Websterrogers Financial Advisors, LLC Ishares Trust Ishares Pfd And Transaction History

Websterrogers Financial Advisors, LLC

$327 Million
Q3 2025

A detailed history of Websterrogers Financial Advisors, LLC transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Websterrogers Financial Advisors, LLC holds 7,829 shares of PFF stock, worth $241,837. This represents 0.08% of its overall portfolio holdings.

Number of Shares

7,829

Previous 7,282 7.51%

Holding current value

$241,837

Previous $223,000 10.76%

% of portfolio

0.08%

Previous 0.07%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 08, 2025	BUY	$30.67 - $32.13 $16,776 - $17,575	547 Added 7.51%	7,829 $247,000
Q2 2025 Jul 10, 2025	SELL	$29.0 - $30.68 $65,540 - $69,336	-2,260 Reduced 23.68%	7,282 $223,000
Q1 2025 Apr 09, 2025	BUY	$30.73 - $32.26 $829 - $871	27 Added 0.28%	9,542 $294,000
Q3 2024 Oct 15, 2024	BUY	$31.18 - $33.5 $810 - $871	26 Added 0.27%	9,515 $316,000
Q2 2024 Jul 12, 2024	BUY	$30.65 - $32.13 $858 - $899	28 Added 0.3%	9,489 $299,000

Q4 2023 Feb 14, 2024	BUY	$28.34 - $31.4 $268,124 - $297,075	9,461 New	9,461 $295,000
Q2 2022 Jul 25, 2022	SELL	$32.02 - $36.26 $349,658 - $395,959	-10,920 Reduced 61.06%	6,964 $229,000
Q1 2022 Apr 14, 2022	BUY	$34.86 - $39.14 $623,436 - $699,979	17,884 New	17,884 $647,000

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

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 Websterrogers Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Websterrogers Financial Advisors, LLC with notifications on news.

Account

Websterrogers Financial Advisors, LLC Ishares Trust Ishares Pfd And Transaction History