ISHARES TR

Ticker: PFF CUSIP: 464288687 Class: PFD AND INCM SEC

Keudell/Morrison Wealth Management's Holding History (CIK: 0001785498)

Note: Option positions (PUT/CALL) are excluded.

Q2 2025
Shares 8,893 Value ($000) $273 Avg Close Range
Q1 2025
Shares 8,893 Value ($000) $273 Avg Close Range
Q4 2024
Shares 9,743 Value ($000) $306 Avg Close Range
Q3 2024
Shares 9,968 Value ($000) $331 Avg Close Range
Q2 2024
Shares 7,093 Value ($000) $224 Avg Close Range
Q1 2024
Shares 7,093 Value ($000) $229 Avg Close Range
Q4 2023
Shares 7,093 Value ($000) $221 Avg Close Range
Q3 2023
Shares 7,093 Value ($000) $214 Avg Close Range
Q2 2023
Shares 7,693 Value ($000) $238 Avg Close Range
Q1 2023
Shares 7,693 Value ($000) $240 Avg Close Range
Q4 2022
Shares 8,118 Value ($000) $248 Avg Close Range
Q3 2022
Shares 10,468 Value ($000) $332 Avg Close Range
Q2 2022
Shares 10,468 Value ($000) $344 Avg Close Range
Q1 2022
Shares 10,468 Value ($000) $381 Avg Close Range
Q4 2021
Shares 10,468 Value ($000) $413 Avg Close Range
Q3 2021
Shares 11,168 Value ($000) $433 Avg Close Range
Q2 2021
Shares 11,168 Value ($000) $439 Avg Close Range
Q1 2021
Shares 11,168 Value ($000) $429 Avg Close Range
Q4 2020
Shares 11,168 Value ($000) $430 Avg Close Range
Q3 2020
Shares 11,168 Value ($000) $407 Avg Close Range
Q2 2020
Shares 11,168 Value ($000) $387 Avg Close Range
Q1 2020
Shares 13,918 Value ($000) $443 Avg Close Range
Q4 2019
Shares 13,918 Value ($000) $523 Avg Close Range
Q3 2019
Shares 13,918 Value ($000) $522 Avg Close Range
Q2 2019
Shares 13,918 Value ($000) $514 Avg Close Range
Q1 2019
Shares 13,918 Value ($000) $509 Avg Close Range