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

New Edge Wealth, LLC

$4.55 Billion
Q1 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 252,168 shares of PFF stock, worth $7.96 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

252,168

Previous 269,742 6.52%

Holding current value

$7.96 Million

Previous $8.41 Million 3.4%

% of portfolio

0.18%

Previous 0.22%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$31.63 - $35.35 $2.24 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

1,103

Shares Held

198M

Call Options Held

454K

Put Options Held

746K

View Full List

About ISHARES TRUST ISHARES PFD AND

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