Ep Wealth Advisors, LLC Ishares Trust Ishares Pfd And Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 6,725 shares of PFF stock, worth $207,735. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,725
Previous 7,737 13.08%
Holding current value
$207,735
Previous $237,000 13.08%
% of portfolio
0.0%
Previous 0.0%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$29.0 - $30.68 $29,348 - $31,048
-1,012 Reduced 13.08%
6,725 $206,000
Q1 2025

May 15, 2025
SELL
$30.73 - $32.26 $265,630 - $278,855
-8,644 Reduced 52.77%
7,737 $237,000
Q4 2024

Feb 13, 2025
BUY
$31.23 - $33.51 $91,129 - $97,782
2,918 Added 21.67%
16,381 $515,000
Q3 2024

Nov 14, 2024
BUY
$31.18 - $33.5 $52,538 - $56,447
1,685 Added 14.31%
13,463 $447,000
Q2 2024

Aug 19, 2024
BUY
$30.65 - $32.13 $10,421 - $10,924
340 Added 2.97%
11,778 $371,000
Q1 2024

May 14, 2024
SELL
$31.12 - $32.54 $125,413 - $131,136
-4,030 Reduced 26.05%
11,438 $368,000
Q4 2023

Feb 28, 2024
BUY
$28.34 - $31.4 $54,866 - $60,790
1,936 Added 14.31%
15,468 $482,000
Q3 2023

Nov 22, 2023
BUY
$29.99 - $31.22 $224,595 - $233,806
7,489 Added 123.93%
13,532 $407,000
Q2 2023

Aug 14, 2023
SELL
$29.33 - $31.46 $4.24 Million - $4.54 Million
-144,407 Reduced 95.98%
6,043 $186,000
Q1 2023

Jun 05, 2023
BUY
$29.86 - $33.81 $4.1 Million - $4.64 Million
137,185 Added 1034.19%
150,450 $4.7 Million
Q4 2022

Jun 12, 2023
SELL
$29.96 - $32.28 $4.17 Million - $4.49 Million
-139,174 Reduced 92.51%
11,276 $344,000
Q3 2022

Dec 02, 2022
SELL
$31.4 - $35.35 $203,597 - $229,209
-6,484 Reduced 32.83%
13,265 $420,000
Q2 2022

Aug 11, 2022
BUY
$32.02 - $36.26 $108,003 - $122,304
3,373 Added 20.6%
19,749 $649,000
Q1 2022

May 20, 2022
SELL
$34.86 - $39.14 $362,195 - $406,664
-10,390 Reduced 38.82%
16,376 $596,000
Q4 2021

Feb 17, 2022
BUY
$38.29 - $39.43 $251,641 - $259,133
6,572 Added 32.54%
26,766 $1.06 Million
Q3 2021

Nov 23, 2021
BUY
$38.55 - $39.48 $215,186 - $220,377
5,582 Added 38.2%
20,194 $784,000
Q3 2021

Nov 16, 2021
SELL
$38.55 - $39.48 $269,965 - $276,478
-7,003 Reduced 32.4%
14,612 $784,000
Q2 2021

Aug 24, 2021
SELL
$37.96 - $39.34 $95,697 - $99,176
-2,521 Reduced 10.44%
21,615 $850,000
Q1 2021

May 17, 2021
BUY
$37.15 - $38.46 $238,317 - $246,720
6,415 Added 36.2%
24,136 $927,000
Q4 2020

Feb 18, 2021
BUY
$36.13 - $38.51 $19,040 - $20,294
527 Added 3.07%
17,721 $682,000
Q3 2020

Nov 17, 2020
BUY
$34.54 - $36.7 $593,880 - $631,019
17,194 New
17,194 $627,000
Q2 2020

Aug 14, 2020
SELL
$30.01 - $35.86 $709,376 - $847,658
-23,638 Closed
0 $795,000
Q1 2020

May 18, 2020
BUY
$25.12 - $38.29 $180,135 - $274,577
7,171 Added 43.55%
23,638 $753,000
Q4 2019

Feb 14, 2020
BUY
$36.77 - $37.68 $209,993 - $215,190
5,711 Added 53.1%
16,467 $619,000
Q3 2019

Nov 18, 2019
SELL
$36.77 - $37.53 $95,602 - $97,578
-2,600 Reduced 19.47%
10,756 $404,000
Q2 2019

Aug 27, 2019
BUY
$36.27 - $37.09 $484,422 - $495,374
13,356 New
13,356 $492,000

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

PFF Quotes by TradingView
  • Ticker PFF
  • Sector ETFs
  • Industry ETFs
More about PFF
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