Kalos Management, Inc. Ishares Trust Ishares Pfd And Transaction History

Kalos Management, Inc.

$0
Q3 2023

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 12, 2022	SELL	$32.02 - $36.26 $415,235 - $470,219	-12,968 Closed	0 $0
Q1 2022 Jun 21, 2022	BUY	$34.86 - $39.14 $37,579 - $42,192	1,078 Added 9.07%	12,968 $472,000
Q4 2021 Feb 03, 2022	BUY	$38.29 - $39.43 $17,498 - $18,019	457 Added 4.0%	11,890 $466,000
Q3 2021 Nov 10, 2021	BUY	$38.55 - $39.48 $35,967 - $36,834	933 Added 8.89%	11,433 $449,000
Q2 2021 Aug 11, 2021	BUY	$37.96 - $39.34 $74,249 - $76,949	1,956 Added 22.89%	10,500 $411,000
Q1 2021 May 13, 2021	BUY	$37.15 - $38.46 $62,894 - $65,112	1,693 Added 24.71%	8,544 $327,000
Q4 2020 Feb 11, 2021	SELL	$36.13 - $38.51 $63,082 - $67,238	-1,746 Reduced 20.31%	6,851 $261,000
Q3 2020 Nov 12, 2020	BUY	$34.54 - $36.7 $5,181 - $5,505	150 Added 1.78%	8,597 $319,000
Q2 2020 Aug 13, 2020	SELL	$30.01 - $35.86 $10,053 - $12,013	-335 Reduced 3.81%	8,447 $300,000
Q1 2020 May 13, 2020	BUY	$25.12 - $38.29 $220,603 - $336,262	8,782 New	8,782 $292,000

Others Institutions Holding PFF

# of Institutions

1,092

Shares Held

186M

Call Options Held

375K

Put Options Held

1.29M

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