United Capital Financial Advisers, LLC Ishares Trust Ishares Pfd And Transaction History

United Capital Financial Advisers, LLC

$12 Billion
Q1 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 145,394 shares of PFF stock, worth $4.59 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

145,394

Previous 53,095 173.84%

Holding current value

$4.59 Million

Previous $1.66 Million 182.97%

% of portfolio

0.04%

Previous 0.01%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	BUY	$31.12 - $32.54 $2.87 Million - $3 Million	92,299 Added 173.84%	145,394 $4.69 Million
Q4 2023 Feb 14, 2024	SELL	$28.34 - $31.4 $439,298 - $486,731	-15,501 Reduced 22.6%	53,095 $1.66 Million
Q3 2023 Nov 14, 2023	BUY	$29.99 - $31.22 $140,383 - $146,140	4,681 Added 7.32%	68,596 $2.07 Million
Q2 2023 Aug 14, 2023	SELL	$29.33 - $31.46 $158,909 - $170,450	-5,418 Reduced 7.81%	63,915 $1.98 Million
Q1 2023 Aug 14, 2023	BUY	$29.86 - $33.81 $131,921 - $149,372	4,418 Added 6.91%	68,333 $2.13 Million

Q1 2023 May 15, 2023	BUY	$29.86 - $33.81 $43,894 - $49,700	1,470 Added 2.17%	69,333 $2.16 Million
Q4 2022 Feb 14, 2023	SELL	$29.96 - $32.28 $564,266 - $607,961	-18,834 Reduced 21.72%	67,863 $2.07 Million
Q3 2022 Nov 14, 2022	SELL	$31.63 - $35.35 $195,220 - $218,180	-6,172 Reduced 6.65%	86,697 $2.75 Million
Q2 2022 Aug 11, 2022	SELL	$32.02 - $36.26 $108,868 - $123,284	-3,400 Reduced 3.53%	92,869 $3.05 Million
Q1 2022 May 16, 2022	SELL	$34.86 - $39.14 $76,029 - $85,364	-2,181 Reduced 2.22%	96,269 $3.51 Million
Q4 2021 Feb 14, 2022	SELL	$38.29 - $39.43 $232,918 - $239,852	-6,083 Reduced 5.82%	98,450 $3.88 Million
Q3 2021 Nov 15, 2021	BUY	$38.55 - $39.48 $189,357 - $193,925	4,912 Added 4.93%	104,533 $4.06 Million
Q2 2021 Aug 13, 2021	BUY	$37.96 - $39.34 $27,596 - $28,600	727 Added 0.74%	99,621 $3.92 Million
Q1 2021 May 14, 2021	SELL	$37.15 - $38.46 $254,811 - $263,797	-6,859 Reduced 6.49%	98,894 $3.8 Million
Q4 2020 Feb 17, 2021	SELL	$36.13 - $38.51 $3.43 Million - $3.65 Million	-94,846 Reduced 47.28%	105,753 $4.07 Million
Q3 2020 Nov 13, 2020	SELL	$34.54 - $36.7 $3.94 Million - $4.19 Million	-114,054 Reduced 36.25%	200,599 $7.31 Million
Q2 2020 Aug 13, 2020	BUY	$30.01 - $35.86 $1.74 Million - $2.08 Million	57,896 Added 22.55%	314,653 $10.9 Million
Q1 2020 May 15, 2020	SELL	$25.12 - $38.29 $9.5 Million - $14.5 Million	-378,272 Reduced 59.57%	256,757 $8.18 Million
Q4 2019 Feb 14, 2020	BUY	$36.77 - $37.68 $5.44 Million - $5.58 Million	148,035 Added 30.4%	635,029 $23.9 Million
Q3 2019 Nov 14, 2019	BUY	$36.77 - $37.53 $3.56 Million - $3.63 Million	96,780 Added 24.8%	486,994 $18.3 Million
Q2 2019 Aug 13, 2019	SELL	$36.27 - $37.09 $3.3 Million - $3.37 Million	-90,856 Reduced 18.89%	390,214 $14.4 Million
Q1 2019 May 14, 2019	BUY	$34.55 - $36.63 $11.2 Million - $11.9 Million	324,865 Added 207.97%	481,070 $17.6 Million
Q4 2018 Feb 14, 2019	SELL	$33.41 - $36.68 $25.4 Million - $27.9 Million	-761,544 Reduced 82.98%	156,205 $5.35 Million
Q3 2018 Nov 14, 2018	BUY	$37.02 - $38.0 $28.1 Million - $28.8 Million	757,834 Added 473.9%	917,749 $34.1 Million
Q2 2018 Aug 14, 2018	SELL	$36.91 - $37.71 $925,776 - $945,842	-25,082 Reduced 13.56%	159,915 $6.03 Million
Q1 2018 May 15, 2018	SELL	$36.79 - $38.19 $10.7 Million - $11.1 Million	-291,238 Reduced 61.15%	184,997 $6.95 Million
Q4 2017 Feb 13, 2018	BUY	$38.07 - $38.65 $218,064 - $221,387	5,728 Added 1.22%	476,235 $18.1 Million
Q3 2017 Nov 14, 2017	BUY	$38.8 - $38.86 $1.92 Million - $1.93 Million	49,600 Added 11.78%	470,507 $18.3 Million
Q2 2017 Aug 14, 2017	BUY	N/A	420,907	420,907 $16.5 Million

Others Institutions Holding PFF

# of Institutions

1,103

Shares Held

198M

Call Options Held

454K

Put Options Held

746K

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United Capital Financial Advisers, LLC Ishares Trust Ishares Pfd And Transaction History