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

Modera Wealth Management, LLC

  • $8.42 Billion
  • Q3 2025

A detailed history of Modera Wealth Management, LLC transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Modera Wealth Management, LLC holds 16,172 shares of PFF stock, worth $499,553. This represents 0.01% of its overall portfolio holdings.

Number of Shares
16,172
Previous 12,172 32.86%
Holding current value
$499,553
Previous $373,000 37.0%
% of portfolio
0.01%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
BUY
$30.67 - $32.13 $122,680 - $128,520
4,000 Added 32.86%
16,172 $511,000
Q2 2025

Aug 06, 2025
BUY
$29.0 - $30.68 $59,218 - $62,648
2,042 Added 20.16%
12,172 $373,000
Q1 2025

May 08, 2025
BUY
$30.73 - $32.26 $9,526 - $10,000
310 Added 3.16%
10,130 $311,000
Q3 2024

Oct 24, 2024
SELL
$31.18 - $33.5 $73,803 - $79,294
-2,367 Reduced 19.42%
9,820 $326,000
Q2 2024

Jul 29, 2024
SELL
$30.65 - $32.13 $478,017 - $501,099
-15,596 Reduced 56.14%
12,187 $384,000
Q1 2024

May 14, 2024
SELL
$31.12 - $32.54 $86,015 - $89,940
-2,764 Reduced 9.05%
27,783 $895,000
Q4 2023

Feb 14, 2024
SELL
$28.34 - $31.4 $141,955 - $157,282
-5,009 Reduced 14.09%
30,547 $952,000
Q3 2023

Nov 30, 2023
BUY
$29.99 - $31.22 $647,064 - $673,602
21,576 Added 154.33%
35,556 $1.07 Million
Q3 2023

Nov 01, 2023
SELL
$29.99 - $31.22 $747,320 - $777,971
-24,919 Reduced 64.06%
13,980 $421,000
Q2 2023

Aug 07, 2023
BUY
$29.33 - $31.46 $1.14 Million - $1.22 Million
38,899 New
38,899 $1.2 Million

Others Institutions Holding PFF

# of Institutions
1,134
Shares Held
196M
Call Options Held
176K
Put Options Held
274K
View Full List

About ISHARES TRUST ISHARES PFD AND

PFF Quotes by TradingView
  • Ticker PFF
  • Sector ETFs
  • Industry ETFs
More about PFF
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