Bogart Wealth, LLC Ishares Trust Ishares Pfd And Transaction History

Bogart Wealth, LLC

  • $2.11 Billion
  • Q1 2025

A detailed history of Bogart Wealth, LLC transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Bogart Wealth, LLC holds 3,908 shares of PFF stock, worth $117,943. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,908
Previous 4,025 2.91%
Holding current value
$117,943
Previous $126,000 4.76%
% of portfolio
0.01%
Previous 0.01%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 01, 2025
SELL
$30.73 - $32.26 $3,595 - $3,774
-117 Reduced 2.91%
3,908 $120,000
Q3 2024

Oct 22, 2024
BUY
$31.18 - $33.5 $14,685 - $15,778
471 Added 13.25%
4,025 $133,000
Q2 2024

Jul 31, 2024
BUY
$30.65 - $32.13 $3,340 - $3,502
109 Added 3.16%
3,554 $112,000
Q1 2024

Apr 25, 2024
BUY
$31.12 - $32.54 $91,181 - $95,342
2,930 Added 568.93%
3,445 $111,000
Q4 2023

Feb 06, 2024
SELL
$28.34 - $31.4 $765 - $847
-27 Reduced 4.98%
515 $16,000
Q3 2023

Oct 30, 2023
BUY
$29.99 - $31.22 $809 - $842
27 Added 5.24%
542 $16,000
Q1 2022

Apr 22, 2022
BUY
$34.86 - $39.14 $17,952 - $20,157
515 New
515 $19,000
Q1 2021

Apr 16, 2021
SELL
$37.15 - $38.46 $31,577 - $32,691
-850 Closed
0 $0
Q2 2020

Jul 08, 2020
SELL
$30.01 - $35.86 $4,801 - $5,737
-160 Reduced 15.84%
850 $29,000
Q3 2019

Oct 10, 2019
BUY
$36.77 - $37.53 $5,883 - $6,004
160 Added 18.82%
1,010 $38,000
Q1 2019

Apr 08, 2019
BUY
$34.55 - $36.63 $20,833 - $22,087
603 Added 244.13%
850 $31,000
Q4 2018

Jan 15, 2019
SELL
$33.41 - $36.68 $2,773 - $3,044
-83 Reduced 25.15%
247 $8,000
Q2 2018

Jul 13, 2018
SELL
$36.91 - $37.71 $4,355 - $4,449
-118 Reduced 26.34%
330 $12,000
Q3 2017

Oct 12, 2017
BUY
$38.8 - $38.86 $17,382 - $17,409
448
448 $17,000

Others Institutions Holding PFF

# of Institutions
1,151
Shares Held
204M
Call Options Held
255K
Put Options Held
1.06M
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 Bogart Wealth, LLC Portfolio

Follow Bogart Wealth, LLC 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 Bogart Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bogart Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email