Moneta Group Investment Advisors LLC Ishares Trust Ishares Pfd And Transaction History

Moneta Group Investment Advisors LLC

$7.05 Billion
Q4 2024

A detailed history of Moneta Group Investment Advisors LLC transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 9,229 shares of PFF stock, worth $293,482. This represents 0.0% of its overall portfolio holdings.

Number of Shares

9,229

Previous 9,071 1.74%

Holding current value

$293,482

Previous $301,000 3.65%

% of portfolio

0.0%

Previous 0.0%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$31.23 - $33.51 $4,934 - $5,294	158 Added 1.74%	9,229 $290,000
Q3 2024 Nov 12, 2024	BUY	$31.18 - $33.5 $42,280 - $45,426	1,356 Added 17.58%	9,071 $301,000
Q2 2024 Aug 13, 2024	BUY	$30.65 - $32.13 $236,464 - $247,882	7,715 New	7,715 $243,000
Q3 2022 Nov 14, 2022	SELL	$31.4 - $35.35 $21,257 - $23,931	-677 Reduced 5.26%	12,188 $386,000
Q2 2022 Aug 15, 2022	BUY	$32.02 - $36.26 $26,864 - $30,422	839 Added 6.98%	12,865 $423,000
Q1 2022 May 11, 2022	BUY	$34.86 - $39.14 $174 - $195	5 Added 0.04%	12,026 $438,000
Q4 2021 Feb 11, 2022	BUY	$38.29 - $39.43 $121,877 - $125,505	3,183 Added 36.01%	12,021 $474,000
Q3 2021 Nov 12, 2021	SELL	$38.55 - $39.48 $159,134 - $162,973	-4,128 Reduced 31.84%	8,838 $343,000
Q2 2021 Aug 13, 2021	BUY	$37.96 - $39.34 $873 - $904	23 Added 0.18%	12,966 $510,000
Q1 2021 May 14, 2021	BUY	$37.15 - $38.46 $191,433 - $198,184	5,153 Added 66.15%	12,943 $497,000
Q4 2020 Feb 12, 2021	BUY	$36.13 - $38.51 $939 - $1,001	26 Added 0.33%	7,790 $300,000
Q3 2020 Nov 13, 2020	SELL	$34.54 - $36.7 $233,386 - $247,981	-6,757 Reduced 46.53%	7,764 $283,000
Q2 2020 Aug 12, 2020	BUY	$30.01 - $35.86 $330 - $394	11 Added 0.08%	14,521 $503,000
Q1 2020 May 13, 2020	SELL	$25.12 - $38.29 $1.12 Million - $1.71 Million	-44,708 Reduced 75.5%	14,510 $462,000
Q4 2019 Feb 11, 2020	BUY	$36.77 - $37.68 $441 - $452	12 Added 0.02%	59,218 $2.23 Million
Q3 2019 Nov 12, 2019	BUY	$36.77 - $37.53 $2.18 Million - $2.22 Million	59,206 New	59,206 $2.22 Million
Q3 2018 Nov 13, 2018	SELL	$37.02 - $38.0 $102,360 - $105,070	-2,765 Closed	0 $0
Q2 2018 Aug 15, 2018	SELL	$36.91 - $37.71 $18,639 - $19,043	-505 Reduced 0.51%	99,041 $104,000
Q2 2018 Aug 15, 2018	SELL	$36.91 - $37.71 $3.55 Million - $3.63 Million	-96,276 Reduced 97.21%	2,765 $104,000
Q2 2018 Aug 14, 2018	BUY	$36.91 - $37.71 $18,639 - $19,043	505 Added 0.51%	99,546 $123,000
Q1 2018 May 14, 2018	BUY	$36.79 - $38.19 $3.42 Million - $3.55 Million	93,027 Added 1546.84%	99,041 $104,000
Q4 2017 Feb 13, 2018	SELL	$38.07 - $38.65 $11,421 - $11,595	-300 Reduced 4.75%	6,014 $229,000
Q3 2017 Nov 13, 2017	BUY	$38.8 - $38.86 $244,983 - $245,362	6,314	6,314 $245,000

Others Institutions Holding PFF

# of Institutions

1,148

Shares Held

196M

Call Options Held

184K

Put Options Held

1.01M

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About ISHARES TRUST ISHARES PFD AND

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Moneta Group Investment Advisors LLC Ishares Trust Ishares Pfd And Transaction History