Plante Moran Financial Advisors, LLC Ishares Trust Ishares Pfd And Transaction History

Plante Moran Financial Advisors, LLC

$927 Million
Q1 2024

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 07, 2023	BUY	$29.33 - $31.46 $117 - $125	4 Added 0.6%	670 $20,000
Q1 2023 May 08, 2023	BUY	$29.86 - $33.81 $238 - $270	8 Added 1.22%	666 $20,000
Q4 2022 Feb 09, 2023	SELL	$29.96 - $32.28 $19,713 - $21,240	-658 Reduced 50.0%	658 $20,000
Q3 2022 Nov 02, 2022	BUY	$31.63 - $35.35 $21,571 - $24,108	682 Added 107.57%	1,316 $42,000
Q2 2022 Aug 02, 2022	BUY	$32.02 - $36.26 $1,665 - $1,885	52 Added 8.93%	634 $21,000

Q1 2022 May 06, 2022	BUY	$34.86 - $39.14 $104 - $117	3 Added 0.52%	582 $21,000
Q4 2021 Feb 09, 2022	BUY	$38.29 - $39.43 $306 - $315	8 Added 1.4%	579 $23,000
Q3 2021 Nov 08, 2021	BUY	$38.55 - $39.48 $269 - $276	7 Added 1.24%	571 $22,000
Q2 2021 Aug 10, 2021	BUY	$37.96 - $39.34 $265 - $275	7 Added 1.26%	564 $22,000
Q1 2021 May 13, 2021	BUY	$37.15 - $38.46 $148 - $153	4 Added 0.72%	557 $21,000
Q4 2020 Feb 09, 2021	BUY	$36.13 - $38.51 $289 - $308	8 Added 1.47%	553 $21,000
Q3 2020 Nov 12, 2020	BUY	$34.54 - $36.7 $241 - $256	7 Added 1.3%	545 $20,000
Q2 2020 Aug 10, 2020	SELL	$30.01 - $35.86 $129,463 - $154,700	-4,314 Reduced 88.91%	538 $19,000
Q1 2020 May 07, 2020	SELL	$25.12 - $38.29 $111,030 - $169,241	-4,420 Reduced 47.67%	4,852 $154,000
Q4 2019 Feb 14, 2020	SELL	$36.77 - $37.68 $661 - $678	-18 Reduced 0.19%	9,272 $349,000
Q3 2019 Nov 13, 2019	BUY	$36.77 - $37.53 $1,103 - $1,125	30 Added 0.32%	9,290 $348,000
Q2 2019 Aug 13, 2019	BUY	$36.27 - $37.09 $217 - $222	6 Added 0.06%	9,260 $341,000
Q1 2019 May 13, 2019	BUY	$34.55 - $36.63 $4,595 - $4,871	133 Added 1.46%	9,254 $338,000
Q4 2018 Jan 29, 2019	BUY	$33.41 - $36.68 $9,221 - $10,123	276 Added 3.12%	9,121 $312,000
Q3 2018 Nov 09, 2018	SELL	$37.02 - $38.0 $14,808 - $15,200	-400 Reduced 4.33%	8,845 $328,000
Q2 2018 Jul 26, 2018	SELL	$36.91 - $37.71 $19,488 - $19,910	-528 Reduced 5.4%	9,245 $349,000
Q1 2018 May 01, 2018	BUY	$36.79 - $38.19 $1,839 - $1,909	50 Added 0.51%	9,773 $367,000
Q4 2017 Feb 01, 2018	BUY	$38.07 - $38.65 $228 - $231	6 Added 0.06%	9,723 $370,000
Q3 2017 Nov 08, 2017	BUY	$38.8 - $38.86 $377,019 - $377,602	9,717	9,717 $377,000

Others Institutions Holding PFF

# of Institutions

1,104

Shares Held

198M

Call Options Held

454K

Put Options Held

746K

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