Wealth Plan Partners, LLC Ishares Trust Ishares Pfd And Transaction History

Wealth Plan Partners, LLC

  • $966 Billion
  • Q1 2024

A detailed history of Wealth Plan Partners, LLC transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 10,721 shares of PFF stock, worth $336,853. This represents 0.04% of its overall portfolio holdings.

Number of Shares
10,721
Previous 10,103 6.12%
Holding current value
$336,853
Previous $315 Million 9.66%
% of portfolio
0.04%
Previous 0.03%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024
BUY
$31.12 - $32.54 $19,232 - $20,109
618 Added 6.12%
10,721 $346 Million
Q4 2023

Jan 05, 2024
SELL
$28.34 - $31.4 $48,659 - $53,913
-1,717 Reduced 14.53%
10,103 $315 Million
Q3 2023

Nov 01, 2023
SELL
$29.99 - $31.22 $73,025 - $76,020
-2,435 Reduced 17.08%
11,820 $356 Million
Q1 2023

May 10, 2023
SELL
$29.86 - $33.81 $253,511 - $287,046
-8,490 Reduced 37.33%
14,255 $445 Million
Q4 2022

Feb 16, 2023
BUY
$29.96 - $32.28 $173,558 - $186,998
5,793 Added 34.17%
22,745 $754 Million
Q1 2022

May 03, 2022
BUY
$34.86 - $39.14 $55,880 - $62,741
1,603 Added 10.44%
16,952 $576,000
Q3 2021

Dec 09, 2021
BUY
$38.55 - $39.48 $44,178 - $45,244
1,146 Added 8.07%
15,349 $595,000
Q2 2021

Aug 19, 2021
BUY
$37.96 - $39.34 $11,539 - $11,959
304 Added 2.19%
14,203 $556,000
Q1 2021

May 11, 2021
SELL
$37.15 - $38.46 $42,239 - $43,729
-1,137 Reduced 7.56%
13,899 $536,000
Q4 2020

Feb 09, 2021
BUY
$36.13 - $38.51 $258,835 - $275,885
7,164 Added 91.01%
15,036 $572,000
Q3 2020

Dec 18, 2020
BUY
$34.54 - $36.7 $42,035 - $44,663
1,217 Added 18.29%
7,872 $293,000
Q2 2020

Aug 19, 2020
BUY
$30.01 - $35.86 $199,716 - $238,648
6,655 New
6,655 $242,000

Others Institutions Holding PFF

# of Institutions
1,104
Shares Held
198M
Call Options Held
454K
Put Options Held
746K
View Full List

About ISHARES TRUST ISHARES PFD AND

PFF Quotes by TradingView
  • Ticker PFF
  • Sector ETFs
  • Industry ETFs
More about PFF
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