Beaird Harris Wealth Management, LLC Ishares Trust Ishares Pfd And Transaction History

Beaird Harris Wealth Management, LLC

$1.19 Billion
Q2 2025

A detailed history of Beaird Harris Wealth Management, LLC transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 745 shares of PFF stock, worth $23,340. This represents 0.0% of its overall portfolio holdings.

Number of Shares

745

Previous 2,610 71.46%

Holding current value

$23,340

Previous $80,000 72.5%

% of portfolio

0.0%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$29.0 - $30.68 $54,085 - $57,218	-1,865 Reduced 71.46%	745 $22,000
Q1 2025 May 15, 2025	BUY	$30.73 - $32.26 $57,311 - $60,164	1,865 Added 250.34%	2,610 $80,000
Q3 2024 Dec 02, 2024	SELL	$31.18 - $33.5 $3,118 - $3,350	-100 Reduced 11.83%	745 $24,000
Q3 2022 Nov 02, 2022	BUY	$31.4 - $35.35 $3,140 - $3,535	100 Added 13.42%	845 $27,000
Q2 2022 Aug 12, 2022	SELL	$32.02 - $36.26 $8,037 - $9,101	-251 Reduced 25.2%	745 $24,000
Q1 2022 May 27, 2022	SELL	$34.86 - $39.14 $209,160 - $234,840	-6,000 Reduced 85.76%	996 $36,000
Q4 2021 May 17, 2022	BUY	$38.29 - $39.43 $267,876 - $275,852	6,996 New	6,996 $276,000

Others Institutions Holding PFF

# of Institutions

1,112

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 Beaird Harris Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beaird Harris Wealth Management, LLC with notifications on news.

Account

Beaird Harris Wealth Management, LLC Ishares Trust Ishares Pfd And Transaction History