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 |
---|---|---|---|---|---|---|---|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-34- 89.47% |
$1.06K - $1.11K
|
4
$126
|
|
Jun 24, 2024
Q1 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-401- 5.6% |
$12.5K - $13K
|
6.76K
$213K
|
|
Jun 13, 2024
Q1 2024
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
14.9KNew |
$463K - $484K
|
14.9K
$470K
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
1.78K+ 8.03% |
$55.5K - $58K
|
24K
$756K
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-225- 16.36% |
$7K - $7.32K
|
1.15K
$36.3K
|
|
May 29, 2024
Q1 2024
|
Instrumental Wealth, LLC
Tampa, FL |
SELL
|
- |
-450- 5.48% |
$14K - $14.6K
|
7.77K
$245K
|
|
May 29, 2024
Q1 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
98.3KNew |
$3.06M - $3.2M
|
98.3K
$3.1M
|
|
May 28, 2024
Q1 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-16- 0.07% |
$498 - $521
|
22.9K
$723K
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-3.23K- 8.16% |
$100K - $105K
|
36.3K
$1.15M
|
|
May 24, 2024
Q1 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
102+ 1.08% |
$3.17K - $3.32K
|
9.51K
$300K
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.08M+ 570.35% |
$33.5M - $35M
|
1.26M
$39.9M
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
755+ 23.16% |
$23.5K - $24.6K
|
4.02K
$127K
|
|
May 22, 2024
Q1 2024
|
Beck Bode, LLC
|
SELL
|
- |
-12.3K- 13.03% |
$383K - $400K
|
82K
$2.59M
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-383- 1.96% |
$11.9K - $12.5K
|
19.2K
$605K
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-66.9K- 13.51% |
$2.08M - $2.18M
|
428K
$13.5M
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.2K+ 5.67% |
$162K - $169K
|
97K
$3.06M
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
7.09K+ 59.37% |
$221K - $231K
|
19K
$600K
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
5.58KNew |
$174K - $182K
|
5.58K
$176K
|
|
May 17, 2024
Q1 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.99K+ 10.83% |
$61.8K - $64.6K
|
20.3K
$641K
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-280- 21.71% |
$8.71K - $9.11K
|
1.01K
$31.9K
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-16.1K- 31.8% |
$500K - $523K
|
34.5K
$1.09M
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
BUY
|
- |
14.9K+ 191.44% |
$463K - $485K
|
22.7K
$715K
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-450- 44.6% |
$14K - $14.6K
|
559
$17.6K
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
422K+ 170.77% |
$13.1M - $13.7M
|
669K
$21.1M
|
|
May 16, 2024
Q1 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
129+ 1.09% |
$4.01K - $4.2K
|
12K
$378K
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
15.1K+ 11.77% |
$468K - $490K
|
143K
$4.51M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
28.2K+ 7.03% |
$878K - $918K
|
429K
$13.5M
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
14.6K+ 19.3% |
$454K - $475K
|
90.2K
$2.85M
|
|
May 15, 2024
Q1 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
PUT |
3.5K+ 46.67% |
$109K - $114K
|
11K
$347K
|
|
May 15, 2024
Q1 2024
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-139K- 90.77% |
$4.33M - $4.52M
|
14.1K
$446K
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.1K+ 11.76% |
$96.5K - $101K
|
29.5K
$929K
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
224K+ 6.6% |
$6.97M - $7.28M
|
3.61M
$114M
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.31K+ 13.95% |
$71.9K - $75.2K
|
18.9K
$595K
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
12.2K+ 13.03% |
$381K - $398K
|
106K
$3.35M
|
|
May 15, 2024
Q1 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
BUY
|
- |
62.6KNew |
$1.95M - $2.04M
|
62.6K
$1.98M
|
|
May 15, 2024
Q1 2024
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-2.02K- 2.91% |
$63K - $65.9K
|
67.5K
$2.13M
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
BUY
|
- |
4.85K+ 6.63% |
$151K - $158K
|
78K
$2.46M
|
|
May 15, 2024
Q1 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-6.21K- 6.19% |
$193K - $202K
|
94.1K
$2.97M
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-58.3K- 67.0% |
$1.81M - $1.9M
|
28.7K
$905K
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
8.84K+ 0.98% |
$275K - $287K
|
915K
$28.9M
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-1.83K- 9.07% |
$57K - $59.6K
|
18.4K
$580K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-724K- 30.61% |
$22.5M - $23.6M
|
1.64M
$51.8M
|
|
May 15, 2024
Q1 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
37KNew |
$1.15M - $1.2M
|
37K
$1.17M
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
52.7K+ 15.54% |
$1.64M - $1.71M
|
392K
$12.4M
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
7.64KNew |
$238K - $249K
|
7.64K
$241K
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-191- 1.36% |
$5.94K - $6.22K
|
13.8K
$436K
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
308K+ 13.58% |
$9.58M - $10M
|
2.57M
$81.2M
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-176- 2.85% |
$5.48K - $5.73K
|
6.01K
$189K
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
21.4KNew |
$666K - $696K
|
21.4K
$675K
|
|
May 15, 2024
Q1 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
9.68K+ 22.59% |
$301K - $315K
|
52.5K
$1.66M
|