New Edge Wealth, LLC Ishares Trust Ishares Pfd And Transaction History

New Edge Wealth, LLC

$5.59 Billion
Q4 2024

A detailed history of New Edge Wealth, LLC transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, New Edge Wealth, LLC holds 15,594 shares of PFF stock, worth $495,889. This represents 0.01% of its overall portfolio holdings.

Number of Shares

15,594

Previous 20,664 24.54%

Holding current value

$495,889

Previous $686,000 28.57%

% of portfolio

0.01%

Previous 0.01%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$31.23 - $33.51 $158,336 - $169,895	-5,070 Reduced 24.54%	15,594 $490,000
Q3 2024 Nov 12, 2024	SELL	$31.18 - $33.5 $7.2 Million - $7.74 Million	-231,052 Reduced 91.79%	20,664 $686,000
Q2 2024 Aug 01, 2024	SELL	$30.65 - $32.13 $13,853 - $14,522	-452 Reduced 0.18%	251,716 $7.94 Million
Q1 2024 May 06, 2024	SELL	$31.12 - $32.54 $546,902 - $571,857	-17,574 Reduced 6.52%	252,168 $8.13 Million
Q4 2023 Jan 29, 2024	BUY	$28.34 - $31.4 $329,055 - $364,585	11,611 Added 4.5%	269,742 $8.41 Million
Q3 2023 Nov 08, 2023	SELL	$29.99 - $31.22 $577,997 - $601,703	-19,273 Reduced 6.95%	258,131 $7.78 Million
Q2 2023 Aug 09, 2023	BUY	$29.33 - $31.46 $4.63 Million - $4.96 Million	157,693 Added 131.73%	277,404 $8.58 Million
Q1 2023 May 08, 2023	BUY	$29.86 - $33.81 $518,817 - $587,448	17,375 Added 16.98%	119,711 $3.74 Million
Q4 2022 Feb 14, 2023	SELL	$29.96 - $32.28 $248,248 - $267,472	-8,286 Reduced 7.49%	102,336 $3.12 Million
Q3 2022 Nov 14, 2022	SELL	$31.4 - $35.35 $2.23 Million - $2.51 Million	-70,939 Reduced 39.07%	110,622 $3.5 Million
Q2 2022 Aug 09, 2022	SELL	$32.02 - $36.26 $7.05 Million - $7.98 Million	-220,136 Reduced 54.8%	181,561 $5.97 Million
Q1 2022 May 10, 2022	BUY	$34.86 - $39.14 $22,345 - $25,088	641 Added 0.16%	401,697 $14.6 Million
Q4 2021 Jan 31, 2022	BUY	$38.29 - $39.43 $12.1 Million - $12.4 Million	315,110 Added 366.64%	401,056 $15.8 Million
Q3 2021 Nov 12, 2021	BUY	$38.55 - $39.48 $1 Million - $1.03 Million	26,051 Added 43.49%	85,946 $3.34 Million
Q2 2021 Aug 11, 2021	SELL	$37.96 - $39.34 $97,860 - $101,418	-2,578 Reduced 4.13%	59,895 $2.36 Million
Q1 2021 May 13, 2021	BUY	$37.15 - $38.46 $1.89 Million - $1.96 Million	51,002 Added 444.62%	62,473 $2.4 Million
Q4 2020 May 13, 2021	BUY	$36.13 - $38.51 $414,447 - $441,748	11,471 New	11,471 $442,000

Others Institutions Holding PFF

# of Institutions

1,121

Shares Held

189M

Call Options Held

167K

Put Options Held

797K

View Full List

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New Edge Wealth, LLC Ishares Trust Ishares Pfd And Transaction History