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 617,585 shares of PFF stock, worth $20.2 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares
617,585
Previous 13,807 4372.98%
Holding current value
$20.2 Million
Previous $435,000 4617.7%
% of portfolio
0.76%
Previous 0.02%

Shares

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

Nov 12, 2024

BUY
$31.18 - $33.5 $18.8 Million - $20.2 Million
603,778 Added 4372.98%
617,585 $20.5 Million
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

About ISHARES TRUST ISHARES PFD AND


  • Ticker PFF
  • Sector ETFs
  • Industry ETFs
More about PFF
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