Surevest, LLC Ishares Trust Ishares Pfd And Transaction History

Surevest, LLC

$368 Million
Q3 2022

A detailed history of Surevest, LLC transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Surevest, LLC holds 815 shares of PFF stock, worth $25,175. This represents 0.01% of its overall portfolio holdings.

Number of Shares

815

Previous 815 -0.0%

Holding current value

$25,175

Previous $27,000 3.7%

% of portfolio

0.01%

Previous 0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 11, 2022	BUY	$38.29 - $39.43 $31,206 - $32,135	815 New	815 $32,000

Others Institutions Holding PFF

# of Institutions

1,134

Shares Held

196M

Call Options Held

176K

Put Options Held

274K

Bank Of America Corp Charlotte, NC

24.1M
Shares

$746 Million
0.05% of portfolio
Morgan Stanley New York, NY

15.4M
Shares

$475 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

9.3M
Shares

$287 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

8.11M
Shares

$250 Million
0.08% of portfolio
Bramshill Investments, LLC Naples, FL

6.24M
Shares

$193 Million
14.83% of portfolio

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About ISHARES TRUST ISHARES PFD AND

Ticker PFF
Sector ETFs
Industry ETFs

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