Balboa Wealth Partners Ishares Trust Ishares Pfd And Transaction History

Balboa Wealth Partners

$369 Million
Q2 2024

A detailed history of Balboa Wealth Partners transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Balboa Wealth Partners holds 22,442 shares of PFF stock, worth $730,262. This represents 0.19% of its overall portfolio holdings.

Number of Shares

22,442

Previous 22,330 0.5%

Holding current value

$730,262

Previous $719,000 1.53%

% of portfolio

0.19%

Previous 0.23%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	BUY	$30.65 - $32.13 $3,432 - $3,598	112 Added 0.5%	22,442 $708,000
Q1 2024 May 13, 2024	SELL	$31.12 - $32.54 $684 - $715	-22 Reduced 0.1%	22,330 $719,000
Q4 2023 Feb 09, 2024	BUY	$28.34 - $31.4 $35,396 - $39,218	1,249 Added 5.92%	22,352 $697,000
Q3 2023 Oct 23, 2023	BUY	$29.99 - $31.22 $16,584 - $17,264	553 Added 2.69%	21,103 $636,000
Q2 2023 Aug 08, 2023	BUY	$29.33 - $31.46 $311,983 - $334,640	10,637 Added 107.3%	20,550 $635,000
Q1 2023 May 11, 2023	BUY	$29.86 - $33.81 $55,002 - $62,278	1,842 Added 22.82%	9,913 $309,000
Q4 2022 Feb 14, 2023	BUY	$29.96 - $32.28 $14,980 - $16,140	500 Added 6.6%	8,071 $246,000
Q3 2022 Jan 04, 2023	BUY	$31.4 - $35.35 $237,729 - $267,634	7,571 New	7,571 $240,000

Others Institutions Holding PFF

# of Institutions

1,087

Shares Held

185M

Call Options Held

375K

Put Options Held

1.29M

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About ISHARES TRUST ISHARES PFD AND

Ticker PFF
Sector ETFs
Industry ETFs

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Balboa Wealth Partners Ishares Trust Ishares Pfd And Transaction History