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

Moser Wealth Advisors, LLC

$190 Million
Q3 2024

A detailed history of Moser Wealth Advisors, LLC transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Moser Wealth Advisors, LLC holds 215,815 shares of PFF stock, worth $6.92 Million. This represents 3.77% of its overall portfolio holdings.

Number of Shares

215,815

Previous 214,182 0.76%

Holding current value

$6.92 Million

Previous $6.76 Million 6.13%

% of portfolio

3.77%

Previous 3.72%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	BUY	$31.18 - $33.5 $50,916 - $54,705	1,633 Added 0.76%	215,815 $7.17 Million
Q2 2024 Aug 06, 2024	SELL	$30.65 - $32.13 $103,351 - $108,342	-3,372 Reduced 1.55%	214,182 $6.76 Million
Q1 2024 May 01, 2024	SELL	$31.12 - $32.54 $56,513 - $59,092	-1,816 Reduced 0.83%	217,554 $7.01 Million
Q4 2023 Feb 06, 2024	SELL	$28.34 - $31.4 $258,347 - $286,242	-9,116 Reduced 3.99%	219,370 $6.84 Million
Q3 2023 Nov 09, 2023	BUY	$29.99 - $31.22 $48,583 - $50,576	1,620 Added 0.71%	228,486 $6.89 Million
Q2 2023 Aug 02, 2023	SELL	$29.33 - $31.46 $56,166 - $60,245	-1,915 Reduced 0.84%	226,866 $7.02 Million
Q4 2022 Jan 12, 2023	SELL	$29.96 - $32.28 $89,460 - $96,388	-2,986 Reduced 1.29%	228,781 $6.99 Million
Q3 2022 Nov 03, 2022	SELL	$31.4 - $35.35 $82,362 - $92,723	-2,623 Reduced 1.12%	231,767 $7.34 Million
Q2 2022 Aug 02, 2022	BUY	$32.02 - $36.26 $18,251 - $20,668	570 Added 0.24%	234,390 $7.71 Million
Q1 2022 Apr 29, 2022	BUY	$34.86 - $39.14 $248,516 - $279,029	7,129 Added 3.14%	233,820 $8.52 Million
Q4 2021 Jan 19, 2022	BUY	$38.29 - $39.43 $35,686 - $36,748	932 Added 0.41%	226,691 $8.94 Million
Q3 2021 Oct 18, 2021	BUY	$38.55 - $39.48 $360,095 - $368,782	9,341 Added 4.32%	225,759 $8.76 Million
Q2 2021 Jul 29, 2021	BUY	$37.96 - $39.34 $111,678 - $115,738	2,942 Added 1.38%	216,418 $8.51 Million
Q1 2021 May 05, 2021	BUY	$37.15 - $38.46 $39,156 - $40,536	1,054 Added 0.5%	213,476 $8.2 Million
Q4 2020 Jan 29, 2021	BUY	$36.13 - $38.51 $53,653 - $57,187	1,485 Added 0.7%	212,422 $8.18 Million
Q3 2020 Oct 26, 2020	SELL	$34.54 - $36.7 $231,279 - $245,743	-6,696 Reduced 3.08%	210,937 $7.69 Million
Q2 2020 Jul 22, 2020	SELL	$30.01 - $35.86 $36,942 - $44,143	-1,231 Reduced 0.56%	217,633 $7.54 Million
Q1 2020 Apr 30, 2020	BUY	$25.12 - $38.29 $15,348 - $23,395	611 Added 0.28%	218,864 $6.97 Million
Q4 2019 Feb 12, 2020	BUY	$36.77 - $37.68 $8.03 Million - $8.22 Million	218,253 New	218,253 $8.2 Million

Others Institutions Holding PFF

# of Institutions

1,104

Shares Held

186M

Call Options Held

167K

Put Options Held

797K

View Full List

About ISHARES TRUST ISHARES PFD AND

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