Invenio Wealth Partners LLC Ishares Trust Ishares Pfd And Transaction History

Invenio Wealth Partners LLC

$238 Billion
Q1 2025

A detailed history of Invenio Wealth Partners LLC transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Invenio Wealth Partners LLC holds 38,730 shares of PFF stock, worth $1.17 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

38,730

Previous 39,162 1.1%

Holding current value

$1.17 Million

Previous $1.23 Billion 3.34%

% of portfolio

0.5%

Previous 0.52%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$30.73 - $32.26 $13,275 - $13,936	-432 Reduced 1.1%	38,730 $1.19 Billion
Q4 2024 Feb 12, 2025	SELL	$31.23 - $33.51 $2,092 - $2,245	-67 Reduced 0.17%	39,162 $1.23 Billion
Q3 2024 Nov 13, 2024	BUY	$31.18 - $33.5 $203,293 - $218,420	6,520 Added 19.93%	39,229 $1.3 Billion
Q2 2024 Aug 12, 2024	SELL	$30.65 - $32.13 $259,513 - $272,044	-8,467 Reduced 20.56%	32,709 $1.03 Billion
Q1 2024 May 09, 2024	SELL	$31.12 - $32.54 $714,950 - $747,573	-22,974 Reduced 35.81%	41,176 $1.33 Billion
Q4 2023 Feb 09, 2024	SELL	$28.34 - $31.4 $201,695 - $223,473	-7,117 Reduced 9.99%	64,150 $2 Billion
Q3 2023 Nov 13, 2023	SELL	$29.99 - $31.22 $3 Million - $3.13 Million	-100,109 Reduced 58.41%	71,267 $2.15 Billion
Q2 2023 Aug 11, 2023	BUY	$29.33 - $31.46 $5.03 Million - $5.39 Million	171,376 New	171,376 $5.3 Billion

Others Institutions Holding PFF

# of Institutions

1,141

Shares Held

201M

Call Options Held

278K

Put Options Held

1.48M

View Full List

About ISHARES TRUST ISHARES PFD AND

Ticker PFF
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Invenio Wealth Partners LLC Ishares Trust Ishares Pfd And Transaction History