Strategic Wealth Partners, Ltd. Ishares Trust Ishares Pfd And Transaction History

Strategic Wealth Partners, Ltd.

$1.03 Billion
Q4 2024

A detailed history of Strategic Wealth Partners, Ltd. transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 17,130 shares of PFF stock, worth $536,511. This represents 0.05% of its overall portfolio holdings.

Number of Shares

17,130

Previous 19,079 10.22%

Holding current value

$536,511

Previous $633,000 15.01%

% of portfolio

0.05%

Previous 0.07%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$31.23 - $33.51 $60,867 - $65,310	-1,949 Reduced 10.22%	17,130 $538,000
Q3 2024 Oct 08, 2024	BUY	$31.18 - $33.5 $48,297 - $51,891	1,549 Added 8.84%	19,079 $633,000
Q2 2024 Oct 08, 2024	SELL	$30.65 - $32.13 $45,852 - $48,066	-1,496 Reduced 7.86%	17,530 $553,000
Q1 2024 May 20, 2024	BUY	$31.12 - $32.54 $220,578 - $230,643	7,088 Added 59.37%	19,026 $613,000
Q4 2023 May 20, 2024	BUY	$28.34 - $31.4 $51,578 - $57,148	1,820 Added 17.99%	11,938 $372,000
Q3 2023 May 20, 2024	SELL	$29.99 - $31.22 $6,027 - $6,275	-201 Reduced 1.95%	10,118 $305,000
Q2 2023 May 20, 2024	SELL	$29.33 - $31.46 $30,679 - $32,907	-1,046 Reduced 9.2%	10,319 $319,000
Q1 2023 Apr 24, 2023	BUY	$29.86 - $33.81 $15,348 - $17,378	514 Added 4.74%	11,365 $354,000
Q4 2022 Apr 24, 2023	BUY	$29.96 - $32.28 $42,483 - $45,773	1,418 Added 15.03%	10,851 $331,000
Q3 2022 Apr 24, 2023	BUY	$31.4 - $35.35 $43,112 - $48,535	1,373 Added 17.03%	9,433 $298,000
Q2 2022 Aug 22, 2022	BUY	$32.02 - $36.26 $27,889 - $31,582	871 Added 12.12%	8,060 $265,000
Q1 2022 May 19, 2022	SELL	$34.86 - $39.14 $45,945 - $51,586	-1,318 Reduced 15.49%	7,189 $261,000
Q4 2021 Feb 11, 2022	BUY	$38.29 - $39.43 $9,113 - $9,384	238 Added 2.88%	8,507 $335,000
Q3 2021 Nov 12, 2021	BUY	$38.55 - $39.48 $318,769 - $326,460	8,269 New	8,269 $321,000
Q2 2021 Aug 25, 2021	SELL	$37.96 - $39.34 $297,910 - $308,740	-7,848 Closed	0 $0
Q1 2021 May 24, 2021	SELL	$37.15 - $38.46 $6,761 - $6,999	-182 Reduced 2.27%	7,848 $301,000
Q4 2020 Feb 18, 2021	BUY	$36.13 - $38.51 $24,496 - $26,109	678 Added 9.22%	8,030 $309,000
Q3 2020 Nov 10, 2020	BUY	$34.54 - $36.7 $47,043 - $49,985	1,362 Added 22.74%	7,352 $268,000
Q2 2020 Aug 11, 2020	BUY	$30.01 - $35.86 $179,759 - $214,801	5,990 New	5,990 $207,000
Q4 2019 Jan 30, 2020	SELL	$36.77 - $37.68 $372,590 - $381,811	-10,133 Closed	0 $0
Q3 2019 Oct 28, 2019	BUY	$36.77 - $37.53 $66,664 - $68,041	1,813 Added 21.79%	10,133 $326 Million
Q2 2019 Aug 06, 2019	BUY	$36.27 - $37.09 $90,783 - $92,836	2,503 Added 43.03%	8,320 $310,000
Q1 2019 May 14, 2019	BUY	$34.55 - $36.63 $112,909 - $119,706	3,268 Added 128.21%	5,817 $214,000
Q4 2018 Jan 24, 2019	SELL	$33.41 - $36.68 $31,772 - $34,882	-951 Reduced 27.17%	2,549 $87,000
Q3 2018 Dec 06, 2018	SELL	$37.02 - $38.0 $81,999 - $84,170	-2,215 Reduced 38.76%	3,500 $130,000
Q2 2018 Sep 04, 2018	SELL	$36.91 - $37.71 $50,972 - $52,077	-1,381 Reduced 19.46%	5,715 $215,000
Q1 2018 Jul 13, 2018	BUY	$36.79 - $38.19 $261,061 - $270,996	7,096 New	7,096 $267,000

Others Institutions Holding PFF

# of Institutions

1,168

Shares Held

198M

Call Options Held

255K

Put Options Held

1.06M

View Full List

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Strategic Wealth Partners, Ltd. Ishares Trust Ishares Pfd And Transaction History