Montag A & Associates Inc Ishares Trust Ishares Pfd And Transaction History

Montag A & Associates Inc

  • $2.14 Billion
  • Q3 2025

A detailed history of Montag A & Associates Inc transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Montag A & Associates Inc holds 13,943 shares of PFF stock, worth $430,699. This represents 0.02% of its overall portfolio holdings.

Number of Shares
13,943
Previous 16,203 13.95%
Holding current value
$430,699
Previous $497,000 11.47%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 12, 2025
SELL
$30.67 - $32.13 $69,314 - $72,613
-2,260 Reduced 13.95%
13,943 $440,000
Q2 2025

Aug 07, 2025
SELL
$29.0 - $30.68 $262,769 - $277,991
-9,061 Reduced 35.87%
16,203 $497,000
Q1 2025

May 05, 2025
SELL
$30.73 - $32.26 $323,986 - $340,117
-10,543 Reduced 29.44%
25,264 $776,000
Q4 2024

Jan 30, 2025
BUY
$31.23 - $33.51 $108,087 - $115,978
3,461 Added 10.7%
35,807 $1.13 Million
Q3 2024

Nov 05, 2024
BUY
$31.18 - $33.5 $96,439 - $103,615
3,093 Added 10.57%
32,346 $1.07 Million
Q2 2024

Jul 31, 2024
BUY
$30.65 - $32.13 $97,896 - $102,623
3,194 Added 12.26%
29,253 $922,000
Q1 2024

May 07, 2024
SELL
$31.12 - $32.54 $5,912 - $6,182
-190 Reduced 0.72%
26,059 $839,000
Q4 2023

Feb 07, 2024
BUY
$28.34 - $31.4 $21,255 - $23,550
750 Added 2.94%
26,249 $818,000
Q2 2023

Aug 09, 2023
SELL
$29.33 - $31.46 $14,665 - $15,730
-500 Reduced 1.92%
25,499 $788,000
Q4 2022

Feb 02, 2023
SELL
$29.96 - $32.28 $13,182 - $14,203
-440 Reduced 1.66%
25,999 $793,000
Q3 2022

Nov 09, 2022
BUY
$31.4 - $35.35 $124,720 - $140,410
3,972 Added 17.68%
26,439 $837,000
Q2 2022

Aug 10, 2022
SELL
$32.02 - $36.26 $16,010 - $18,130
-500 Reduced 2.18%
22,467 $739,000
Q1 2022

May 02, 2022
SELL
$34.86 - $39.14 $884,084 - $992,629
-25,361 Reduced 52.48%
22,967 $836,000
Q3 2021

Nov 08, 2021
BUY
$38.55 - $39.48 $2,158 - $2,210
56 Added 0.12%
48,328 $1.88 Million
Q2 2021

Aug 03, 2021
SELL
$37.96 - $39.34 $6,832 - $7,081
-180 Reduced 0.37%
48,272 $1.9 Million
Q1 2021

May 14, 2021
SELL
$37.15 - $38.46 $369,642 - $382,677
-9,950 Reduced 17.04%
48,452 $1.86 Million
Q4 2020

Feb 12, 2021
BUY
$36.13 - $38.51 $2.11 Million - $2.25 Million
58,402 New
58,402 $2.25 Million

Others Institutions Holding PFF

# of Institutions
1,131
Shares Held
194M
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
Track This Portfolio

Track Montag A & Associates Inc Portfolio

Follow Montag A & Associates Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Montag A & Associates Inc, based on Form 13F filings with the SEC.

News

Stay updated on Montag A & Associates Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email