Balanced Wealth Group LLC Ishares Trust Ishares Pfd And Transaction History

Balanced Wealth Group LLC

$230 Billion
Q2 2025

A detailed history of Balanced Wealth Group LLC transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Balanced Wealth Group LLC holds 39,640 shares of PFF stock, worth $1.26 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares

39,640

Previous 49,423 19.79%

Holding current value

$1.26 Million

Previous $1.52 Billion 18.44%

% of portfolio

0.54%

Previous 0.73%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$29.0 - $30.68 $283,707 - $300,142	-9,783 Reduced 19.79%	39,640 $1.24 Billion
Q1 2025 Apr 15, 2025	SELL	$30.73 - $32.26 $9,434 - $9,903	-307 Reduced 0.62%	49,423 $1.52 Billion
Q4 2024 Feb 10, 2025	SELL	$31.23 - $33.51 $2.38 Million - $2.56 Million	-76,252 Reduced 60.53%	49,730 $1.56 Billion
Q3 2024 Oct 28, 2024	SELL	$31.18 - $33.5 $2.32 Million - $2.5 Million	-74,517 Reduced 37.17%	125,982 $4.16 Billion
Q2 2024 Aug 13, 2024	SELL	$30.65 - $32.13 $451,168 - $472,953	-14,720 Reduced 6.84%	200,499 $5.43 Billion
Q1 2024 May 13, 2024	BUY	$31.12 - $32.54 $326,666 - $341,572	10,497 Added 5.13%	215,219 $5.91 Billion
Q4 2023 Feb 06, 2024	BUY	$28.34 - $31.4 $5.8 Million - $6.43 Million	204,722 New	204,722 $6.39 Billion

Others Institutions Holding PFF

# of Institutions

1,116

Shares Held

190M

Call Options Held

236K

Put Options Held

1.08M

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 Balanced Wealth Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Balanced Wealth Group LLC with notifications on news.

Account

Balanced Wealth Group LLC Ishares Trust Ishares Pfd And Transaction History