Oak Harbor Wealth Partners, LLC Ishares Trust Ishares Pfd And Transaction History

Oak Harbor Wealth Partners, LLC

  • $317 Million
  • Q2 2024

A detailed history of Oak Harbor Wealth Partners, LLC transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Oak Harbor Wealth Partners, LLC holds 41,272 shares of PFF stock, worth $1.34 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
41,272
Previous 37,566 9.87%
Holding current value
$1.34 Million
Previous $1.21 Million 7.6%
% of portfolio
0.41%
Previous 0.38%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 18, 2024
BUY
$30.65 - $32.13 $113,588 - $119,073
3,706 Added 9.87%
41,272 $1.3 Million
Q1 2024

Apr 23, 2024
BUY
$31.12 - $32.54 $161,232 - $168,589
5,181 Added 16.0%
37,566 $1.21 Million
Q4 2023

Feb 09, 2024
BUY
$28.34 - $31.4 $25,789 - $28,574
910 Added 2.89%
32,385 $1.01 Million
Q3 2023

Oct 19, 2023
BUY
$29.99 - $31.22 $110,483 - $115,014
3,684 Added 13.26%
31,475 $948,000
Q2 2023

Jul 27, 2023
SELL
$29.33 - $31.46 $37,835 - $40,583
-1,290 Reduced 4.44%
27,791 $859,000
Q1 2023

Apr 24, 2023
BUY
$29.86 - $33.81 $305,199 - $345,572
10,221 Added 54.19%
29,081 $907,000
Q4 2022

Jan 18, 2023
SELL
$29.96 - $32.28 $50,003 - $53,875
-1,669 Reduced 8.13%
18,860 $0
Q3 2022

Nov 03, 2022
SELL
$31.4 - $35.35 $19,154 - $21,563
-610 Reduced 2.89%
20,529 $650,000
Q2 2022

Jul 25, 2022
SELL
$32.02 - $36.26 $81,330 - $92,100
-2,540 Reduced 10.73%
21,139 $695,000
Q1 2022

May 11, 2022
BUY
$34.86 - $39.14 $251,375 - $282,238
7,211 Added 43.79%
23,679 $862,000
Q4 2021

Feb 17, 2022
BUY
$38.29 - $39.43 $630,559 - $649,333
16,468 New
16,468 $649,000

Others Institutions Holding PFF

# of Institutions
1,083
Shares Held
186M
Call Options Held
375K
Put Options Held
1.29M
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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