Balboa Wealth Partners Ishares Trust Ishares Pfd And Transaction History

Balboa Wealth Partners

  • $476 Million
  • Q2 2025

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 8,750 shares of PFF stock, worth $277,375. This represents 0.06% of its overall portfolio holdings.

Number of Shares
8,750
Previous 8,587 1.9%
Holding current value
$277,375
Previous $263,000 1.9%
% of portfolio
0.06%
Previous 0.07%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
BUY
$29.0 - $30.68 $4,727 - $5,000
163 Added 1.9%
8,750 $268,000
Q1 2025

Apr 23, 2025
BUY
$30.73 - $32.26 $30 - $32
1 Added 0.01%
8,587 $263,000
Q4 2024

Feb 10, 2025
SELL
$31.23 - $33.51 $15,615 - $16,755
-500 Reduced 5.5%
8,586 $269,000
Q3 2024

Nov 06, 2024
SELL
$31.18 - $33.5 $416,440 - $447,426
-13,356 Reduced 59.51%
9,086 $301,000
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
1,116
Shares Held
190M
Call Options Held
236K
Put Options Held
1.08M
View Full List

About ISHARES TRUST ISHARES PFD AND

PFF Quotes by TradingView
  • Ticker PFF
  • Sector ETFs
  • Industry ETFs
More about PFF
Track This Portfolio

Track Balboa Wealth Partners Portfolio

Follow Balboa Wealth Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Balboa Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Balboa Wealth Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email