Balanced Wealth Group LLC Ishares Trust Ishares Pfd And Transaction History

Balanced Wealth Group LLC

  • $226 Billion
  • Q3 2024

A detailed history of Balanced Wealth Group LLC transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Balanced Wealth Group LLC holds 125,982 shares of PFF stock, worth $4.15 Million. This represents 1.84% of its overall portfolio holdings.

Number of Shares
125,982
Previous 200,499 37.17%
Holding current value
$4.15 Million
Previous $5.43 Billion 23.45%
% of portfolio
1.84%
Previous 2.47%

Shares

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

Oct 28, 2024
SELL
$31.18 - $33.5 $2.32 Million - $2.5 Million
-74,517 Reduced 37.17%
125,982 $4.16 Billion
Q2 2024

Aug 13, 2024
SELL
$30.65 - $32.13 $451,168 - $472,953
-14,720 Reduced 6.84%
200,499 $5.43 Billion
Q1 2024

May 13, 2024
BUY
$31.12 - $32.54 $326,666 - $341,572
10,497 Added 5.13%
215,219 $5.91 Billion
Q4 2023

Feb 06, 2024
BUY
$28.34 - $31.4 $5.8 Million - $6.43 Million
204,722 New
204,722 $6.39 Billion

Others Institutions Holding PFF

# of Institutions
1,086
Shares Held
185M
Call Options Held
375K
Put Options Held
1.29M
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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