Latest Institutional Transactions on Ishares Trust Ishares Pfd And (PFF)
This table provides information on the latest institutional transactions involving Ishares Trust Ishares Pfd And (PFF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
17.7K+ 12.56% |
$552K - $593K
|
159K
$4.99M
|
|
|
Dec 12, 2024
Q3 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
10.3KNew |
$322K - $346K
|
10.3K
$325K
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-100- 11.83% |
$3.12K - $3.35K
|
745
$23.4K
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-502- 0.23% |
$15.7K - $16.8K
|
222K
$6.99M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.55K- 13.37% |
$48.2K - $51.8K
|
10K
$315K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
451KNew |
$14.1M - $15.1M
|
451K
$14.2M
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
BUY
|
- |
85+ 0.89% |
$2.65K - $2.85K
|
9.66K
$304K
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
2.03K+ 3.11% |
$63.2K - $67.9K
|
67.3K
$2.12M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
16.5K+ 62.98% |
$513K - $551K
|
42.6K
$1.34M
|
|
|
Nov 21, 2024
Q3 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
58.7KNew |
$1.83M - $1.97M
|
58.7K
$1.85M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1+ 0.67% |
$31.2 - $33.5
|
151
$4.75K
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-2.56K- 11.86% |
$79.7K - $85.6K
|
19K
$598K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.21K+ 11.06% |
$131K - $141K
|
42.3K
$1.33M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-22- 2.27% |
$686 - $737
|
947
$29.8K
|
|
|
Nov 18, 2024
Q3 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
625+ 0.75% |
$19.5K - $20.9K
|
84.1K
$2.64M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
6.41K+ 92.36% |
$200K - $215K
|
13.4K
$420K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
38.5K+ 7.33% |
$1.2M - $1.29M
|
564K
$17.7M
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-1.42K- 6.6% |
$44.3K - $47.6K
|
20.1K
$634K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
406+ 4.65% |
$12.7K - $13.6K
|
9.14K
$288K
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-106- 0.87% |
$3.31K - $3.55K
|
12.1K
$380K
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-668- 8.8% |
$20.8K - $22.4K
|
6.92K
$218K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
484+ 8.17% |
$15.1K - $16.2K
|
6.41K
$202K
|
|
|
Nov 15, 2024
Q3 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-630- 13.39% |
$19.6K - $21.1K
|
4.08K
$128K
|
|
|
Nov 15, 2024
Q3 2024
|
United Bank
Vienna, VA |
BUY
|
- |
3K+ 32.21% |
$93.5K - $101K
|
12.3K
$387K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-8.02K- 5.5% |
$250K - $269K
|
138K
$4.33M
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-2.3K- 23.63% |
$71.7K - $77.1K
|
7.43K
$234K
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
87+ 1.54% |
$2.71K - $2.91K
|
5.75K
$181K
|
|
|
Nov 15, 2024
Q3 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-300- 2.91% |
$9.35K - $10.1K
|
10K
$315K
|
|
|
Nov 14, 2024
Q3 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-3.05K- 5.57% |
$95K - $102K
|
51.7K
$1.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-10.7K- 45.54% |
$332K - $357K
|
12.7K
$401K
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-95.6K- 54.62% |
$2.98M - $3.2M
|
79.5K
$2.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
32.3K+ 35.33% |
$1.01M - $1.08M
|
124K
$3.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
8.35K+ 91.3% |
$260K - $280K
|
17.5K
$551K
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
4K+ 26.83% |
$125K - $134K
|
18.9K
$595K
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
1.79K+ 23.83% |
$55.7K - $59.8K
|
9.28K
$292K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.92K+ 1.8% |
$60K - $64.4K
|
109K
$3.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.01K- 1.83% |
$93.9K - $101K
|
162K
$5.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-151K- 69.28% |
$4.72M - $5.07M
|
67.2K
$2.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-250- 0.4% |
$7.8K - $8.38K
|
61.9K
$1.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
8.74K+ 12.31% |
$273K - $293K
|
79.7K
$2.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-312- 1.73% |
$9.73K - $10.5K
|
17.7K
$557K
|
|
|
Nov 14, 2024
Q3 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
1.53K+ 12.46% |
$47.7K - $51.3K
|
13.8K
$435K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-470K- 7.4% |
$14.7M - $15.7M
|
5.88M
$185M
|
|
|
Nov 14, 2024
Q3 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
145K+ 308.18% |
$4.53M - $4.86M
|
192K
$6.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-208K- 14.42% |
$6.5M - $6.98M
|
1.24M
$38.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-2.15K- 7.55% |
$66.9K - $71.9K
|
26.3K
$827K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-9.56K- 32.32% |
$298K - $320K
|
20K
$630K
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-3.79K- 35.62% |
$118K - $127K
|
6.84K
$215K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-2.32K- 11.73% |
$72.4K - $77.8K
|
17.5K
$550K
|
|
|
Nov 14, 2024
Q3 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-976K- 97.85% |
$30.4M - $32.7M
|
21.5K
$676K
|