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 $25,778. This represents 0.01% of its overall portfolio holdings.

Number of Shares

815

Previous 815 -0.0%

Holding current value

$25,778

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

1,162

Shares Held

198M

Call Options Held

255K

Put Options Held

1.06M

Bank Of America Corp Charlotte, NC

25.5M
Shares

$807 Million
0.07% of portfolio
Morgan Stanley New York, NY

16.4M
Shares

$520 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

10.3M
Shares

$324 Million
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

8.45M
Shares

$267 Million
0.11% of portfolio
Ubs Group Ag

5.89M
Shares

$186 Million
0.04% of portfolio

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About ISHARES TRUST ISHARES PFD AND

Ticker PFF
Sector ETFs
Industry ETFs

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