Surevest, LLC Ishares Trust Ishares Pfd And Transaction History

Surevest, LLC

$368 Million
Q3 2022

A detailed history of Surevest, LLC transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Surevest, LLC holds 815 shares of PFF stock, worth $26,764. This represents 0.01% of its overall portfolio holdings.

Number of Shares

815

Previous 815 -0.0%

Holding current value

$26,764

Previous $27,000 3.7%

% of portfolio

0.01%

Previous 0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 11, 2022	BUY	$38.29 - $39.43 $31,206 - $32,135	815 New	815 $32,000

Others Institutions Holding PFF

# of Institutions

1,087

Shares Held

185M

Call Options Held

375K

Put Options Held

1.29M

Bank Of America Corp Charlotte, NC

23.9M
Shares

$784 Million
0.07% of portfolio
Morgan Stanley New York, NY

13.8M
Shares

$453 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

8.33M
Shares

$273 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

6.52M
Shares

$214 Million
0.1% of portfolio
Ubs Group Ag

6.35M
Shares

$209 Million
0.05% of portfolio

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About ISHARES TRUST ISHARES PFD AND

Ticker PFF
Sector ETFs
Industry ETFs

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