Legacy Capital Wealth Partners, LLC Ishares Trust Ishares Pfd And Transaction History

Legacy Capital Wealth Partners, LLC

$439 Million
Q4 2024

A detailed history of Legacy Capital Wealth Partners, LLC transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 65,898 shares of PFF stock, worth $2.08 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares

65,898

Previous 70,350 6.33%

Holding current value

$2.08 Million

Previous $2.34 Million 11.38%

% of portfolio

0.47%

Previous 0.41%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$31.23 - $33.51 $139,035 - $149,186	-4,452 Reduced 6.33%	65,898 $2.07 Million
Q3 2024 Nov 04, 2024	BUY	$31.18 - $33.5 $87,771 - $94,302	2,815 Added 4.17%	70,350 $2.34 Million
Q2 2024 Aug 01, 2024	BUY	$30.65 - $32.13 $2.07 Million - $2.17 Million	67,535 New	67,535 $2.13 Million
Q4 2023 Feb 05, 2024	SELL	$28.34 - $31.4 $281,983 - $312,430	-9,950 Reduced 12.21%	71,559 $2.23 Million
Q3 2023 Oct 16, 2023	BUY	$29.99 - $31.22 $2.1 Million - $2.19 Million	69,991 Added 607.67%	81,509 $2.46 Million
Q2 2023 Jul 27, 2023	SELL	$29.33 - $31.46 $1.89 Million - $2.03 Million	-64,486 Reduced 84.85%	11,518 $356,000
Q1 2023 May 10, 2023	BUY	$29.86 - $33.81 $29,083 - $32,930	974 Added 1.3%	76,004 $2.37 Million
Q4 2022 Feb 09, 2023	BUY	$29.96 - $32.28 $125,262 - $134,962	4,181 Added 5.9%	75,030 $2.29 Million
Q3 2022 Nov 14, 2022	BUY	$31.4 - $35.35 $22,733 - $25,593	724 Added 1.03%	70,849 $2.24 Million
Q2 2022 Aug 12, 2022	BUY	$32.02 - $36.26 $231,792 - $262,486	7,239 Added 11.51%	70,125 $2.31 Million
Q1 2022 May 16, 2022	SELL	$34.86 - $39.14 $35,208 - $39,531	-1,010 Reduced 1.58%	62,886 $2.29 Million
Q4 2021 Feb 14, 2022	BUY	$38.29 - $39.43 $183,945 - $189,421	4,804 Added 8.13%	63,896 $2.41 Million
Q3 2021 Nov 15, 2021	BUY	$38.55 - $39.48 $2.28 Million - $2.33 Million	59,092 New	59,092 $4.6 Million
Q2 2021 Aug 13, 2021	SELL	$37.96 - $39.34 $2.28 Million - $2.36 Million	-60,077 Closed	0 $0
Q1 2021 May 14, 2021	BUY	$37.15 - $38.46 $9,213 - $9,538	248 Added 0.41%	60,077 $2.31 Million
Q4 2020 Feb 16, 2021	BUY	$36.13 - $38.51 $2.16 Million - $2.3 Million	59,829 New	59,829 $2.3 Million

Others Institutions Holding PFF

# of Institutions

1,134

Shares Held

190M

Call Options Held

167K

Put Options Held

797K

View Full List

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Legacy Capital Wealth Partners, LLC Ishares Trust Ishares Pfd And Transaction History