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

Collaborative Wealth Managment Inc.

  • $207 Million
  • Q1 2025

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 7,561 shares of PFF stock, worth $228,569. This represents 0.11% of its overall portfolio holdings.

Number of Shares
7,561
Previous 8,981 15.81%
Holding current value
$228,569
Previous $282,000 17.73%
% of portfolio
0.11%
Previous 0.13%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
SELL
$30.73 - $32.26 $43,636 - $45,809
-1,420 Reduced 15.81%
7,561 $232,000
Q4 2024

Feb 10, 2025
SELL
$31.23 - $33.51 $28,044 - $30,091
-898 Reduced 9.09%
8,981 $282,000
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
1,142
Shares Held
201M
Call Options Held
278K
Put Options Held
1.48M
View Full List

About ISHARES TRUST ISHARES PFD AND

PFF Quotes by TradingView
  • Ticker PFF
  • Sector ETFs
  • Industry ETFs
More about PFF
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