Wealth Dimensions Group, Ltd. Ishares Trust Ishares Pfd And Transaction History

Wealth Dimensions Group, Ltd.

$350 Million
Q2 2024

A detailed history of Wealth Dimensions Group, Ltd. transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Wealth Dimensions Group, Ltd. holds 7,679 shares of PFF stock, worth $252,178. This represents 0.07% of its overall portfolio holdings.

Number of Shares

7,679

Previous 6,564 16.99%

Holding current value

$252,178

Previous $211,000 14.69%

% of portfolio

0.07%

Previous 0.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	BUY	$30.65 - $32.13 $34,174 - $35,824	1,115 Added 16.99%	7,679 $242,000
Q4 2023 Feb 09, 2024	BUY	$28.34 - $31.4 $186,023 - $206,109	6,564 New	6,564 $204,000
Q2 2023 Aug 14, 2023	SELL	$29.33 - $31.46 $1,349 - $1,447	-46 Reduced 0.25%	18,220 $563,000
Q1 2023 May 09, 2023	BUY	$29.86 - $33.81 $545,422 - $617,573	18,266 New	18,266 $570,000
Q3 2021 Nov 03, 2021	SELL	$38.55 - $39.48 $213,836 - $218,995	-5,547 Closed	0 $0
Q2 2021 Aug 12, 2021	SELL	$37.96 - $39.34 $9,831 - $10,189	-259 Reduced 4.46%	5,547 $218,000
Q1 2021 May 13, 2021	BUY	$37.15 - $38.46 $215,692 - $223,298	5,806 New	5,806 $223,000

Others Institutions Holding PFF

# of Institutions

1,087

Shares Held

185M

Call Options Held

375K

Put Options Held

1.29M

View Full List

About ISHARES TRUST ISHARES PFD AND

Ticker PFF
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Industry ETFs

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Wealth Dimensions Group, Ltd. Ishares Trust Ishares Pfd And Transaction History