First Purpose Wealth LLC Ishares Trust Ishares Pfd And Transaction History

First Purpose Wealth LLC

$275 Million
Q1 2024

A detailed history of First Purpose Wealth LLC transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, First Purpose Wealth LLC holds 59,955 shares of PFF stock, worth $1.88 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares

59,955

Previous 72,916 17.78%

Holding current value

$1.88 Million

Previous $2.27 Million 15.04%

% of portfolio

0.7%

Previous 0.89%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 22, 2024	SELL	$31.12 - $32.54 $403,346 - $421,750	-12,961 Reduced 17.78%	59,955 $1.93 Million
Q4 2023 Apr 22, 2024	SELL	$28.34 - $31.4 $872,361 - $966,554	-30,782 Reduced 29.68%	72,916 $2.27 Million
Q3 2023 Oct 30, 2023	SELL	$29.99 - $31.22 $1.87 Million - $1.94 Million	-62,217 Reduced 37.5%	103,698 $3.13 Million
Q2 2023 Jul 21, 2023	SELL	$29.33 - $31.46 $511,456 - $548,599	-17,438 Reduced 9.51%	165,915 $5.13 Million
Q1 2023 May 03, 2023	SELL	$29.86 - $33.81 $44,610 - $50,512	-1,494 Reduced 0.81%	183,353 $5.72 Million
Q4 2022 Jan 26, 2023	BUY	$29.96 - $32.28 $59,500 - $64,108	1,986 Added 1.09%	184,847 $0
Q3 2022 Oct 24, 2022	SELL	$31.4 - $35.35 $459,005 - $516,746	-14,618 Reduced 7.4%	182,861 $5.79 Million
Q2 2022 Jul 25, 2022	SELL	$32.02 - $36.26 $285,554 - $323,366	-8,918 Reduced 4.32%	197,479 $6.49 Million
Q1 2022 Apr 18, 2022	BUY	$34.86 - $39.14 $32,350 - $36,321	928 Added 0.45%	206,397 $7.52 Million
Q4 2021 Feb 24, 2022	BUY	$38.29 - $39.43 $7.87 Million - $8.1 Million	205,469 New	205,469 $8.1 Million

Others Institutions Holding PFF

# of Institutions

1,102

Shares Held

188M

Call Options Held

167K

Put Options Held

797K

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First Purpose Wealth LLC Ishares Trust Ishares Pfd And Transaction History