White Lighthouse Investment Management Inc. Ishares Trust Ishares Pfd And Transaction History

White Lighthouse Investment Management Inc.

$492 Million
Q1 2024

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 20, 2022	SELL	$32.02 - $36.26 $229,263 - $259,621	-7,160 Closed	0 $0
Q1 2022 Apr 20, 2022	SELL	$34.86 - $39.14 $23,321 - $26,184	-669 Reduced 8.55%	7,160 $261,000
Q2 2021 Jul 26, 2021	BUY	$37.96 - $39.34 $7,592 - $7,868	200 Added 2.62%	7,829 $308,000
Q1 2021 May 07, 2021	BUY	$37.15 - $38.46 $44,580 - $46,152	1,200 Added 18.67%	7,629 $293,000
Q4 2020 Feb 03, 2021	SELL	$36.13 - $38.51 $11,019 - $11,745	-305 Reduced 4.53%	6,429 $248,000

Q3 2020 Oct 15, 2020	SELL	$34.54 - $36.7 $47,734 - $50,719	-1,382 Reduced 17.03%	6,734 $245,000
Q2 2020 Jul 23, 2020	SELL	$30.01 - $35.86 $21,817 - $26,070	-727 Reduced 8.22%	8,116 $281,000
Q1 2020 Apr 07, 2020	SELL	$25.12 - $38.29 $117,059 - $178,431	-4,660 Reduced 34.51%	8,843 $282,000
Q4 2019 Jan 24, 2020	BUY	$36.77 - $37.68 $46,183 - $47,326	1,256 Added 10.26%	13,503 $508,000
Q3 2019 Nov 13, 2019	BUY	$36.77 - $37.53 $26,989 - $27,547	734 Added 6.38%	12,247 $460,000
Q2 2019 Jul 31, 2019	BUY	$36.27 - $37.09 $25,389 - $25,963	700 Added 6.47%	11,513 $424,000
Q1 2019 May 08, 2019	SELL	$34.55 - $36.63 $38,868 - $41,208	-1,125 Reduced 9.42%	10,813 $395,000
Q4 2018 Jan 23, 2019	SELL	$33.41 - $36.68 $61,808 - $67,858	-1,850 Reduced 13.42%	11,938 $409,000
Q3 2018 Oct 24, 2018	BUY	$37.02 - $38.0 $62,934 - $64,600	1,700 Added 14.06%	13,788 $512,000
Q2 2018 Aug 09, 2018	SELL	$36.91 - $37.71 $214,447 - $219,095	-5,810 Reduced 32.46%	12,088 $456,000
Q4 2017 Jan 10, 2018	BUY	$38.07 - $38.65 $681,376 - $691,757	17,898	17,898 $681,000

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

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 White Lighthouse Investment Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on White Lighthouse Investment Management Inc. with notifications on news.

Account