Traverso Chambers Private Wealth Management, LLC Ishares Trust Ishares Pfd And Transaction History

Traverso Chambers Private Wealth Management, LLC

$411 Million
Q4 2023

A detailed history of Traverso Chambers Private Wealth Management, LLC transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Traverso Chambers Private Wealth Management, LLC holds 258,799 shares of PFF stock, worth $8.42 Million. This represents 1.96% of its overall portfolio holdings.

Number of Shares

258,799

Previous 244,181 5.99%

Holding current value

$8.42 Million

Previous $7.36 Million 9.63%

% of portfolio

1.96%

Previous 1.97%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 08, 2024	BUY	$28.34 - $31.4 $414,274 - $459,005	14,618 Added 5.99%	258,799 $8.07 Million
Q3 2023 Oct 26, 2023	BUY	$29.99 - $31.22 $494,894 - $515,192	16,502 Added 7.25%	244,181 $7.36 Million
Q2 2023 Jul 13, 2023	SELL	$29.33 - $31.46 $4.23 Million - $4.54 Million	-144,235 Reduced 38.78%	227,679 $7.04 Million
Q1 2023 Apr 12, 2023	BUY	$29.86 - $33.81 $421,593 - $477,363	14,119 Added 3.95%	371,914 $11.6 Million
Q4 2022 Jan 27, 2023	BUY	$29.96 - $32.28 $405,718 - $437,135	13,542 Added 3.93%	357,795 $10.9 Million
Q3 2022 Oct 12, 2022	BUY	$31.4 - $35.35 $4.65 Million - $5.23 Million	148,075 Added 75.48%	344,253 $10.9 Million
Q2 2022 Jul 13, 2022	BUY	$32.02 - $36.26 $76,431 - $86,552	2,387 Added 1.23%	196,178 $6.45 Million
Q1 2022 Apr 13, 2022	BUY	$34.86 - $39.14 $109,355 - $122,782	3,137 Added 1.65%	193,791 $7.06 Million
Q4 2021 Jan 19, 2022	BUY	$38.29 - $39.43 $191 - $197	5 Added 0.0%	190,654 $7.52 Million
Q3 2021 Oct 08, 2021	BUY	$38.55 - $39.48 $140,823 - $144,220	3,653 Added 1.95%	190,649 $7.4 Million
Q2 2021 Aug 12, 2021	BUY	$37.96 - $39.34 $48,474 - $50,237	1,277 Added 0.69%	186,996 $7.36 Million
Q1 2021 Apr 15, 2021	BUY	$37.15 - $38.46 $398,879 - $412,945	10,737 Added 6.14%	185,719 $7.13 Million
Q4 2020 Jan 19, 2021	SELL	$36.13 - $38.51 $51,123 - $54,491	-1,415 Reduced 0.8%	174,982 $6.74 Million
Q3 2020 Oct 20, 2020	SELL	$34.54 - $36.7 $13,125 - $13,946	-380 Reduced 0.21%	176,397 $6.43 Million
Q2 2020 Jul 09, 2020	BUY	$30.01 - $35.86 $259,766 - $310,404	8,656 Added 5.15%	176,777 $6.12 Million
Q1 2020 Apr 10, 2020	SELL	$25.12 - $38.29 $2.36 Million - $3.6 Million	-93,949 Reduced 35.85%	168,121 $5.35 Million
Q4 2019 Jan 09, 2020	BUY	$36.77 - $37.68 $463,302 - $474,768	12,600 Added 5.05%	262,070 $9.85 Million
Q3 2019 Oct 31, 2019	BUY	$36.77 - $37.53 $229,481 - $234,224	6,241 Added 2.57%	249,470 $9.36 Million
Q2 2019 Jul 17, 2019	BUY	$36.27 - $37.09 $165,717 - $169,464	4,569 Added 1.91%	243,229 $8.97 Million
Q1 2019 Apr 10, 2019	SELL	$34.55 - $36.63 $63,502 - $67,325	-1,838 Reduced 0.76%	238,660 $8.72 Million
Q4 2018 Feb 12, 2019	BUY	$33.41 - $36.68 $8.04 Million - $8.82 Million	240,498 New	240,498 $8.23 Million

Others Institutions Holding PFF

# of Institutions

1,083

Shares Held

186M

Call Options Held

375K

Put Options Held

1.29M

View Full List

About ISHARES TRUST ISHARES PFD AND

Ticker PFF
Sector ETFs
Industry ETFs

More about PFF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Traverso Chambers Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Traverso Chambers Private Wealth Management, LLC with notifications on news.

Account

Traverso Chambers Private Wealth Management, LLC Ishares Trust Ishares Pfd And Transaction History