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iShares S&P US Pref Stock Idx Fnd shares owned by ValMark Advisers

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

Historical chart of ValMark 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 ValMark 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 ValMark Advisers

Quarter filed Position value Share count Share price at filing
2023-12-31 $518k 17k 31.19
2023-09-30 $539k 18k 30.15
2023-06-30 $564k 18k 30.93
2023-03-31 $592k 19k 31.22
2022-12-31 $541k 18k 30.53
2022-09-30 $572k 18k 31.67
2022-06-30 $586k 18k 32.85
2022-03-31 $704k 19k 36.42
2021-12-31 $794k 20k 39.43
2021-09-30 $812k 21k 38.81
2021-06-30 $853k 22k 39.32
2021-03-31 $975k 25k 38.40
2020-12-31 $937k 24k 38.53
2020-09-30 $874k 24k 36.43
2020-06-30 $891k 26k 34.64
2020-03-31 $883k 28k 31.85
2019-12-31 $1.1M 29k 37.58
2019-09-30 $1.1M 29k 37.53
2019-06-30 $1.0M 28k 36.86
2019-03-31 $1.1M 30k 36.54
2018-12-31 $1.1M 32k 34.22
2018-09-30 $1.2M 33k 37.14
2018-06-30 $1.2M 33k 37.70
2018-03-31 $1.3M 34k 37.55
2017-12-31 $1.4M 38k 38.07
2017-09-30 $455k 12k 38.85
2017-06-30 $459k 12k 39.19
2017-03-31 $453k 12k 38.67
2016-12-31 $436k 12k 37.22
2016-09-30 $463k 12k 39.53
2016-06-30 $470k 12k 39.92
2016-03-31 $466k 12k 39.02
2015-12-31 $464k 12k 38.85
2015-09-30 $465k 12k 38.57
2015-06-30 $473k 12k 39.15
2015-03-31 $485k 12k 40.11
2014-12-31 $477k 12k 39.42
2014-09-30 $489k 12k 39.50
2014-06-30 $507k 13k 39.89
2014-03-31 $517k 13k 38.99
2013-12-31 $390k 11k 36.83
2013-09-30 $404k 11k 37.99
2013-06-30 $414k 11k 39.24
2013-03-31 $447k 11k 40.54
2012-12-31 $547k 14k 39.61
2012-09-30 $538k 14k 39.83
2012-06-30 $581k 15k 39.01
2012-03-31 $314k 8.1k 39.00
2011-12-31 $606k 17k 35.61
2011-09-30 $3.0M 85k 35.61
2011-06-30 $14M 352k 39.66

More positions owned by ValMark Advisers

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Ser Tr Portfolio Short (SPSB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dbx Etf Tr Xtrack Usd High (HYLB)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Flexshares Tr Mornstar Upstr (GUNR)
Ishares Tr Global Reit Etf (REET)
Ishares Tr Usd Inv Grde Etf (USIG)

View all positions for ValMark Advisers

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

Bank of America Corporation
Wells Fargo & Company
UBS Group
Royal Bank of Canada
Mariner Wealth Advisors
Global Assets Advisory
Us Bancorp
Rockefeller Capital Management
Commonwealth Equity Services
Wright Fund Managment
Orgel Wealth Management
Branch Banking & Trust Company
Advisor Group Holdings
Deutsche Bank Aktiengesellschaft
Janney Montgomery Scott

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