Forth Right Wealth Management, LLC Ishares Trust Ishares Pfd And Transaction History

Forth Right Wealth Management, LLC

$288 Million
Q4 2024

A detailed history of Forth Right Wealth Management, LLC transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Forth Right Wealth Management, LLC holds 96,798 shares of PFF stock, worth $3.08 Million. This represents 1.06% of its overall portfolio holdings.

Number of Shares

96,798

Previous 102,999 6.02%

Holding current value

$3.08 Million

Previous $3.42 Million 11.08%

% of portfolio

1.06%

Previous 1.18%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$31.23 - $33.51 $193,657 - $207,795	-6,201 Reduced 6.02%	96,798 $3.04 Million
Q3 2024 Oct 28, 2024	SELL	$31.18 - $33.5 $2.27 Million - $2.44 Million	-72,818 Reduced 41.42%	102,999 $3.42 Million
Q2 2024 Jul 12, 2024	SELL	$30.65 - $32.13 $850,414 - $891,478	-27,746 Reduced 13.63%	175,817 $5.55 Million
Q1 2024 Apr 23, 2024	SELL	$31.12 - $32.54 $466,177 - $487,449	-14,980 Reduced 6.85%	203,563 $6.56 Million
Q4 2023 Jan 23, 2024	SELL	$28.34 - $31.4 $2.2 Million - $2.43 Million	-77,459 Reduced 26.17%	218,543 $6.82 Million
Q3 2023 Oct 24, 2023	SELL	$29.99 - $31.22 $169,323 - $176,268	-5,646 Reduced 1.87%	296,002 $8.92 Million
Q2 2023 Jul 17, 2023	BUY	$29.33 - $31.46 $8.85 Million - $9.49 Million	301,648 New	301,648 $9.33 Million

Others Institutions Holding PFF

# of Institutions

1,117

Shares Held

187M

Call Options Held

167K

Put Options Held

797K

View Full List

About ISHARES TRUST ISHARES PFD AND

Ticker PFF
Sector ETFs
Industry ETFs

More about PFF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Forth Right Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forth Right Wealth Management, LLC with notifications on news.

Account

Forth Right Wealth Management, LLC Ishares Trust Ishares Pfd And Transaction History