Congress Wealth Management LLC Ishares Trust Ishares Pfd And Transaction History

Congress Wealth Management LLC

$6.94 Billion
Q4 2024

A detailed history of Congress Wealth Management LLC transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Congress Wealth Management LLC holds 213,829 shares of PFF stock, worth $6.69 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

213,829

Previous 188,086 13.69%

Holding current value

$6.69 Million

Previous $6.25 Million 7.55%

% of portfolio

0.1%

Previous 0.09%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$31.23 - $33.51 $803,953 - $862,647	25,743 Added 13.69%	213,829 $6.72 Million
Q3 2024 Nov 12, 2024	SELL	$31.18 - $33.5 $189,106 - $203,177	-6,065 Reduced 3.12%	188,086 $6.25 Million
Q2 2024 Aug 13, 2024	SELL	$30.65 - $32.13 $12.8 Million - $13.4 Million	-418,424 Reduced 68.31%	194,151 $6.13 Million
Q1 2024 Apr 18, 2024	SELL	$31.12 - $32.54 $1.38 Million - $1.44 Million	-44,273 Reduced 6.74%	612,575 $19.7 Million
Q4 2023 Feb 09, 2024	SELL	$28.34 - $31.4 $1.33 Million - $1.47 Million	-46,960 Reduced 6.67%	656,848 $20.5 Million
Q3 2023 Oct 30, 2023	SELL	$29.99 - $31.22 $24,861 - $25,881	-829 Reduced 0.12%	703,808 $21.2 Million
Q2 2023 Jul 13, 2023	SELL	$29.33 - $31.46 $467,402 - $501,346	-15,936 Reduced 2.21%	704,637 $21.8 Million
Q1 2023 Apr 14, 2023	SELL	$29.86 - $33.81 $1.73 Million - $1.96 Million	-57,923 Reduced 7.44%	720,573 $22.5 Million
Q4 2022 Feb 02, 2023	SELL	$29.96 - $32.28 $1.51 Million - $1.63 Million	-50,416 Reduced 6.08%	778,496 $23.8 Million
Q3 2022 Nov 08, 2022	BUY	$31.4 - $35.35 $559,516 - $629,901	17,819 Added 2.2%	828,912 $26.3 Million
Q2 2022 Aug 11, 2022	BUY	$32.02 - $36.26 $795,953 - $901,351	24,858 Added 3.16%	811,093 $26.7 Million
Q1 2022 May 16, 2022	SELL	$34.86 - $39.14 $1.01 Million - $1.14 Million	-29,070 Reduced 3.57%	786,235 $28.6 Million
Q4 2021 Feb 04, 2022	BUY	$38.29 - $39.43 $31.2 Million - $32.1 Million	815,305 New	815,305 $32.1 Million

Others Institutions Holding PFF

# of Institutions

1,167

Shares Held

198M

Call Options Held

255K

Put Options Held

1.06M

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Congress Wealth Management LLC Ishares Trust Ishares Pfd And Transaction History