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 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-5.04K- 18.66% |
$157K - $169K
|
22K
$718K
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-1.46K- 3.57% |
$45.6K - $49K
|
39.6K
$1.29M
|
|
|
Oct 25, 2024
Q3 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
4.34K+ 58.22% |
$135K - $145K
|
11.8K
$385K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
14.6K+ 18.4% |
$456K - $490K
|
94.1K
$3.07M
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
BUY
|
- |
75+ 0.62% |
$2.34K - $2.51K
|
12.1K
$395K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
23.5K+ 17.71% |
$732K - $787K
|
156K
$5.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.37K- 19.42% |
$73.8K - $79.3K
|
9.82K
$321K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.58K- 3.69% |
$49.2K - $52.9K
|
41.2K
$1.35M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
142+ 1.58% |
$4.43K - $4.76K
|
9.1K
$297K
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
959+ 4.37% |
$29.9K - $32.1K
|
22.9K
$748K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-650- 0.97% |
$20.3K - $21.8K
|
66.4K
$2.17M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.47K+ 6.77% |
$46K - $49.4K
|
23.3K
$760K
|
|
|
Oct 24, 2024
Q3 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
94.5K+ 34.03% |
$2.95M - $3.17M
|
372K
$12.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1K+ 8.13% |
$31.2K - $33.5K
|
13.3K
$434K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
14+ 1.54% |
$437 - $469
|
921
$30.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
522+ 1.9% |
$16.3K - $17.5K
|
27.9K
$912K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
648+ 6.77% |
$20.2K - $21.7K
|
10.2K
$334K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.2K+ 6.89% |
$68.6K - $73.7K
|
34.1K
$1.11M
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
276+ 1.96% |
$8.61K - $9.25K
|
14.4K
$470K
|
|
|
Oct 24, 2024
Q3 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-9.46K- 9.46% |
$295K - $317K
|
90.6K
$2.96M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
11.6KNew |
$361K - $388K
|
11.6K
$378K
|
|
|
Oct 24, 2024
Q3 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.68K+ 13.75% |
$52.5K - $56.4K
|
13.9K
$455K
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
9+ 0.1% |
$281 - $302
|
9.12K
$298K
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
182+ 33.46% |
$5.67K - $6.1K
|
726
$23.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
79+ 0.45% |
$2.46K - $2.65K
|
17.7K
$580K
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
4.26K+ 21.44% |
$133K - $143K
|
24.2K
$789K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
9.04K+ 78.42% |
$282K - $303K
|
20.6K
$672K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-4.9K- 19.05% |
$153K - $164K
|
20.8K
$681K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-497- 4.78% |
$15.5K - $16.6K
|
9.9K
$323K
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-1.3K- 8.47% |
$40.5K - $43.6K
|
14K
$459K
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.41K- 2.28% |
$43.8K - $47.1K
|
60.4K
$1.97M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
6.27K+ 0.54% |
$196K - $210K
|
1.18M
$38.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
10.3KNew |
$321K - $345K
|
10.3K
$336K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
905+ 2.44% |
$28.2K - $30.3K
|
38K
$1.24M
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
3.34K+ 2.87% |
$104K - $112K
|
120K
$3.92M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
22.1K+ 65.04% |
$691K - $742K
|
56.2K
$1.84M
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
6+ 0.9% |
$187 - $201
|
671
$21.9K
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
477+ 2.02% |
$14.9K - $16K
|
24.1K
$789K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.64K- 6.44% |
$51.3K - $55.1K
|
23.9K
$780K
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-520- 0.47% |
$16.2K - $17.4K
|
110K
$3.59M
|
|
|
Oct 23, 2024
Q3 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-85.8K- 49.76% |
$2.67M - $2.87M
|
86.6K
$2.83M
|
|
|
Oct 23, 2024
Q3 2024
|
Freedom Day Solutions, LLC
|
BUY
|
- |
18.9K+ 12.32% |
$589K - $633K
|
172K
$5.63M
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-18.9K- 36.7% |
$589K - $632K
|
32.5K
$1.06M
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-57- 0.34% |
$1.78K - $1.91K
|
16.9K
$552K
|
|
|
Oct 23, 2024
Q3 2024
|
Bank Of Stockton
|
BUY
|
- |
12.1K+ 10.84% |
$377K - $405K
|
124K
$4.04M
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
BUY
|
- |
3.58K+ 48.37% |
$111K - $120K
|
11K
$358K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.07K+ 0.71% |
$220K - $237K
|
1.01M
$32.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.56K+ 10.08% |
$111K - $119K
|
38.9K
$1.27M
|
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
2K+ 27.33% |
$62.4K - $67K
|
9.32K
$304K
|
|
|
Oct 22, 2024
Q3 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-3.26K- 2.85% |
$102K - $109K
|
111K
$3.63M
|