Orgel Wealth Management, LLC Ishares Trust Ishares Pfd And Transaction History

Orgel Wealth Management, LLC

$3.85 Billion
Q3 2024

A detailed history of Orgel Wealth Management, LLC transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 1,787,482 shares of PFF stock, worth $58.7 Million. This represents 1.54% of its overall portfolio holdings.

Number of Shares

1,787,482

Previous 1,766,779 1.17%

Holding current value

$58.7 Million

Previous $55.7 Million 6.56%

% of portfolio

1.54%

Previous 1.56%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	BUY	$31.18 - $33.5 $645,519 - $693,550	20,703 Added 1.17%	1,787,482 $59.4 Million
Q2 2024 Jul 22, 2024	SELL	$30.65 - $32.13 $1.68 Million - $1.77 Million	-54,957 Reduced 3.02%	1,766,779 $55.7 Million
Q1 2024 Apr 15, 2024	SELL	$31.12 - $32.54 $503,490 - $526,464	-16,179 Reduced 0.88%	1,821,736 $58.7 Million
Q4 2023 Jan 11, 2024	BUY	$28.34 - $31.4 $52.1 Million - $57.7 Million	1,837,915 New	1,837,915 $57.3 Million

Others Institutions Holding PFF

# of Institutions

1,087

Shares Held

185M

Call Options Held

375K

Put Options Held

1.29M

View Full List

About ISHARES TRUST ISHARES PFD AND

Ticker PFF
Sector ETFs
Industry ETFs

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Orgel Wealth Management, LLC Ishares Trust Ishares Pfd And Transaction History