A detailed history of Summit Financial Wealth Advisors, LLC transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 669,855 shares of PFF stock, worth $22 Million. This represents 4.8% of its overall portfolio holdings.

Number of Shares
669,855
Previous 648,743 3.25%
Holding current value
$22 Million
Previous $20.9 Million 1.08%
% of portfolio
4.8%
Previous 4.74%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$30.65 - $32.13 $647,082 - $678,328
21,112 Added 3.25%
669,855 $21.1 Million
Q1 2024

May 02, 2024

BUY
$31.12 - $32.54 $1.38 Million - $1.44 Million
44,318 Added 7.33%
648,743 $20.9 Million
Q4 2023

Jan 19, 2024

BUY
$28.34 - $31.4 $901,920 - $999,305
31,825 Added 5.56%
604,425 $18.9 Million
Q3 2023

Nov 13, 2023

BUY
$29.99 - $31.22 $526,174 - $547,754
17,545 Added 3.16%
572,600 $17.3 Million
Q2 2023

Jul 12, 2023

BUY
$29.33 - $31.46 $1.14 Million - $1.23 Million
39,030 Added 7.56%
555,055 $17.2 Million
Q1 2023

Apr 10, 2023

BUY
$29.86 - $33.81 $24,843 - $28,129
832 Added 0.16%
516,025 $16.1 Million
Q4 2022

Jan 17, 2023

SELL
$29.96 - $32.28 $324,346 - $349,463
-10,826 Reduced 2.06%
515,193 $0
Q3 2022

Oct 28, 2022

SELL
$31.4 - $35.35 $925,609 - $1.04 Million
-29,478 Reduced 5.31%
526,019 $16.1 Million
Q2 2022

Jul 26, 2022

SELL
$32.02 - $36.26 $8.68 Million - $9.83 Million
-271,157 Reduced 32.8%
555,497 $18.9 Million
Q1 2022

May 06, 2022

BUY
$34.86 - $39.14 $1.97 Million - $2.21 Million
56,445 Added 7.33%
826,654 $30.1 Million
Q4 2021

Jan 12, 2022

BUY
$38.29 - $39.43 $1.7 Million - $1.75 Million
44,330 Added 6.11%
770,209 $30 Million
Q3 2021

Nov 05, 2021

BUY
$38.55 - $39.48 $845,324 - $865,717
21,928 Added 3.11%
725,879 $28.2 Million
Q2 2021

Aug 09, 2021

BUY
$37.96 - $39.34 $1.68 Million - $1.74 Million
44,318 Added 6.72%
703,951 $27.7 Million
Q1 2021

Apr 23, 2021

BUY
$37.15 - $38.46 $731,594 - $757,392
19,693 Added 3.08%
659,633 $25.4 Million
Q4 2020

Jan 11, 2021

SELL
$36.13 - $38.51 $135,162 - $144,065
-3,741 Reduced 0.58%
639,940 $23.3 Million
Q3 2020

Nov 09, 2020

BUY
$34.54 - $36.7 $408,193 - $433,720
11,818 Added 1.87%
643,681 $23.4 Million
Q2 2020

Jul 16, 2020

BUY
$30.01 - $35.86 $1.01 Million - $1.2 Million
33,490 Added 5.6%
631,863 $22 Million
Q1 2020

Apr 29, 2020

BUY
$25.12 - $38.29 $3.93 Million - $5.99 Million
156,388 Added 35.38%
598,373 $18.5 Million
Q4 2019

Jan 28, 2020

SELL
$36.77 - $37.68 $196,572 - $201,437
-5,346 Reduced 1.2%
441,985 $16.8 Million
Q3 2019

Nov 05, 2019

BUY
$36.77 - $37.53 $78,209 - $79,826
2,127 Added 0.48%
447,331 $16.7 Million
Q2 2019

Jul 16, 2019

BUY
$36.27 - $37.09 $1.08 Million - $1.1 Million
29,647 Added 7.13%
445,204 $16.4 Million
Q1 2019

May 01, 2019

BUY
$34.55 - $36.63 $1.53 Million - $1.62 Million
44,323 Added 11.94%
415,557 $15.2 Million
Q4 2018

Feb 01, 2019

SELL
$33.41 - $36.68 $1.53 Million - $1.68 Million
-45,931 Reduced 11.01%
371,234 $12.7 Million
Q3 2018

Oct 22, 2018

BUY
$37.02 - $38.0 $4.24 Million - $4.36 Million
114,607 Added 37.88%
417,165 $15 Million
Q2 2018

Jul 06, 2018

SELL
$36.91 - $37.71 $46,137 - $47,137
-1,250 Reduced 0.41%
302,558 $11.4 Million
Q1 2018

Apr 09, 2018

BUY
$36.79 - $38.19 $6.81 Million - $7.07 Million
185,212 Added 156.17%
303,808 $11.4 Million
Q1 2018

Apr 06, 2018

SELL
$36.79 - $38.19 $6.42 Million - $6.66 Million
-174,428 Reduced 59.53%
118,596 $4.45 Million
Q4 2017

Feb 05, 2018

SELL
$38.07 - $38.65 $9.33 Million - $9.47 Million
-245,050 Reduced 45.54%
293,024 $11.2 Million
Q3 2017

Nov 06, 2017

BUY
$38.8 - $38.86 $3.19 Million - $3.19 Million
82,114 Added 18.01%
538,074 $20.9 Million
Q2 2017

Aug 14, 2017

BUY
N/A
455,960
455,960 $17.9 Million

Others Institutions Holding PFF

About ISHARES TRUST ISHARES PFD AND


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