Congress Wealth Management LLC Ishares Trust Ishares Pfd And Transaction History

Congress Wealth Management LLC

$6.12 Billion
Q2 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 194,151 shares of PFF stock, worth $6.38 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

194,151

Previous 612,575 68.31%

Holding current value

$6.38 Million

Previous $19.7 Million 68.98%

% of portfolio

0.1%

Previous 0.35%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,087

Shares Held

185M

Call Options Held

375K

Put Options Held

1.29M

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About ISHARES TRUST ISHARES PFD AND

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Congress Wealth Management LLC Ishares Trust Ishares Pfd And Transaction History