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 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
4.28K+ 5.75% |
$132K - $138K
|
78.7K
$2.41M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.3K+ 2.13% |
$315K - $331K
|
491K
$15.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
5.9K+ 7.93% |
$181K - $190K
|
80.4K
$2.46M
|
|
|
Apr 16, 2025
Q1 2025
|
Parkside Investments, LLC
|
BUY
|
- |
14.4K+ 3.33% |
$443K - $466K
|
448K
$13.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-2.32K- 2.26% |
$71.2K - $74.8K
|
100K
$3.07M
|
|
|
Apr 16, 2025
Q1 2025
|
Delta Capital Management LLC
|
SELL
|
- |
-2K- 10.48% |
$61.5K - $64.5K
|
17.1K
$524K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
11+ 0.03% |
$338 - $355
|
35.8K
$1.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
375+ 1.96% |
$11.5K - $12.1K
|
19.5K
$598K
|
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
SELL
|
- |
-988- 8.27% |
$30.4K - $31.9K
|
11K
$336K
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-764- 7.49% |
$23.5K - $24.6K
|
9.43K
$289K
|
|
|
Apr 16, 2025
Q1 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-18K- 17.82% |
$554K - $581K
|
83.1K
$2.55M
|
|
|
Apr 16, 2025
Q1 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
111+ 1.11% |
$3.41K - $3.58K
|
10.1K
$310K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
6.3K+ 58.06% |
$194K - $203K
|
17.2K
$526K
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-1.94K- 3.49% |
$59.5K - $62.4K
|
53.6K
$1.64M
|
|
|
Apr 16, 2025
Q1 2025
|
Palouse Capital Management, Inc.
|
BUY
|
- |
4.17K+ 4.83% |
$128K - $134K
|
90.5K
$2.78M
|
|
|
Apr 16, 2025
Q1 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
25+ 3.74% |
$768 - $807
|
694
$21.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-297- 2.27% |
$9.13K - $9.58K
|
12.8K
$392K
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
88.8K+ 4.94% |
$2.73M - $2.86M
|
1.88M
$57.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-215- 2.89% |
$6.61K - $6.94K
|
7.22K
$221K
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
SELL
|
- |
-100- 0.75% |
$3.07K - $3.23K
|
13.3K
$408K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.94K- 9.36% |
$59.6K - $62.6K
|
18.8K
$577K
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-15.5K- 12.99% |
$477K - $501K
|
104K
$3.19M
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
1.76K+ 25.77% |
$54.1K - $56.8K
|
8.59K
$264K
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-26.5K- 7.55% |
$813K - $854K
|
324K
$9.94M
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-9.93K- 20.58% |
$305K - $320K
|
38.3K
$1.18M
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
790+ 9.99% |
$24.3K - $25.5K
|
8.7K
$267K
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
6.85K+ 5.83% |
$211K - $221K
|
124K
$3.81M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-379- 0.62% |
$11.6K - $12.2K
|
61K
$1.87M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-152- 1.7% |
$4.67K - $4.9K
|
8.79K
$270K
|
|
|
Apr 15, 2025
Q1 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
300+ 2.68% |
$9.22K - $9.68K
|
11.5K
$352K
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
191+ 0.87% |
$5.87K - $6.16K
|
22K
$676K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-201- 0.87% |
$6.18K - $6.48K
|
23K
$705K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.4K- 9.3% |
$43.1K - $45.2K
|
13.7K
$420K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
144K+ 12.07% |
$4.41M - $4.63M
|
1.33M
$40.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-8.04K- 8.31% |
$247K - $259K
|
88.8K
$2.72M
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-50.5K- 27.26% |
$1.55M - $1.63M
|
135K
$4.13M
|
|
|
Apr 15, 2025
Q1 2025
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-307- 0.62% |
$9.43K - $9.9K
|
49.4K
$1.52M
|
|
|
Apr 15, 2025
Q1 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-381- 0.33% |
$11.7K - $12.3K
|
115K
$3.53M
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2.37K+ 22.05% |
$72.9K - $76.5K
|
13.1K
$402K
|
|
|
Apr 15, 2025
Q1 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
971+ 1.67% |
$29.8K - $31.3K
|
59K
$1.81M
|
|
|
Apr 14, 2025
Q1 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
1.91K+ 1.57% |
$58.6K - $61.5K
|
123K
$3.78M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
14.3KNew |
$441K - $463K
|
14.3K
$440K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
43.8KNew |
$1.35M - $1.41M
|
43.8K
$1.34M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-17K- 21.47% |
$522K - $548K
|
62.1K
$1.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
114K+ 51.34% |
$3.49M - $3.67M
|
335K
$10.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
348New |
$10.7K - $11.2K
|
348
$10.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-98- 0.38% |
$3.01K - $3.16K
|
25.4K
$780K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-6.54K- 1.55% |
$201K - $211K
|
416K
$12.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-42.2K- 25.8% |
$1.3M - $1.36M
|
121K
$3.72M
|
|
|
Apr 14, 2025
Q1 2025
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-336K- 95.89% |
$10.3M - $10.8M
|
14.4K
$441K
|