Instrumental Wealth, LLC Ishares Trust Ishares Pfd And Transaction History

Instrumental Wealth, LLC

  • $103 Billion
  • Q3 2024

A detailed history of Instrumental Wealth, LLC transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Instrumental Wealth, LLC holds 8,864 shares of PFF stock, worth $291,093. This represents 0.29% of its overall portfolio holdings.

Number of Shares
8,864
Previous 8,848 0.18%
Holding current value
$291,093
Previous $280 Million 5.69%
% of portfolio
0.29%
Previous 0.29%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
BUY
$31.18 - $33.5 $498 - $536
16 Added 0.18%
8,864 $296 Million
Q2 2024

Jul 26, 2024
BUY
$30.65 - $32.13 $33,071 - $34,668
1,079 Added 13.89%
8,848 $280 Million
Q1 2024

May 29, 2024
SELL
$31.12 - $32.54 $14,004 - $14,643
-450 Reduced 5.48%
7,769 $245 Million
Q4 2023

Jan 25, 2024
BUY
$28.34 - $31.4 $12,696 - $14,067
448 Added 5.77%
8,219 $260 Million
Q3 2023

Oct 18, 2023
BUY
$29.99 - $31.22 $30,469 - $31,719
1,016 Added 15.04%
7,771 $223 Million
Q2 2023

Jul 13, 2023
BUY
$29.33 - $31.46 $198,124 - $212,512
6,755 New
6,755 $209 Million

Others Institutions Holding PFF

# of Institutions
1,087
Shares Held
185M
Call Options Held
375K
Put Options Held
1.29M
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 Instrumental Wealth, LLC Portfolio

Follow Instrumental Wealth, 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 Instrumental Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Instrumental Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email