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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
201+ 0.2% |
$6.28K - $6.74K
|
103K
$3.27M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
156New |
$4.87K - $5.23K
|
156
$4.96K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
6.62K+ 19.2% |
$207K - $222K
|
41.1K
$1.31M
|
|
|
Jan 21, 2025
Q4 2024
|
Osher Van De Voorde Investment Management
|
BUY
|
- |
17.3K+ 6.48% |
$539K - $578K
|
283K
$9.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
3.11KNew |
$97.2K - $104K
|
3.11K
$99K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-10.9K- 2.51% |
$339K - $364K
|
423K
$13.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.64K+ 3.79% |
$51.1K - $54.8K
|
44.8K
$1.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.7K+ 19.4% |
$84.4K - $90.6K
|
16.6K
$529K
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-7.01K- 25.99% |
$219K - $235K
|
20K
$635K
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-2.9K- 23.97% |
$90.6K - $97.2K
|
9.2K
$293K
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
7.55K+ 3.47% |
$236K - $253K
|
226K
$7.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
200+ 1.29% |
$6.25K - $6.7K
|
15.7K
$499K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Spruce Capital, LLC
|
SELL
|
- |
-192- 0.82% |
$6K - $6.43K
|
23.2K
$736K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
13.8K+ 10.22% |
$431K - $462K
|
149K
$4.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
289+ 2.83% |
$9.03K - $9.68K
|
10.5K
$334K
|
|
|
Jan 17, 2025
Q4 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-6.2K- 6.02% |
$194K - $208K
|
96.8K
$3.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-417- 1.5% |
$13K - $14K
|
27.3K
$870K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-1.53K- 3.87% |
$47.8K - $51.3K
|
38.1K
$1.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-13.6K- 1.16% |
$424K - $455K
|
1.16M
$37M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.75K+ 41.28% |
$85.8K - $92.1K
|
9.4K
$299K
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
5+ 0.03% |
$156 - $168
|
19.8K
$630K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-7.64K- 20.1% |
$239K - $256K
|
30.4K
$966K
|
|
|
Jan 17, 2025
Q4 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
4.82K+ 7.49% |
$150K - $161K
|
69.2K
$2.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
BUY
|
- |
1.56K+ 2.78% |
$48.8K - $52.4K
|
57.8K
$1.84M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
90.4K+ 6.17% |
$2.82M - $3.03M
|
1.56M
$49.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-4.52K- 19.72% |
$141K - $151K
|
18.4K
$585K
|
|
|
Jan 17, 2025
Q4 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
3.2K+ 2.53% |
$99.8K - $107K
|
130K
$4.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-13K- 16.53% |
$407K - $436K
|
65.8K
$2.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.66K- 6.86% |
$51.7K - $55.5K
|
22.5K
$715K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
26+ 0.04% |
$812 - $871
|
67.7K
$2.15M
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-1.16K- 72.86% |
$36.2K - $38.9K
|
432
$13.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.94K- 2.5% |
$60.6K - $65K
|
75.7K
$2.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10.9K+ 146.04% |
$342K - $367K
|
18.4K
$586K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-1- -0.0% |
$31.2 - $33.5
|
41.5K
$1.32M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
17.5K+ 43.04% |
$546K - $586K
|
58.1K
$1.85M
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-1K- 35.1% |
$31.2K - $33.5K
|
1.85K
$58.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-565- 2.41% |
$17.6K - $18.9K
|
22.9K
$729K
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
62.8KNew |
$1.96M - $2.1M
|
62.8K
$2M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
SELL
|
- |
-101K- 28.04% |
$3.16M - $3.39M
|
260K
$8.25M
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-130- 1.29% |
$4.06K - $4.36K
|
9.92K
$315K
|
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
SELL
|
- |
-2.43K- 11.29% |
$75.9K - $81.4K
|
19.1K
$607K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-4.29K- 8.03% |
$134K - $144K
|
49.1K
$1.56M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-4.86K- 14.28% |
$152K - $163K
|
29.2K
$929K
|
|
|
Jan 16, 2025
Q4 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
271+ 0.39% |
$8.46K - $9.08K
|
69.1K
$2.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
1.23K+ 1.95% |
$38.3K - $41.1K
|
64K
$2.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-4.47K- 33.33% |
$140K - $150K
|
8.95K
$284K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-6.96K- 17.59% |
$217K - $233K
|
32.6K
$1.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
5.23K+ 3.18% |
$163K - $175K
|
170K
$5.39M
|
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-1.55K- 4.49% |
$48.3K - $51.8K
|
32.9K
$1.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
1.7KNew |
$53.1K - $57K
|
1.7K
$54.1K
|