Summit Wealth Partners, LLC Ishares Trust Ishares Pfd And Transaction History

Summit Wealth Partners, LLC

$519 Billion
Q3 2024

A detailed history of Summit Wealth Partners, LLC transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 22,346 shares of PFF stock, worth $723,563. This represents 0.14% of its overall portfolio holdings.

Number of Shares

22,346

Previous 22,517 0.76%

Holding current value

$723,563

Previous $710 Million 4.53%

% of portfolio

0.14%

Previous 0.15%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	SELL	$31.18 - $33.5 $5,331 - $5,728	-171 Reduced 0.76%	22,346 $743 Million
Q2 2024 Sep 11, 2024	SELL	$30.65 - $32.13 $5,333 - $5,590	-174 Reduced 0.77%	22,517 $710 Million
Q1 2024 Sep 11, 2024	SELL	$31.12 - $32.54 $106,834 - $111,709	-3,433 Reduced 13.14%	22,691 $731 Million
Q4 2023 Sep 11, 2024	SELL	$28.34 - $31.4 $71,076 - $78,751	-2,508 Reduced 8.76%	26,124 $815 Million
Q3 2023 Sep 11, 2024	SELL	$29.99 - $31.22 $47,144 - $49,077	-1,572 Reduced 5.2%	28,632 $863 Million
Q2 2023 Sep 11, 2024	SELL	$29.33 - $31.46 $193,167 - $207,195	-6,586 Reduced 17.9%	30,204 $934 Million
Q1 2023 Sep 11, 2024	SELL	$29.86 - $33.81 $4,210 - $4,767	-141 Reduced 0.38%	36,790 $1.15 Billion
Q4 2022 Sep 11, 2024	BUY	$29.96 - $32.28 $213,465 - $229,995	7,125 Added 23.9%	36,931 $1.13 Billion
Q3 2022 Sep 11, 2024	SELL	$31.4 - $35.35 $40,820 - $45,955	-1,300 Reduced 4.18%	29,806 $944 Million
Q2 2022 Sep 11, 2024	BUY	$32.02 - $36.26 $45,084 - $51,054	1,408 Added 4.74%	31,106 $1.02 Billion
Q1 2022 Sep 11, 2024	SELL	$34.86 - $39.14 $470,958 - $528,781	-13,510 Reduced 31.27%	29,698 $1.08 Billion
Q4 2021 Sep 10, 2024	SELL	$38.29 - $39.43 $5,934 - $6,111	-155 Reduced 0.36%	43,208 $1.7 Billion
Q3 2021 Sep 10, 2024	BUY	$38.55 - $39.48 $104,470 - $106,990	2,710 Added 6.67%	43,363 $1.68 Billion
Q2 2021 Sep 10, 2024	BUY	$37.96 - $39.34 $132,860 - $137,690	3,500 Added 9.42%	40,653 $1.6 Billion
Q1 2021 Sep 10, 2024	BUY	$37.15 - $38.46 $194,888 - $201,761	5,246 Added 16.44%	37,153 $1.43 Billion
Q4 2020 Sep 10, 2024	SELL	$36.13 - $38.51 $38,370 - $40,897	-1,062 Reduced 3.22%	31,907 $1.23 Billion
Q3 2020 Sep 10, 2024	BUY	$34.54 - $36.7 $34 - $36	1 Added 0.0%	32,969 $1.2 Billion
Q2 2020 Sep 10, 2024	SELL	$30.01 - $35.86 $61,970 - $74,050	-2,065 Reduced 5.89%	32,968 $1.14 Billion
Q1 2020 Sep 10, 2024	SELL	$25.12 - $38.29 $107,840 - $164,378	-4,293 Reduced 10.92%	35,033 $1.12 Billion
Q4 2019 Sep 09, 2024	BUY	$36.77 - $37.68 $1.45 Million - $1.48 Million	39,326 New	39,326 $1.48 Billion

Others Institutions Holding PFF

# of Institutions

1,100

Shares Held

188M

Call Options Held

167K

Put Options Held

797K

View Full List

About ISHARES TRUST ISHARES PFD AND

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Summit Wealth Partners, LLC Ishares Trust Ishares Pfd And Transaction History