Wealth Plan Investment Management, LLC Ishares Trust Ishares Pfd And Transaction History

Wealth Plan Investment Management, LLC

$590 Million
Q1 2024

A detailed history of Wealth Plan Investment Management, LLC transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 11,994 shares of PFF stock, worth $378,410. This represents 0.07% of its overall portfolio holdings.

Number of Shares

11,994

Previous 11,865 1.09%

Holding current value

$378,410

Previous $370,000 4.32%

% of portfolio

0.07%

Previous 0.06%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 16, 2024	BUY	$31.12 - $32.54 $4,014 - $4,197	129 Added 1.09%	11,994 $386,000
Q4 2023 Jan 05, 2024	BUY	$28.34 - $31.4 $3,995 - $4,427	141 Added 1.2%	11,865 $370,000
Q3 2023 Nov 15, 2023	SELL	$29.99 - $31.22 $2,879 - $2,997	-96 Reduced 0.81%	11,724 $353,000
Q3 2023 Nov 09, 2023	BUY	$29.99 - $31.22 $133,725 - $139,209	4,459 Added 60.58%	11,820 $356,000
Q2 2023 Aug 14, 2023	SELL	$29.33 - $31.46 $3.02 Million - $3.24 Million	-103,025 Reduced 93.33%	7,361 $227,000

Q2 2023 Jul 25, 2023	BUY	$29.33 - $31.46 $3.02 Million - $3.24 Million	103,058 Added 1406.36%	110,386 $3.41 Million
Q1 2023 May 08, 2023	SELL	$29.86 - $33.81 $460,351 - $521,248	-15,417 Reduced 67.78%	7,328 $228,000
Q4 2022 Feb 15, 2023	BUY	$29.96 - $32.28 $205,405 - $221,311	6,856 Added 43.15%	22,745 $694,000
Q3 2022 Dec 12, 2022	SELL	$31.63 - $35.35 $33,622 - $37,577	-1,063 Reduced 6.27%	15,889 $504,000
Q1 2022 Sep 07, 2022	BUY	$34.86 - $39.14 $590,946 - $663,501	16,952 New	16,952 $576,000

Others Institutions Holding PFF

# of Institutions

1,103

Shares Held

198M

Call Options Held

454K

Put Options Held

746K

View Full List

About ISHARES TRUST ISHARES PFD AND

Ticker PFF
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Wealth Plan Investment Management, LLC Ishares Trust Ishares Pfd And Transaction History