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 |
---|---|---|---|---|---|---|---|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
327+ 7.88% |
$10.2K - $10.6K
|
4.48K
$141K
|
|
Apr 30, 2024
Q1 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
252K+ 13.39% |
$7.83M - $8.19M
|
2.13M
$67M
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-11.2K- 10.66% |
$350K - $366K
|
94.2K
$2.96M
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
4.37K+ 173.42% |
$136K - $142K
|
6.89K
$217K
|
|
Apr 29, 2024
Q1 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
108+ 1.06% |
$3.36K - $3.51K
|
10.3K
$323K
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-16K- 70.24% |
$497K - $520K
|
6.77K
$213K
|
|
Apr 29, 2024
Q1 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
18.1K+ 3.87% |
$562K - $587K
|
485K
$15.2M
|
|
Apr 29, 2024
Q1 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
22.7KNew |
$706K - $738K
|
22.7K
$713K
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-44- 0.17% |
$1.37K - $1.43K
|
25.3K
$796K
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
29.4K+ 90.33% |
$916K - $958K
|
62K
$1.95M
|
|
Apr 29, 2024
Q1 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-1.27K- 11.93% |
$39.5K - $41.3K
|
9.36K
$294K
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
9.22K+ 11.48% |
$287K - $300K
|
89.5K
$2.81M
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
267+ 0.64% |
$8.31K - $8.69K
|
42K
$1.32M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
37.4K+ 1.88% |
$1.16M - $1.22M
|
2.02M
$63.5M
|
|
Apr 29, 2024
Q1 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
805+ 9.51% |
$25.1K - $26.2K
|
9.27K
$291K
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-130- 0.3% |
$4.05K - $4.23K
|
42.8K
$1.34M
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-3.63K- 10.06% |
$113K - $118K
|
32.4K
$1.02M
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
SELL
|
- |
-969- 9.49% |
$30.2K - $31.5K
|
9.24K
$290K
|
|
Apr 29, 2024
Q1 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
40.5K+ 18.17% |
$1.26M - $1.32M
|
263K
$8.27M
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.08K+ 3.71% |
$64.8K - $67.8K
|
58.3K
$1.83M
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-7.71K- 11.1% |
$240K - $251K
|
61.8K
$1.94M
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
233K+ 32.17% |
$7.26M - $7.59M
|
959K
$30.1M
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
6.45KNew |
$201K - $210K
|
6.45K
$203K
|
|
Apr 29, 2024
Q1 2024
|
Sierra Capital LLC
|
SELL
|
- |
-102- 0.18% |
$3.17K - $3.32K
|
56K
$1.76M
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
682+ 4.23% |
$21.2K - $22.2K
|
16.8K
$529K
|
|
Apr 29, 2024
Q1 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
6.21KNew |
$193K - $202K
|
6.21K
$195K
|
|
Apr 29, 2024
Q1 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
24+ 0.1% |
$747 - $781
|
23K
$723K
|
|
Apr 29, 2024
Q1 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
1.8K+ 3.81% |
$55.9K - $58.4K
|
48.9K
$1.54M
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-424- 1.74% |
$13.2K - $13.8K
|
23.9K
$751K
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-3.64K- 48.44% |
$113K - $118K
|
3.87K
$122K
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
SELL
|
- |
-19- 0.03% |
$591 - $618
|
65.8K
$2.07M
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.53K+ 38.57% |
$78.6K - $82.2K
|
9.08K
$285K
|
|
Apr 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-9- 0.1% |
$280 - $293
|
9K
$283K
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
33+ 0.35% |
$1.03K - $1.07K
|
9.53K
$299K
|
|
Apr 26, 2024
Q1 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
363+ 1.4% |
$11.3K - $11.8K
|
26.3K
$826K
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
3.51K+ 15.95% |
$109K - $114K
|
25.5K
$801K
|
|
Apr 26, 2024
Q1 2024
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-8.11K- 17.42% |
$252K - $264K
|
38.4K
$1.21M
|
|
Apr 26, 2024
Q1 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
30+ 0.06% |
$934 - $976
|
47.1K
$1.48M
|
|
Apr 26, 2024
Q1 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
3.47K+ 19.95% |
$108K - $113K
|
20.8K
$655K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
3.77KNew |
$117K - $123K
|
3.77K
$118K
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-873- 48.99% |
$27.2K - $28.4K
|
909
$28.6K
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
32New |
$996 - $1.04K
|
32
$1.01K
|
|
Apr 26, 2024
Q1 2024
|
Advisors Management Group Inc
|
BUY
|
- |
14.4K+ 3.39% |
$447K - $467K
|
438K
$13.7M
|
|
Apr 26, 2024
Q1 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-277- 0.52% |
$8.62K - $9.01K
|
53.2K
$1.67M
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4+ 0.45% |
$124 - $130
|
902
$28.3K
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-2.43K- 4.07% |
$75.5K - $78.9K
|
57.2K
$1.8M
|
|
Apr 26, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1.29K+ 1.53% |
$40.3K - $42.1K
|
85.7K
$2.69M
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
SELL
|
- |
-1.63K- 11.8% |
$50.9K - $53.2K
|
12.2K
$384K
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-4.71K- 25.71% |
$147K - $153K
|
13.6K
$428K
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
BUY
|
- |
135K+ 55328.69% |
$4.2M - $4.39M
|
135K
$4.25M
|