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 |
|---|---|---|---|---|---|---|---|
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
5.43K+ 1.32% |
$167K - $175K
|
418K
$12.5M
|
|
|
May 22, 2025
Q1 2025
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-98- 0.06% |
$3.01K - $3.16K
|
166K
$4.97M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-8.83K- 29.46% |
$271K - $285K
|
21.1K
$634K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-11K- 13.02% |
$339K - $356K
|
73.7K
$2.21M
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-3.45K- 13.69% |
$106K - $111K
|
21.7K
$652K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
18.2KNew |
$560K - $588K
|
18.2K
$547K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
431New |
$13.2K - $13.9K
|
431
$12.9K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-9.82K- 45.78% |
$302K - $317K
|
11.6K
$349K
|
|
|
May 20, 2025
Q1 2025
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
47KNew |
$1.45M - $1.52M
|
47K
$1.41M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.25K+ 1.59% |
$38.5K - $40.4K
|
79.8K
$2.39M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-229K- 98.96% |
$7.04M - $7.39M
|
2.41K
$72.4K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
3.27K+ 24.59% |
$100K - $105K
|
16.6K
$497K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
1.95KNew |
$59.8K - $62.8K
|
1.95K
$58.4K
|
|
|
May 16, 2025
Q1 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
68.1K+ 61.27% |
$2.09M - $2.2M
|
179K
$5.37M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
22.9K+ 609.28% |
$704K - $739K
|
26.7K
$800K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-340- 0.34% |
$10.4K - $11K
|
101K
$3.02M
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-285K- 84.58% |
$8.76M - $9.2M
|
52K
$1.56M
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-177- 21.82% |
$5.44K - $5.71K
|
634
$19K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
9.61K+ 140.79% |
$295K - $310K
|
16.4K
$493K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-114- 62.64% |
$3.5K - $3.68K
|
68
$2.04K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
685+ 3.49% |
$21.1K - $22.1K
|
20.3K
$610K
|
|
|
May 15, 2025
Q1 2025
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-2.7K- 3.4% |
$83K - $87.1K
|
76.6K
$2.3M
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
244+ 9.37% |
$7.5K - $7.87K
|
2.85K
$85.5K
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-783- 7.52% |
$24.1K - $25.3K
|
9.62K
$289K
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-11.1K- 42.06% |
$341K - $357K
|
15.3K
$458K
|
|
|
May 15, 2025
Q1 2025
|
Culbertson A N & CO Inc
|
SELL
|
- |
-2.54K- 6.52% |
$78.1K - $81.9K
|
36.4K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-48.9K- 59.13% |
$1.5M - $1.58M
|
33.8K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
400+ 2.0% |
$12.3K - $12.9K
|
20.4K
$613K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
7.62K+ 42.7% |
$234K - $246K
|
25.5K
$764K
|
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
50+ 0.29% |
$1.54K - $1.61K
|
17.3K
$519K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
200New |
$6.15K - $6.45K
|
200
$6K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-6.51K- 5.05% |
$200K - $210K
|
122K
$3.67M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.77K+ 2.89% |
$85.1K - $89.3K
|
98.5K
$2.95M
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
SELL
|
- |
-4.02K- 12.81% |
$124K - $130K
|
27.4K
$821K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-6.44K- 12.44% |
$198K - $208K
|
45.3K
$1.36M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.93K- 7.98% |
$152K - $159K
|
56.9K
$1.71M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
22.4K+ 11.3% |
$688K - $722K
|
221K
$6.62M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-68.2K- 19.57% |
$2.1M - $2.2M
|
280K
$8.41M
|
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-1.49K- 14.28% |
$45.8K - $48.1K
|
8.94K
$268K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-703- 1.22% |
$21.6K - $22.7K
|
56.7K
$1.7M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.16K- 1.99% |
$97K - $102K
|
156K
$4.67M
|
|
|
May 15, 2025
Q1 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
SELL
|
- |
-7.47K- 73.5% |
$229K - $241K
|
2.69K
$80.8K
|
|
|
May 15, 2025
Q1 2025
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
4.91K+ 19.63% |
$151K - $158K
|
29.9K
$898K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-782K- 3.06% |
$24M - $25.2M
|
24.7M
$742M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-9.4K- 0.06% |
$289K - $303K
|
16.4M
$493M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
30.7K+ 940.86% |
$943K - $989K
|
33.9K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Westshore Wealth, LLC
|
SELL
|
- |
-2.65K- 14.25% |
$81.4K - $85.4K
|
15.9K
$478K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
11.7K+ 1.28% |
$359K - $377K
|
923K
$27.7M
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
BUY
|
- |
1.49K+ 2.33% |
$45.8K - $48.1K
|
65.6K
$1.97M
|
|
|
May 15, 2025
Q1 2025
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-1.15K- 5.3% |
$35.3K - $37.1K
|
20.6K
$617K
|