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 17, 2025
Q4 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
3.2K+ 2.53% |
$99.8K - $107K
|
130K
$4M
|
|
Jan 17, 2025
Q4 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-13K- 16.53% |
$407K - $436K
|
65.8K
$2.03M
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.66K- 6.86% |
$51.7K - $55.5K
|
22.5K
$694K
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
26+ 0.04% |
$812 - $871
|
67.7K
$2.09M
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-1.16K- 72.86% |
$36.2K - $38.9K
|
432
$13.3K
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.94K- 2.5% |
$60.6K - $65K
|
75.7K
$2.33M
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10.9K+ 146.04% |
$342K - $367K
|
18.4K
$569K
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-1- -0.0% |
$31.2 - $33.5
|
41.5K
$1.28M
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-1K- 35.1% |
$31.2K - $33.5K
|
1.85K
$57K
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-565- 2.41% |
$17.6K - $18.9K
|
22.9K
$707K
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
62.8KNew |
$1.96M - $2.1M
|
62.8K
$1.94M
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
SELL
|
- |
-101K- 28.04% |
$3.16M - $3.39M
|
260K
$8.01M
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-130- 1.29% |
$4.06K - $4.36K
|
9.92K
$306K
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
SELL
|
- |
-2.43K- 11.29% |
$75.9K - $81.4K
|
19.1K
$589K
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-4.29K- 8.03% |
$134K - $144K
|
49.1K
$1.52M
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-4.86K- 14.28% |
$152K - $163K
|
29.2K
$901K
|
|
Jan 16, 2025
Q4 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
271+ 0.39% |
$8.46K - $9.08K
|
69.1K
$2.13M
|
|
Jan 16, 2025
Q4 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
1.23K+ 1.95% |
$38.3K - $41.1K
|
64K
$1.97M
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-4.47K- 33.33% |
$140K - $150K
|
8.95K
$276K
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-6.96K- 17.59% |
$217K - $233K
|
32.6K
$1.01M
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-1.55K- 4.49% |
$48.3K - $51.8K
|
32.9K
$1.01M
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
1.7KNew |
$53.1K - $57K
|
1.7K
$52.4K
|
|
Jan 16, 2025
Q4 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
834+ 1.88% |
$26K - $27.9K
|
45.2K
$1.39M
|
|
Jan 16, 2025
Q4 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-102K- 50.23% |
$3.19M - $3.42M
|
101K
$3.12M
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
20.4K+ 4.25% |
$638K - $684K
|
501K
$15.5M
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-3.19K- 5.43% |
$99.5K - $107K
|
55.5K
$1.71M
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-213- 1.87% |
$6.65K - $7.14K
|
11.2K
$346K
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
1.57K+ 96.74% |
$49.1K - $52.7K
|
3.2K
$98.6K
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-3.43K- 8.09% |
$107K - $115K
|
39K
$1.2M
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
725+ 5.33% |
$22.6K - $24.3K
|
14.3K
$442K
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-18.7K- 22.5% |
$585K - $628K
|
64.5K
$1.99M
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
797+ 1.39% |
$24.9K - $26.7K
|
58K
$1.79M
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.45K- 1.03% |
$45.3K - $48.6K
|
139K
$4.28M
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.45K+ 4.68% |
$76.5K - $82.1K
|
54.8K
$1.69M
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-658- 22.32% |
$20.5K - $22K
|
2.29K
$70.6K
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.34K+ 7.55% |
$104K - $112K
|
47.5K
$1.47M
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
2.78K+ 16.04% |
$86.8K - $93.2K
|
20.1K
$620K
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-1.34K- 4.67% |
$41.9K - $44.9K
|
27.4K
$845K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-16.4K- 17.42% |
$512K - $549K
|
77.7K
$2.4M
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-22.1K- 5.93% |
$691K - $741K
|
351K
$10.8M
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.14K+ 21.11% |
$223K - $239K
|
41K
$1.26M
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-508- 5.92% |
$15.9K - $17K
|
8.08K
$249K
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3.38K- 8.63% |
$106K - $113K
|
35.8K
$1.1M
|
|
Jan 14, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
36.5KNew |
$1.14M - $1.22M
|
36.5K
$1.12M
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-508- 3.69% |
$15.9K - $17K
|
13.2K
$409K
|
|
Jan 14, 2025
Q4 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
1K+ 2.95% |
$31.2K - $33.5K
|
34.9K
$1.08M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
36.5K+ 19.75% |
$1.14M - $1.22M
|
222K
$6.83M
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
170+ 12.45% |
$5.31K - $5.7K
|
1.54K
$47.4K
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
7+ 0.1% |
$219 - $235
|
6.83K
$211K
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-354- 2.15% |
$11.1K - $11.9K
|
16.1K
$498K
|