Wetzel Investment Advisors, Inc. Ishares Trust Ishares Pfd And Transaction History

Wetzel Investment Advisors, Inc.

$196 Million
Q4 2024

A detailed history of Wetzel Investment Advisors, Inc. transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Wetzel Investment Advisors, Inc. holds 47,877 shares of PFF stock, worth $1.48 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares

47,877

Previous 56,021 14.54%

Holding current value

$1.48 Million

Previous $1.86 Million 19.13%

% of portfolio

0.77%

Previous 0.96%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$31.23 - $33.51 $254,337 - $272,905	-8,144 Reduced 14.54%	47,877 $1.51 Million
Q3 2024 Oct 29, 2024	SELL	$31.18 - $33.5 $102,208 - $109,813	-3,278 Reduced 5.53%	56,021 $1.86 Million
Q2 2024 Aug 07, 2024	BUY	$30.65 - $32.13 $6,559 - $6,875	214 Added 0.36%	59,299 $1.87 Million
Q1 2024 Apr 23, 2024	BUY	$31.12 - $32.54 $21,970 - $22,973	706 Added 1.21%	59,085 $1.9 Million
Q4 2023 Jan 31, 2024	BUY	$28.34 - $31.4 $1.65 Million - $1.83 Million	58,379 New	58,379 $1.82 Million

Others Institutions Holding PFF

# of Institutions

1,168

Shares Held

198M

Call Options Held

255K

Put Options Held

1.06M

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About ISHARES TRUST ISHARES PFD AND

Ticker PFF
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Wetzel Investment Advisors, Inc. Ishares Trust Ishares Pfd And Transaction History