Icon Wealth Partners, LLC Ishares Trust Ishares Pfd And Transaction History

Icon Wealth Partners, LLC

  • $878 Million
  • Q3 2023

A detailed history of Icon Wealth Partners, LLC transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 5,944 shares of PFF stock, worth $194,190. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,944
Previous 6,254 4.96%
Holding current value
$194,190
Previous $193,000 7.25%
% of portfolio
0.02%
Previous 0.02%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 14, 2023
SELL
$29.99 - $31.22 $9,296 - $9,678
-310 Reduced 4.96%
5,944 $179,000
Q2 2023

Aug 03, 2023
SELL
$29.33 - $31.46 $165,333 - $177,340
-5,637 Reduced 47.41%
6,254 $193,000
Q1 2023

May 11, 2023
SELL
$29.86 - $33.81 $288,328 - $326,469
-9,656 Reduced 44.81%
11,891 $371,000
Q2 2022

Jul 19, 2022
BUY
$32.02 - $36.26 $228,910 - $259,222
7,149 Added 49.65%
21,547 $708,000
Q1 2022

Apr 19, 2022
BUY
$34.86 - $39.14 $75,785 - $85,090
2,174 Added 17.78%
14,398 $524,000
Q4 2021

Jan 19, 2022
BUY
$38.29 - $39.43 $9,266 - $9,542
242 Added 2.02%
12,224 $482,000
Q3 2021

Nov 15, 2021
BUY
$38.55 - $39.48 $8,211 - $8,409
213 Added 1.81%
11,982 $465,000
Q2 2021

Jul 30, 2021
BUY
$37.96 - $39.34 $64,532 - $66,878
1,700 Added 16.88%
11,769 $463,000
Q1 2021

Apr 26, 2021
BUY
$37.15 - $38.46 $374,063 - $387,253
10,069 New
10,069 $387,000
Q3 2020

Oct 22, 2020
SELL
$34.54 - $36.7 $563,554 - $598,797
-16,316 Closed
0 $0
Q2 2020

Jul 14, 2020
BUY
$30.01 - $35.86 $489,643 - $585,091
16,316 New
16,316 $565,000
Q2 2019

Aug 13, 2019
SELL
$36.27 - $37.09 $7,072 - $7,232
-195 Closed
0 $0
Q1 2019

May 09, 2019
BUY
$34.55 - $36.63 $6,737 - $7,142
195 New
195 $7,000
Q3 2018

Nov 14, 2018
SELL
$37.02 - $38.0 $19,102 - $19,608
-516 Closed
0 $0
Q2 2018

Aug 13, 2018
BUY
$36.91 - $37.71 $19,045 - $19,458
516 New
516 $19,000

Others Institutions Holding PFF

# of Institutions
1,100
Shares Held
188M
Call Options Held
167K
Put Options Held
797K
View Full List

About ISHARES TRUST ISHARES PFD AND

PFF Quotes by TradingView
  • Ticker PFF
  • Sector ETFs
  • Industry ETFs
More about PFF
Track This Portfolio

Track Icon Wealth Partners, LLC Portfolio

Follow Icon Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Icon Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email