Evoke Wealth, LLC Ishares Trust Ishares Pfd And Transaction History

Evoke Wealth, LLC

$84.8 Billion
Q2 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 15, 2024	SELL	$31.12 - $32.54 $57,011 - $59,613	-1,832 Reduced 9.07%	18,377 $592,000
Q4 2023 Feb 12, 2024	SELL	$28.34 - $31.4 $727,317 - $805,849	-25,664 Reduced 55.95%	20,209 $630,000
Q3 2023 Nov 13, 2023	BUY	$29.99 - $31.22 $699,726 - $728,425	23,332 Added 103.51%	45,873 $1.38 Million
Q2 2023 Aug 09, 2023	BUY	$29.33 - $31.46 $3,372 - $3,617	115 Added 0.51%	22,541 $697,000
Q1 2023 May 08, 2023	BUY	$29.86 - $33.81 $2,269 - $2,569	76 Added 0.34%	22,426 $700,000
Q4 2022 Feb 10, 2023	BUY	$29.96 - $32.28 $247,170 - $266,310	8,250 Added 58.51%	22,350 $682,000
Q1 2022 May 10, 2022	SELL	$34.86 - $39.14 $31,374 - $35,226	-900 Reduced 6.0%	14,100 $514,000
Q4 2021 Feb 09, 2022	BUY	$38.29 - $39.43 $26,803 - $27,601	700 Added 4.9%	15,000 $591,000
Q3 2021 Nov 12, 2021	BUY	$38.55 - $39.48 $73,245 - $75,012	1,900 Added 15.32%	14,300 $554,000
Q2 2021 Aug 05, 2021	BUY	$37.96 - $39.34 $140,452 - $145,558	3,700 Added 42.53%	12,400 $488,000
Q4 2020 Feb 12, 2021	BUY	$36.13 - $38.51 $281,814 - $300,378	7,800 Added 866.67%	8,700 $335,000
Q3 2020 Nov 13, 2020	SELL	$34.54 - $36.7 $24,454 - $25,983	-708 Reduced 44.03%	900 $33,000
Q1 2020 May 07, 2020	BUY	$25.12 - $38.29 $40,392 - $61,570	1,608 New	1,608 $51.2 Million
Q4 2019 Feb 07, 2020	SELL	$36.77 - $37.68 $91,888 - $94,162	-2,499 Closed	0 $0
Q3 2019 Nov 12, 2019	BUY	$36.77 - $37.53 $91,888 - $93,787	2,499 New	2,499 $93.8 Million

Others Institutions Holding PFF

# of Institutions

1,092

Shares Held

186M

Call Options Held

375K

Put Options Held

1.29M

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