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 |
---|---|---|---|---|---|---|---|
Jul 19, 2024
Q2 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
50New |
$1.53K - $1.61K
|
50
$1.66K
|
|
Jul 19, 2024
Q2 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-11.5K- 7.43% |
$351K - $368K
|
143K
$4.75M
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
385+ 2.83% |
$11.8K - $12.4K
|
14K
$465K
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-7.68K- 11.42% |
$235K - $247K
|
59.6K
$1.98M
|
|
Jul 19, 2024
Q2 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
274+ 1.65% |
$8.4K - $8.8K
|
16.9K
$561K
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-6.79K- 28.4% |
$208K - $218K
|
17.1K
$569K
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-274- 4.42% |
$8.4K - $8.8K
|
5.93K
$197K
|
|
Jul 19, 2024
Q2 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-5.4K- 13.36% |
$166K - $174K
|
35K
$1.16M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
48.7K+ 7.23% |
$1.49M - $1.56M
|
722K
$24M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
89.3K+ 7.1% |
$2.74M - $2.87M
|
1.35M
$44.8M
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-11.1K- 7.53% |
$341K - $358K
|
137K
$4.55M
|
|
Jul 19, 2024
Q2 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-5.27K- 27.65% |
$161K - $169K
|
13.8K
$458K
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-103- 0.58% |
$3.16K - $3.31K
|
17.5K
$582K
|
|
Jul 19, 2024
Q2 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-170- 1.4% |
$5.21K - $5.46K
|
12K
$398K
|
|
Jul 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-211- 2.26% |
$6.47K - $6.78K
|
9.12K
$303K
|
|
Jul 19, 2024
Q2 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
3.44K+ 6.32% |
$105K - $110K
|
57.8K
$1.92M
|
|
Jul 19, 2024
Q2 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
7.06KNew |
$216K - $227K
|
7.06K
$235K
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-270- 0.99% |
$8.28K - $8.68K
|
27.1K
$902K
|
|
Jul 19, 2024
Q2 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
3+ 0.02% |
$91.9 - $96.4
|
13.6K
$451K
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.44K- 11.13% |
$44.2K - $46.4K
|
11.5K
$383K
|
|
Jul 19, 2024
Q2 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
348+ 1.63% |
$10.7K - $11.2K
|
21.7K
$720K
|
|
Jul 19, 2024
Q2 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-307- 1.94% |
$9.41K - $9.86K
|
15.5K
$515K
|
|
Jul 19, 2024
Q2 2024
|
Freedom Day Solutions, LLC
|
BUY
|
- |
31.9K+ 26.31% |
$979K - $1.03M
|
153K
$5.1M
|
|
Jul 19, 2024
Q2 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
891KNew |
$27.3M - $28.6M
|
891K
$29.6M
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
BUY
|
- |
29+ 0.0% |
$889 - $932
|
1.17M
$38.9M
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
8+ 0.05% |
$245 - $257
|
16.1K
$534K
|
|
Jul 18, 2024
Q2 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-2.98K- 7.96% |
$91.4K - $95.8K
|
34.5K
$1.15M
|
|
Jul 18, 2024
Q2 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
14.7K+ 816.41% |
$450K - $472K
|
16.5K
$548K
|
|
Jul 18, 2024
Q2 2024
|
Prairiewood Capital, LLC
|
SELL
|
- |
-2.96K- 6.3% |
$90.8K - $95.2K
|
44.1K
$1.47M
|
|
Jul 18, 2024
Q2 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
72.5KNew |
$2.22M - $2.33M
|
72.5K
$2.41M
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
627New |
$19.2K - $20.1K
|
627
$20.8K
|
|
Jul 18, 2024
Q2 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
728+ 5.01% |
$22.3K - $23.4K
|
15.3K
$508K
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-41- 0.04% |
$1.26K - $1.32K
|
102K
$3.4M
|
|
Jul 18, 2024
Q2 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-4.03K- 27.77% |
$124K - $130K
|
10.5K
$349K
|
|
Jul 18, 2024
Q2 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-173- 2.05% |
$5.3K - $5.56K
|
8.25K
$274K
|
|
Jul 18, 2024
Q2 2024
|
E&G Advisors, LP
|
SELL
|
- |
-500- 3.61% |
$15.3K - $16.1K
|
13.3K
$443K
|
|
Jul 18, 2024
Q2 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
3.71K+ 9.87% |
$114K - $119K
|
41.3K
$1.37M
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-22- 0.23% |
$674 - $707
|
9.57K
$318K
|
|
Jul 18, 2024
Q2 2024
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-2.95K- 28.37% |
$90.3K - $94.7K
|
7.44K
$247K
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
8.02K+ 7.03% |
$246K - $258K
|
122K
$4.06M
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
26K+ 6.02% |
$795K - $834K
|
457K
$15.2M
|
|
Jul 18, 2024
Q2 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
129+ 0.9% |
$3.95K - $4.14K
|
14.5K
$482K
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
559+ 4.52% |
$17.1K - $18K
|
12.9K
$430K
|
|
Jul 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-45- 0.14% |
$1.38K - $1.45K
|
32K
$1.06M
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
8+ 0.27% |
$245 - $257
|
2.94K
$97.7K
|
|
Jul 17, 2024
Q2 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
2.29K+ 4.18% |
$70.2K - $73.5K
|
57K
$1.9M
|
|
Jul 17, 2024
Q2 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
1.86K+ 20.93% |
$57K - $59.8K
|
10.7K
$357K
|
|
Jul 17, 2024
Q2 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-876- 96.16% |
$26.8K - $28.1K
|
35
$1.16K
|
|
Jul 17, 2024
Q2 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
253+ 3.94% |
$7.75K - $8.13K
|
6.68K
$222K
|
|
Jul 17, 2024
Q2 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
5.58KNew |
$171K - $179K
|
5.58K
$185K
|