Gerber Kawasaki Wealth & Investment Management Ishares Trust Ishares Pfd And Transaction History

Gerber Kawasaki Wealth & Investment Management

$2.28 Billion
Q4 2024

A detailed history of Gerber Kawasaki Wealth & Investment Management transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Gerber Kawasaki Wealth & Investment Management holds 272,917 shares of PFF stock, worth $8.63 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

272,917

Previous 251,599 8.47%

Holding current value

$8.63 Million

Previous $8.36 Million 2.63%

% of portfolio

0.38%

Previous 0.39%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$31.23 - $33.51 $665,761 - $714,366	21,318 Added 8.47%	272,917 $8.58 Million
Q3 2024 Nov 13, 2024	BUY	$31.18 - $33.5 $1.04 Million - $1.12 Million	33,322 Added 15.27%	251,599 $8.36 Million
Q2 2024 Aug 13, 2024	BUY	$30.65 - $32.13 $811,703 - $850,898	26,483 Added 13.81%	218,277 $6.89 Million
Q1 2024 May 13, 2024	BUY	$31.12 - $32.54 $1.13 Million - $1.18 Million	36,371 Added 23.4%	191,794 $6.18 Million
Q4 2023 Feb 12, 2024	SELL	$28.34 - $31.4 $477,500 - $529,058	-16,849 Reduced 9.78%	155,423 $4.85 Million
Q3 2023 Nov 14, 2023	BUY	$29.99 - $31.22 $75,874 - $78,986	2,530 Added 1.49%	172,272 $5.19 Million
Q2 2023 Aug 10, 2023	BUY	$29.33 - $31.46 $1.67 Million - $1.79 Million	56,901 Added 50.43%	169,742 $5.25 Million
Q1 2023 May 15, 2023	BUY	$29.86 - $33.81 $953,817 - $1.08 Million	31,943 Added 39.49%	112,841 $3.52 Million
Q4 2022 Feb 08, 2023	BUY	$29.96 - $32.28 $1.82 Million - $1.96 Million	60,689 Added 300.31%	80,898 $2.47 Million
Q3 2022 Nov 14, 2022	BUY	$31.4 - $35.35 $81,640 - $91,910	2,600 Added 14.77%	20,209 $640,000
Q2 2022 Aug 04, 2022	SELL	$32.02 - $36.26 $768,480 - $870,240	-24,000 Reduced 57.68%	17,609 $612,000
Q1 2022 May 12, 2022	SELL	$34.86 - $39.14 $434,704 - $488,075	-12,470 Reduced 23.06%	41,609 $1.52 Million
Q4 2021 Feb 11, 2022	BUY	$38.29 - $39.43 $2.07 Million - $2.13 Million	54,068 Added 491527.28%	54,079 $2.13 Million
Q3 2021 Nov 15, 2021	SELL	$38.55 - $39.48 $368,846 - $377,744	-9,568 Reduced 99.89%	11 $11,000
Q2 2021 Aug 11, 2021	BUY	$37.96 - $39.34 $21,257 - $22,030	560 Added 6.21%	9,579 $376,000
Q1 2021 May 07, 2021	BUY	$37.15 - $38.46 $25,596 - $26,498	689 Added 8.27%	9,019 $346,000
Q4 2020 Feb 09, 2021	BUY	$36.13 - $38.51 $300,962 - $320,788	8,330 New	8,330 $320,000
Q3 2020 Nov 02, 2020	SELL	$34.54 - $36.7 $270,897 - $287,838	-7,843 Closed	0 $0
Q2 2020 Aug 10, 2020	BUY	$30.01 - $35.86 $23,797 - $28,436	793 Added 11.25%	7,843 $271,000
Q1 2020 May 05, 2020	BUY	$25.12 - $38.29 $38,936 - $59,349	1,550 Added 28.18%	7,050 $224,000
Q4 2019 Feb 06, 2020	BUY	$36.77 - $37.68 $202,235 - $207,240	5,500 New	5,500 $206,000

Others Institutions Holding PFF

# of Institutions

1,163

Shares Held

198M

Call Options Held

255K

Put Options Held

1.06M

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About ISHARES TRUST ISHARES PFD AND

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Gerber Kawasaki Wealth & Investment Management Ishares Trust Ishares Pfd And Transaction History