Goal Vest Advisory LLC Ishares Trust Ishares Pfd And Transaction History

Goal Vest Advisory LLC

$352 Million
Q1 2025

A detailed history of Goal Vest Advisory LLC transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Goal Vest Advisory LLC holds 200 shares of PFF stock, worth $6,046. This represents 0.0% of its overall portfolio holdings.

Number of Shares

200

Holding current value

$6,046

% of portfolio

0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 07, 2025	BUY	$30.73 - $32.26 $6,146 - $6,452	200 New	200 $6,000
Q3 2022 Oct 11, 2022	SELL	$31.4 - $35.35 $513,578 - $578,184	-16,356 Reduced 97.51%	417 $13,000
Q2 2022 Jul 06, 2022	SELL	$32.02 - $36.26 $60,998 - $69,075	-1,905 Reduced 10.2%	16,773 $552,000
Q1 2022 May 03, 2022	BUY	$34.86 - $39.14 $47,793 - $53,660	1,371 Added 7.92%	18,678 $680,000
Q2 2021 Sep 01, 2021	BUY	$37.96 - $39.34 $9,376 - $9,716	247 Added 1.45%	17,307 $681,000
Q1 2021 May 13, 2021	SELL	$37.15 - $38.46 $288,321 - $298,488	-7,761 Reduced 31.27%	17,060 $655,000
Q4 2020 Jan 28, 2021	BUY	$36.13 - $38.51 $896,782 - $955,856	24,821 New	24,821 $956,000

Others Institutions Holding PFF

# of Institutions

1,157

Shares Held

202M

Call Options Held

255K

Put Options Held

1.06M

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About ISHARES TRUST ISHARES PFD AND

Ticker PFF
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Goal Vest Advisory LLC Ishares Trust Ishares Pfd And Transaction History