Bdo Wealth Advisors, LLC Ishares Trust Ishares Pfd And Transaction History

Bdo Wealth Advisors, LLC

$867 Million
Q2 2023

A detailed history of Bdo Wealth Advisors, LLC transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Bdo Wealth Advisors, LLC holds 156,805 shares of PFF stock, worth $4.91 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares

156,805

Previous 157,629 0.52%

Holding current value

$4.91 Million

Previous $4.92 Million 1.46%

% of portfolio

0.56%

Previous 0.6%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 01, 2023	SELL	$29.33 - $31.46 $24,167 - $25,923	-824 Reduced 0.52%	156,805 $4.85 Million
Q1 2023 May 09, 2023	BUY	$29.86 - $33.81 $2.55 Million - $2.89 Million	85,454 Added 118.4%	157,629 $4.92 Million
Q4 2022 Jan 27, 2023	SELL	$29.96 - $32.28 $132,333 - $142,580	-4,417 Reduced 5.77%	72,175 $0
Q3 2022 Nov 02, 2022	SELL	$31.4 - $35.35 $114,986 - $129,451	-3,662 Reduced 4.56%	76,592 $2.43 Million
Q2 2022 Aug 25, 2022	SELL	$32.02 - $36.26 $86,037 - $97,430	-2,687 Reduced 3.24%	80,254 $2.64 Million
Q1 2022 May 06, 2022	SELL	$34.86 - $39.14 $2.48 Million - $2.78 Million	-71,127 Reduced 46.17%	82,941 $3.02 Million
Q4 2021 Feb 11, 2022	BUY	$38.29 - $39.43 $72,291 - $74,443	1,888 Added 1.24%	154,068 $6.08 Million
Q3 2021 Nov 09, 2021	BUY	$38.55 - $39.48 $385,654 - $394,957	10,004 Added 7.04%	152,180 $5.91 Million
Q2 2021 Sep 03, 2021	BUY	$37.96 - $39.34 $673,144 - $697,616	17,733 Added 14.25%	142,176 $5.59 Million
Q1 2021 May 14, 2021	BUY	$37.15 - $38.46 $3.86 Million - $4 Million	104,023 Added 509.42%	124,443 $4.78 Million
Q4 2020 Feb 12, 2021	SELL	$36.13 - $38.51 $162,295 - $172,986	-4,492 Reduced 18.03%	20,420 $786,000
Q3 2020 Nov 12, 2020	BUY	$34.54 - $36.7 $48,597 - $51,636	1,407 Added 5.99%	24,912 $908,000
Q2 2020 Aug 14, 2020	SELL	$30.01 - $35.86 $20,046 - $23,954	-668 Reduced 2.76%	23,505 $814,000
Q1 2020 May 15, 2020	SELL	$25.12 - $38.29 $95,280 - $145,233	-3,793 Reduced 13.56%	24,173 $770,000
Q4 2019 Feb 14, 2020	BUY	$36.77 - $37.68 $211,721 - $216,961	5,758 Added 25.93%	27,966 $1.05 Million
Q3 2019 Nov 12, 2019	BUY	$36.77 - $37.53 $298,572 - $304,743	8,120 Added 57.64%	22,208 $833,000
Q2 2019 Aug 09, 2019	BUY	$36.27 - $37.09 $75,768 - $77,481	2,089 Added 17.41%	14,088 $519,000
Q1 2019 May 15, 2019	BUY	$34.55 - $36.63 $293,675 - $311,355	8,500 Added 242.93%	11,999 $439,000
Q2 2018 Aug 27, 2018	BUY	$36.91 - $37.71 $7,308 - $7,466	198 Added 6.0%	3,499 $132,000
Q3 2017 Nov 08, 2017	BUY	$38.8 - $38.86 $128,078 - $128,276	3,301	3,301 $128,000

Others Institutions Holding PFF

# of Institutions

1,111

Shares Held

191M

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 Bdo Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bdo Wealth Advisors, LLC with notifications on news.

Account

Bdo Wealth Advisors, LLC Ishares Trust Ishares Pfd And Transaction History