Lodestone Wealth Management LLC Ishares Trust Ishares Pfd And Transaction History

Lodestone Wealth Management LLC

$190 Billion
Q2 2024

A detailed history of Lodestone Wealth Management LLC transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 14,907 shares of PFF stock, worth $498,639. This represents 0.25% of its overall portfolio holdings.

Number of Shares

14,907

Previous 15,702 5.06%

Holding current value

$498,639

Previous $506 Million 7.07%

% of portfolio

0.25%

Previous 0.27%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 16, 2024	SELL	$30.65 - $32.13 $24,366 - $25,543	-795 Reduced 5.06%	14,907 $470 Million
Q1 2024 Apr 30, 2024	SELL	$31.12 - $32.54 $4,636 - $4,848	-149 Reduced 0.94%	15,702 $506 Million
Q4 2023 Jan 24, 2024	BUY	$28.34 - $31.4 $2,040 - $2,260	72 Added 0.46%	15,851 $494 Million
Q3 2023 Oct 20, 2023	SELL	$29.99 - $31.22 $39,616 - $41,241	-1,321 Reduced 7.73%	15,779 $476 Million
Q2 2023 Jul 25, 2023	SELL	$29.33 - $31.46 $31,852 - $34,165	-1,086 Reduced 5.97%	17,100 $529 Million
Q1 2023 May 15, 2023	BUY	$29.86 - $33.81 $1,403 - $1,589	47 Added 0.26%	18,186 $568 Million
Q4 2022 Feb 09, 2023	BUY	$29.96 - $32.28 $543,444 - $585,526	18,139 New	18,139 $554 Million

Others Institutions Holding PFF

# of Institutions

1,092

Shares Held

186M

Call Options Held

375K

Put Options Held

1.29M

View Full List

About ISHARES TRUST ISHARES PFD AND

Ticker PFF
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Lodestone Wealth Management LLC Ishares Trust Ishares Pfd And Transaction History