Investment Planning Advisors, Inc. Ishares Trust Ishares Pfd And Transaction History

Investment Planning Advisors, Inc.

$273 Million
Q3 2025

A detailed history of Investment Planning Advisors, Inc. transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 19,540 shares of PFF stock, worth $603,590. This represents 0.23% of its overall portfolio holdings.

Number of Shares

19,540

Previous 21,181 7.75%

Holding current value

$603,590

Previous $649,000 4.93%

% of portfolio

0.23%

Previous 0.32%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	SELL	$30.67 - $32.13 $50,329 - $52,725	-1,641 Reduced 7.75%	19,540 $617,000
Q2 2025 Jul 21, 2025	SELL	$29.0 - $30.68 $181,975 - $192,517	-6,275 Reduced 22.85%	21,181 $649,000
Q1 2025 Apr 22, 2025	SELL	$30.73 - $32.26 $399 - $419	-13 Reduced 0.05%	27,456 $843,000
Q4 2024 Jan 22, 2025	BUY	$31.23 - $33.51 $24,609 - $26,405	788 Added 2.95%	27,469 $863,000
Q2 2024 Jul 22, 2024	BUY	$30.65 - $32.13 $817,772 - $857,260	26,681 New	26,681 $842 Million

Others Institutions Holding PFF

# of Institutions

1,135

Shares Held

196M

Call Options Held

176K

Put Options Held

274K

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About ISHARES TRUST ISHARES PFD AND

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Investment Planning Advisors, Inc. Ishares Trust Ishares Pfd And Transaction History