Sound View Wealth Advisors Group, LLC Ishares Trust Ishares Pfd And Transaction History

Sound View Wealth Advisors Group, LLC

$1.21 Billion
Q3 2024

A detailed history of Sound View Wealth Advisors Group, LLC transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 72,787 shares of PFF stock, worth $2.38 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

72,787

Previous 74,963 2.9%

Holding current value

$2.38 Million

Previous $2.37 Million 2.24%

% of portfolio

0.2%

Previous 0.25%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$31.18 - $33.5 $67,847 - $72,896	-2,176 Reduced 2.9%	72,787 $2.42 Million
Q2 2024 Aug 05, 2024	SELL	$30.65 - $32.13 $345,486 - $362,169	-11,272 Reduced 13.07%	74,963 $2.37 Million
Q1 2024 May 09, 2024	SELL	$31.12 - $32.54 $84,677 - $88,541	-2,721 Reduced 3.06%	86,235 $2.78 Million
Q4 2023 Feb 08, 2024	BUY	$28.34 - $31.4 $35,226 - $39,030	1,243 Added 1.42%	88,956 $2.77 Million
Q3 2023 Nov 07, 2023	BUY	$29.99 - $31.22 $52,182 - $54,322	1,740 Added 2.02%	87,713 $2.64 Million
Q2 2023 Aug 08, 2023	SELL	$29.33 - $31.46 $180,819 - $193,950	-6,165 Reduced 6.69%	85,973 $2.66 Million
Q1 2023 May 12, 2023	BUY	$29.86 - $33.81 $407,409 - $461,303	13,644 Added 17.38%	92,138 $2.88 Million
Q4 2022 Feb 08, 2023	SELL	$29.96 - $32.28 $297,952 - $321,024	-9,945 Reduced 11.25%	78,494 $2.4 Million
Q3 2022 Nov 08, 2022	SELL	$31.4 - $35.35 $49,769 - $56,029	-1,585 Reduced 1.76%	88,439 $2.8 Million
Q2 2022 Aug 05, 2022	SELL	$32.02 - $36.26 $4,226 - $4,786	-132 Reduced 0.15%	90,024 $2.96 Million
Q1 2022 May 11, 2022	SELL	$34.86 - $39.14 $188,244 - $211,356	-5,400 Reduced 5.65%	90,156 $3.28 Million
Q4 2021 Jan 20, 2022	SELL	$38.29 - $39.43 $286,600 - $295,133	-7,485 Reduced 7.26%	95,556 $3.77 Million
Q3 2021 Oct 21, 2021	BUY	$38.55 - $39.48 $118,155 - $121,006	3,065 Added 3.07%	103,041 $4 Million
Q2 2021 Jul 21, 2021	BUY	$37.96 - $39.34 $156,509 - $162,198	4,123 Added 4.3%	99,976 $3.93 Million
Q1 2021 Apr 28, 2021	SELL	$37.15 - $38.46 $60,405 - $62,535	-1,626 Reduced 1.67%	95,853 $3.68 Million
Q4 2020 Feb 02, 2021	SELL	$36.13 - $38.51 $9,899 - $10,551	-274 Reduced 0.28%	97,479 $3.75 Million
Q3 2020 Nov 09, 2020	BUY	$34.54 - $36.7 $43,140 - $45,838	1,249 Added 1.29%	97,753 $3.56 Million
Q2 2020 Aug 07, 2020	BUY	$30.01 - $35.86 $94,891 - $113,389	3,162 Added 3.39%	96,504 $3.34 Million
Q1 2020 May 12, 2020	SELL	$25.12 - $38.29 $679,621 - $1.04 Million	-27,055 Reduced 22.47%	93,342 $2.97 Million
Q4 2019 Jan 27, 2020	BUY	$36.77 - $37.68 $802,836 - $822,705	21,834 Added 22.15%	120,397 $4.53 Million
Q3 2019 Nov 07, 2019	BUY	$36.77 - $37.53 $241,873 - $246,872	6,578 Added 7.15%	98,563 $3.7 Million
Q2 2019 Aug 07, 2019	BUY	$36.27 - $37.09 $3.34 Million - $3.41 Million	91,985 New	91,985 $3.39 Million

Others Institutions Holding PFF

# of Institutions

1,101

Shares Held

188M

Call Options Held

167K

Put Options Held

797K

View Full List

About ISHARES TRUST ISHARES PFD AND

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Sound View Wealth Advisors Group, LLC Ishares Trust Ishares Pfd And Transaction History