Centric Wealth Management Ishares Trust Ishares Pfd And Transaction History

Centric Wealth Management

$383 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 06, 2022	SELL	$32.02 - $36.26 $1.67 Million - $1.89 Million	-52,200 Closed	0 $0
Q1 2022 Apr 05, 2022	BUY	$34.86 - $39.14 $81,363 - $91,352	2,334 Added 4.68%	52,200 $1.9 Million
Q4 2021 Jan 27, 2022	SELL	$38.29 - $39.43 $1.71 Million - $1.76 Million	-44,740 Reduced 47.29%	49,866 $1.97 Million
Q3 2021 Oct 06, 2021	BUY	$38.55 - $39.48 $156,821 - $160,604	4,068 Added 4.49%	94,606 $3.67 Million
Q2 2021 Jul 21, 2021	BUY	$37.96 - $39.34 $133,543 - $138,398	3,518 Added 4.04%	90,538 $3.56 Million
Q1 2021 Apr 14, 2021	BUY	$37.15 - $38.46 $48,257 - $49,959	1,299 Added 1.52%	87,020 $3.34 Million
Q4 2020 Feb 16, 2021	BUY	$36.13 - $38.51 $3.1 Million - $3.3 Million	85,721 New	85,721 $3.3 Million

Others Institutions Holding PFF

# of Institutions

1,101

Shares Held

188M

Call Options Held

167K

Put Options Held

797K

About ISHARES TRUST ISHARES PFD AND

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