True Wealth Advisors, LLC Ishares Trust Ishares Pfd And Transaction History

True Wealth Advisors, LLC

$271 Million
Q3 2024

A detailed history of True Wealth Advisors, LLC transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, True Wealth Advisors, LLC holds 49,253 shares of PFF stock, worth $1.61 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares

49,253

Previous 58,883 16.35%

Holding current value

$1.61 Million

Previous $1.86 Million 11.9%

% of portfolio

0.6%

Previous 0.75%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	SELL	$31.18 - $33.5 $300,263 - $322,605	-9,630 Reduced 16.35%	49,253 $1.64 Million
Q2 2024 Jul 24, 2024	SELL	$30.65 - $32.13 $264,111 - $276,864	-8,617 Reduced 12.77%	58,883 $1.86 Million
Q1 2024 Apr 23, 2024	SELL	$31.12 - $32.54 $2.39 Million - $2.5 Million	-76,783 Reduced 53.22%	67,500 $2.18 Million
Q4 2023 Feb 08, 2024	BUY	$28.34 - $31.4 $300,007 - $332,400	10,586 Added 7.92%	144,283 $4.5 Million
Q3 2023 Nov 07, 2023	SELL	$29.99 - $31.22 $186,957 - $194,625	-6,234 Reduced 4.46%	133,697 $4.03 Million
Q2 2023 Jul 31, 2023	BUY	$29.33 - $31.46 $3.85 Million - $4.13 Million	131,171 Added 1497.39%	139,931 $4.33 Million
Q1 2023 Apr 19, 2023	SELL	$29.86 - $33.81 $1.7 Million - $1.92 Million	-56,782 Reduced 86.63%	8,760 $273,000
Q4 2022 Jan 23, 2023	SELL	$29.96 - $32.28 $5,123 - $5,519	-171 Reduced 0.26%	65,542 $0
Q3 2022 Oct 21, 2022	BUY	$31.4 - $35.35 $84,717 - $95,374	2,698 Added 4.28%	65,713 $2.08 Million
Q2 2022 Jul 27, 2022	SELL	$32.02 - $36.26 $6,404 - $7,252	-200 Reduced 0.32%	63,015 $2.07 Million
Q1 2022 May 05, 2022	BUY	$34.86 - $39.14 $9,098 - $10,215	261 Added 0.41%	63,215 $2.49 Million
Q1 2022 May 04, 2022	SELL	$34.86 - $39.14 $9,098 - $10,215	-261 Reduced 0.41%	62,954 $2.1 Million
Q4 2021 Feb 02, 2022	BUY	$38.29 - $39.43 $81,825 - $84,261	2,137 Added 3.5%	63,215 $2.49 Million
Q3 2021 Oct 25, 2021	BUY	$38.55 - $39.48 $1.37 Million - $1.41 Million	35,611 Added 139.83%	61,078 $2.37 Million
Q2 2021 Jul 23, 2021	SELL	$37.96 - $39.34 $4.68 Million - $4.85 Million	-123,334 Reduced 82.89%	25,467 $1 Million
Q1 2021 Apr 22, 2021	BUY	$37.15 - $38.46 $5.53 Million - $5.72 Million	148,801 New	148,801 $5.71 Million

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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True Wealth Advisors, LLC Ishares Trust Ishares Pfd And Transaction History