Concord Wealth Partners Ishares Trust Ishares Pfd And Transaction History

Concord Wealth Partners

$591 Million
Q3 2024

A detailed history of Concord Wealth Partners transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Concord Wealth Partners holds 921 shares of PFF stock, worth $30,245. This represents 0.01% of its overall portfolio holdings.

Number of Shares

921

Previous 907 1.54%

Holding current value

$30,245

Previous $28,000 7.14%

% of portfolio

0.01%

Previous 0.01%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$31.18 - $33.5 $436 - $469	14 Added 1.54%	921 $30,000
Q2 2024 Jul 31, 2024	SELL	$30.65 - $32.13 $27,155 - $28,467	-886 Reduced 49.41%	907 $28,000
Q1 2024 Apr 30, 2024	BUY	$31.12 - $32.54 $28,319 - $29,611	910 Added 103.06%	1,793 $57,000
Q4 2023 Apr 30, 2024	BUY	$28.34 - $31.4 $566 - $628	20 Added 2.32%	883 $27,000
Q4 2023 Feb 05, 2024	BUY	$28.34 - $31.4 $566 - $628	20 Added 2.32%	883 $27,000
Q3 2023 Apr 30, 2024	SELL	$29.99 - $31.22 $599 - $624	-20 Reduced 2.27%	863 $26,000
Q3 2023 Oct 25, 2023	BUY	$29.99 - $31.22 $389 - $405	13 Added 1.53%	863 $26,000
Q2 2023 Aug 07, 2023	SELL	$29.33 - $31.46 $24,314 - $26,080	-829 Reduced 49.37%	850 $26,000
Q1 2023 Apr 26, 2023	BUY	$29.86 - $33.81 $567 - $642	19 Added 1.14%	1,679 $52,000
Q4 2022 Jan 27, 2023	BUY	$29.96 - $32.28 $49,733 - $53,584	1,660 New	1,660 $50,000
Q2 2022 Aug 04, 2022	BUY	$32.02 - $36.26 $26,032 - $29,479	813 Added 103.3%	1,600 $53,000
Q1 2022 Apr 20, 2022	BUY	$34.86 - $39.14 $174 - $195	5 Added 0.64%	787 $29,000
Q4 2021 Jan 21, 2022	BUY	$38.29 - $39.43 $29,942 - $30,834	782 New	782 $31,000

Others Institutions Holding PFF

# of Institutions

1,087

Shares Held

185M

Call Options Held

375K

Put Options Held

1.29M

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About ISHARES TRUST ISHARES PFD AND

Ticker PFF
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Concord Wealth Partners Ishares Trust Ishares Pfd And Transaction History