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

Modera Wealth Management, LLC

$7.91 Billion
Q2 2025

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 12,172 shares of PFF stock, worth $386,461. This represents 0.0% of its overall portfolio holdings.

Number of Shares

12,172

Previous 10,130 20.16%

Holding current value

$386,461

Previous $311,000 19.94%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	BUY	$29.0 - $30.68 $59,218 - $62,648	2,042 Added 20.16%	12,172 $373,000
Q1 2025 May 08, 2025	BUY	$30.73 - $32.26 $9,526 - $10,000	310 Added 3.16%	10,130 $311,000
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

1,115

Shares Held

190M

Call Options Held

236K

Put Options Held

1.08M

View Full List

About ISHARES TRUST ISHARES PFD AND

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