Aprio Wealth Management, LLC Ishares Trust Ishares Pfd And Transaction History

Aprio Wealth Management, LLC

$577 Million
Q3 2024

A detailed history of Aprio Wealth Management, LLC transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 82,532 shares of PFF stock, worth $2.69 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares

82,532

Previous 82,001 0.65%

Holding current value

$2.69 Million

Previous $2.59 Million 5.99%

% of portfolio

0.48%

Previous 0.5%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	BUY	$31.18 - $33.5 $16,556 - $17,788	531 Added 0.65%	82,532 $2.74 Million
Q2 2024 Jul 10, 2024	BUY	$30.65 - $32.13 $1.31 Million - $1.37 Million	42,721 Added 108.76%	82,001 $2.59 Million
Q1 2024 Apr 10, 2024	SELL	$31.12 - $32.54 $714,421 - $747,020	-22,957 Reduced 36.89%	39,280 $1.27 Million
Q4 2023 Jan 17, 2024	BUY	$28.34 - $31.4 $101,853 - $112,851	3,594 Added 6.13%	62,237 $1.94 Million
Q3 2023 Oct 10, 2023	BUY	$29.99 - $31.22 $1.18 Million - $1.23 Million	39,241 Added 202.25%	58,643 $1.77 Million
Q2 2023 Jul 13, 2023	BUY	$29.33 - $31.46 $569,060 - $610,386	19,402 New	19,402 $600,000

Others Institutions Holding PFF

# of Institutions

1,087

Shares Held

185M

Call Options Held

375K

Put Options Held

1.29M

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 Aprio Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aprio Wealth Management, LLC with notifications on news.

Account

Aprio Wealth Management, LLC Ishares Trust Ishares Pfd And Transaction History