Mount Yale Investment Advisors, LLC Ishares Trust Ishares Pfd And Transaction History

Mount Yale Investment Advisors, LLC

$1.38 Billion
Q3 2025

A detailed history of Mount Yale Investment Advisors, LLC transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 17,292 shares of PFF stock, worth $534,149. This represents 0.04% of its overall portfolio holdings.

Number of Shares

17,292

Previous 12,600 37.24%

Holding current value

$534,149

Previous $386,000 41.45%

% of portfolio

0.04%

Previous 0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$30.67 - $32.13 $143,903 - $150,753	4,692 Added 37.24%	17,292 $546,000
Q2 2025 Aug 12, 2025	SELL	$29.0 - $30.68 $131,950 - $139,594	-4,550 Reduced 26.53%	12,600 $386,000
Q1 2025 Apr 16, 2025	BUY	$30.73 - $32.26 $193,599 - $203,238	6,300 Added 58.06%	17,150 $527,000
Q4 2024 Jan 22, 2025	BUY	$31.23 - $33.51 $48,406 - $51,940	1,550 Added 16.67%	10,850 $341,000
Q2 2024 Aug 13, 2024	BUY	$30.65 - $32.13 $285,045 - $298,809	9,300 New	9,300 $293,000

Q4 2023 Feb 12, 2024	BUY	$28.34 - $31.4 $305,646 - $338,649	10,785 New	10,785 $336,000
Q4 2022 Feb 13, 2023	BUY	$29.96 - $32.28 $1.09 Million - $1.17 Million	36,334 New	36,334 $1.11 Million
Q1 2022 May 03, 2022	SELL	$34.86 - $39.14 $831,062 - $933,097	-23,840 Closed	0 $0
Q4 2021 Feb 02, 2022	BUY	$38.29 - $39.43 $912,833 - $940,011	23,840 New	23,840 $940,000

Others Institutions Holding PFF

# of Institutions

1,133

Shares Held

196M

Call Options Held

176K

Put Options Held

274K

View Full List

About ISHARES TRUST ISHARES PFD AND

Ticker PFF
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Mount Yale Investment Advisors, LLC Ishares Trust Ishares Pfd And Transaction History