Waldron Private Wealth LLC Ishares Trust Ishares Pfd And Transaction History

Waldron Private Wealth LLC

$2.4 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 04, 2022	SELL	$34.86 - $39.14 $646,269 - $725,616	-18,539 Closed	0 $0
Q2 2020 Aug 11, 2020	SELL	$30.01 - $35.86 $4,561 - $5,450	-152 Reduced 0.81%	18,539 $642,000
Q1 2020 May 05, 2020	BUY	$25.12 - $38.29 $3,818 - $5,820	152 Added 0.82%	18,691 $595,000
Q3 2019 Nov 06, 2019	SELL	$36.77 - $37.53 $51,478 - $52,542	-1,400 Reduced 7.02%	18,539 $695,000
Q2 2019 Jul 31, 2019	BUY	$36.27 - $37.09 $50,778 - $51,926	1,400 Added 7.55%	19,939 $734,000
Q1 2019 May 01, 2019	SELL	$34.55 - $36.63 $293,018 - $310,659	-8,481 Reduced 31.39%	18,539 $677,000
Q4 2018 Feb 13, 2019	SELL	$33.41 - $36.68 $279,307 - $306,644	-8,360 Reduced 23.63%	27,020 $924,000
Q2 2017 Aug 14, 2017	BUY	N/A	35,380	35,380 $1.39 Million

Others Institutions Holding PFF

# of Institutions

1,101

Shares Held

188M

Call Options Held

167K

Put Options Held

797K

About ISHARES TRUST ISHARES PFD AND

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