Aletheian Wealth Advisors LLC Ishares Trust Ishares Pfd And Transaction History

Aletheian Wealth Advisors LLC

  • $177 Million
  • Q1 2024

A detailed history of Aletheian Wealth Advisors LLC transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Aletheian Wealth Advisors LLC holds 69,149 shares of PFF stock, worth $2.17 Million. This represents 1.26% of its overall portfolio holdings.

Number of Shares
69,149
Previous 60,510 14.28%
Holding current value
$2.17 Million
Previous $1.89 Million 18.07%
% of portfolio
1.26%
Previous 1.3%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024
BUY
$31.12 - $32.54 $268,845 - $281,113
8,639 Added 14.28%
69,149 $2.23 Million
Q4 2023

Jan 05, 2024
BUY
$28.34 - $31.4 $320,412 - $355,008
11,306 Added 22.98%
60,510 $1.89 Million
Q3 2023

Oct 04, 2023
BUY
$29.99 - $31.22 $49,333 - $51,356
1,645 Added 3.46%
49,204 $1.48 Million
Q2 2023

Jul 13, 2023
SELL
$29.33 - $31.46 $271,742 - $291,476
-9,265 Reduced 16.3%
47,559 $1.47 Million
Q1 2023

May 11, 2023
BUY
$29.86 - $33.81 $607,471 - $687,830
20,344 Added 55.77%
56,824 $1.77 Million
Q4 2022

Jan 17, 2023
BUY
$29.96 - $32.28 $250,855 - $270,280
8,373 Added 29.79%
36,480 $0
Q3 2022

Oct 14, 2022
SELL
$31.63 - $35.35 $163,115 - $182,299
-5,157 Reduced 15.5%
28,107 $890,000
Q2 2022

Jul 11, 2022
BUY
$32.02 - $36.26 $18,923 - $21,429
591 Added 1.81%
33,264 $1.09 Million
Q1 2022

Apr 18, 2022
BUY
$34.86 - $39.14 $288,152 - $323,531
8,266 Added 33.87%
32,673 $1.19 Million
Q4 2021

Apr 12, 2022
BUY
$38.29 - $39.43 $934,544 - $962,368
24,407 New
24,407 $962,000

Others Institutions Holding PFF

# of Institutions
1,104
Shares Held
198M
Call Options Held
454K
Put Options Held
746K
View Full List

About ISHARES TRUST ISHARES PFD AND

PFF Quotes by TradingView
  • Ticker PFF
  • Sector ETFs
  • Industry ETFs
More about PFF
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