A detailed history of W.G. Shaheen & Associates Dba Whitney & CO transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, W.G. Shaheen & Associates Dba Whitney & CO holds 22,030 shares of PFF stock, worth $723,465. This represents 0.08% of its overall portfolio holdings.

Number of Shares
22,030
Previous 21,545 2.25%
Holding current value
$723,465
Previous $694,000 0.14%
% of portfolio
0.08%
Previous 0.08%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

BUY
$30.65 - $32.13 $14,865 - $15,583
485 Added 2.25%
22,030 $695,000
Q1 2024

May 08, 2024

SELL
$31.12 - $32.54 $169,604 - $177,343
-5,450 Reduced 20.19%
21,545 $694,000
Q4 2023

Feb 08, 2024

SELL
$28.34 - $31.4 $466,193 - $516,530
-16,450 Reduced 37.86%
26,995 $841,000
Q3 2023

Nov 08, 2023

SELL
$29.99 - $31.22 $44,985 - $46,830
-1,500 Reduced 3.34%
43,445 $1.31 Million
Q2 2023

Aug 14, 2023

SELL
$29.33 - $31.46 $96,055 - $103,031
-3,275 Reduced 6.79%
44,945 $1.39 Million
Q1 2023

May 03, 2023

SELL
$29.86 - $33.81 $2,239 - $2,535
-75 Reduced 0.16%
48,220 $1.51 Million
Q4 2022

Feb 03, 2023

SELL
$29.96 - $32.28 $26,993 - $29,084
-901 Reduced 1.83%
48,295 $1.47 Million
Q2 2022

Aug 05, 2022

SELL
$32.02 - $36.26 $9,573 - $10,841
-299 Reduced 0.6%
49,196 $1.62 Million
Q1 2022

May 13, 2022

SELL
$34.86 - $39.14 $2.42 Million - $2.72 Million
-69,444 Reduced 58.39%
49,495 $1.8 Million
Q4 2021

Feb 11, 2022

SELL
$38.29 - $39.43 $221,890 - $228,496
-5,795 Reduced 4.65%
118,939 $4.69 Million
Q3 2021

Nov 12, 2021

BUY
$38.55 - $39.48 $65,534 - $67,116
1,700 Added 1.38%
124,734 $4.84 Million
Q2 2021

Aug 13, 2021

SELL
$37.96 - $39.34 $64,418 - $66,759
-1,697 Reduced 1.36%
123,034 $4.84 Million
Q1 2021

May 11, 2021

BUY
$37.15 - $38.46 $67,241 - $69,612
1,810 Added 1.47%
124,731 $4.79 Million
Q4 2020

Feb 10, 2021

BUY
$36.13 - $38.51 $270,433 - $288,247
7,485 Added 6.48%
122,921 $4.69 Million
Q3 2020

Nov 13, 2020

SELL
$34.54 - $36.7 $114,914 - $122,100
-3,327 Reduced 2.8%
115,436 $4.21 Million
Q2 2020

Aug 13, 2020

SELL
$30.01 - $35.86 $661,000 - $789,852
-22,026 Reduced 15.64%
118,763 $4.11 Million
Q1 2020

May 05, 2020

BUY
$25.12 - $38.29 $102,891 - $156,835
4,096 Added 3.0%
140,789 $4.48 Million
Q4 2019

Feb 06, 2020

BUY
$36.77 - $37.68 $421,935 - $432,378
11,475 Added 9.16%
136,693 $5.14 Million
Q3 2019

Nov 07, 2019

SELL
$36.77 - $37.53 $210,949 - $215,309
-5,737 Reduced 4.38%
125,218 $4.68 Million
Q2 2019

Aug 06, 2019

BUY
$36.27 - $37.09 $473,649 - $484,358
13,059 Added 11.08%
130,955 $4.83 Million
Q1 2019

May 06, 2019

BUY
$34.55 - $36.63 $1.49 Million - $1.58 Million
43,074 Added 57.57%
117,896 $4.32 Million
Q4 2018

Feb 07, 2019

BUY
$33.41 - $36.68 $918,140 - $1.01 Million
27,481 Added 58.05%
74,822 $2.68 Million
Q3 2018

Nov 13, 2018

BUY
$37.02 - $38.0 $831,358 - $853,366
22,457 Added 90.25%
47,341 $1.71 Million
Q2 2018

Aug 14, 2018

BUY
$36.91 - $37.71 $716,755 - $732,290
19,419 Added 355.33%
24,884 $938,000
Q1 2018

May 11, 2018

BUY
$36.79 - $38.19 $201,057 - $208,708
5,465 New
5,465 $205,000

Others Institutions Holding PFF

About ISHARES TRUST ISHARES PFD AND


  • Ticker PFF
  • Sector ETFs
  • Industry ETFs
More about PFF
Track This Portfolio

Track W.G. Shaheen & Associates Dba Whitney & CO Portfolio

Follow W.G. Shaheen & Associates Dba Whitney & CO and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of W.G. Shaheen & Associates Dba Whitney & CO, based on Form 13F filings with the SEC.

News

Stay updated on W.G. Shaheen & Associates Dba Whitney & CO with notifications on news.