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

Geo Wealth Management, LLC

$2.92 Billion
Q4 2024

A detailed history of Geo Wealth Management, LLC transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Geo Wealth Management, LLC holds 313 shares of PFF stock, worth $9,969. This represents 0.0% of its overall portfolio holdings.

Number of Shares

313

Previous 0 Infinity%

Holding current value

$9,969

Previous $0 Infinity%

% of portfolio

0.0%

Previous 0.0%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$31.23 - $33.51 $9,774 - $10,488	313 New	313 $9,000
Q3 2024 Nov 12, 2024	BUY	$31.18 - $33.5 $0 - $0	0 New	0 $0
Q2 2024 Aug 12, 2024	BUY	$30.65 - $32.13 $0 - $0	0 New	0 $0
Q1 2024 May 15, 2024	BUY	$31.12 - $32.54 $0 - $0	0 New	0 $0
Q1 2024 May 15, 2024	SELL	$31.12 - $32.54 $172,964 - $180,857	-5,558 Closed	0 $0
Q4 2023 Feb 13, 2024	BUY	$28.34 - $31.4 $123,704 - $137,061	4,365 Added 365.88%	5,558 $173,000
Q3 2023 Nov 13, 2023	BUY	$29.99 - $31.22 $4,528 - $4,714	151 Added 14.49%	1,193 $35,000
Q2 2023 Aug 10, 2023	SELL	$29.33 - $31.46 $39,683 - $42,565	-1,353 Reduced 56.49%	1,042 $32,000
Q1 2023 May 12, 2023	BUY	$29.86 - $33.81 $56,674 - $64,171	1,898 Added 381.89%	2,395 $75,000
Q4 2022 Feb 13, 2023	BUY	$29.96 - $32.28 $4,943 - $5,326	165 Added 49.7%	497 $15,000
Q3 2022 Nov 14, 2022	SELL	$31.4 - $35.35 $282 - $318	-9 Reduced 2.64%	332 $11,000
Q2 2022 Aug 12, 2022	SELL	$32.02 - $36.26 $896 - $1,015	-28 Reduced 7.59%	341 $12,000
Q1 2022 May 13, 2022	SELL	$34.86 - $39.14 $45,527 - $51,116	-1,306 Reduced 77.97%	369 $14,000
Q4 2021 Feb 14, 2022	BUY	$38.29 - $39.43 $114 - $118	3 Added 0.18%	1,675 $66,000
Q3 2021 Nov 12, 2021	SELL	$38.55 - $39.48 $481,913 - $493,539	-12,501 Reduced 88.2%	1,672 $65,000
Q2 2021 Aug 17, 2021	BUY	$37.96 - $39.34 $9,338 - $9,677	246 Added 1.77%	14,173 $559,000
Q1 2021 May 13, 2021	SELL	$37.15 - $38.46 $5.68 Million - $5.88 Million	-152,777 Reduced 91.65%	13,927 $534,000
Q4 2020 Feb 12, 2021	BUY	$36.13 - $38.51 $5.76 Million - $6.14 Million	159,422 Added 2189.26%	166,704 $6.43 Million
Q3 2020 Nov 13, 2020	SELL	$34.54 - $36.7 $9,912 - $10,532	-287 Reduced 3.79%	7,282 $267,000
Q2 2020 Aug 14, 2020	BUY	$30.01 - $35.86 $21,937 - $26,213	731 Added 10.69%	7,569 $262,000
Q1 2020 May 13, 2020	SELL	$25.12 - $38.29 $228,767 - $348,707	-9,107 Reduced 57.12%	6,838 $218,000
Q4 2019 Feb 13, 2020	SELL	$36.77 - $37.68 $101,963 - $104,486	-2,773 Reduced 14.81%	15,945 $599,000
Q3 2019 Nov 14, 2019	BUY	$36.77 - $37.53 $262,096 - $267,513	7,128 Added 61.5%	18,718 $703,000
Q2 2019 Aug 13, 2019	BUY	$36.27 - $37.09 $420,369 - $429,873	11,590 New	11,590 $427,000

Others Institutions Holding PFF

# of Institutions

1,164

Shares Held

198M

Call Options Held

255K

Put Options Held

1.06M

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 Geo Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Geo Wealth Management, LLC with notifications on news.

Account

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