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

Sax Wealth Advisors, LLC

$1.26 Billion
Q4 2024

A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 47,540 shares of PFF stock, worth $1.51 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

47,540

Previous 44,202 7.55%

Holding current value

$1.51 Million

Previous $1.47 Million 1.77%

% of portfolio

0.12%

Previous 0.13%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$31.23 - $33.51 $104,245 - $111,856	3,338 Added 7.55%	47,540 $1.49 Million
Q3 2024 Oct 17, 2024	BUY	$31.18 - $33.5 $137,815 - $148,070	4,420 Added 11.11%	44,202 $1.47 Million
Q2 2024 Jul 12, 2024	SELL	$30.65 - $32.13 $161,341 - $169,132	-5,264 Reduced 11.69%	39,782 $1.26 Million
Q1 2024 May 13, 2024	SELL	$31.12 - $32.54 $202,622 - $211,867	-6,511 Reduced 12.63%	45,046 $1.45 Million
Q4 2023 Feb 14, 2024	SELL	$28.34 - $31.4 $1.52 Million - $1.68 Million	-53,638 Reduced 50.99%	51,557 $1.61 Million
Q3 2023 Nov 07, 2023	BUY	$29.99 - $31.22 $46,724 - $48,640	1,558 Added 1.5%	105,195 $3.17 Million
Q2 2023 Aug 10, 2023	SELL	$29.33 - $31.46 $359,292 - $385,385	-12,250 Reduced 10.57%	103,637 $3.21 Million
Q1 2023 May 05, 2023	SELL	$29.86 - $33.81 $108,630 - $123,000	-3,638 Reduced 3.04%	115,887 $3.62 Million
Q4 2022 Feb 06, 2023	SELL	$29.96 - $32.28 $269,849 - $290,745	-9,007 Reduced 7.01%	119,525 $3.65 Million
Q3 2022 Nov 08, 2022	SELL	$31.4 - $35.35 $567,492 - $638,880	-18,073 Reduced 12.33%	128,532 $4.07 Million
Q2 2022 Aug 11, 2022	SELL	$32.02 - $36.26 $539,601 - $611,053	-16,852 Reduced 10.31%	146,605 $4.82 Million
Q1 2022 Aug 11, 2022	SELL	$34.86 - $39.14 $120,336 - $135,111	-3,452 Reduced 2.07%	163,457 $5.95 Million
Q1 2022 Apr 20, 2022	SELL	$34.86 - $39.14 $56,159 - $63,054	-1,611 Reduced 0.96%	166,909 $6.08 Million
Q4 2021 Feb 07, 2022	BUY	$38.29 - $39.43 $1.25 Million - $1.29 Million	32,719 Added 24.09%	168,520 $6.65 Million
Q3 2021 Dec 10, 2021	BUY	$38.55 - $39.48 $820,421 - $840,213	21,282 Added 18.58%	135,801 $5.27 Million
Q2 2021 Aug 12, 2021	BUY	$37.96 - $39.34 $598,932 - $620,706	15,778 Added 15.98%	114,519 $4.51 Million
Q1 2021 May 14, 2021	BUY	$37.15 - $38.46 $405,678 - $419,983	10,920 Added 12.43%	98,741 $3.79 Million
Q4 2020 Feb 16, 2021	BUY	$36.13 - $38.51 $3.17 Million - $3.38 Million	87,821 New	87,821 $3.38 Million

Others Institutions Holding PFF

# of Institutions

1,117

Shares Held

187M

Call Options Held

167K

Put Options Held

797K

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