Transform Wealth, LLC Ishares Trust Ishares Pfd And Transaction History

Transform Wealth, LLC

$1.02 Billion
Q1 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 10, 2023	SELL	$29.99 - $31.22 $706,954 - $735,949	-23,573 Reduced 53.37%	20,593 $620,000
Q2 2023 Jul 13, 2023	BUY	$29.33 - $31.46 $601,089 - $644,741	20,494 Added 86.57%	44,166 $1.37 Million
Q1 2023 Apr 14, 2023	BUY	$29.86 - $33.81 $706,845 - $800,350	23,672 New	23,672 $739,000
Q4 2021 Jan 26, 2022	SELL	$38.29 - $39.43 $826,451 - $851,057	-21,584 Closed	0 $0
Q3 2021 Oct 15, 2021	SELL	$38.55 - $39.48 $81,301 - $83,263	-2,109 Reduced 8.9%	21,584 $838,000

Q2 2021 Jul 20, 2021	SELL	$37.96 - $39.34 $31,127 - $32,258	-820 Reduced 3.35%	23,693 $932,000
Q1 2021 Apr 22, 2021	BUY	$37.15 - $38.46 $42,871 - $44,382	1,154 Added 4.94%	24,513 $941,000
Q4 2020 Jan 20, 2021	BUY	$36.13 - $38.51 $843,960 - $899,555	23,359 New	23,359 $900,000

Others Institutions Holding PFF

# of Institutions

1,104

Shares Held

198M

Call Options Held

454K

Put Options Held

746K

About ISHARES TRUST ISHARES PFD AND

Ticker PFF
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Transform Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Transform Wealth, LLC with notifications on news.