Modera Wealth Management, LLC Ishares Trust Ishares Pfd And Transaction History

Modera Wealth Management, LLC

$8.14 Billion
Q4 2024

A detailed history of Modera Wealth Management, LLC transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Modera Wealth Management, LLC holds 9,820 shares of PFF stock, worth $306,384. This represents 0.0% of its overall portfolio holdings.

Number of Shares

9,820

Previous 9,820 -0.0%

Holding current value

$306,384

Previous $326,000 5.52%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	SELL	$31.18 - $33.5 $73,803 - $79,294	-2,367 Reduced 19.42%	9,820 $326,000
Q2 2024 Jul 29, 2024	SELL	$30.65 - $32.13 $478,017 - $501,099	-15,596 Reduced 56.14%	12,187 $384,000
Q1 2024 May 14, 2024	SELL	$31.12 - $32.54 $86,015 - $89,940	-2,764 Reduced 9.05%	27,783 $895,000
Q4 2023 Feb 14, 2024	SELL	$28.34 - $31.4 $141,955 - $157,282	-5,009 Reduced 14.09%	30,547 $952,000
Q3 2023 Nov 30, 2023	BUY	$29.99 - $31.22 $647,064 - $673,602	21,576 Added 154.33%	35,556 $1.07 Million
Q3 2023 Nov 01, 2023	SELL	$29.99 - $31.22 $747,320 - $777,971	-24,919 Reduced 64.06%	13,980 $421,000
Q2 2023 Aug 07, 2023	BUY	$29.33 - $31.46 $1.14 Million - $1.22 Million	38,899 New	38,899 $1.2 Million

Others Institutions Holding PFF

# of Institutions

1,167

Shares Held

198M

Call Options Held

255K

Put Options Held

1.06M

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About ISHARES TRUST ISHARES PFD AND

Ticker PFF
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Industry ETFs

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Modera Wealth Management, LLC Ishares Trust Ishares Pfd And Transaction History