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 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
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
9.32K+ 3.77% |
$291K - $312K
|
257K
$8.39M
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
BUY
|
- |
25.5K+ 129.77% |
$795K - $854K
|
45.2K
$1.47M
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
2.25K+ 32.59% |
$70.2K - $75.4K
|
9.16K
$299K
|
|
Oct 22, 2024
Q3 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-820- 1.55% |
$25.6K - $27.5K
|
52.1K
$1.7M
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
BUY
|
- |
1.95K+ 3.53% |
$60.9K - $65.4K
|
57.3K
$1.87M
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
43.6K+ 4.4% |
$1.36M - $1.46M
|
1.03M
$33.8M
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-26.5K- 46.25% |
$827K - $889K
|
30.8K
$1.01M
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
26+ 1.08% |
$811 - $871
|
2.43K
$79.4K
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
40+ 0.18% |
$1.25K - $1.34K
|
22.7K
$741K
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-6.77K- 19.8% |
$211K - $227K
|
27.4K
$896K
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
4.24K+ 5.01% |
$132K - $142K
|
88.8K
$2.9M
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
265+ 0.83% |
$8.26K - $8.88K
|
32.2K
$1.05M
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
2.44K+ 22.71% |
$76.1K - $81.7K
|
13.2K
$431K
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-615- 3.51% |
$19.2K - $20.6K
|
16.9K
$552K
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
2.88K+ 3.13% |
$89.6K - $96.3K
|
94.8K
$3.1M
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-8.83K- 17.84% |
$275K - $296K
|
40.6K
$1.33M
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
64+ 0.21% |
$2K - $2.14K
|
30.8K
$1.01M
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
33K+ 48.07% |
$1.03M - $1.1M
|
102K
$3.32M
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
471+ 13.25% |
$14.7K - $15.8K
|
4.03K
$131K
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
7.79K+ 114.18% |
$243K - $261K
|
14.6K
$477K
|
|
Oct 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
6.9KNew |
$215K - $231K
|
6.9K
$225K
|
|
Oct 21, 2024
Q3 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-1.04K- 1.34% |
$32.5K - $34.9K
|
76.6K
$2.5M
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
SELL
|
- |
-15- 0.2% |
$468 - $503
|
7.65K
$250K
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-967- 9.8% |
$30.2K - $32.4K
|
8.9K
$291K
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
1.05K+ 6.51% |
$32.8K - $35.2K
|
17.2K
$562K
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-3.62K- 30.77% |
$113K - $121K
|
8.15K
$266K
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-11.2K- 43.91% |
$350K - $376K
|
14.4K
$469K
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
3.31K+ 2.32% |
$103K - $111K
|
146K
$4.77M
|
|
Oct 21, 2024
Q3 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-650- 0.82% |
$20.3K - $21.8K
|
78.8K
$2.57M
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-697- 3.53% |
$21.7K - $23.3K
|
19K
$621K
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-3.99K- 28.4% |
$124K - $134K
|
10.1K
$328K
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
2.15KNew |
$67K - $72K
|
2.15K
$70.2K
|
|
Oct 21, 2024
Q3 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-2.87K- 3.11% |
$89.4K - $96K
|
89.3K
$2.92M
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-2.34K- 6.77% |
$73K - $78.4K
|
32.3K
$1.05M
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
SELL
|
- |
-18.6K- 28.65% |
$578K - $621K
|
46.2K
$1.51M
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-99- 9.01% |
$3.09K - $3.32K
|
1K
$32.7K
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-279- 2.76% |
$8.7K - $9.35K
|
9.82K
$321K
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
7.82K+ 12.3% |
$244K - $262K
|
71.4K
$2.33M
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-333- 4.58% |
$10.4K - $11.2K
|
6.93K
$226K
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
13.6K+ 65.38% |
$425K - $457K
|
34.5K
$1.13M
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
62.4KNew |
$1.94M - $2.09M
|
62.4K
$2.04M
|
|
Oct 21, 2024
Q3 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-4.71K- 9.06% |
$147K - $158K
|
47.3K
$1.54M
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
15.5K+ 124.23% |
$484K - $520K
|
28K
$915K
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
293+ 15.98% |
$9.14K - $9.82K
|
2.13K
$69.4K
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
1.95K+ 2.63% |
$60.9K - $65.4K
|
76.2K
$2.49M
|