Ever Source Wealth Advisors, LLC Ishares Trust Ishares Pfd And Transaction History

Ever Source Wealth Advisors, LLC

$1.65 Billion
Q4 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 2,462 shares of PFF stock, worth $74,426. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,462

Holding current value

$74,426

% of portfolio

0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$31.23 - $33.51 $76,888 - $82,501	2,462 New	2,462 $77,000
Q4 2023 Feb 09, 2024	BUY	$28.34 - $31.4 $141 - $157	5 Added 2.01%	254 $7,000
Q3 2023 Nov 03, 2023	SELL	$29.99 - $31.22 $19,373 - $20,168	-646 Reduced 72.18%	249 $7,000
Q2 2023 Aug 04, 2023	BUY	$29.33 - $31.46 $19,181 - $20,574	654 Added 271.37%	895 $27,000
Q1 2023 May 11, 2023	SELL	$29.86 - $33.81 $23,798 - $26,946	-797 Reduced 76.78%	241 $7,000
Q4 2022 Feb 09, 2023	SELL	$29.96 - $32.28 $739,712 - $796,993	-24,690 Reduced 95.97%	1,038 $31,000
Q3 2022 Nov 07, 2022	BUY	$31.4 - $35.35 $800,668 - $901,389	25,499 Added 11134.93%	25,728 $814,000
Q2 2022 Aug 01, 2022	BUY	$32.02 - $36.26 $64 - $72	2 Added 0.88%	229 $8,000
Q1 2022 May 25, 2022	BUY	$34.86 - $39.14 $69 - $78	2 Added 0.89%	227 $8,000
Q4 2021 Feb 07, 2022	BUY	$38.29 - $39.43 $8,615 - $8,871	225 New	225 $9,000

Others Institutions Holding PFF

# of Institutions

1,161

Shares Held

202M

Call Options Held

255K

Put Options Held

1.06M

View Full List

About ISHARES TRUST ISHARES PFD AND

Ticker PFF
Sector ETFs
Industry ETFs

More about PFF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Account

Ever Source Wealth Advisors, LLC Ishares Trust Ishares Pfd And Transaction History