Sky Oak Wealth, LLC Ishares Trust Ishares Pfd And Transaction History

Sky Oak Wealth, LLC

$465 Million
Q4 2024

A detailed history of Sky Oak Wealth, LLC transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 14,960 shares of PFF stock, worth $471,389. This represents 0.1% of its overall portfolio holdings.

Number of Shares

14,960

Previous 13,256 12.85%

Holding current value

$471,389

Previous $440,000 6.82%

% of portfolio

0.1%

Previous 0.1%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$31.23 - $33.51 $53,215 - $57,101	1,704 Added 12.85%	14,960 $470,000
Q3 2024 Nov 04, 2024	BUY	$31.18 - $33.5 $11,536 - $12,395	370 Added 2.87%	13,256 $440,000
Q2 2024 Aug 12, 2024	SELL	$30.65 - $32.13 $76,625 - $80,325	-2,500 Reduced 16.25%	12,886 $406,000
Q4 2023 Jan 12, 2024	SELL	$28.34 - $31.4 $16,493 - $18,274	-582 Reduced 3.64%	15,386 $479,000
Q3 2023 Oct 24, 2023	SELL	$29.99 - $31.22 $119,690 - $124,599	-3,991 Reduced 20.0%	15,968 $481,000
Q2 2023 Jul 20, 2023	BUY	$29.33 - $31.46 $56,636 - $60,749	1,931 Added 10.71%	19,959 $617,000
Q1 2023 May 02, 2023	SELL	$29.86 - $33.81 $59 - $67	-2 Reduced 0.01%	18,028 $562,000
Q4 2022 Jan 26, 2023	SELL	$29.96 - $32.28 $22,470 - $24,210	-750 Reduced 3.99%	18,030 $0
Q3 2022 Oct 25, 2022	BUY	$31.4 - $35.35 $71,435 - $80,421	2,275 Added 13.78%	18,780 $595,000
Q2 2022 Jul 26, 2022	SELL	$32.02 - $36.26 $49,791 - $56,384	-1,555 Reduced 8.61%	16,505 $543,000
Q1 2022 Apr 18, 2022	SELL	$34.86 - $39.14 $137,906 - $154,837	-3,956 Reduced 17.97%	18,060 $658,000
Q4 2021 Jan 24, 2022	BUY	$38.29 - $39.43 $1,684 - $1,734	44 Added 0.2%	22,016 $868,000
Q3 2021 Oct 21, 2021	SELL	$38.55 - $39.48 $20,508 - $21,003	-532 Reduced 2.36%	21,972 $853,000
Q2 2021 Jul 19, 2021	SELL	$37.96 - $39.34 $2,087 - $2,163	-55 Reduced 0.24%	22,504 $885,000
Q1 2021 Apr 29, 2021	BUY	$37.15 - $38.46 $27,082 - $28,037	729 Added 3.34%	22,559 $877,000
Q4 2020 Feb 02, 2021	SELL	$36.13 - $38.51 $3,757 - $4,005	-104 Reduced 0.47%	21,830 $841,000
Q3 2020 Nov 03, 2020	SELL	$34.54 - $36.7 $59,477 - $63,197	-1,722 Reduced 7.28%	21,934 $799,000
Q2 2020 Aug 10, 2020	SELL	$30.01 - $35.86 $145,908 - $174,351	-4,862 Reduced 17.05%	23,656 $819,000
Q1 2020 May 04, 2020	BUY	$25.12 - $38.29 $112,738 - $171,845	4,488 Added 18.68%	28,518 $908,000
Q4 2019 Feb 04, 2020	BUY	$36.77 - $37.68 $883,583 - $905,450	24,030 New	24,030 $903,000

Others Institutions Holding PFF

# of Institutions

1,137

Shares Held

191M

Call Options Held

167K

Put Options Held

797K

View Full List

About ISHARES TRUST ISHARES PFD AND

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Sky Oak Wealth, LLC Ishares Trust Ishares Pfd And Transaction History