Wendell David Associates »

iShares S&P US Pref Stock Idx Fnd shares owned by Wendell David Associates

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

Historical chart of Wendell David Associates 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 Wendell David Associates 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 Wendell David Associates

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.2M 99k 32.23
2023-12-31 $4.1M 131k 31.19
2023-09-30 $4.0M 134k 30.15
2023-06-30 $4.5M 145k 30.93
2023-03-31 $4.6M 147k 31.22
2022-12-31 $5.1M 166k 30.53
2022-09-30 $6.0M 190k 31.67
2022-06-30 $7.4M 224k 32.88
2022-03-31 $8.3M 227k 36.42
2021-12-31 $9.0M 228k 39.43
2021-09-30 $8.5M 220k 38.81
2021-06-30 $8.6M 218k 39.34
2021-03-31 $7.5M 195k 38.40
2020-12-31 $7.1M 183k 38.51
2020-09-30 $6.3M 173k 36.45
2020-06-30 $6.0M 172k 34.64
2020-03-31 $5.5M 174k 31.84
2019-12-31 $5.5M 148k 37.59
2019-09-30 $5.9M 158k 37.53
2019-06-30 $5.8M 157k 36.85
2019-03-31 $5.6M 155k 36.55
2018-12-31 $3.2M 94k 34.23
2018-09-30 $6.0M 162k 37.13
2018-06-30 $6.1M 162k 37.71
2018-03-31 $5.9M 158k 37.56
2017-12-31 $4.4M 116k 38.07
2017-09-30 $6.1M 156k 38.81
2017-06-30 $4.3M 111k 39.17
2017-03-31 $4.3M 111k 38.70
2016-12-31 $3.7M 99k 37.21
2016-09-30 $4.2M 106k 39.50
2016-06-30 $4.2M 105k 40.00
2016-03-31 $2.7M 71k 38.99
2015-12-31 $1.1M 29k 38.98
2015-09-30 $2.2M 57k 39.00
2015-06-30 $2.2M 57k 39.00
2015-03-31 $1.9M 49k 40.00
2014-12-31 $1.5M 38k 39.00
2014-09-30 $715k 18k 40.00

More positions owned by Wendell David Associates

Mastercard Comm (MA)
Microsoft Comm (MSFT)
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Automatic Data Processing Comm (ADP)
Stryker Comm (SYK)
TJX Companies Comm (TJX)
Lilly, Eli Comm (LLY)
Intuit Comm (INTU)
Abbott Labs Comm (ABT)
Fiserv Comm (FI)
McDonald's Comm (MCD)
Broadridge Financial Solutions Comm (BR)
AbbVie Comm (ABBV)
Danaher Comm (DHR)
Church & Dwight Comm (CHD)

View all positions for Wendell David Associates

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