Core Wealth Advisors, Inc. Ishares Trust Ishares Pfd And Transaction History

Core Wealth Advisors, Inc.

$291 Million
Q2 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	BUY	$28.34 - $31.4 $13,234 - $14,663	467 New	467 $14,000
Q2 2022 Aug 12, 2022	SELL	$32.02 - $36.26 $1,120 - $1,269	-35 Reduced 10.45%	300 $10,000
Q1 2022 May 16, 2022	SELL	$34.86 - $39.14 $240,464 - $269,987	-6,898 Reduced 95.37%	335 $12,000
Q4 2021 Feb 14, 2022	BUY	$38.29 - $39.43 $306 - $315	8 Added 0.11%	7,233 $285,000
Q3 2021 Nov 09, 2021	SELL	$38.55 - $39.48 $23,014 - $23,569	-597 Reduced 7.63%	7,225 $280,000
Q2 2021 Aug 03, 2021	BUY	$37.96 - $39.34 $34,581 - $35,838	911 Added 13.18%	7,822 $308,000
Q1 2021 May 04, 2021	SELL	$37.15 - $38.46 $8,470 - $8,768	-228 Reduced 3.19%	6,911 $265,000
Q4 2020 Feb 05, 2021	BUY	$36.13 - $38.51 $144 - $154	4 Added 0.06%	7,139 $275,000
Q3 2020 Nov 12, 2020	SELL	$34.54 - $36.7 $96,470 - $102,503	-2,793 Reduced 28.13%	7,135 $260,000
Q2 2020 Jul 31, 2020	SELL	$30.01 - $35.86 $1.65 Million - $1.97 Million	-54,830 Reduced 84.67%	9,928 $344,000
Q1 2020 Apr 29, 2020	BUY	$25.12 - $38.29 $412,997 - $629,525	16,441 Added 34.03%	64,758 $2.06 Million
Q4 2019 Feb 14, 2020	BUY	$36.77 - $37.68 $1.78 Million - $1.82 Million	48,317 New	48,317 $1.82 Million

Others Institutions Holding PFF

# of Institutions

1,092

Shares Held

186M

Call Options Held

375K

Put Options Held

1.29M

About ISHARES TRUST ISHARES PFD AND

Ticker PFF
Sector ETFs
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