Liberty Wealth Management LLC Ishares Trust Ishares Pfd And Transaction History

Liberty Wealth Management LLC

$512 Million
Q1 2024

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 03, 2023	BUY	$29.86 - $33.81 $373,070 - $422,422	12,494 New	12,494 $390,000
Q2 2022 Aug 15, 2022	BUY	$32.02 - $36.26 $196,538 - $222,563	6,138 New	6,138 $201,000
Q1 2022 May 09, 2022	SELL	$34.86 - $39.14 $205,987 - $231,278	-5,909 Closed	0 $0
Q4 2021 Feb 15, 2022	BUY	$38.29 - $39.43 $9,189 - $9,463	240 Added 4.23%	5,909 $233,000
Q3 2021 Nov 15, 2021	BUY	$38.55 - $39.48 $732 - $750	19 Added 0.34%	5,669 $220,000

Q2 2021 Aug 13, 2021	SELL	$37.96 - $39.34 $8.22 Million - $8.52 Million	-216,582 Reduced 97.46%	5,650 $222,000
Q2 2021 Aug 13, 2021	BUY	$37.96 - $39.34 $8.22 Million - $8.52 Million	216,558 Added 3816.67%	222,232 $5.65 Million
Q4 2020 Feb 09, 2021	BUY	$36.13 - $38.51 $794 - $847	22 Added 0.39%	5,674 $215,000
Q3 2020 Nov 05, 2020	BUY	$34.54 - $36.7 $759 - $807	22 Added 0.39%	5,652 $206,000
Q2 2020 Aug 04, 2020	BUY	$30.01 - $35.86 $750 - $896	25 Added 0.45%	5,630 $190,000
Q1 2020 Apr 27, 2020	BUY	$25.12 - $38.29 $326 - $497	13 Added 0.23%	5,605 $178,000
Q4 2019 Feb 05, 2020	BUY	$36.77 - $37.68 $992 - $1,017	27 Added 0.49%	5,592 $210,000
Q3 2019 Oct 30, 2019	BUY	$36.77 - $37.53 $11,178 - $11,409	304 Added 5.78%	5,565 $209,000
Q2 2019 Jul 30, 2019	BUY	$36.27 - $37.09 $35,363 - $36,162	975 Added 22.75%	5,261 $194,000
Q1 2019 Apr 18, 2019	BUY	$34.55 - $36.63 $483 - $512	14 Added 0.33%	4,286 $156,000
Q4 2018 Mar 26, 2019	BUY	$33.41 - $36.68 $142,727 - $156,696	4,272 New	4,272 $146,000

Others Institutions Holding PFF

# of Institutions

1,103

Shares Held

198M

Call Options Held

454K

Put Options Held

746K

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