Jfs Wealth Advisors, LLC Ishares Trust Ishares Pfd And Transaction History

Jfs Wealth Advisors, LLC

$1.26 Billion
Q1 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 451 shares of PFF stock, worth $14,170. This represents 0.0% of its overall portfolio holdings.

Number of Shares

451

Previous 185 143.78%

Holding current value

$14,170

Previous $5,000 180.0%

% of portfolio

0.0%

Previous 0.0%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 30, 2024	BUY	$31.12 - $32.54 $8,277 - $8,655	266 Added 143.78%	451 $14,000
Q4 2023 Feb 07, 2024	BUY	$28.34 - $31.4 $141 - $157	5 Added 2.78%	185 $5,000
Q3 2023 Nov 02, 2023	BUY	$29.99 - $31.22 $59 - $62	2 Added 1.12%	180 $5,000
Q2 2023 Aug 07, 2023	BUY	$29.33 - $31.46 $87 - $94	3 Added 1.71%	178 $5,000
Q1 2023 Apr 19, 2023	BUY	$29.86 - $33.81 $59 - $67	2 Added 1.16%	175 $5,000

Q4 2022 Feb 13, 2023	SELL	$29.96 - $32.28 $215,712 - $232,416	-7,200 Reduced 97.65%	173 $5,000
Q3 2022 Oct 21, 2022	BUY	$31.63 - $35.35 $94 - $106	3 Added 0.04%	7,373 $233,000
Q2 2022 Aug 02, 2022	SELL	$32.02 - $36.26 $12,199 - $13,815	-381 Reduced 4.92%	7,370 $242,000
Q1 2022 May 02, 2022	SELL	$34.86 - $39.14 $32,838 - $36,869	-942 Reduced 10.84%	7,751 $282,000
Q4 2021 Feb 03, 2022	SELL	$38.29 - $39.43 $111,232 - $114,544	-2,905 Reduced 25.05%	8,693 $343,000
Q3 2021 Nov 09, 2021	SELL	$38.55 - $39.48 $85,195 - $87,250	-2,210 Reduced 16.01%	11,598 $450,000
Q2 2021 Aug 04, 2021	SELL	$37.96 - $39.34 $124,470 - $128,995	-3,279 Reduced 19.19%	13,808 $543,000
Q1 2021 Apr 28, 2021	SELL	$37.15 - $38.46 $10,550 - $10,922	-284 Reduced 1.63%	17,087 $656,000
Q4 2020 Feb 01, 2021	SELL	$36.13 - $38.51 $6,142 - $6,546	-170 Reduced 0.97%	17,371 $669,000
Q3 2020 Oct 28, 2020	BUY	$34.54 - $36.7 $1,036 - $1,101	30 Added 0.17%	17,541 $639,000
Q2 2020 Aug 05, 2020	BUY	$30.01 - $35.86 $6,962 - $8,319	232 Added 1.34%	17,511 $607,000
Q1 2020 Apr 29, 2020	SELL	$25.12 - $38.29 $31,324 - $47,747	-1,247 Reduced 6.73%	17,279 $550,000
Q4 2019 Feb 03, 2020	SELL	$36.77 - $37.68 $28,680 - $29,390	-780 Reduced 4.04%	18,526 $696,000
Q3 2019 Oct 31, 2019	BUY	$36.77 - $37.53 $992 - $1,013	27 Added 0.14%	19,306 $725,000
Q2 2019 Aug 06, 2019	BUY	$36.27 - $37.09 $1,015 - $1,038	28 Added 0.15%	19,279 $710,000
Q1 2019 Apr 23, 2019	BUY	$34.55 - $36.63 $656 - $695	19 Added 0.1%	19,251 $704,000
Q4 2018 Jan 28, 2019	BUY	$33.41 - $36.68 $1,369 - $1,503	41 Added 0.21%	19,232 $658,000
Q3 2018 Nov 09, 2018	SELL	$37.02 - $38.0 $2,073 - $2,128	-56 Reduced 0.29%	19,191 $713,000
Q2 2018 Jul 26, 2018	SELL	$36.91 - $37.71 $88,177 - $90,089	-2,389 Reduced 11.04%	19,247 $726,000
Q1 2018 Apr 26, 2018	BUY	$36.79 - $38.19 $662 - $687	18 Added 0.08%	21,636 $813,000
Q4 2017 Jan 31, 2018	SELL	$38.07 - $38.65 $120,377 - $122,211	-3,162 Reduced 12.76%	21,618 $823,000
Q3 2017 Oct 20, 2017	BUY	$38.8 - $38.86 $961,463 - $962,950	24,780	24,780 $962,000

Others Institutions Holding PFF

# of Institutions

1,104

Shares Held

198M

Call Options Held

454K

Put Options Held

746K

View Full List

About ISHARES TRUST ISHARES PFD AND

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Jfs Wealth Advisors, LLC Ishares Trust Ishares Pfd And Transaction History