Investment Planning Advisors, Inc. Ishares Trust Ishares Pfd And Transaction History

Investment Planning Advisors, Inc.

$286 Million
Q4 2025

A detailed history of Investment Planning Advisors, Inc. transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 15,592 shares of PFF stock, worth $481,636. This represents 0.17% of its overall portfolio holdings.

Number of Shares

15,592

Previous 19,540 20.2%

Holding current value

$481,636

Previous $617,000 22.04%

% of portfolio

0.17%

Previous 0.23%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 20, 2026	SELL	$30.84 - $31.79 $121,756 - $125,506	-3,948 Reduced 20.2%	15,592 $481,000
Q3 2025 Oct 21, 2025	SELL	$30.67 - $32.13 $50,329 - $52,725	-1,641 Reduced 7.75%	19,540 $617,000
Q2 2025 Jul 21, 2025	SELL	$29.0 - $30.68 $181,975 - $192,517	-6,275 Reduced 22.85%	21,181 $649,000
Q1 2025 Apr 22, 2025	SELL	$30.73 - $32.26 $399 - $419	-13 Reduced 0.05%	27,456 $843,000
Q4 2024 Jan 22, 2025	BUY	$31.23 - $33.51 $24,609 - $26,405	788 Added 2.95%	27,469 $863,000

Q2 2024 Jul 22, 2024	BUY	$30.65 - $32.13 $817,772 - $857,260	26,681 New	26,681 $842 Million

Others Institutions Holding PFF

# of Institutions

1,132

Shares Held

193M

Call Options Held

176K

Put Options Held

274K

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About ISHARES TRUST ISHARES PFD AND

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Investment Planning Advisors, Inc. Ishares Trust Ishares Pfd And Transaction History