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

Capital Advisors Wealth Management, LLC

  • $538 Million
  • Q3 2024

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 $343,036. This represents 0.07% of its overall portfolio holdings.

Number of Shares
10,542
Previous 11,582 8.98%
Holding current value
$343,036
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

# of Institutions
1,087
Shares Held
185M
Call Options Held
375K
Put Options Held
1.29M
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 Capital Advisors Wealth Management, LLC Portfolio

Follow Capital Advisors Wealth Management, 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 Capital Advisors Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Advisors Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email