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 19, 2024
Q1 2024
|
Gen Trust, LLC
|
BUY
|
- |
6.23KNew |
$194K - $203K
|
6.23K
$197K
|
|
Apr 19, 2024
Q1 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.31K+ 23.63% |
$71.8K - $75.1K
|
12.1K
$382K
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-1.5K- 31.46% |
$46.7K - $48.8K
|
3.27K
$103K
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
232New |
$7.22K - $7.55K
|
232
$7.35K
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
3.09K+ 6.57% |
$96.3K - $101K
|
50.2K
$1.59M
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-671- 0.77% |
$20.9K - $21.8K
|
86.1K
$2.73M
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
188+ 0.79% |
$5.85K - $6.12K
|
24K
$760K
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
709+ 2.7% |
$22.1K - $23.1K
|
27K
$854K
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
516+ 5.28% |
$16.1K - $16.8K
|
10.3K
$326K
|
|
Apr 18, 2024
Q1 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-7.11K- 9.6% |
$221K - $231K
|
67K
$2.12M
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-196- 1.99% |
$6.1K - $6.38K
|
9.64K
$305K
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-44.3K- 6.74% |
$1.38M - $1.44M
|
613K
$19.4M
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1.47K+ 11.25% |
$45.7K - $47.8K
|
14.5K
$460K
|
|
Apr 18, 2024
Q1 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
1.86K+ 3.18% |
$57.8K - $60.4K
|
60.3K
$1.91M
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-13.7K- 29.22% |
$426K - $445K
|
33.1K
$1.05M
|
|
Apr 18, 2024
Q1 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
74.2KNew |
$2.31M - $2.41M
|
74.2K
$2.35M
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.83K- 14.97% |
$87.9K - $91.9K
|
16K
$508K
|
|
Apr 18, 2024
Q1 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-2.39K- 25.55% |
$74.4K - $77.8K
|
6.97K
$221K
|
|
Apr 18, 2024
Q1 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
12.3KNew |
$383K - $400K
|
12.3K
$389K
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4.12K+ 20.39% |
$128K - $134K
|
24.3K
$769K
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.8KNew |
$56K - $58.5K
|
1.8K
$56.9K
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-819- 10.44% |
$25.5K - $26.7K
|
7.02K
$222K
|
|
Apr 18, 2024
Q1 2024
|
Monument Capital Management
|
SELL
|
- |
-1.65K- 4.37% |
$51.5K - $53.8K
|
36.2K
$1.15M
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
1.51K+ 7.24% |
$46.9K - $49K
|
22.3K
$707K
|
|
Apr 17, 2024
Q1 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-4.31K- 2.02% |
$134K - $140K
|
209K
$6.62M
|
|
Apr 17, 2024
Q1 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
31.2K+ 25.61% |
$970K - $1.01M
|
153K
$4.84M
|
|
Apr 17, 2024
Q1 2024
|
Slow Capital, Inc.
|
BUY
|
- |
3.14K+ 40.14% |
$97.8K - $102K
|
11K
$348K
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-1.49K- 10.39% |
$46.2K - $48.4K
|
12.8K
$406K
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-732- 6.76% |
$22.8K - $23.8K
|
10.1K
$320K
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
32+ 0.24% |
$996 - $1.04K
|
13.2K
$418K
|
|
Apr 17, 2024
Q1 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
2.99K+ 16.65% |
$93K - $97.3K
|
20.9K
$663K
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-922- 2.8% |
$28.7K - $30K
|
32K
$1.01M
|
|
Apr 17, 2024
Q1 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-4.39K- 19.89% |
$137K - $143K
|
17.7K
$560K
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
4.95K+ 3.42% |
$154K - $161K
|
150K
$4.74M
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-162- 0.19% |
$5.04K - $5.27K
|
86.3K
$2.73M
|
|
Apr 17, 2024
Q1 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
17+ 0.19% |
$529 - $553
|
8.85K
$280K
|
|
Apr 17, 2024
Q1 2024
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-675- 3.3% |
$21K - $22K
|
19.8K
$626K
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-6.18K- 7.39% |
$192K - $201K
|
77.4K
$2.45M
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.17K- 7.92% |
$36.3K - $38K
|
13.6K
$429K
|
|
Apr 17, 2024
Q1 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-1.85K- 3.87% |
$57.6K - $60.2K
|
46K
$1.46M
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-179- 1.58% |
$5.57K - $5.82K
|
11.1K
$353K
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.49K+ 3.76% |
$46.5K - $48.6K
|
41.2K
$1.31M
|
|
Apr 17, 2024
Q1 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
8.77K+ 13.62% |
$273K - $285K
|
73.2K
$2.32M
|
|
Apr 17, 2024
Q1 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
1+ 1.43% |
$31.1 - $32.5
|
71
$2.25K
|
|
Apr 17, 2024
Q1 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
252+ 3.17% |
$7.84K - $8.2K
|
8.2K
$260K
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
843+ 2.13% |
$26.2K - $27.4K
|
40.4K
$1.28M
|
|
Apr 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1K+ 5.56% |
$31.1K - $32.5K
|
19K
$601K
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
12K+ 138.31% |
$375K - $392K
|
20.7K
$657K
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
7+ 0.34% |
$218 - $228
|
2.08K
$65.8K
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
357+ 1.24% |
$11.1K - $11.6K
|
29.1K
$922K
|