Collaborative Wealth Managment Inc. Ishares Trust Ishares Pfd And Transaction History

Collaborative Wealth Managment Inc.

$215 Million
Q3 2024

A detailed history of Collaborative Wealth Managment Inc. transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 9,879 shares of PFF stock, worth $313,263. This represents 0.15% of its overall portfolio holdings.

Number of Shares

9,879

Previous 9,879 -0.0%

Holding current value

$313,263

Previous $311,000 5.47%

% of portfolio

0.15%

Previous 0.16%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 10, 2024	BUY	$31.12 - $32.54 $18,920 - $19,784	608 Added 6.56%	9,879 $318,000
Q3 2023 Nov 09, 2023	SELL	$29.99 - $31.22 $15,864 - $16,515	-529 Reduced 5.4%	9,271 $279,000
Q2 2023 Aug 07, 2023	SELL	$29.33 - $31.46 $6,569 - $7,047	-224 Reduced 2.23%	9,800 $303,000
Q1 2023 May 08, 2023	SELL	$29.86 - $33.81 $62,586 - $70,865	-2,096 Reduced 17.29%	10,024 $312,000
Q3 2022 Nov 14, 2022	SELL	$31.4 - $35.35 $21,509 - $24,214	-685 Reduced 5.35%	12,120 $384,000
Q2 2022 Aug 15, 2022	SELL	$32.02 - $36.26 $1,953 - $2,211	-61 Reduced 0.47%	12,805 $421,000
Q4 2021 Feb 11, 2022	SELL	$38.29 - $39.43 $1,072 - $1,104	-28 Reduced 0.22%	12,866 $507,000
Q1 2021 May 12, 2022	BUY	$37.15 - $38.46 $479,012 - $495,903	12,894 New	12,894 $470,000

Others Institutions Holding PFF

# of Institutions

1,127

Shares Held

190M

Call Options Held

167K

Put Options Held

797K

View Full List

About ISHARES TRUST ISHARES PFD AND

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Collaborative Wealth Managment Inc. Ishares Trust Ishares Pfd And Transaction History