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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-11.4K- 16.62% |
$354K - $380K
|
57K
$1.76M
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.01K+ 1.67% |
$31.5K - $33.8K
|
61.4K
$1.89M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
105+ 0.85% |
$3.28K - $3.52K
|
12.5K
$386K
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
1.1K+ 7.83% |
$34.4K - $36.9K
|
15.1K
$467K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-416- 1.29% |
$13K - $13.9K
|
31.7K
$979K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
370K+ 517.49% |
$11.5M - $12.4M
|
441K
$13.6M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
63K+ 7.23% |
$1.97M - $2.11M
|
935K
$28.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
4K+ 3.03% |
$125K - $134K
|
136K
$4.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.68K- 5.92% |
$52.3K - $56.1K
|
26.6K
$821K
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
204+ 0.62% |
$6.37K - $6.84K
|
33.1K
$1.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
85+ 2.09% |
$2.65K - $2.85K
|
4.16K
$128K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.46KNew |
$76.9K - $82.5K
|
2.46K
$76K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6.28K- 1.65% |
$196K - $211K
|
375K
$11.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
20.6KNew |
$643K - $690K
|
20.6K
$636K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5K- 17.88% |
$156K - $168K
|
23K
$709K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
181New |
$5.65K - $6.07K
|
181
$5.58K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-8.97K- 36.95% |
$280K - $301K
|
15.3K
$472K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellecapital International Ltd.
|
BUY
|
- |
27KNew |
$843K - $905K
|
27K
$833K
|
|
|
Feb 06, 2025
Q4 2024
|
Delphi Financial Group, Inc.
|
BUY
|
- |
10KNew |
$312K - $335K
|
10K
$309K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-3.45K- 21.66% |
$108K - $116K
|
12.5K
$385K
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
156+ 1.49% |
$4.87K - $5.23K
|
10.6K
$328K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-206- 1.34% |
$6.43K - $6.9K
|
15.2K
$468K
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-2.72K- 10.22% |
$84.9K - $91.1K
|
23.9K
$736K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
917+ 14.14% |
$28.6K - $30.7K
|
7.4K
$228K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
28.3K+ 9.03% |
$885K - $950K
|
342K
$10.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
69.1K+ 4.21% |
$2.16M - $2.32M
|
1.71M
$52.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.63KNew |
$50.7K - $54.5K
|
1.63K
$50.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
SELL
|
- |
-378- 3.14% |
$11.8K - $12.7K
|
11.6K
$359K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-6.69K- 3.64% |
$209K - $224K
|
177K
$5.46M
|
|
|
Feb 06, 2025
Q4 2024
|
Bard Associates Inc
Chicago, IL |
BUY
|
- |
7.66K+ 60.16% |
$239K - $257K
|
20.4K
$629K
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-281K- 47.23% |
$8.78M - $9.42M
|
314K
$9.69M
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-2.92K- 21.65% |
$91.1K - $97.7K
|
10.6K
$326K
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
83K+ 481.94% |
$2.59M - $2.78M
|
100K
$3.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-34- 0.82% |
$1.06K - $1.14K
|
4.1K
$126K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-246K- 25.23% |
$7.69M - $8.25M
|
729K
$22.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
1.09KNew |
$34.1K - $36.6K
|
1.09K
$33.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
SELL
|
- |
-1.92K- 21.04% |
$59.9K - $64.2K
|
7.19K
$222K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
176+ 0.1% |
$5.5K - $5.9K
|
176K
$5.44M
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
300+ 0.45% |
$9.37K - $10.1K
|
66.5K
$2.05M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.5K- 11.24% |
$46.8K - $50.3K
|
11.9K
$366K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-41.7K- 37.69% |
$1.3M - $1.4M
|
68.9K
$2.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-683- 7.06% |
$21.3K - $22.9K
|
9K
$278K
|
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-766K- 96.82% |
$23.9M - $25.7M
|
25.2K
$776K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
14+ 0.12% |
$437 - $469
|
11.3K
$349K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.41MNew |
$75.3M - $80.8M
|
2.41M
$74.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
7.96K+ 4.68% |
$248K - $267K
|
178K
$5.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-591- 74.72% |
$18.5K - $19.8K
|
200
$6.17K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
565+ 9.3% |
$17.6K - $18.9K
|
6.64K
$205K
|
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-29.3K- 10.32% |
$915K - $981K
|
254K
$7.85M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
4.7K+ 30.18% |
$147K - $157K
|
20.3K
$625K
|