Robertson Stephens Wealth Management, LLC Ishares Trust Ishares Pfd And Transaction History

Robertson Stephens Wealth Management, LLC

  • $1.94 Billion
  • Q2 2024

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 13,807 shares of PFF stock, worth $449,279. This represents 0.02% of its overall portfolio holdings.

Number of Shares
13,807
Previous 13,807 -0.0%
Holding current value
$449,279
Previous $444,000 2.03%
% of portfolio
0.02%
Previous 0.02%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
SELL
$31.12 - $32.54 $5,943 - $6,215
-191 Reduced 1.36%
13,807 $444,000
Q4 2023

Feb 06, 2024
SELL
$28.34 - $31.4 $66,967 - $74,198
-2,363 Reduced 14.44%
13,998 $436,000
Q3 2023

Nov 13, 2023
BUY
$29.99 - $31.22 $42,735 - $44,488
1,425 Added 9.54%
16,361 $493,000
Q2 2023

Aug 11, 2023
SELL
$29.33 - $31.46 $13,638 - $14,628
-465 Reduced 3.02%
14,936 $461,000
Q1 2023

May 11, 2023
BUY
$29.86 - $33.81 $220,993 - $250,227
7,401 Added 92.51%
15,401 $480,000
Q3 2022

Nov 14, 2022
SELL
$31.4 - $35.35 $5,181 - $5,832
-165 Reduced 2.02%
8,000 $253,000
Q2 2022

Aug 12, 2022
SELL
$32.02 - $36.26 $60,037 - $67,987
-1,875 Reduced 18.68%
8,165 $268,000
Q1 2022

May 16, 2022
BUY
$34.86 - $39.14 $140,834 - $158,125
4,040 Added 67.33%
10,040 $365,000
Q4 2021

Feb 14, 2022
BUY
$38.29 - $39.43 $229,740 - $236,580
6,000 New
6,000 $236,000
Q1 2021

May 07, 2021
SELL
$37.15 - $38.46 $213,129 - $220,645
-5,737 Closed
0 $0
Q4 2020

Feb 10, 2021
BUY
$36.13 - $38.51 $207,277 - $220,931
5,737 New
5,737 $220,000
Q1 2020

May 01, 2020
SELL
$25.12 - $38.29 $260,117 - $396,492
-10,355 Closed
0 $0
Q4 2019

Feb 14, 2020
SELL
$36.77 - $37.68 $39,012 - $39,978
-1,061 Reduced 9.29%
10,355 $389,000
Q3 2019

Nov 14, 2019
SELL
$36.77 - $37.53 $3,419 - $3,490
-93 Reduced 0.81%
11,416 $428,000
Q2 2019

Jul 31, 2019
SELL
$36.27 - $37.09 $31,591 - $32,305
-871 Reduced 7.04%
11,509 $424,000
Q1 2019

May 15, 2019
BUY
$34.55 - $36.63 $156,338 - $165,750
4,525 Added 57.61%
12,380 $452,000
Q4 2018

Feb 12, 2019
BUY
$33.41 - $36.68 $262,435 - $288,121
7,855 New
7,855 $269,000

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

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

Track Robertson Stephens Wealth Management, LLC Portfolio

Follow Robertson Stephens Wealth Management, 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 Robertson Stephens Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Robertson Stephens Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email