Soltis Investment Advisors LLC Ishares Trust Ishares Pfd And Transaction History

Soltis Investment Advisors LLC

$941 Million
Q2 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 11, 2022	SELL	$32.02 - $36.26 $273,610 - $309,841	-8,545 Closed	0 $0
Q1 2022 May 06, 2022	BUY	$34.86 - $39.14 $19,521 - $21,918	560 Added 7.01%	8,545 $311,000
Q4 2021 Feb 09, 2022	SELL	$38.29 - $39.43 $62,068 - $63,916	-1,621 Reduced 16.87%	7,985 $315,000
Q3 2021 Nov 09, 2021	SELL	$38.55 - $39.48 $3,353 - $3,434	-87 Reduced 0.9%	9,606 $373,000
Q2 2021 Aug 04, 2021	BUY	$37.96 - $39.34 $2,998 - $3,107	79 Added 0.82%	9,693 $381,000
Q1 2021 May 11, 2021	BUY	$37.15 - $38.46 $16,940 - $17,537	456 Added 4.98%	9,614 $369,000
Q4 2020 Feb 10, 2021	SELL	$36.13 - $38.51 $5,780 - $6,161	-160 Reduced 1.72%	9,158 $353,000
Q3 2020 Oct 28, 2020	BUY	$34.54 - $36.7 $95,468 - $101,438	2,764 Added 42.17%	9,318 $340,000
Q2 2020 Aug 12, 2020	SELL	$30.01 - $35.86 $82,047 - $98,041	-2,734 Reduced 29.44%	6,554 $227,000
Q1 2020 May 07, 2020	SELL	$25.12 - $38.29 $703,988 - $1.07 Million	-28,025 Reduced 75.11%	9,288 $296,000
Q4 2019 Feb 12, 2020	BUY	$36.77 - $37.68 $1.37 Million - $1.41 Million	37,313 New	37,313 $1.4 Million

Others Institutions Holding PFF

# of Institutions

1,087

Shares Held

185M

Call Options Held

375K

Put Options Held

1.29M

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