Wealth Plan Partners, LLC Ishares Trust Ishares Pfd And Transaction History

Wealth Plan Partners, LLC

$705 Billion
Q4 2024

A detailed history of Wealth Plan Partners, LLC transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 6,542 shares of PFF stock, worth $208,035. This represents 0.03% of its overall portfolio holdings.

Number of Shares

6,542

Previous 10,911 40.04%

Holding current value

$208,035

Previous $363 Million 43.27%

% of portfolio

0.03%

Previous 0.05%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$31.23 - $33.51 $136,443 - $146,405	-4,369 Reduced 40.04%	6,542 $206 Million
Q3 2024 Nov 05, 2024	BUY	$31.18 - $33.5 $5,924 - $6,365	190 Added 1.77%	10,911 $363 Million
Q1 2024 May 07, 2024	BUY	$31.12 - $32.54 $19,232 - $20,109	618 Added 6.12%	10,721 $346 Million
Q4 2023 Jan 05, 2024	SELL	$28.34 - $31.4 $48,659 - $53,913	-1,717 Reduced 14.53%	10,103 $315 Million
Q3 2023 Nov 01, 2023	SELL	$29.99 - $31.22 $73,025 - $76,020	-2,435 Reduced 17.08%	11,820 $356 Million
Q1 2023 May 10, 2023	SELL	$29.86 - $33.81 $253,511 - $287,046	-8,490 Reduced 37.33%	14,255 $445 Million
Q4 2022 Feb 16, 2023	BUY	$29.96 - $32.28 $173,558 - $186,998	5,793 Added 34.17%	22,745 $754 Million
Q1 2022 May 03, 2022	BUY	$34.86 - $39.14 $55,880 - $62,741	1,603 Added 10.44%	16,952 $576,000
Q3 2021 Dec 09, 2021	BUY	$38.55 - $39.48 $44,178 - $45,244	1,146 Added 8.07%	15,349 $595,000
Q2 2021 Aug 19, 2021	BUY	$37.96 - $39.34 $11,539 - $11,959	304 Added 2.19%	14,203 $556,000
Q1 2021 May 11, 2021	SELL	$37.15 - $38.46 $42,239 - $43,729	-1,137 Reduced 7.56%	13,899 $536,000
Q4 2020 Feb 09, 2021	BUY	$36.13 - $38.51 $258,835 - $275,885	7,164 Added 91.01%	15,036 $572,000
Q3 2020 Dec 18, 2020	BUY	$34.54 - $36.7 $42,035 - $44,663	1,217 Added 18.29%	7,872 $293,000
Q2 2020 Aug 19, 2020	BUY	$30.01 - $35.86 $199,716 - $238,648	6,655 New	6,655 $242,000

Others Institutions Holding PFF

# of Institutions

1,121

Shares Held

189M

Call Options Held

167K

Put Options Held

797K

View Full List

About ISHARES TRUST ISHARES PFD AND

Ticker PFF
Sector ETFs
Industry ETFs

More about PFF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Plan Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Partners, LLC with notifications on news.

Account

Wealth Plan Partners, LLC Ishares Trust Ishares Pfd And Transaction History