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

Axxcess Wealth Management, LLC

$3.61 Billion
Q2 2024

A detailed history of Axxcess Wealth Management, LLC transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 28,117 shares of PFF stock, worth $923,362. This represents 0.02% of its overall portfolio holdings.

Number of Shares

28,117

Previous 27,142 3.59%

Holding current value

$923,362

Previous $874,000 1.49%

% of portfolio

0.02%

Previous 0.03%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	BUY	$30.65 - $32.13 $29,883 - $31,326	975 Added 3.59%	28,117 $887,000
Q1 2024 May 14, 2024	BUY	$31.12 - $32.54 $253,347 - $264,908	8,141 Added 42.85%	27,142 $874,000
Q4 2023 Feb 06, 2024	BUY	$28.34 - $31.4 $282,974 - $313,529	9,985 Added 110.75%	19,001 $592,000
Q3 2023 Nov 14, 2023	SELL	$29.99 - $31.22 $367,527 - $382,601	-12,255 Reduced 57.61%	9,016 $271,000
Q2 2023 Aug 08, 2023	BUY	$29.33 - $31.46 $19,064 - $20,449	650 Added 3.15%	21,271 $657,000
Q1 2023 May 03, 2023	BUY	$29.86 - $33.81 $294,031 - $332,927	9,847 Added 91.4%	20,621 $643,000
Q4 2022 Feb 14, 2023	SELL	$29.96 - $32.28 $229,313 - $247,071	-7,654 Reduced 41.53%	10,774 $328,000
Q3 2022 Nov 14, 2022	BUY	$31.4 - $35.35 $578,639 - $651,429	18,428 New	18,428 $584,000
Q2 2022 Aug 11, 2022	SELL	$32.02 - $36.26 $394,806 - $447,085	-12,330 Closed	0 $0
Q1 2022 Aug 11, 2022	SELL	$34.86 - $39.14 $474,653 - $532,930	-13,616 Reduced 52.48%	12,330 $449,000
Q4 2021 Aug 11, 2022	BUY	$38.29 - $39.43 $993,472 - $1.02 Million	25,946 New	25,946 $1.02 Million

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

News

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

Account

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