Insight Wealth Strategies, LLC Ishares Trust Ishares Pfd And Transaction History

Insight Wealth Strategies, LLC

$740 Million
Q4 2024

A detailed history of Insight Wealth Strategies, LLC transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 678,900 shares of PFF stock, worth $21.6 Million. This represents 2.88% of its overall portfolio holdings.

Number of Shares

678,900

Previous 685,279 0.93%

Holding current value

$21.6 Million

Previous $22.8 Million 6.27%

% of portfolio

2.88%

Previous 3.04%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 06, 2025	SELL	$31.23 - $33.51 $199,216 - $213,760	-6,379 Reduced 0.93%	678,900 $21.3 Million
Q3 2024 Oct 07, 2024	SELL	$31.18 - $33.5 $8.98 Million - $9.65 Million	-287,911 Reduced 29.58%	685,279 $22.8 Million
Q2 2024 Jul 08, 2024	BUY	$30.65 - $32.13 $403,721 - $423,216	13,172 Added 1.37%	973,190 $30.7 Million
Q1 2024 Apr 05, 2024	BUY	$31.12 - $32.54 $355,452 - $371,671	11,422 Added 1.2%	960,018 $30.9 Million
Q4 2023 Jan 12, 2024	BUY	$28.34 - $31.4 $2.39 Million - $2.64 Million	84,208 Added 9.74%	948,596 $29.6 Million
Q3 2023 Oct 13, 2023	BUY	$29.99 - $31.22 $382,552 - $398,242	12,756 Added 1.5%	864,388 $26.1 Million
Q2 2023 Jul 14, 2023	BUY	$29.33 - $31.46 $437,222 - $468,974	14,907 Added 1.78%	851,632 $26.3 Million
Q1 2023 Apr 06, 2023	SELL	$29.86 - $33.81 $930,079 - $1.05 Million	-31,148 Reduced 3.59%	836,725 $26.1 Million
Q4 2022 Jan 06, 2023	BUY	$29.96 - $32.28 $581,643 - $626,683	19,414 Added 2.29%	867,873 $0
Q2 2022 Jul 01, 2022	BUY	$32.02 - $36.26 $3.32 Million - $3.76 Million	103,738 Added 13.93%	848,459 $27.9 Million
Q1 2022 Apr 12, 2022	BUY	$34.86 - $39.14 $4.62 Million - $5.19 Million	132,529 Added 21.65%	744,721 $27.1 Million
Q4 2021 Jan 31, 2022	SELL	$38.29 - $39.43 $4.42 Million - $4.55 Million	-115,354 Reduced 15.86%	612,192 $24.1 Million
Q3 2021 Oct 28, 2021	BUY	$38.55 - $39.48 $399,069 - $408,696	10,352 Added 1.44%	727,546 $28.2 Million
Q2 2021 Aug 12, 2021	SELL	$37.96 - $39.34 $1.27 Million - $1.32 Million	-33,435 Reduced 4.45%	717,194 $28.2 Million
Q1 2021 May 12, 2021	SELL	$37.15 - $38.46 $340,368 - $352,370	-9,162 Reduced 1.21%	750,629 $28.8 Million
Q4 2020 Feb 05, 2021	BUY	$36.13 - $38.51 $727,947 - $775,899	20,148 Added 2.72%	759,791 $29.3 Million
Q3 2020 Oct 29, 2020	BUY	$34.54 - $36.7 $312,310 - $331,841	9,042 Added 1.24%	739,643 $27 Million
Q2 2020 Jul 31, 2020	SELL	$30.01 - $35.86 $46,695 - $55,798	-1,556 Reduced 0.21%	730,601 $25.3 Million
Q1 2020 Apr 21, 2020	BUY	$25.12 - $38.29 $15 Million - $22.8 Million	596,340 Added 439.08%	732,157 $23.3 Million
Q4 2019 Feb 21, 2020	BUY	$36.77 - $37.68 $2.43 Million - $2.49 Million	65,976 Added 94.47%	135,817 $5.11 Million
Q3 2019 Nov 06, 2019	SELL	$36.77 - $37.53 $862,477 - $880,303	-23,456 Reduced 25.14%	69,841 $2.62 Million
Q2 2019 Aug 06, 2019	BUY	$36.27 - $37.09 $214,863 - $219,721	5,924 Added 6.78%	93,297 $3.44 Million
Q1 2019 Apr 24, 2019	BUY	$34.55 - $36.63 $415,152 - $440,146	12,016 Added 15.95%	87,373 $3.19 Million
Q4 2018 Feb 12, 2019	BUY	$33.41 - $36.68 $2.52 Million - $2.76 Million	75,357 New	75,357 $2.58 Million

Others Institutions Holding PFF

# of Institutions

1,148

Shares Held

196M

Call Options Held

184K

Put Options Held

1.01M

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 Insight Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Insight Wealth Strategies, LLC with notifications on news.

Account

Insight Wealth Strategies, LLC Ishares Trust Ishares Pfd And Transaction History