Wealth Dimensions Group, Ltd. Ishares Trust Ishares Pfd And Transaction History

Wealth Dimensions Group, Ltd.

$408 Million
Q4 2024

A detailed history of Wealth Dimensions Group, Ltd. transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Wealth Dimensions Group, Ltd. holds 13,741 shares of PFF stock, worth $423,909. This represents 0.11% of its overall portfolio holdings.

Number of Shares

13,741

Previous 14,031 2.07%

Holding current value

$423,909

Previous $466,000 7.3%

% of portfolio

0.11%

Previous 0.12%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$31.23 - $33.51 $9,056 - $9,717	-290 Reduced 2.07%	13,741 $432,000
Q3 2024 Nov 12, 2024	BUY	$31.18 - $33.5 $198,055 - $212,792	6,352 Added 82.72%	14,031 $466,000
Q2 2024 Aug 09, 2024	BUY	$30.65 - $32.13 $34,174 - $35,824	1,115 Added 16.99%	7,679 $242,000
Q4 2023 Feb 09, 2024	BUY	$28.34 - $31.4 $186,023 - $206,109	6,564 New	6,564 $204,000
Q2 2023 Aug 14, 2023	SELL	$29.33 - $31.46 $1,349 - $1,447	-46 Reduced 0.25%	18,220 $563,000
Q1 2023 May 09, 2023	BUY	$29.86 - $33.81 $545,422 - $617,573	18,266 New	18,266 $570,000
Q3 2021 Nov 03, 2021	SELL	$38.55 - $39.48 $213,836 - $218,995	-5,547 Closed	0 $0
Q2 2021 Aug 12, 2021	SELL	$37.96 - $39.34 $9,831 - $10,189	-259 Reduced 4.46%	5,547 $218,000
Q1 2021 May 13, 2021	BUY	$37.15 - $38.46 $215,692 - $223,298	5,806 New	5,806 $223,000

Others Institutions Holding PFF

# of Institutions

1,168

Shares Held

198M

Call Options Held

255K

Put Options Held

1.06M

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 Wealth Dimensions Group, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Wealth Dimensions Group, Ltd. with notifications on news.

Account

Wealth Dimensions Group, Ltd. Ishares Trust Ishares Pfd And Transaction History