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

Guardian Wealth Advisors, LLC

$156 Million
Q4 2024

A detailed history of Guardian Wealth Advisors, LLC transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 79,062 shares of PFF stock, worth $2.54 Million. This represents 1.59% of its overall portfolio holdings.

Number of Shares

79,062

Previous 88,240 10.4%

Holding current value

$2.54 Million

Previous $2.93 Million 15.25%

% of portfolio

1.59%

Previous 1.81%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$31.23 - $33.51 $286,628 - $307,554	-9,178 Reduced 10.4%	79,062 $2.49 Million
Q3 2024 Nov 07, 2024	BUY	$31.18 - $33.5 $62,827 - $67,502	2,015 Added 2.34%	88,240 $2.93 Million
Q2 2024 Aug 08, 2024	BUY	$30.65 - $32.13 $15,600 - $16,354	509 Added 0.59%	86,225 $2.72 Million
Q1 2024 Apr 26, 2024	BUY	$31.12 - $32.54 $40,269 - $42,106	1,294 Added 1.53%	85,716 $2.76 Million
Q4 2023 Feb 08, 2024	SELL	$28.34 - $31.4 $108,967 - $120,733	-3,845 Reduced 4.36%	84,422 $2.63 Million
Q3 2023 Oct 30, 2023	SELL	$29.99 - $31.22 $45,404 - $47,267	-1,514 Reduced 1.69%	88,267 $2.66 Million
Q2 2023 Aug 08, 2023	SELL	$29.33 - $31.46 $254,027 - $272,475	-8,661 Reduced 8.8%	89,781 $2.78 Million
Q1 2023 May 18, 2023	SELL	$29.86 - $33.81 $1.2 Million - $1.36 Million	-40,293 Reduced 29.04%	98,442 $3.07 Million
Q4 2022 Feb 02, 2023	BUY	$29.96 - $32.28 $3.02 Million - $3.25 Million	100,778 New	100,778 $3.08 Million
Q3 2022 May 18, 2023	BUY	$31.4 - $35.35 $4.36 Million - $4.9 Million	138,735 New	138,735 $4.39 Million
Q2 2022 Aug 12, 2022	SELL	$32.02 - $36.26 $193,496 - $219,119	-6,043 Reduced 3.74%	155,349 $5.11 Million
Q1 2022 May 11, 2022	BUY	$34.86 - $39.14 $85,825 - $96,362	2,462 Added 1.55%	161,392 $5.88 Million
Q4 2021 Feb 03, 2022	BUY	$38.29 - $39.43 $373,672 - $384,797	9,759 Added 6.54%	158,930 $6.27 Million
Q3 2021 Nov 10, 2021	BUY	$38.55 - $39.48 $135,271 - $138,535	3,509 Added 2.41%	149,171 $5.79 Million
Q2 2021 Jul 28, 2021	BUY	$37.96 - $39.34 $5.53 Million - $5.73 Million	145,662 New	145,662 $5.73 Million
Q1 2021 May 10, 2021	SELL	$37.15 - $38.46 $5.19 Million - $5.37 Million	-139,606 Closed	0 $0
Q1 2021 May 10, 2021	BUY	$37.15 - $38.46 $410,024 - $424,483	11,037 Added 8.58%	139,606 $5.36 Million
Q4 2020 May 10, 2021	BUY	$36.13 - $38.51 $4.65 Million - $4.95 Million	128,569 New	128,569 $4.95 Million

Others Institutions Holding PFF

# of Institutions

1,108

Shares Held

186M

Call Options Held

167K

Put Options Held

797K

View Full List

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