M Holdings Securities, Inc. Ishares Trust Ishares Pfd And Transaction History

M Holdings Securities, Inc.

$595 Million
Q1 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 16, 2022	SELL	$32.02 - $36.26 $209,634 - $237,394	-6,547 Closed	0 $0
Q1 2022 May 24, 2022	BUY	$34.86 - $39.14 $228,228 - $256,249	6,547 New	6,547 $238,000
Q2 2021 Aug 19, 2021	SELL	$37.96 - $39.34 $225,596 - $233,797	-5,943 Closed	0 $0
Q1 2021 May 12, 2021	BUY	$37.15 - $38.46 $220,782 - $228,567	5,943 New	5,943 $228,000
Q2 2019 Aug 16, 2019	SELL	$36.27 - $37.09 $209,205 - $213,935	-5,768 Closed	0 $0

Q1 2019 May 17, 2019	SELL	$34.55 - $36.63 $207,921 - $220,439	-6,018 Reduced 51.06%	5,768 $211,000
Q4 2018 Feb 15, 2019	BUY	$33.41 - $36.68 $5,612 - $6,162	168 Added 1.45%	11,786 $403,000
Q3 2018 Nov 16, 2018	BUY	$37.02 - $38.0 $54,049 - $55,480	1,460 Added 14.37%	11,618 $431,000
Q2 2018 Aug 17, 2018	BUY	$36.91 - $37.71 $24,582 - $25,114	666 Added 7.02%	10,158 $383,000
Q1 2018 May 18, 2018	BUY	$36.79 - $38.19 $32,890 - $34,141	894 Added 10.4%	9,492 $357,000
Q4 2017 Feb 15, 2018	SELL	$38.07 - $38.65 $432,855 - $439,450	-11,370 Reduced 56.94%	8,598 $1.58 Million
Q3 2017 Nov 15, 2017	BUY	$38.8 - $38.86 $3,259 - $3,264	84 Added 0.42%	19,968 $775,000
Q2 2017 Aug 22, 2017	BUY	N/A	19,884	19,884 $779,000

Others Institutions Holding PFF

# of Institutions

1,104

Shares Held

198M

Call Options Held

454K

Put Options Held

746K

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