Atticus Wealth Management, LLC Ishares Trust Ishares Pfd And Transaction History

Atticus Wealth Management, LLC

$294 Million
Q4 2024

A detailed history of Atticus Wealth Management, LLC transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Atticus Wealth Management, LLC holds 9,180 shares of PFF stock, worth $289,629. This represents 0.1% of its overall portfolio holdings.

Number of Shares

9,180

Previous 10,263 10.55%

Holding current value

$289,629

Previous $341,000 15.54%

% of portfolio

0.1%

Previous 0.12%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$31.23 - $33.51 $33,822 - $36,291	-1,083 Reduced 10.55%	9,180 $288,000
Q3 2024 Oct 15, 2024	BUY	$31.18 - $33.5 $2,993 - $3,216	96 Added 0.94%	10,263 $341,000
Q2 2024 Jul 17, 2024	BUY	$30.65 - $32.13 $2,145 - $2,249	70 Added 0.69%	10,167 $320,000
Q1 2024 Apr 17, 2024	SELL	$31.12 - $32.54 $22,779 - $23,819	-732 Reduced 6.76%	10,097 $325,000
Q4 2023 Jan 17, 2024	BUY	$28.34 - $31.4 $4,506 - $4,992	159 Added 1.49%	10,829 $337,000
Q3 2023 Nov 15, 2023	BUY	$29.99 - $31.22 $2,969 - $3,090	99 Added 0.94%	10,670 $321,000
Q2 2023 Jul 20, 2023	BUY	$29.33 - $31.46 $2,405 - $2,579	82 Added 0.78%	10,571 $326,000
Q1 2023 Apr 17, 2023	BUY	$29.86 - $33.81 $152,793 - $173,005	5,117 Added 95.25%	10,489 $327,000
Q4 2022 Jan 31, 2023	SELL	$29.96 - $32.28 $359,759 - $387,618	-12,008 Reduced 69.09%	5,372 $164,000
Q2 2022 Jul 13, 2022	SELL	$32.02 - $36.26 $64,968 - $73,571	-2,029 Reduced 10.45%	17,380 $571,000
Q1 2022 Apr 15, 2022	BUY	$34.86 - $39.14 $53,998 - $60,627	1,549 Added 8.67%	19,409 $707,000
Q4 2021 Jan 26, 2022	SELL	$38.29 - $39.43 $58,928 - $60,682	-1,539 Reduced 7.93%	17,860 $704,000
Q3 2021 Oct 18, 2021	SELL	$38.55 - $39.48 $2.57 Million - $2.63 Million	-66,617 Reduced 77.45%	19,399 $753,000
Q2 2021 Jul 21, 2021	BUY	$37.96 - $39.34 $55,459 - $57,475	1,461 Added 1.73%	86,016 $3.38 Million
Q1 2021 Apr 15, 2021	BUY	$37.15 - $38.46 $176,313 - $182,531	4,746 Added 5.95%	84,555 $3.25 Million
Q4 2020 Jan 20, 2021	BUY	$36.13 - $38.51 $317,004 - $337,886	8,774 Added 12.35%	79,809 $3.07 Million
Q3 2020 Oct 21, 2020	BUY	$34.54 - $36.7 $330,375 - $351,035	9,565 Added 15.56%	71,035 $2.59 Million
Q2 2020 Jul 15, 2020	BUY	$30.01 - $35.86 $171,807 - $205,298	5,725 Added 10.27%	61,470 $2.13 Million
Q1 2020 Apr 23, 2020	SELL	$25.12 - $38.29 $245,020 - $373,480	-9,754 Reduced 14.89%	55,745 $1.78 Million
Q4 2019 Feb 03, 2020	BUY	$36.77 - $37.68 $2.41 Million - $2.47 Million	65,499 New	65,499 $2.46 Million

Others Institutions Holding PFF

# of Institutions

1,118

Shares Held

187M

Call Options Held

167K

Put Options Held

797K

View Full List

About ISHARES TRUST ISHARES PFD AND

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Atticus Wealth Management, LLC Ishares Trust Ishares Pfd And Transaction History