Wealthspire Advisors, LLC Ishares Trust Ishares Pfd And Transaction History

Wealthspire Advisors, LLC

$7.78 Billion
Q2 2024

A detailed history of Wealthspire Advisors, LLC transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 38,684 shares of PFF stock, worth $1.29 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

38,684

Previous 44,353 12.78%

Holding current value

$1.29 Million

Previous $1.43 Million 14.63%

% of portfolio

0.02%

Previous 0.02%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 08, 2024	SELL	$30.65 - $32.13 $173,754 - $182,144	-5,669 Reduced 12.78%	38,684 $1.22 Million
Q1 2024 May 06, 2024	SELL	$31.12 - $32.54 $348,699 - $364,610	-11,205 Reduced 20.17%	44,353 $1.43 Million
Q4 2023 Feb 06, 2024	SELL	$28.34 - $31.4 $28,595 - $31,682	-1,009 Reduced 1.78%	55,558 $1.73 Million
Q3 2023 Nov 06, 2023	BUY	$29.99 - $31.22 $1.2 Million - $1.25 Million	40,097 Added 243.45%	56,567 $1.71 Million
Q3 2022 Nov 14, 2022	SELL	$31.4 - $35.35 $206,612 - $232,603	-6,580 Reduced 28.55%	16,470 $522,000
Q2 2022 Aug 09, 2022	BUY	$32.02 - $36.26 $738,061 - $835,793	23,050 New	23,050 $758,000
Q4 2021 Feb 14, 2022	SELL	$38.29 - $39.43 $691,134 - $711,711	-18,050 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$38.55 - $39.48 $695,827 - $712,614	18,050 New	18,050 $701,000
Q2 2020 Aug 14, 2020	SELL	$30.01 - $35.86 $429,773 - $513,551	-14,321 Closed	0 $0
Q1 2020 May 12, 2020	BUY	$25.12 - $38.29 $359,743 - $548,351	14,321 New	14,321 $456,000

Others Institutions Holding PFF

# of Institutions

1,092

Shares Held

186M

Call Options Held

375K

Put Options Held

1.29M

View Full List

About ISHARES TRUST ISHARES PFD AND

Ticker PFF
Sector ETFs
Industry ETFs

More about PFF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthspire Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.

Account

Wealthspire Advisors, LLC Ishares Trust Ishares Pfd And Transaction History