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

Axxcess Wealth Management, LLC

$3.59 Billion
Q1 2025

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 8,474 shares of PFF stock, worth $256,169. This represents 0.01% of its overall portfolio holdings.

Number of Shares

8,474

Previous 18,593 54.42%

Holding current value

$256,169

Previous $584,000 55.48%

% of portfolio

0.01%

Previous 0.01%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	SELL	$30.73 - $32.26 $310,956 - $326,438	-10,119 Reduced 54.42%	8,474 $260,000
Q4 2024 Feb 10, 2025	SELL	$31.23 - $33.51 $231,320 - $248,208	-7,407 Reduced 28.49%	18,593 $584,000
Q3 2024 Nov 04, 2024	SELL	$31.18 - $33.5 $66,008 - $70,919	-2,117 Reduced 7.53%	26,000 $863,000
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

1,142

Shares Held

201M

Call Options Held

278K

Put Options Held

1.48M

View Full List

About ISHARES TRUST ISHARES PFD AND

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