Principle Wealth Partners LLC Ishares Trust Ishares Pfd And Transaction History

Principle Wealth Partners LLC

  • $1.33 Billion
  • Q3 2024

A detailed history of Principle Wealth Partners LLC transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Principle Wealth Partners LLC holds 15,350 shares of PFF stock, worth $479,380. This represents 0.04% of its overall portfolio holdings.

Number of Shares
15,350
Previous 11,226 36.74%
Holding current value
$479,380
Previous $354,000 44.07%
% of portfolio
0.04%
Previous 0.03%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$31.18 - $33.5 $128,586 - $138,154
4,124 Added 36.74%
15,350 $510,000
Q2 2024

Aug 13, 2024
BUY
$30.65 - $32.13 $61,514 - $64,484
2,007 Added 21.77%
11,226 $354,000
Q1 2024

Apr 23, 2024
SELL
$31.12 - $32.54 $16,867 - $17,636
-542 Reduced 5.55%
9,219 $297,000
Q4 2023

Feb 05, 2024
SELL
$28.34 - $31.4 $34,773 - $38,527
-1,227 Reduced 11.17%
9,761 $304,000
Q3 2023

Nov 01, 2023
BUY
$29.99 - $31.22 $17,064 - $17,764
569 Added 5.46%
10,988 $331,000
Q2 2023

Jul 31, 2023
SELL
$29.33 - $31.46 $25,047 - $26,866
-854 Reduced 7.58%
10,419 $322,000
Q1 2023

May 10, 2023
SELL
$29.86 - $33.81 $68,678 - $77,763
-2,300 Reduced 16.95%
11,273 $351,000
Q3 2022

Nov 14, 2022
SELL
$31.4 - $35.35 $46,220 - $52,035
-1,472 Reduced 9.78%
13,573 $430,000
Q2 2022

Aug 02, 2022
BUY
$32.02 - $36.26 $12,231 - $13,851
382 Added 2.61%
15,045 $495,000
Q1 2022

May 12, 2022
BUY
$34.86 - $39.14 $25,761 - $28,924
739 Added 5.31%
14,663 $534,000
Q4 2021

Feb 11, 2022
SELL
$38.29 - $39.43 $70,606 - $72,708
-1,844 Reduced 11.69%
13,924 $549,000
Q2 2021

Aug 13, 2021
BUY
$37.96 - $39.34 $9,793 - $10,149
258 Added 1.66%
15,768 $620,000
Q1 2021

May 18, 2021
SELL
$37.15 - $38.46 $106,137 - $109,880
-2,857 Reduced 15.56%
15,510 $596,000
Q4 2020

Feb 16, 2021
BUY
$36.13 - $38.51 $313,572 - $334,228
8,679 Added 89.59%
18,367 $707,000
Q3 2020

Nov 16, 2020
BUY
$34.54 - $36.7 $103,585 - $110,063
2,999 Added 44.83%
9,688 $353,000
Q2 2020

Aug 14, 2020
SELL
$30.01 - $35.86 $4,471 - $5,343
-149 Reduced 2.18%
6,689 $232,000
Q1 2020

May 13, 2020
SELL
$25.12 - $38.29 $10,123 - $15,430
-403 Reduced 5.57%
6,838 $218,000
Q3 2019

Nov 05, 2019
BUY
$36.77 - $37.53 $266,251 - $271,754
7,241 New
7,241 $272,000

Others Institutions Holding PFF

# of Institutions
1,102
Shares Held
188M
Call Options Held
167K
Put Options Held
797K
View Full List

About ISHARES TRUST ISHARES PFD AND

PFF Quotes by TradingView
  • Ticker PFF
  • Sector ETFs
  • Industry ETFs
More about PFF
Track This Portfolio

Track Principle Wealth Partners LLC Portfolio

Follow Principle Wealth Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Principle Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Principle Wealth Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email