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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
363K+ 231.05% |
$11.3M - $12.2M
|
520K
$17M
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-3.18K- 8.3% |
$99K - $106K
|
35.1K
$1.15M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
118+ 0.14% |
$3.68K - $3.95K
|
82.7K
$2.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-2.26K- 15.76% |
$70.4K - $75.7K
|
12.1K
$394K
|
|
|
Oct 31, 2024
Q3 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
64+ 0.93% |
$2K - $2.14K
|
6.94K
$227K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
61+ 0.4% |
$1.9K - $2.04K
|
15.4K
$502K
|
|
|
Oct 31, 2024
Q3 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
7.94K+ 4.91% |
$248K - $266K
|
170K
$5.55M
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-130- 0.28% |
$4.05K - $4.36K
|
45.6K
$1.49M
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
BUY
|
- |
2.88K+ 40.53% |
$89.6K - $96.3K
|
9.97K
$326K
|
|
|
Oct 31, 2024
Q3 2024
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-900- 6.48% |
$28.1K - $30.2K
|
13K
$424K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
544+ 3.3% |
$17K - $18.2K
|
17K
$556K
|
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
9.11KNew |
$284K - $305K
|
9.11K
$298K
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
407+ 4.9% |
$12.7K - $13.6K
|
8.71K
$284K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
62+ 1.55% |
$1.93K - $2.08K
|
4.07K
$133K
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-1.11K- 4.87% |
$34.6K - $37.2K
|
21.7K
$708K
|
|
|
Oct 31, 2024
Q3 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-9- 47.37% |
$281 - $302
|
10
$327
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
2.51K+ 7.27% |
$78.2K - $84K
|
37K
$1.21M
|
|
|
Oct 30, 2024
Q3 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-21- 0.19% |
$655 - $704
|
11.1K
$364K
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-399- 1.86% |
$12.4K - $13.4K
|
21.1K
$689K
|
|
|
Oct 30, 2024
Q3 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
3.47K+ 1.47% |
$108K - $116K
|
240K
$7.84M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
492+ 32.22% |
$15.3K - $16.5K
|
2.02K
$65.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.5K+ 35.01% |
$46.8K - $50.3K
|
5.78K
$189K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-370- 0.63% |
$11.5K - $12.4K
|
58K
$1.89M
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.59K+ 3.6% |
$49.6K - $53.3K
|
45.8K
$1.49M
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-1.69K- 4.49% |
$52.5K - $56.4K
|
35.9K
$1.17M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3+ 0.09% |
$93.5 - $101
|
3.28K
$107K
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-1.28K- 10.85% |
$39.8K - $42.7K
|
10.5K
$342K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.13K+ 19.73% |
$129K - $138K
|
25K
$818K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-9.55K- 22.02% |
$298K - $320K
|
33.8K
$1.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-2.36K- 13.96% |
$73.5K - $78.9K
|
14.5K
$474K
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
23+ 0.33% |
$717 - $771
|
7.01K
$229K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-250- 12.5% |
$7.8K - $8.38K
|
1.75K
$57.2K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-50- 0.14% |
$1.56K - $1.68K
|
36K
$1.18M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.04K+ 12.34% |
$251K - $269K
|
73.2K
$2.39M
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-100- 50.0% |
$3.12K - $3.35K
|
100
$3.27K
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
1.06K+ 3.8% |
$33.1K - $35.5K
|
28.9K
$945K
|
|
|
Oct 30, 2024
Q3 2024
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
937+ 1.19% |
$29.2K - $31.4K
|
79.7K
$2.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-3.48K- 19.27% |
$108K - $116K
|
14.6K
$475K
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
204+ 0.79% |
$6.36K - $6.83K
|
26.1K
$852K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
5.26K+ 38.09% |
$164K - $176K
|
19.1K
$622K
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
595+ 1.4% |
$18.6K - $19.9K
|
43.2K
$1.41M
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-22.2K- 3.31% |
$691K - $742K
|
647K
$21.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
19.4K+ 110.74% |
$605K - $650K
|
36.9K
$1.21M
|
|
|
Oct 30, 2024
Q3 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-285- 1.54% |
$8.89K - $9.55K
|
18.3K
$596K
|
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-1.91K- 18.16% |
$59.4K - $63.8K
|
8.58K
$280K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.72K- 5.13% |
$53.5K - $57.5K
|
31.8K
$1.04M
|
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-3.28K- 5.53% |
$102K - $110K
|
56K
$1.83M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-14.8K- 26.91% |
$460K - $494K
|
40.1K
$1.31M
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
9+ 0.03% |
$281 - $302
|
31.2K
$1.02M
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
10.1K+ 0.62% |
$316K - $340K
|
1.65M
$53.9M
|