Bergan Kdv Wealth Management, LLC Ishares Trust Ishares Pfd And Transaction History

Bergan Kdv Wealth Management, LLC

$999 Million
Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 5,070 shares of PFF stock, worth $156,612. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,070

Previous 5,070 -0.0%

Holding current value

$156,612

Previous $158,000 1.27%

% of portfolio

0.02%

Previous 0.02%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 31, 2023	SELL	$29.96 - $32.28 $207,622 - $223,700	-6,930 Reduced 57.75%	5,070 $154,000
Q3 2022 Oct 24, 2022	SELL	$31.4 - $35.35 $29,045 - $32,698	-925 Reduced 7.16%	12,000 $380,000
Q2 2022 Jul 13, 2022	BUY	$32.02 - $36.26 $277,933 - $314,736	8,680 Added 204.48%	12,925 $425,000
Q1 2022 May 09, 2022	SELL	$34.86 - $39.14 $302,584 - $339,735	-8,680 Reduced 67.16%	4,245 $155,000
Q2 2021 Aug 10, 2021	BUY	$37.96 - $39.34 $22,776 - $23,604	600 Added 4.87%	12,925 $508,000

Q1 2021 May 11, 2021	SELL	$37.15 - $38.46 $148,265 - $153,493	-3,991 Reduced 24.46%	12,325 $473,000
Q4 2020 Feb 04, 2021	SELL	$36.13 - $38.51 $30,855 - $32,887	-854 Reduced 4.97%	16,316 $628,000
Q3 2020 Nov 05, 2020	BUY	$34.54 - $36.7 $63,864 - $67,858	1,849 Added 12.07%	17,170 $626,000
Q2 2020 Aug 13, 2020	BUY	$30.01 - $35.86 $28,929 - $34,569	964 Added 6.71%	15,321 $531,000
Q1 2020 Apr 24, 2020	BUY	$25.12 - $38.29 $32,856 - $50,083	1,308 Added 10.02%	14,357 $457,000
Q4 2019 Feb 10, 2020	BUY	$36.77 - $37.68 $324,973 - $333,015	8,838 Added 209.88%	13,049 $491,000
Q3 2019 Nov 08, 2019	SELL	$36.77 - $37.53 $22,870 - $23,343	-622 Reduced 12.87%	4,211 $158,000
Q2 2019 Aug 12, 2019	BUY	$36.27 - $37.09 $13,202 - $13,500	364 Added 8.14%	4,833 $178,000
Q1 2019 May 09, 2019	BUY	$34.55 - $36.63 $10,365 - $10,989	300 Added 7.2%	4,469 $163,000
Q4 2018 Feb 01, 2019	BUY	$33.41 - $36.68 $128,428 - $140,997	3,844 Added 1182.77%	4,169 $143,000
Q2 2018 Jul 23, 2018	BUY	$36.91 - $37.71 $11,995 - $12,255	325 New	325 $12,000

Others Institutions Holding PFF

# of Institutions

1,134

Shares Held

196M

Call Options Held

176K

Put Options Held

274K

View Full List

About ISHARES TRUST ISHARES PFD AND

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Bergan Kdv Wealth Management, LLC Ishares Trust Ishares Pfd And Transaction History