Heritage Wealth Advisors Ishares Trust Ishares Pfd And Transaction History

Heritage Wealth Advisors

$2.16 Billion
Q2 2024

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 08, 2024	BUY	$31.12 - $32.54 $4,512 - $4,718	145 New	145 $4,000
Q3 2022 Nov 10, 2022	SELL	$31.4 - $35.35 $44,745 - $50,373	-1,425 Reduced 4.47%	30,460 $965,000
Q2 2022 Aug 04, 2022	BUY	$32.02 - $36.26 $42,586 - $48,225	1,330 Added 4.35%	31,885 $1.05 Million
Q1 2022 May 11, 2022	SELL	$34.86 - $39.14 $94,122 - $105,678	-2,700 Reduced 8.12%	30,555 $1.11 Million
Q4 2021 Feb 02, 2022	SELL	$38.29 - $39.43 $27,568 - $28,389	-720 Reduced 2.12%	33,255 $1.31 Million
Q2 2021 Aug 09, 2021	SELL	$37.96 - $39.34 $88,636 - $91,858	-2,335 Reduced 6.43%	33,975 $1.34 Million
Q2 2021 Jul 27, 2021	SELL	$37.96 - $39.34 $53,144 - $55,076	-1,400 Reduced 3.71%	36,310 $1.4 Million
Q1 2021 Apr 27, 2021	BUY	$37.15 - $38.46 $52,010 - $53,844	1,400 Added 3.86%	37,710 $1.45 Million
Q4 2020 Feb 01, 2021	SELL	$36.13 - $38.51 $925,831 - $986,818	-25,625 Reduced 41.37%	36,310 $1.4 Million
Q2 2020 Jul 17, 2020	BUY	$30.01 - $35.86 $1.65 Million - $1.97 Million	54,835 Added 772.32%	61,935 $2.15 Million
Q2 2020 Jul 17, 2020	SELL	$30.01 - $35.86 $977,875 - $1.17 Million	-32,585 Reduced 82.11%	7,100 $2.15 Million
Q1 2020 May 05, 2020	BUY	$25.12 - $38.29 $127,986 - $195,087	5,095 Added 14.73%	39,685 $1.26 Million
Q4 2019 Feb 04, 2020	BUY	$36.77 - $37.68 $377,627 - $386,973	10,270 Added 42.23%	34,590 $1.3 Million
Q3 2019 Oct 30, 2019	BUY	$36.77 - $37.53 $430,944 - $439,851	11,720 Added 93.02%	24,320 $912,000
Q2 2019 Aug 05, 2019	BUY	$36.27 - $37.09 $195,858 - $200,286	5,400 Added 75.0%	12,600 $0
Q4 2018 Jan 28, 2019	BUY	$33.41 - $36.68 $240,551 - $264,096	7,200 New	7,200 $246,000

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

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