Summit Financial Wealth Advisors, LLC Ishares Trust Ishares Pfd And Transaction History

Summit Financial Wealth Advisors, LLC

  • $609 Million
  • Q3 2025

A detailed history of Summit Financial Wealth Advisors, LLC transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 737,716 shares of PFF stock, worth $22.8 Million. This represents 3.83% of its overall portfolio holdings.

Number of Shares
737,716
Previous 715,275 3.14%
Holding current value
$22.8 Million
Previous $21.9 Million 6.3%
% of portfolio
3.83%
Previous 4.06%

Shares

35 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 03, 2025
BUY
$30.67 - $32.13 $688,265 - $721,029
22,441 Added 3.14%
737,716 $23.3 Million
Q2 2025

Sep 29, 2025
BUY
$29.0 - $30.68 $234,755 - $248,354
8,095 Added 1.14%
715,275 $21.9 Million
Q1 2025

May 14, 2025
BUY
$30.73 - $32.26 $390,240 - $409,669
12,699 Added 1.83%
707,180 $21.7 Million
Q4 2024

Feb 13, 2025
BUY
$31.23 - $33.51 $199,372 - $213,927
6,384 Added 0.93%
694,481 $21.8 Million
Q3 2024

Nov 13, 2024
BUY
$31.18 - $33.5 $568,785 - $611,107
18,242 Added 2.72%
688,097 $22.9 Million
Q2 2024

Aug 12, 2024
BUY
$30.65 - $32.13 $647,082 - $678,328
21,112 Added 3.25%
669,855 $21.1 Million
Q1 2024

May 02, 2024
BUY
$31.12 - $32.54 $1.38 Million - $1.44 Million
44,318 Added 7.33%
648,743 $20.9 Million
Q4 2023

Jan 19, 2024
BUY
$28.34 - $31.4 $901,920 - $999,305
31,825 Added 5.56%
604,425 $18.9 Million
Q3 2023

Nov 13, 2023
BUY
$29.99 - $31.22 $526,174 - $547,754
17,545 Added 3.16%
572,600 $17.3 Million
Q2 2023

Jul 12, 2023
BUY
$29.33 - $31.46 $1.14 Million - $1.23 Million
39,030 Added 7.56%
555,055 $17.2 Million
Q1 2023

Apr 10, 2023
BUY
$29.86 - $33.81 $24,843 - $28,129
832 Added 0.16%
516,025 $16.1 Million
Q4 2022

Jan 17, 2023
SELL
$29.96 - $32.28 $324,346 - $349,463
-10,826 Reduced 2.06%
515,193 $0
Q3 2022

Oct 28, 2022
SELL
$31.4 - $35.35 $925,609 - $1.04 Million
-29,478 Reduced 5.31%
526,019 $16.1 Million
Q2 2022

Jul 26, 2022
SELL
$32.02 - $36.26 $8.68 Million - $9.83 Million
-271,157 Reduced 32.8%
555,497 $18.9 Million
Q1 2022

May 06, 2022
BUY
$34.86 - $39.14 $1.97 Million - $2.21 Million
56,445 Added 7.33%
826,654 $30.1 Million
Q4 2021

Jan 12, 2022
BUY
$38.29 - $39.43 $1.7 Million - $1.75 Million
44,330 Added 6.11%
770,209 $30 Million
Q3 2021

Nov 05, 2021
BUY
$38.55 - $39.48 $845,324 - $865,717
21,928 Added 3.11%
725,879 $28.2 Million
Q2 2021

Aug 09, 2021
BUY
$37.96 - $39.34 $1.68 Million - $1.74 Million
44,318 Added 6.72%
703,951 $27.7 Million
Q1 2021

Apr 23, 2021
BUY
$37.15 - $38.46 $731,594 - $757,392
19,693 Added 3.08%
659,633 $25.4 Million
Q4 2020

Jan 11, 2021
SELL
$36.13 - $38.51 $135,162 - $144,065
-3,741 Reduced 0.58%
639,940 $23.3 Million
Q3 2020

Nov 09, 2020
BUY
$34.54 - $36.7 $408,193 - $433,720
11,818 Added 1.87%
643,681 $23.4 Million
Q2 2020

Jul 16, 2020
BUY
$30.01 - $35.86 $1.01 Million - $1.2 Million
33,490 Added 5.6%
631,863 $22 Million
Q1 2020

Apr 29, 2020
BUY
$25.12 - $38.29 $3.93 Million - $5.99 Million
156,388 Added 35.38%
598,373 $18.5 Million
Q4 2019

Jan 28, 2020
SELL
$36.77 - $37.68 $196,572 - $201,437
-5,346 Reduced 1.2%
441,985 $16.8 Million
Q3 2019

Nov 05, 2019
BUY
$36.77 - $37.53 $78,209 - $79,826
2,127 Added 0.48%
447,331 $16.7 Million
Q2 2019

Jul 16, 2019
BUY
$36.27 - $37.09 $1.08 Million - $1.1 Million
29,647 Added 7.13%
445,204 $16.4 Million
Q1 2019

May 01, 2019
BUY
$34.55 - $36.63 $1.53 Million - $1.62 Million
44,323 Added 11.94%
415,557 $15.2 Million
Q4 2018

Feb 01, 2019
SELL
$33.41 - $36.68 $1.53 Million - $1.68 Million
-45,931 Reduced 11.01%
371,234 $12.7 Million
Q3 2018

Oct 22, 2018
BUY
$37.02 - $38.0 $4.24 Million - $4.36 Million
114,607 Added 37.88%
417,165 $15 Million
Q2 2018

Jul 06, 2018
SELL
$36.91 - $37.71 $46,137 - $47,137
-1,250 Reduced 0.41%
302,558 $11.4 Million
Q1 2018

Apr 09, 2018
BUY
$36.79 - $38.19 $6.81 Million - $7.07 Million
185,212 Added 156.17%
303,808 $11.4 Million
Q1 2018

Apr 06, 2018
SELL
$36.79 - $38.19 $6.42 Million - $6.66 Million
-174,428 Reduced 59.53%
118,596 $4.45 Million
Q4 2017

Feb 05, 2018
SELL
$38.07 - $38.65 $9.33 Million - $9.47 Million
-245,050 Reduced 45.54%
293,024 $11.2 Million
Q3 2017

Nov 06, 2017
BUY
$38.8 - $38.86 $3.19 Million - $3.19 Million
82,114 Added 18.01%
538,074 $20.9 Million
Q2 2017

Aug 14, 2017
BUY
N/A
455,960
455,960 $17.9 Million

Others Institutions Holding PFF

# of Institutions
1,134
Shares Held
196M
Call Options Held
176K
Put Options Held
274K
View Full List

About ISHARES TRUST ISHARES PFD AND

PFF Quotes by TradingView
  • Ticker PFF
  • Sector ETFs
  • Industry ETFs
More about PFF
Track This Portfolio

Track Summit Financial Wealth Advisors, LLC Portfolio

Follow Summit Financial Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Summit Financial Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email