Montis Financial, LLC Ishares Trust Ishares Pfd And Transaction History

Montis Financial, LLC

$357 Million
Q2 2025

A detailed history of Montis Financial, LLC transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Montis Financial, LLC holds 1,008,117 shares of PFF stock, worth $31.4 Million. This represents 8.66% of its overall portfolio holdings.

Number of Shares

1,008,117

Previous 872,840 15.5%

Holding current value

$31.4 Million

Previous $26.8 Million 15.31%

% of portfolio

8.66%

Previous 7.94%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	BUY	$29.0 - $30.68 $3.92 Million - $4.15 Million	135,277 Added 15.5%	1,008,117 $30.9 Million
Q1 2025 May 02, 2025	BUY	$30.73 - $32.26 $3.02 Million - $3.17 Million	98,368 Added 12.7%	872,840 $26.8 Million
Q4 2024 Feb 10, 2025	SELL	$31.23 - $33.51 $116,144 - $124,623	-3,719 Reduced 0.48%	774,472 $24.3 Million
Q3 2024 Oct 10, 2024	SELL	$31.18 - $33.5 $69,593 - $74,772	-2,232 Reduced 0.29%	778,191 $25.9 Million
Q2 2024 Aug 07, 2024	BUY	$30.65 - $32.13 $246,211 - $258,100	8,033 Added 1.04%	780,423 $24.6 Million
Q1 2024 Apr 16, 2024	BUY	$31.12 - $32.54 $14.2 Million - $14.9 Million	457,697 Added 145.44%	772,390 $24.9 Million
Q4 2023 Feb 06, 2024	SELL	$28.34 - $31.4 $1.84 Million - $2.04 Million	-65,040 Reduced 17.13%	314,693 $9.82 Million
Q3 2023 Oct 31, 2023	BUY	$29.99 - $31.22 $1.33 Million - $1.38 Million	44,223 Added 13.18%	379,733 $11.4 Million
Q2 2023 Jul 31, 2023	BUY	$29.33 - $31.46 $6.73 Million - $7.21 Million	229,294 Added 215.88%	335,510 $10.4 Million
Q1 2023 May 11, 2023	BUY	$29.86 - $33.81 $3.17 Million - $3.59 Million	106,216 New	106,216 $3.32 Million

Others Institutions Holding PFF

# of Institutions

1,134

Shares Held

195M

Call Options Held

278K

Put Options Held

1.48M

View Full List

About ISHARES TRUST ISHARES PFD AND

Ticker PFF
Sector ETFs
Industry ETFs

More about PFF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Montis Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Montis Financial, LLC with notifications on news.

Account

Montis Financial, LLC Ishares Trust Ishares Pfd And Transaction History