Sugarloaf Wealth Management, LLC Ishares Trust Ishares Pfd And Transaction History

Sugarloaf Wealth Management, LLC

$435 Million
Q1 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 1,406 shares of PFF stock, worth $44,176. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,406

Previous 2,046 31.28%

Holding current value

$44,176

Previous $63,000 28.57%

% of portfolio

0.01%

Previous 0.02%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 23, 2024	SELL	$31.12 - $32.54 $19,916 - $20,825	-640 Reduced 31.28%	1,406 $45,000
Q4 2023 Jan 10, 2024	BUY	$28.34 - $31.4 $18,137 - $20,096	640 Added 45.52%	2,046 $63,000
Q3 2023 Nov 13, 2023	SELL	$29.99 - $31.22 $10,616 - $11,051	-354 Reduced 20.11%	1,406 $42,000
Q2 2023 Jul 13, 2023	SELL	$29.33 - $31.46 $7,479 - $8,022	-255 Reduced 12.66%	1,760 $54,000
Q1 2023 Apr 26, 2023	BUY	$29.86 - $33.81 $119 - $135	4 Added 0.2%	2,015 $62,000

Q4 2022 Feb 03, 2023	SELL	$29.96 - $32.28 $114,417 - $123,277	-3,819 Reduced 65.51%	2,011 $61,000
Q3 2022 Oct 11, 2022	BUY	$31.63 - $35.35 $49,026 - $54,792	1,550 Added 36.21%	5,830 $185,000
Q2 2022 Jul 12, 2022	SELL	$32.02 - $36.26 $65,128 - $73,752	-2,034 Reduced 32.21%	4,280 $141,000
Q1 2022 Apr 25, 2022	SELL	$34.86 - $39.14 $66,617 - $74,796	-1,911 Reduced 23.23%	6,314 $230,000
Q4 2021 Jan 20, 2022	BUY	$38.29 - $39.43 $2,795 - $2,878	73 Added 0.9%	8,225 $324,000
Q3 2021 Oct 20, 2021	BUY	$38.55 - $39.48 $118,579 - $121,440	3,076 Added 60.6%	8,152 $316,000
Q2 2021 Jul 20, 2021	BUY	$37.96 - $39.34 $165,619 - $171,640	4,363 Added 611.92%	5,076 $200,000
Q1 2021 Apr 19, 2021	SELL	$37.15 - $38.46 $42,611 - $44,113	-1,147 Reduced 61.67%	713 $84,000
Q1 2020 Apr 15, 2020	SELL	$25.12 - $38.29 $31,400 - $47,862	-1,250 Reduced 40.19%	1,860 $59,000
Q4 2019 Jan 29, 2020	BUY	$36.77 - $37.68 $114,354 - $117,184	3,110 New	3,110 $117,000

Others Institutions Holding PFF

# of Institutions

1,104

Shares Held

198M

Call Options Held

454K

Put Options Held

746K

View Full List

About ISHARES TRUST ISHARES PFD AND

Ticker PFF
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Sugarloaf Wealth Management, LLC Ishares Trust Ishares Pfd And Transaction History