Powell Investment Advisors, LLC Ishares Trust Ishares Pfd And Transaction History

Powell Investment Advisors, LLC

$211 Million
Q3 2024

A detailed history of Powell Investment Advisors, LLC transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Powell Investment Advisors, LLC holds 56,118 shares of PFF stock, worth $1.83 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares

56,118

Previous 55,338 1.41%

Holding current value

$1.83 Million

Previous $1.75 Million 6.82%

% of portfolio

0.88%

Previous 0.91%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	BUY	$31.18 - $33.5 $24,320 - $26,130	780 Added 1.41%	56,118 $1.86 Million
Q2 2024 Jul 30, 2024	SELL	$30.65 - $32.13 $53,361 - $55,938	-1,741 Reduced 3.05%	55,338 $1.75 Million
Q1 2024 Apr 15, 2024	SELL	$31.12 - $32.54 $87,104 - $91,079	-2,799 Reduced 4.67%	57,079 $1.84 Million
Q4 2023 Jan 31, 2024	SELL	$28.34 - $31.4 $13,319 - $14,758	-470 Reduced 0.78%	59,878 $1.87 Million
Q3 2023 Oct 16, 2023	BUY	$29.99 - $31.22 $5,908 - $6,150	197 Added 0.33%	60,348 $1.82 Million
Q2 2023 Aug 02, 2023	SELL	$29.33 - $31.46 $99,780 - $107,026	-3,402 Reduced 5.35%	60,151 $1.86 Million
Q1 2023 May 10, 2023	BUY	$29.86 - $33.81 $228,727 - $258,984	7,660 Added 13.7%	63,553 $1.98 Million
Q4 2022 Feb 14, 2023	SELL	$29.96 - $32.28 $1.47 Million - $1.58 Million	-49,057 Reduced 46.74%	55,893 $1.71 Million
Q3 2022 Nov 14, 2022	BUY	$31.4 - $35.35 $8,352 - $9,403	266 Added 0.25%	104,950 $3.32 Million
Q2 2022 Aug 02, 2022	SELL	$32.02 - $36.26 $677,511 - $767,225	-21,159 Reduced 16.81%	104,684 $3.44 Million
Q1 2022 May 09, 2022	SELL	$34.86 - $39.14 $68,011 - $76,362	-1,951 Reduced 1.53%	125,843 $4.58 Million
Q4 2021 Jan 14, 2022	SELL	$38.29 - $39.43 $26,534 - $27,324	-693 Reduced 0.54%	127,794 $5.04 Million
Q3 2021 Oct 13, 2021	BUY	$38.55 - $39.48 $129,065 - $132,179	3,348 Added 2.68%	128,487 $4.99 Million
Q2 2021 Jul 14, 2021	SELL	$37.96 - $39.34 $985,593 - $1.02 Million	-25,964 Reduced 17.18%	125,139 $4.92 Million
Q1 2021 Apr 14, 2021	SELL	$37.15 - $38.46 $161,342 - $167,031	-4,343 Reduced 2.79%	151,103 $5.8 Million
Q4 2020 Jan 14, 2021	BUY	$36.13 - $38.51 $75,294 - $80,254	2,084 Added 1.36%	155,446 $5.99 Million
Q3 2020 Oct 07, 2020	BUY	$34.54 - $36.7 $210,521 - $223,686	6,095 Added 4.14%	153,362 $5.59 Million
Q2 2020 Jul 31, 2020	BUY	$30.01 - $35.86 $167,005 - $199,560	5,565 Added 3.93%	147,267 $5.1 Million
Q1 2020 May 12, 2020	SELL	$25.12 - $38.29 $55,615 - $84,774	-2,214 Reduced 1.54%	141,702 $4.51 Million
Q4 2019 Feb 10, 2020	BUY	$36.77 - $37.68 $5.29 Million - $5.42 Million	143,916 New	143,916 $5.41 Million

Others Institutions Holding PFF

# of Institutions

1,087

Shares Held

185M

Call Options Held

375K

Put Options Held

1.29M

View Full List

About ISHARES TRUST ISHARES PFD AND

Ticker PFF
Sector ETFs
Industry ETFs

More about PFF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Powell Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Powell Investment Advisors, LLC with notifications on news.

Account

Powell Investment Advisors, LLC Ishares Trust Ishares Pfd And Transaction History