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 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
8+ 0.07% |
$246 - $258
|
11.3K
$347K
|
|
May 02, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-7.67K- 9.71% |
$236K - $248K
|
71.4K
$2.19M
|
|
May 02, 2025
Q1 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
1.45K+ 12.45% |
$44.5K - $46.7K
|
13.1K
$401K
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
BUY
|
- |
18.1K+ 2.77% |
$556K - $584K
|
672K
$20.6M
|
|
May 02, 2025
Q1 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
132K+ 57.26% |
$4.07M - $4.27M
|
364K
$11.2M
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
12.9K+ 6.9% |
$395K - $415K
|
199K
$6.11M
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-4.68K- 7.1% |
$144K - $151K
|
61.2K
$1.88M
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
BUY
|
- |
98.4K+ 12.7% |
$3.02M - $3.17M
|
873K
$26.8M
|
|
May 02, 2025
Q1 2025
|
Easterly Investment Partners LLC
|
SELL
|
- |
-5.29K- 30.95% |
$162K - $170K
|
11.8K
$362K
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-688- 73.19% |
$21.1K - $22.2K
|
252
$7.73K
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-985- 2.21% |
$30.3K - $31.8K
|
43.6K
$1.34M
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-62.7K- 82.86% |
$1.93M - $2.02M
|
13K
$397K
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
BUY
|
- |
2.1K+ 4.39% |
$64.5K - $67.7K
|
50K
$1.53M
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
46+ 1.11% |
$1.41K - $1.48K
|
4.21K
$129K
|
|
May 02, 2025
Q1 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-2.37K- 1.16% |
$72.9K - $76.6K
|
201K
$6.18M
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-1.38K- 89.81% |
$42.3K - $44.4K
|
156
$4.78K
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.66K- 1.55% |
$50.9K - $53.5K
|
105K
$3.22M
|
|
May 01, 2025
Q1 2025
|
Fortem Financial Group, LLC
|
SELL
|
- |
-837- 5.87% |
$25.7K - $27K
|
13.4K
$411K
|
|
May 01, 2025
Q1 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-454- 1.45% |
$14K - $14.6K
|
30.9K
$948K
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-8.98K- 55.08% |
$276K - $290K
|
7.33K
$225K
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
60.3K+ 420.8% |
$1.85M - $1.94M
|
74.6K
$2.29M
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-750- 5.6% |
$23K - $24.2K
|
12.6K
$387K
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.74K- 5.18% |
$53.5K - $56.2K
|
31.9K
$979K
|
|
May 01, 2025
Q1 2025
|
Mathes Company, Inc.
|
SELL
|
- |
-1.5K- 3.74% |
$46.1K - $48.4K
|
38.7K
$1.19M
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
18.9K+ 4.15% |
$580K - $609K
|
474K
$14.5M
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-32.8K- 3.67% |
$1.01M - $1.06M
|
861K
$26.4M
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
118+ 1311.11% |
$3.63K - $3.81K
|
127
$3.9K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-9.66K- 9.95% |
$297K - $312K
|
87.4K
$2.68M
|
|
May 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-650- 8.66% |
$20K - $21K
|
6.86K
$210K
|
|
May 01, 2025
Q1 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
17.5KNew |
$539K - $566K
|
17.5K
$538K
|
|
May 01, 2025
Q1 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
5.7K+ 77.87% |
$175K - $184K
|
13K
$399K
|
|
May 01, 2025
Q1 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
10.4K+ 51.67% |
$319K - $335K
|
30.5K
$935K
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
SELL
|
- |
-1.33K- 15.89% |
$40.8K - $42.8K
|
7.03K
$216K
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-117- 2.91% |
$3.6K - $3.77K
|
3.91K
$120K
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-988- 1.34% |
$30.4K - $31.9K
|
72.6K
$2.23M
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-61.6K- 5.3% |
$1.89M - $1.99M
|
1.1M
$33.8M
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.9K- 9.42% |
$89.1K - $93.6K
|
27.9K
$856K
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-42.4K- 25.08% |
$1.3M - $1.37M
|
127K
$3.88M
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
19.5KNew |
$598K - $628K
|
19.5K
$597K
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-330- 3.66% |
$10.1K - $10.6K
|
8.69K
$266K
|
|
May 01, 2025
Q1 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
40.5K+ 33.71% |
$1.24M - $1.31M
|
161K
$4.92M
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
13.1K+ 3.55% |
$402K - $422K
|
381K
$11.7M
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
BUY
|
- |
1.33M+ 79.73% |
$41M - $43.1M
|
3.01M
$92.3M
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
52.1K+ 4.8% |
$1.6M - $1.68M
|
1.14M
$34.9M
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
2.64K+ 22.28% |
$81.1K - $85.2K
|
14.5K
$444K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.93K+ 56.61% |
$121K - $127K
|
10.9K
$334K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-7.37K- 5.29% |
$226K - $238K
|
132K
$4.05M
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
SELL
|
- |
-4.43K- 9.88% |
$136K - $143K
|
40.4K
$1.24M
|
|
Apr 30, 2025
Q1 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-150- 1.99% |
$4.61K - $4.84K
|
7.41K
$227K
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
294+ 3.1% |
$9.03K - $9.48K
|
9.77K
$300K
|