Baron Silver Stevens Financial Advisors, LLC Ishares Trust Ishares Pfd And Transaction History

Baron Silver Stevens Financial Advisors, LLC

$527 Million
Q2 2024

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 18, 2023	SELL	$29.86 - $33.81 $151,091 - $171,078	-5,060 Reduced 38.71%	8,013 $250,000
Q4 2022 Jan 30, 2023	BUY	$29.96 - $32.28 $28,551 - $30,762	953 Added 7.86%	13,073 $399,000
Q3 2022 Nov 02, 2022	BUY	$31.4 - $35.35 $380,568 - $428,442	12,120 New	12,120 $115,000
Q1 2022 May 03, 2022	SELL	$34.86 - $39.14 $501,042 - $562,559	-14,373 Closed	0 $0
Q4 2021 Jan 31, 2022	BUY	$38.29 - $39.43 $10,721 - $11,040	280 Added 1.99%	14,373 $566,000
Q3 2021 Nov 12, 2021	BUY	$38.55 - $39.48 $543,285 - $556,391	14,093 New	14,093 $546,000
Q1 2021 Apr 27, 2021	SELL	$37.15 - $38.46 $18,946 - $19,614	-510 Closed	0 $0
Q4 2020 Mar 19, 2021	BUY	$36.13 - $38.51 $18,426 - $19,640	510 New	510 $19,000

Others Institutions Holding PFF

# of Institutions

1,092

Shares Held

186M

Call Options Held

375K

Put Options Held

1.29M

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