Mycio Wealth Partners, LLC Ishares Trust Ishares Pfd And Transaction History

Mycio Wealth Partners, LLC

$435 Million
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 14, 2020	SELL	$25.12 - $38.29 $2.07 Million - $3.16 Million	-82,503 Closed	0 $0
Q4 2019 Feb 13, 2020	SELL	$36.77 - $37.68 $1.38 Million - $1.41 Million	-37,398 Reduced 31.19%	82,503 $3.1 Million
Q3 2019 Nov 12, 2019	SELL	$36.77 - $37.53 $918,624 - $937,611	-24,983 Reduced 17.24%	119,901 $4.5 Million
Q2 2019 Aug 05, 2019	SELL	$36.27 - $37.09 $208,987 - $213,712	-5,762 Reduced 3.82%	144,884 $5.34 Million
Q1 2019 Apr 18, 2019	BUY	$34.55 - $36.63 $205,157 - $217,508	5,938 Added 4.1%	150,646 $5.51 Million
Q4 2018 Jan 22, 2019	SELL	$33.41 - $36.68 $3.26 Million - $3.58 Million	-97,528 Reduced 40.26%	144,708 $4.95 Million
Q3 2018 Oct 25, 2018	BUY	$37.02 - $38.0 $417,659 - $428,716	11,282 Added 4.88%	242,236 $8.99 Million
Q2 2018 Jul 19, 2018	BUY	$36.91 - $37.71 $6 Million - $6.13 Million	162,448 Added 237.13%	230,954 $8.71 Million
Q1 2018 Apr 27, 2018	SELL	$36.79 - $38.19 $193,588 - $200,955	-5,262 Reduced 7.13%	68,506 $2.57 Million
Q4 2017 Jan 31, 2018	SELL	$38.07 - $38.65 $83,144 - $84,411	-2,184 Reduced 2.88%	73,768 $2.81 Million
Q3 2017 Oct 19, 2017	BUY	$38.8 - $38.86 $567,372 - $568,249	14,623 Added 23.84%	75,952 $2.95 Million
Q2 2017 Aug 10, 2017	BUY	N/A	15,822 Added 34.77%	61,329 $2.4 Million
Q2 2017 Aug 08, 2017	BUY	N/A	45,507	45,507 $1.76 Million

Others Institutions Holding PFF

# of Institutions

1,099

Shares Held

188M

Call Options Held

167K

Put Options Held

797K

About ISHARES TRUST ISHARES PFD AND

Ticker PFF
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

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

News

Stay updated on Mycio Wealth Partners, LLC with notifications on news.