Lifeworks Advisors, LLC Ishares Trust Ishares Pfd And Transaction History

Lifeworks Advisors, LLC

$539 Million
Q4 2024

A detailed history of Lifeworks Advisors, LLC transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 13,510 shares of PFF stock, worth $430,293. This represents 0.08% of its overall portfolio holdings.

Number of Shares

13,510

Previous 18,640 27.52%

Holding current value

$430,293

Previous $619,000 31.5%

% of portfolio

0.08%

Previous 0.12%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$31.23 - $33.51 $160,209 - $171,906	-5,130 Reduced 27.52%	13,510 $424,000
Q3 2024 Nov 06, 2024	SELL	$31.18 - $33.5 $79,883 - $85,827	-2,562 Reduced 12.08%	18,640 $619,000
Q2 2024 Aug 13, 2024	SELL	$30.65 - $32.13 $11,432 - $11,984	-373 Reduced 1.73%	21,202 $668,000
Q1 2024 May 10, 2024	SELL	$31.12 - $32.54 $74,376 - $77,770	-2,390 Reduced 9.97%	21,575 $695,000
Q4 2023 Feb 12, 2024	SELL	$28.34 - $31.4 $32,024 - $35,482	-1,130 Reduced 4.5%	23,965 $747,000
Q3 2023 Nov 01, 2023	BUY	$29.99 - $31.22 $752,599 - $783,465	25,095 New	25,095 $756,000

Others Institutions Holding PFF

# of Institutions

1,165

Shares Held

198M

Call Options Held

255K

Put Options Held

1.06M

View Full List

About ISHARES TRUST ISHARES PFD AND

Ticker PFF
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Industry ETFs

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Lifeworks Advisors, LLC Ishares Trust Ishares Pfd And Transaction History