PFF — ISHARES TR

Ownership history in SYM FINANCIAL Corp  ·  5 quarters on record

This page tracks every 13F SEC filing in which SYM FINANCIAL Corp reported a position in ISHARES TR (PFF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.03% (2018 Q1)
Avg. % of fund
0.02%
First filed
2017 Q4
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 789 -290 -26.9% 0.00% $25K $30.83
2018 Q3 UNCHANGED 1,079 — 0% 0.02% $40K $24.27
2018 Q2 UNCHANGED 1,079 — 0% 0.02% $41K $24.31
2018 Q1 UNCHANGED 1,079 — 0% 0.03% $41K $23.86
2017 Q4 INITIATED 1,079 — — 0.02% $41K —
% of Fund (quarterly)    PFF price (monthly, adj. close)

Other funds also holding PFF

As of 2025 Q4 — sorted by position size

Glaxis Capital Management, LLC 3Y 7Y 10.79% Bramshill Investments, LLC 3Y 7Y 6.28% Risk Paradigm Group, LLC 3Y 7Y 5.58% BARD ASSOCIATES INC 3Y 7Y 5.52% SWAN Capital LLC 4.93% Capital Square, LLC 3Y 4.64% Cordoba Advisory Partners LLC 4.33% REDMONT WEALTH ADVISORS LLC 3Y 3.3% Summit Financial Wealth Advisors, LLC 3Y 7Y 3.1% Sagace Wealth Management LLC 3.03%
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