Crestwood Advisors Group LLC Ishares Trust Ishares Pfd And Transaction History

Crestwood Advisors Group LLC

$5.73 Billion
Q3 2025

A detailed history of Crestwood Advisors Group LLC transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Crestwood Advisors Group LLC holds 33,661 shares of PFF stock, worth $1.04 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

33,661

Previous 33,863 0.6%

Holding current value

$1.04 Million

Previous $1.04 Million 2.5%

% of portfolio

0.02%

Previous 0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	SELL	$30.67 - $32.13 $6,195 - $6,490	-202 Reduced 0.6%	33,661 $1.06 Million
Q2 2025 Aug 05, 2025	BUY	$29.0 - $30.68 $22,475 - $23,777	775 Added 2.34%	33,863 $1.04 Million
Q1 2025 May 05, 2025	BUY	$30.73 - $32.26 $16,747 - $17,581	545 Added 1.67%	33,088 $1.02 Million
Q4 2024 Feb 04, 2025	BUY	$31.23 - $33.51 $24,109 - $25,869	772 Added 2.43%	32,543 $1.02 Million
Q3 2024 Oct 30, 2024	SELL	$31.18 - $33.5 $53,536 - $57,519	-1,717 Reduced 5.13%	31,771 $1.06 Million

Q2 2024 Aug 01, 2024	BUY	$30.65 - $32.13 $151,870 - $159,204	4,955 Added 17.37%	33,488 $1.06 Million
Q1 2024 May 08, 2024	BUY	$31.12 - $32.54 $477,318 - $499,098	15,338 Added 116.24%	28,533 $919,000
Q4 2023 Jan 29, 2024	BUY	$28.34 - $31.4 $42,510 - $47,100	1,500 Added 12.83%	13,195 $411,000
Q3 2023 Nov 15, 2023	BUY	$29.99 - $31.22 $350,733 - $365,117	11,695 New	11,695 $352,000

Others Institutions Holding PFF

# of Institutions

1,134

Shares Held

196M

Call Options Held

176K

Put Options Held

274K

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Crestwood Advisors Group LLC Ishares Trust Ishares Pfd And Transaction History