White Lighthouse Investment Management Inc. Ishares Trust Ishares Pfd And Transaction History

White Lighthouse Investment Management Inc.

$556 Million
Q3 2024

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 20, 2022	SELL	$32.02 - $36.26 $229,263 - $259,621	-7,160 Closed	0 $0
Q1 2022 Apr 20, 2022	SELL	$34.86 - $39.14 $23,321 - $26,184	-669 Reduced 8.55%	7,160 $261,000
Q2 2021 Jul 26, 2021	BUY	$37.96 - $39.34 $7,592 - $7,868	200 Added 2.62%	7,829 $308,000
Q1 2021 May 07, 2021	BUY	$37.15 - $38.46 $44,580 - $46,152	1,200 Added 18.67%	7,629 $293,000
Q4 2020 Feb 03, 2021	SELL	$36.13 - $38.51 $11,019 - $11,745	-305 Reduced 4.53%	6,429 $248,000
Q3 2020 Oct 15, 2020	SELL	$34.54 - $36.7 $47,734 - $50,719	-1,382 Reduced 17.03%	6,734 $245,000
Q2 2020 Jul 23, 2020	SELL	$30.01 - $35.86 $21,817 - $26,070	-727 Reduced 8.22%	8,116 $281,000
Q1 2020 Apr 07, 2020	SELL	$25.12 - $38.29 $117,059 - $178,431	-4,660 Reduced 34.51%	8,843 $282,000
Q4 2019 Jan 24, 2020	BUY	$36.77 - $37.68 $46,183 - $47,326	1,256 Added 10.26%	13,503 $508,000
Q3 2019 Nov 13, 2019	BUY	$36.77 - $37.53 $26,989 - $27,547	734 Added 6.38%	12,247 $460,000
Q2 2019 Jul 31, 2019	BUY	$36.27 - $37.09 $25,389 - $25,963	700 Added 6.47%	11,513 $424,000
Q1 2019 May 08, 2019	SELL	$34.55 - $36.63 $38,868 - $41,208	-1,125 Reduced 9.42%	10,813 $395,000
Q4 2018 Jan 23, 2019	SELL	$33.41 - $36.68 $61,808 - $67,858	-1,850 Reduced 13.42%	11,938 $409,000
Q3 2018 Oct 24, 2018	BUY	$37.02 - $38.0 $62,934 - $64,600	1,700 Added 14.06%	13,788 $512,000
Q2 2018 Aug 09, 2018	SELL	$36.91 - $37.71 $214,447 - $219,095	-5,810 Reduced 32.46%	12,088 $456,000
Q4 2017 Jan 10, 2018	BUY	$38.07 - $38.65 $681,376 - $691,757	17,898	17,898 $681,000

Others Institutions Holding PFF

# of Institutions

1,087

Shares Held

185M

Call Options Held

375K

Put Options Held

1.29M

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