Peterson Wealth Management Ishares Trust Ishares Pfd And Transaction History

Peterson Wealth Management

$156 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 17, 2023	SELL	$29.33 - $31.46 $1.77 Million - $1.9 Million	-60,275 Closed	0 $0
Q1 2023 Aug 17, 2023	SELL	$29.86 - $33.81 $40,579 - $45,947	-1,359 Reduced 2.2%	60,275 $1.88 Million
Q4 2022 Feb 07, 2023	SELL	$29.96 - $32.28 $183,654 - $197,876	-6,130 Reduced 9.05%	61,634 $1.88 Million
Q3 2022 Oct 13, 2022	BUY	$31.4 - $35.35 $2.13 Million - $2.4 Million	67,764 New	67,764 $2.15 Million
Q2 2022 Aug 03, 2022	SELL	$32.02 - $36.26 $3.13 Million - $3.54 Million	-97,713 Closed	0 $0
Q1 2022 Apr 26, 2022	BUY	$34.86 - $39.14 $1.59 Million - $1.79 Million	45,744 Added 88.02%	97,713 $3.56 Million
Q4 2021 Feb 09, 2022	BUY	$38.29 - $39.43 $239,465 - $246,595	6,254 Added 13.68%	51,969 $2.05 Million
Q3 2021 Nov 12, 2021	BUY	$38.55 - $39.48 $309,633 - $317,103	8,032 Added 21.31%	45,715 $1.77 Million
Q2 2021 Aug 03, 2021	BUY	$37.96 - $39.34 $1.43 Million - $1.48 Million	37,683 New	37,683 $1.48 Million

Others Institutions Holding PFF

# of Institutions

1,100

Shares Held

188M

Call Options Held

167K

Put Options Held

797K

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