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 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.02K+ 3.32% |
$31.5K - $33K
|
31.8K
$976K
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-8.59K- 3.47% |
$264K - $277K
|
239K
$7.32M
|
|
Apr 28, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-58.1K- 20.68% |
$1.79M - $1.87M
|
223K
$6.83M
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-30K- 24.39% |
$922K - $968K
|
93K
$2.85M
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.24K+ 9.57% |
$223K - $234K
|
82.9K
$2.54M
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
11.1KNew |
$342K - $359K
|
11.1K
$342K
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
2.87K+ 6.36% |
$88.1K - $92.5K
|
48K
$1.47M
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-7.22K- 7.49% |
$222K - $233K
|
89.2K
$2.73M
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
19.8K+ 15.14% |
$610K - $640K
|
151K
$4.63M
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
BUY
|
- |
111+ 2.02% |
$3.41K - $3.58K
|
5.61K
$172K
|
|
Apr 25, 2025
Q1 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
6+ 0.05% |
$184 - $194
|
12.6K
$387K
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-5.54K- 11.16% |
$170K - $179K
|
44.1K
$1.35M
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-1.4K- 15.94% |
$42.9K - $45.1K
|
7.37K
$226K
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
1KNew |
$30.7K - $32.3K
|
1K
$30.7K
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
6.35K+ 48.26% |
$195K - $205K
|
19.5K
$598K
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
SELL
|
- |
-35.1K- 92.16% |
$1.08M - $1.13M
|
2.99K
$91.6K
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
23K+ 100.85% |
$706K - $741K
|
45.7K
$1.4M
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.15K- 2.8% |
$35.3K - $37.1K
|
39.8K
$1.22M
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
795+ 32.34% |
$24.4K - $25.6K
|
3.25K
$99.8K
|
|
Apr 25, 2025
Q1 2025
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-645- 1.58% |
$19.8K - $20.8K
|
40.2K
$1.23M
|
|
Apr 25, 2025
Q1 2025
|
Townsend & Associates, Inc
|
BUY
|
- |
116K+ 14.13% |
$3.57M - $3.74M
|
937K
$28.7M
|
|
Apr 25, 2025
Q1 2025
|
Prairiewood Capital, LLC
|
SELL
|
- |
-4.74K- 10.49% |
$146K - $153K
|
40.4K
$1.24M
|
|
Apr 25, 2025
Q1 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-478K- 97.27% |
$14.7M - $15.4M
|
13.4K
$412K
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
64New |
$1.97K - $2.06K
|
64
$1.96K
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-91- 65.0% |
$2.8K - $2.94K
|
49
$1.5K
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.02K- 9.12% |
$31.4K - $33K
|
10.2K
$312K
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.73K+ 5.24% |
$53.1K - $55.8K
|
34.7K
$1.06M
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-3.56K- 30.52% |
$109K - $115K
|
8.09K
$248K
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
510New |
$15.7K - $16.5K
|
510
$15.6K
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-2.16K- 4.51% |
$66.3K - $69.6K
|
45.6K
$1.4M
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
15.6K+ 49.68% |
$480K - $503K
|
47K
$1.44M
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-30.7K- 42.47% |
$945K - $992K
|
41.6K
$1.28M
|
|
Apr 24, 2025
Q1 2025
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-4.84K- 10.85% |
$149K - $156K
|
39.7K
$1.22M
|
|
Apr 24, 2025
Q1 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
73.4KNew |
$2.26M - $2.37M
|
73.4K
$2.25M
|
|
Apr 24, 2025
Q1 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
89.3KNew |
$2.74M - $2.88M
|
89.3K
$2.74M
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
331+ 0.72% |
$10.2K - $10.7K
|
46.2K
$1.42M
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
244+ 1.07% |
$7.5K - $7.87K
|
23.1K
$710K
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-40.8K- 5.53% |
$1.25M - $1.32M
|
697K
$21.4M
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
90+ 0.49% |
$2.77K - $2.9K
|
18.5K
$567K
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-9.31K- 24.99% |
$286K - $300K
|
27.9K
$857K
|
|
Apr 24, 2025
Q1 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
641+ 8.19% |
$19.7K - $20.7K
|
8.47K
$260K
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
2+ 0.1% |
$61.5 - $64.5
|
2.09K
$64K
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.71K+ 3.81% |
$52.5K - $55.1K
|
46.5K
$1.43M
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-15.8K- 35.91% |
$486K - $511K
|
28.3K
$867K
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-845- 50.0% |
$26K - $27.3K
|
845
$25.9K
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
3.72K+ 10.11% |
$114K - $120K
|
40.5K
$1.24M
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
60+ 0.59% |
$1.84K - $1.94K
|
10.2K
$311K
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
BUY
|
- |
3.63K+ 7.93% |
$112K - $117K
|
49.4K
$1.52M
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
234K+ 2098.39% |
$7.19M - $7.55M
|
245K
$7.52M
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-194- 2.71% |
$5.96K - $6.26K
|
6.95K
$213K
|