Capital Advisors Wealth Management, LLC Ishares Trust Ishares Pfd And Transaction History

Capital Advisors Wealth Management, LLC

$623 Million
Q2 2025

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 24,937 shares of PFF stock, worth $777,036. This represents 0.12% of its overall portfolio holdings.

Number of Shares

24,937

Previous 245,164 89.83%

Holding current value

$777,036

Previous $7.53 Million 89.84%

% of portfolio

0.12%

Previous 1.34%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$29.0 - $30.68 $6.39 Million - $6.76 Million	-220,227 Reduced 89.83%	24,937 $765,000
Q1 2025 Apr 24, 2025	BUY	$30.73 - $32.26 $7.19 Million - $7.55 Million	234,012 Added 2098.39%	245,164 $7.53 Million
Q4 2024 Jan 14, 2025	BUY	$31.23 - $33.51 $19,050 - $20,441	610 Added 5.79%	11,152 $350,000
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

# of Institutions

1,105

Shares Held

196M

Call Options Held

358K

Put Options Held

909K

View Full List

About ISHARES TRUST ISHARES PFD AND

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Capital Advisors Wealth Management, LLC Ishares Trust Ishares Pfd And Transaction History