Transform Wealth, LLC Ishares Trust Ishares Pfd And Transaction History

Transform Wealth, LLC

$1.46 Billion
Q3 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

1,087

Shares Held

185M

Call Options Held

375K

Put Options Held

1.29M

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