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 37,176 shares of PFF stock, worth $1.17 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
37,176
Previous 38,684 3.9%
Holding current value
$1.17 Million
Previous $1.22 Million 1.23%
% of portfolio
0.01%
Previous 0.02%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

SELL
$31.18 - $33.5 $47,019 - $50,518
-1,508 Reduced 3.9%
37,176 $1.24 Million
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

About ISHARES TRUST ISHARES PFD AND


  • Ticker PFF
  • Sector ETFs
  • Industry ETFs
More about PFF
Track This Portfolio

Track Wealthspire Advisors, LLC Portfolio

Follow Wealthspire Advisors, LLC and customize your updates to receive the information that matters most to you.

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.