-31 $3.5M 96k 36.42
2021-12-31 $3.9M 99k 39.43
2021-09-30 $4.1M 105k 38.81
2021-06-30 $3.9M 100k 39.34
2021-03-31 $3.8M 99k 38.40
2020-12-31 $4.1M 106k 38.51
2020-09-30 $7.3M 201k 36.45
2020-06-30 $11M 315k 34.64
2020-03-31 $8.2M 257k 31.84
2019-12-31 $24M 635k 37.59
2019-09-30 $18M 487k 37.53
2019-06-30 $14M 390k 36.85
2019-03-31 $18M 481k 36.55
2018-12-31 $5.3M 156k 34.23
2018-09-30 $34M 918k 37.13
2018-06-30 $6.0M 160k 37.71
2018-03-31 $6.9M 185k 37.56
2017-12-31 $18M 476k 38.08
2017-09-30 $18M 471k 38.81
2017-06-30 $17M 421k 39.17
2017-03-31 $13M 328k 38.70
2016-12-31 $13M 348k 37.21
2016-09-30 $27M 681k 39.50
2016-06-30 $27M 685k 40.00
2016-03-31 $18M 451k 39.03
2015-12-31 $18M 456k 38.85
2015-09-30 $19M 485k 38.60
2015-06-30 $13M 338k 39.17
2015-03-31 $8.7M 218k 39.94
2014-12-31 $8.0M 203k 39.44
2014-09-30 $7.7M 196k 39.52
2014-06-30 $9.4M 236k 39.91
2014-03-31 $6.9M 176k 39.03
2013-12-31 $6.0M 162k 36.83
2013-09-30 $5.8M 152k 38.00
2013-06-30 $18M 447k 39.28
2013-03-31 $19M 460k 40.52
2012-12-31 $16M 408k 39.62
2012-09-30 $4.6M 116k 39.86
2012-06-30 $2.3M 58k 39.03
2011-12-31 $1.1M 30k 35.63
2011-09-30 $4.1M 114k 35.61
2011-03-31 $365k 9.2k 39.64

More positions owned by United Capital Financial Advisers

Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Apple Common Stock (AAPL)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Microsoft Corporation Common Stock (MSFT)
Ishares Core Total Usd Bond Market Etf Exchange Traded Fund (IUSB)
Vanguard Value Etf Exchange Traded Fund (VTV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Nvidia Corporation Common Stock (NVDA)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)
Ishares Currency Hedged Msci Eafe Etf Exchange Traded Fund (HEFA)
Ishares Mbs Etf Exchange Traded Fund (MBB)
Ishares S&p 500 Growth Etf Exchange Traded Fund (IVW)

View all positions for United Capital Financial Advisers

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

Bank of America Corporation
Morgan Stanley
Wells Fargo & Company
LPL Financial
UBS Group
Royal Bank of Canada
Envestnet Asset Management
Mariner Wealth Advisors
BlackRock
Raymond James Financial
Ameriprise Financial
Us Bancorp
Jpmorgan Chase & Co
Commonwealth Equity Services
CliftonLarsonAllen Wealth Advisors

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