Valeo Financial Advisors, LLC Ishares Trust Ishares Pfd And Transaction History

Valeo Financial Advisors, LLC

$3.97 Billion
Q4 2024

A detailed history of Valeo Financial Advisors, LLC transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 9,480 shares of PFF stock, worth $296,818. This represents 0.01% of its overall portfolio holdings.

Number of Shares

9,480

Previous 8,728 8.62%

Holding current value

$296,818

Previous $290,000 2.76%

% of portfolio

0.01%

Previous 0.01%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$31.23 - $33.51 $23,484 - $25,199	752 Added 8.62%	9,480 $298,000
Q3 2024 Oct 10, 2024	BUY	$31.18 - $33.5 $272,139 - $292,388	8,728 New	8,728 $290,000
Q3 2023 Oct 19, 2023	BUY	$29.99 - $31.22 $263,522 - $274,330	8,787 New	8,787 $264,000
Q2 2021 Jul 22, 2021	SELL	$37.96 - $39.34 $45,817 - $47,483	-1,207 Closed	0 $0
Q1 2021 Apr 12, 2021	BUY	$37.15 - $38.46 $11,145 - $11,538	300 Added 33.08%	1,207 $46,000
Q4 2020 Feb 11, 2021	SELL	$36.13 - $38.51 $5,166 - $5,506	-143 Reduced 13.62%	907 $35,000
Q3 2020 Oct 28, 2020	SELL	$34.54 - $36.7 $127,072 - $135,019	-3,679 Reduced 77.8%	1,050 $38,000
Q2 2020 Jul 20, 2020	BUY	$30.01 - $35.86 $36,612 - $43,749	1,220 Added 34.77%	4,729 $164,000
Q1 2020 Apr 13, 2020	BUY	$25.12 - $38.29 $3,968 - $6,049	158 Added 4.72%	3,509 $119,000
Q4 2019 Jan 24, 2020	BUY	$36.77 - $37.68 $19,046 - $19,518	518 Added 18.28%	3,351 $126,000
Q3 2019 Oct 15, 2019	BUY	$36.77 - $37.53 $3,309 - $3,377	90 Added 3.28%	2,833 $106,000
Q2 2019 Jul 10, 2019	BUY	$36.27 - $37.09 $27,637 - $28,262	762 Added 38.47%	2,743 $101,000
Q1 2019 Apr 12, 2019	BUY	$34.55 - $36.63 $27,812 - $29,487	805 Added 68.45%	1,981 $72,000
Q3 2018 Nov 01, 2018	SELL	$37.02 - $38.0 $18,510 - $19,000	-500 Reduced 29.83%	1,176 $43,000
Q2 2018 Aug 14, 2018	BUY	$36.91 - $37.71 $1,734 - $1,772	47 Added 2.89%	1,676 $63,000
Q1 2018 Apr 12, 2018	BUY	$36.79 - $38.19 $58,864 - $61,104	1,600 Added 5517.24%	1,629 $61,000
Q4 2017 Feb 09, 2018	SELL	$38.07 - $38.65 $913 - $927	-24 Reduced 45.28%	29 $1,000
Q3 2017 Nov 14, 2017	BUY	$38.8 - $38.86 $2,056 - $2,059	53	53 $2,000

Others Institutions Holding PFF

# of Institutions

1,167

Shares Held

198M

Call Options Held

255K

Put Options Held

1.06M

View Full List

About ISHARES TRUST ISHARES PFD AND

Ticker PFF
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Valeo Financial Advisors, LLC Ishares Trust Ishares Pfd And Transaction History