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 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
4.14K+ 4.53% |
$129K - $139K
|
95.6K
$3.12M
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
102+ 0.17% |
$3.18K - $3.42K
|
60.4K
$1.97M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-209- 1.95% |
$6.52K - $7K
|
10.5K
$343K
|
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
646+ 4.08% |
$20.1K - $21.6K
|
16.5K
$538K
|
|
|
Oct 29, 2024
Q3 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
708+ 1.41% |
$22.1K - $23.7K
|
50.8K
$1.66M
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-9.63K- 16.35% |
$300K - $323K
|
49.3K
$1.61M
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-47.2K- 19.5% |
$1.47M - $1.58M
|
195K
$6.37M
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
SELL
|
- |
-7- 0.18% |
$218 - $235
|
3.94K
$129K
|
|
|
Oct 29, 2024
Q3 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
5.72K+ 49.29% |
$178K - $192K
|
17.3K
$566K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
105K+ 7.7% |
$3.27M - $3.51M
|
1.47M
$47.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
23.6K+ 5.16% |
$736K - $790K
|
481K
$15.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Campbell Capital Management Inc
|
SELL
|
- |
-4.03K- 1.41% |
$125K - $135K
|
281K
$9.19M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-1.13K- 1.97% |
$35.3K - $37.9K
|
56.3K
$1.84M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-588- 2.54% |
$18.3K - $19.7K
|
22.6K
$738K
|
|
|
Oct 29, 2024
Q3 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
5+ 1.49% |
$156 - $168
|
340
$11.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Congress Asset Management CO
|
SELL
|
- |
-8.59K- 9.62% |
$268K - $288K
|
80.6K
$2.63M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
21.5K+ 3.14% |
$669K - $719K
|
704K
$23M
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
950+ 3.63% |
$29.6K - $31.8K
|
27.1K
$887K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
4.62K+ 0.2% |
$144K - $155K
|
2.27M
$74.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
457+ 0.63% |
$14.2K - $15.3K
|
72.9K
$2.38M
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
3.38K+ 22.13% |
$105K - $113K
|
18.6K
$609K
|
|
|
Oct 28, 2024
Q3 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-255- 1.07% |
$7.95K - $8.54K
|
23.7K
$773K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
21.6K+ 101.48% |
$673K - $723K
|
42.8K
$1.4M
|
|
|
Oct 28, 2024
Q3 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
248+ 0.92% |
$7.73K - $8.31K
|
27.2K
$887K
|
|
|
Oct 28, 2024
Q3 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
1.8K+ 19.05% |
$56.1K - $60.2K
|
11.2K
$367K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
100+ 2.62% |
$3.12K - $3.35K
|
3.91K
$128K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
3.27K+ 0.36% |
$102K - $110K
|
909K
$29.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-33.2K- 29.96% |
$1.04M - $1.11M
|
77.7K
$2.54M
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-171- 0.76% |
$5.33K - $5.73K
|
22.3K
$730K
|
|
|
Oct 28, 2024
Q3 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-72.8K- 41.42% |
$2.27M - $2.44M
|
103K
$3.36M
|
|
|
Oct 28, 2024
Q3 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-74.5K- 37.17% |
$2.32M - $2.5M
|
126K
$4.12M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
299+ 0.81% |
$9.32K - $10K
|
37K
$1.21M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-402- 0.71% |
$12.5K - $13.5K
|
56.1K
$1.83M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11.5K+ 69.48% |
$358K - $384K
|
28K
$914K
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-2K- 12.11% |
$62.4K - $67K
|
14.5K
$474K
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-811- 22.16% |
$25.3K - $27.2K
|
2.85K
$93.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
754+ 0.99% |
$23.5K - $25.3K
|
77.2K
$2.52M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
7.01K+ 21.27% |
$219K - $235K
|
40K
$1.31M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-10.5K- 11.89% |
$326K - $351K
|
77.6K
$2.54M
|
|
|
Oct 25, 2024
Q3 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-500- 7.07% |
$15.6K - $16.8K
|
6.58K
$215K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1.5K- 4.74% |
$46.9K - $50.4K
|
30.2K
$987K
|
|
|
Oct 25, 2024
Q3 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
2.11K+ 2.56% |
$65.8K - $70.7K
|
84.7K
$2.77M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
276+ 1.46% |
$8.61K - $9.25K
|
19.1K
$625K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
8.99K+ 6.9% |
$280K - $301K
|
139K
$4.55M
|
|
|
Oct 25, 2024
Q3 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
148+ 1.53% |
$4.61K - $4.96K
|
9.85K
$322K
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
9+ 1.15% |
$281 - $302
|
791
$25.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
9.21KNew |
$287K - $308K
|
9.21K
$301K
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
458+ 0.45% |
$14.3K - $15.3K
|
103K
$3.36M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-81- 98.78% |
$2.53K - $2.71K
|
1
$32.7
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.44% |
$62.4 - $67
|
456
$14.9K
|