Perfromance Wealth Partners, LLC Ishares Trust Ishares Pfd And Transaction History

Perfromance Wealth Partners, LLC

$3.51 Billion
Q3 2025

A detailed history of Perfromance Wealth Partners, LLC transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Perfromance Wealth Partners, LLC holds 14,703 shares of PFF stock, worth $454,175. This represents 0.01% of its overall portfolio holdings.

Number of Shares

14,703

Previous 14,703 -0.0%

Holding current value

$454,175

Previous $451,000 2.88%

% of portfolio

0.01%

Previous 0.01%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	SELL	$29.0 - $30.68 $116 - $122	-4 Reduced 0.03%	14,703 $451,000
Q1 2025 Apr 22, 2025	SELL	$30.73 - $32.26 $30,422 - $31,937	-990 Reduced 6.31%	14,707 $451,000
Q4 2024 Jan 17, 2025	BUY	$31.23 - $33.51 $6,246 - $6,702	200 Added 1.29%	15,697 $493,000
Q2 2024 Jul 19, 2024	SELL	$30.65 - $32.13 $9,409 - $9,863	-307 Reduced 1.94%	15,497 $488,000
Q1 2024 Apr 30, 2024	SELL	$31.12 - $32.54 $1,960 - $2,050	-63 Reduced 0.4%	15,804 $509,000

Q4 2023 Jan 22, 2024	SELL	$28.34 - $31.4 $4,024 - $4,458	-142 Reduced 0.89%	15,867 $494,000
Q3 2023 Oct 30, 2023	SELL	$29.99 - $31.22 $1,559 - $1,623	-52 Reduced 0.32%	16,009 $482,000
Q2 2023 Jul 13, 2023	SELL	$29.33 - $31.46 $16,219 - $17,397	-553 Reduced 3.33%	16,061 $496,000
Q1 2023 Apr 20, 2023	SELL	$29.86 - $33.81 $47,208 - $53,453	-1,581 Reduced 8.69%	16,614 $518,000
Q4 2022 Jan 19, 2023	SELL	$29.96 - $32.28 $7,430 - $8,005	-248 Reduced 1.34%	18,195 $0
Q3 2022 Oct 17, 2022	SELL	$31.4 - $35.35 $12,874 - $14,493	-410 Reduced 2.17%	18,443 $584,000
Q2 2022 Jul 15, 2022	SELL	$32.02 - $36.26 $12,007 - $13,597	-375 Reduced 1.95%	18,853 $620,000
Q1 2022 Apr 21, 2022	SELL	$34.86 - $39.14 $174 - $195	-5 Reduced 0.03%	19,228 $700,000
Q4 2021 Feb 03, 2022	BUY	$38.29 - $39.43 $736,431 - $758,357	19,233 New	19,233 $758,000

Others Institutions Holding PFF

# of Institutions

1,134

Shares Held

196M

Call Options Held

176K

Put Options Held

274K

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Perfromance Wealth Partners, LLC Ishares Trust Ishares Pfd And Transaction History