Aletheian Wealth Advisors LLC Ishares Trust Ishares Pfd And Transaction History

Aletheian Wealth Advisors LLC

$163 Million
Q3 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 84,712 shares of PFF stock, worth $2.69 Million. This represents 1.72% of its overall portfolio holdings.

Number of Shares

84,712

Previous 82,601 2.56%

Holding current value

$2.69 Million

Previous $2.61 Million 7.98%

% of portfolio

1.72%

Previous 1.43%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	BUY	$31.18 - $33.5 $65,820 - $70,718	2,111 Added 2.56%	84,712 $2.81 Million
Q2 2024 Jul 26, 2024	BUY	$30.65 - $32.13 $412,303 - $432,212	13,452 Added 19.45%	82,601 $2.61 Million
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	$31.4 - $35.35 $161,929 - $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

1,099

Shares Held

186M

Call Options Held

167K

Put Options Held

797K

View Full List

About ISHARES TRUST ISHARES PFD AND

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Aletheian Wealth Advisors LLC Ishares Trust Ishares Pfd And Transaction History