Williams Jones Wealth Management, Llc. Ishares Trust Ishares Pfd And Transaction History

Williams Jones Wealth Management, Llc.

  • $7.73 Billion
  • Q1 2024

A detailed history of Williams Jones Wealth Management, Llc. transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Williams Jones Wealth Management, Llc. holds 7,261 shares of PFF stock, worth $228,140. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,261
Holding current value
$228,140
% of portfolio
0.0%

Shares

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

May 07, 2024
BUY
$31.12 - $32.54 $225,962 - $236,272
7,261 New
7,261 $234,000
Q4 2022

Feb 14, 2023
SELL
$29.96 - $32.28 $174,187 - $187,675
-5,814 Reduced 45.92%
6,846 $209,000
Q3 2022

Nov 14, 2022
BUY
$31.63 - $35.35 $47,445 - $53,025
1,500 Added 13.44%
12,660 $401,000
Q1 2022

May 16, 2022
BUY
$34.86 - $39.14 $134,001 - $150,454
3,844 Added 52.54%
11,160 $406,000
Q4 2021

Feb 14, 2022
SELL
$38.29 - $39.43 $458,522 - $472,174
-11,975 Reduced 62.08%
7,316 $288,000
Q3 2021

Nov 15, 2021
BUY
$38.55 - $39.48 $469,346 - $480,668
12,175 Added 171.09%
19,291 $749,000
Q1 2021

May 17, 2021
BUY
$37.15 - $38.46 $4,309 - $4,461
116 Added 1.66%
7,116 $273,000
Q4 2020

Feb 16, 2021
SELL
$36.13 - $38.51 $4,516 - $4,813
-125 Reduced 1.75%
7,000 $270,000
Q3 2020

Nov 13, 2020
SELL
$34.54 - $36.7 $4,317 - $4,587
-125 Reduced 1.72%
7,125 $260,000
Q2 2020

Aug 14, 2020
BUY
$30.01 - $35.86 $7,502 - $8,965
250 Added 3.57%
7,250 $251,000
Q1 2020

May 15, 2020
BUY
$25.12 - $38.29 $175,840 - $268,030
7,000 New
7,000 $223,000

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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