Investmark Advisory Group LLC Ishares Trust Ishares Pfd And Transaction History

Investmark Advisory Group LLC

$198 Million
Q1 2025

A detailed history of Investmark Advisory Group LLC transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Investmark Advisory Group LLC holds 9,623 shares of PFF stock, worth $290,422. This represents 0.15% of its overall portfolio holdings.

Number of Shares

9,623

Previous 10,406 7.52%

Holding current value

$290,422

Previous $327,000 9.79%

% of portfolio

0.15%

Previous 0.16%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$30.73 - $32.26 $24,061 - $25,259	-783 Reduced 7.52%	9,623 $295,000
Q4 2024 Feb 18, 2025	SELL	$31.23 - $33.51 $187,380 - $201,060	-6,000 Reduced 36.57%	10,406 $327,000
Q3 2024 Nov 14, 2024	SELL	$31.18 - $33.5 $134,884 - $144,921	-4,326 Reduced 20.87%	16,406 $545,000
Q2 2024 Aug 14, 2024	BUY	$30.65 - $32.13 $12,781 - $13,398	417 Added 2.05%	20,732 $654,000
Q1 2024 May 17, 2024	BUY	$31.12 - $32.54 $61,773 - $64,591	1,985 Added 10.83%	20,315 $654,000
Q4 2023 Feb 14, 2024	BUY	$28.34 - $31.4 $68,327 - $75,705	2,411 Added 15.15%	18,330 $571,000
Q2 2023 Aug 14, 2023	BUY	$29.33 - $31.46 $466,904 - $500,811	15,919 New	15,919 $492,000

Others Institutions Holding PFF

# of Institutions

1,141

Shares Held

201M

Call Options Held

278K

Put Options Held

1.48M

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About ISHARES TRUST ISHARES PFD AND

Ticker PFF
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Investmark Advisory Group LLC Ishares Trust Ishares Pfd And Transaction History