Wealth Plan Investment Management, LLC Ishares Trust Ishares Pfd And Transaction History

Wealth Plan Investment Management, LLC

  • $923 Million
  • Q3 2024

A detailed history of Wealth Plan Investment Management, LLC transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 11,722 shares of PFF stock, worth $386,239. This represents 0.04% of its overall portfolio holdings.

Number of Shares
11,722
Previous 12,176 3.73%
Holding current value
$386,239
Previous $384,000 1.3%
% of portfolio
0.04%
Previous 0.06%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024
SELL
$31.18 - $33.5 $14,155 - $15,209
-454 Reduced 3.73%
11,722 $389,000
Q2 2024

Aug 09, 2024
BUY
$30.65 - $32.13 $5,578 - $5,847
182 Added 1.52%
12,176 $384,000
Q1 2024

May 16, 2024
BUY
$31.12 - $32.54 $4,014 - $4,197
129 Added 1.09%
11,994 $386,000
Q4 2023

Jan 05, 2024
BUY
$28.34 - $31.4 $3,995 - $4,427
141 Added 1.2%
11,865 $370,000
Q3 2023

Nov 15, 2023
SELL
$29.99 - $31.22 $2,879 - $2,997
-96 Reduced 0.81%
11,724 $353,000
Q3 2023

Nov 09, 2023
BUY
$29.99 - $31.22 $133,725 - $139,209
4,459 Added 60.58%
11,820 $356,000
Q2 2023

Aug 14, 2023
SELL
$29.33 - $31.46 $3.02 Million - $3.24 Million
-103,025 Reduced 93.33%
7,361 $227,000
Q2 2023

Jul 25, 2023
BUY
$29.33 - $31.46 $3.02 Million - $3.24 Million
103,058 Added 1406.36%
110,386 $3.41 Million
Q1 2023

May 08, 2023
SELL
$29.86 - $33.81 $460,351 - $521,248
-15,417 Reduced 67.78%
7,328 $228,000
Q4 2022

Feb 15, 2023
BUY
$29.96 - $32.28 $205,405 - $221,311
6,856 Added 43.15%
22,745 $694,000
Q3 2022

Dec 12, 2022
SELL
$31.4 - $35.35 $33,378 - $37,577
-1,063 Reduced 6.27%
15,889 $504,000
Q1 2022

Sep 07, 2022
BUY
$34.86 - $39.14 $590,946 - $663,501
16,952 New
16,952 $576,000

Others Institutions Holding PFF

# of Institutions
1,101
Shares Held
188M
Call Options Held
167K
Put Options Held
797K
View Full List

About ISHARES TRUST ISHARES PFD AND

PFF Quotes by TradingView
  • Ticker PFF
  • Sector ETFs
  • Industry ETFs
More about PFF
Track This Portfolio

Track Wealth Plan Investment Management, LLC Portfolio

Follow Wealth Plan Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Wealth Plan Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email