A detailed history of Capital Advisors Wealth Management, LLC transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 10,542 shares of PFF stock, worth $333,232. This represents 0.07% of its overall portfolio holdings.

Number of Shares
10,542
Previous 11,582 8.98%
Holding current value
$333,232
Previous $365,000 4.11%
% of portfolio
0.07%
Previous 0.07%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

SELL
$31.18 - $33.5 $32,427 - $34,840
-1,040 Reduced 8.98%
10,542 $350,000
Q2 2024

Jul 16, 2024

BUY
$30.65 - $32.13 $23,845 - $24,997
778 Added 7.2%
11,582 $365,000
Q1 2024

Apr 12, 2024

BUY
$31.12 - $32.54 $54,522 - $57,010
1,752 Added 19.35%
10,804 $348,000
Q4 2023

Jan 08, 2024

SELL
$28.34 - $31.4 $249,448 - $276,382
-8,802 Reduced 49.3%
9,052 $282,000
Q3 2023

Oct 10, 2023

SELL
$29.99 - $31.22 $16,824 - $17,514
-561 Reduced 3.05%
17,854 $538,000
Q2 2023

Jul 11, 2023

SELL
$29.33 - $31.46 $25,575 - $27,433
-872 Reduced 4.52%
18,415 $569,000
Q1 2023

Apr 14, 2023

BUY
$29.86 - $33.81 $156,436 - $177,130
5,239 Added 37.29%
19,287 $602,000
Q4 2022

Feb 09, 2023

SELL
$29.96 - $32.28 $58,631 - $63,171
-1,957 Reduced 12.23%
14,048 $428,000
Q3 2022

Nov 14, 2022

BUY
$31.4 - $35.35 $105,849 - $119,164
3,371 Added 26.68%
16,005 $507,000
Q2 2022

Aug 04, 2022

SELL
$32.02 - $36.26 $391,764 - $443,641
-12,235 Reduced 49.2%
12,634 $415,000
Q1 2022

May 09, 2022

SELL
$34.86 - $39.14 $7.27 Million - $8.17 Million
-208,665 Reduced 89.35%
24,869 $906,000
Q4 2021

Feb 04, 2022

BUY
$38.29 - $39.43 $1.78 Million - $1.83 Million
46,370 Added 24.78%
233,534 $9.21 Million
Q3 2021

Nov 12, 2021

BUY
$38.55 - $39.48 $409,593 - $419,474
10,625 Added 6.02%
187,164 $7.26 Million
Q2 2021

Aug 13, 2021

BUY
$37.96 - $39.34 $706,853 - $732,550
18,621 Added 11.79%
176,539 $6.94 Million
Q1 2021

Apr 20, 2021

BUY
$37.15 - $38.46 $5.87 Million - $6.07 Million
157,918 New
157,918 $6.06 Million

Others Institutions Holding PFF

About ISHARES TRUST ISHARES PFD AND


  • Ticker PFF
  • Sector ETFs
  • Industry ETFs
More about PFF
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