Stone Point Wealth LLC Ishares Trust Ishares Pfd And Transaction History

Stone Point Wealth LLC

$291 Million
Q1 2025

A detailed history of Stone Point Wealth LLC transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Stone Point Wealth LLC holds 47,015 shares of PFF stock, worth $1.42 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

47,015

Previous 31,410 49.68%

Holding current value

$1.42 Million

Previous $987,000 46.3%

% of portfolio

0.5%

Previous 0.34%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	BUY	$30.73 - $32.26 $479,541 - $503,417	15,605 Added 49.68%	47,015 $1.44 Million
Q4 2024 Jan 28, 2025	SELL	$31.23 - $33.51 $114,145 - $122,479	-3,655 Reduced 10.42%	31,410 $987,000
Q3 2024 Oct 31, 2024	SELL	$31.18 - $33.5 $98,996 - $106,362	-3,175 Reduced 8.3%	35,065 $1.17 Million
Q2 2024 Jul 30, 2024	SELL	$30.65 - $32.13 $36,473 - $38,234	-1,190 Reduced 3.02%	38,240 $1.21 Million
Q1 2024 May 01, 2024	SELL	$31.12 - $32.54 $93,671 - $97,945	-3,010 Reduced 7.09%	39,430 $1.27 Million
Q4 2023 Jan 26, 2024	SELL	$28.34 - $31.4 $220,995 - $244,857	-7,798 Reduced 15.52%	42,440 $1.32 Million
Q3 2023 Oct 25, 2023	SELL	$29.99 - $31.22 $58,780 - $61,191	-1,960 Reduced 3.75%	50,238 $1.51 Million
Q2 2023 Jul 25, 2023	BUY	$29.33 - $31.46 $252,237 - $270,556	8,600 Added 19.73%	52,198 $1.61 Million
Q1 2023 Apr 20, 2023	BUY	$29.86 - $33.81 $465,368 - $526,928	15,585 Added 55.63%	43,598 $1.36 Million
Q4 2022 Jan 20, 2023	BUY	$29.96 - $32.28 $263,737 - $284,160	8,803 Added 45.83%	28,013 $0
Q3 2022 Nov 03, 2022	BUY	$31.4 - $35.35 $103,463 - $116,478	3,295 Added 20.7%	19,210 $608,000
Q2 2022 Jul 19, 2022	SELL	$32.02 - $36.26 $167,976 - $190,219	-5,246 Reduced 24.79%	15,915 $524,000
Q1 2022 Apr 29, 2022	BUY	$34.86 - $39.14 $171,336 - $192,373	4,915 Added 30.25%	21,161 $761,000
Q4 2021 Feb 10, 2022	BUY	$38.29 - $39.43 $622,059 - $640,579	16,246 New	16,246 $646,000

Others Institutions Holding PFF

# of Institutions

1,153

Shares Held

203M

Call Options Held

255K

Put Options Held

1.06M

View Full List

About ISHARES TRUST ISHARES PFD AND

Ticker PFF
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Stone Point Wealth LLC Ishares Trust Ishares Pfd And Transaction History