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 |
---|---|---|---|---|---|---|---|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
310+ 0.28% |
$9.67K - $10.4K
|
112K
$3.66M
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-1.2K- 9.02% |
$37.4K - $40.2K
|
12.1K
$395K
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-231- 1.96% |
$7.2K - $7.74K
|
11.6K
$378K
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
BUY
|
- |
882+ 2.1% |
$27.5K - $29.5K
|
42.9K
$1.4M
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
322+ 4.72% |
$10K - $10.8K
|
7.14K
$233K
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-288K- 29.58% |
$8.98M - $9.65M
|
685K
$22.4M
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-1.83K- 22.99% |
$57.2K - $61.4K
|
6.14K
$201K
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.47K+ 0.77% |
$46K - $49.4K
|
192K
$6.28M
|
|
Oct 07, 2024
Q3 2024
|
Bath Savings Trust CO
|
BUY
|
- |
4.44K+ 9.05% |
$138K - $149K
|
53.4K
$1.75M
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-212- 5.73% |
$6.61K - $7.1K
|
3.49K
$114K
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-1.65K- 50.38% |
$51.4K - $55.3K
|
1.63K
$53.1K
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-229- 63.97% |
$7.14K - $7.67K
|
129
$4.21K
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-7.28K- 5.56% |
$227K - $244K
|
124K
$4.04M
|
|
Oct 07, 2024
Q3 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
4.92K+ 8.5% |
$153K - $165K
|
62.8K
$2.05M
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
5.54K+ 62.92% |
$173K - $186K
|
14.3K
$469K
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
531+ 0.65% |
$16.6K - $17.8K
|
82.5K
$2.7M
|
|
Oct 04, 2024
Q3 2024
|
Red Spruce Capital, LLC
|
BUY
|
- |
2.89K+ 14.13% |
$90.1K - $96.8K
|
23.3K
$763K
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-5.05K- 31.64% |
$158K - $169K
|
10.9K
$357K
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.81K- 14.03% |
$119K - $128K
|
23.4K
$763K
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
SELL
|
- |
-3.48K- 1.19% |
$109K - $117K
|
289K
$9.43M
|
|
Oct 04, 2024
Q3 2024
|
Eclectic Associates Inc
|
BUY
|
- |
204+ 1.54% |
$6.36K - $6.83K
|
13.4K
$439K
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-609- 2.03% |
$19K - $20.4K
|
29.5K
$962K
|
|
Oct 04, 2024
Q3 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-480- 0.36% |
$15K - $16.1K
|
132K
$4.31M
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
81.5K+ 144.29% |
$2.54M - $2.73M
|
138K
$4.51M
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-12.6K- 9.58% |
$393K - $422K
|
119K
$3.89M
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.48K+ 7.44% |
$46K - $49.4K
|
21.3K
$697K
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
273+ 1.29% |
$8.51K - $9.15K
|
21.5K
$702K
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-38.6K- 17.25% |
$1.2M - $1.29M
|
185K
$6.04M
|
|
Oct 03, 2024
Q3 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-1.5K- 16.29% |
$46.8K - $50.3K
|
7.71K
$252K
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
140KNew |
$4.38M - $4.71M
|
140K
$4.59M
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-650- 68.42% |
$20.3K - $21.8K
|
300
$9.8K
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
6.16K+ 4.37% |
$192K - $206K
|
147K
$4.8M
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
24.2K+ 17.28% |
$756K - $812K
|
164K
$5.37M
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1.51K- 4.99% |
$47.1K - $50.6K
|
28.8K
$940K
|
|
Q2 2024 | |||||||
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.74K- 56.97% |
$53.5K - $56K
|
1.32K
$43K
|
|
Sep 10, 2024
Q2 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
15.7KNew |
$480K - $503K
|
15.7K
$511K
|
|
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
66.9KNew |
$2.05M - $2.15M
|
66.9K
$2.19M
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.89K- 1.32% |
$57.8K - $60.6K
|
141K
$4.61M
|
|
Aug 16, 2024
Q2 2024
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-75- 0.19% |
$2.3K - $2.41K
|
40.4K
$1.32M
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
16.4KNew |
$502K - $526K
|
16.4K
$535K
|
|
Aug 15, 2024
Q2 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-7.43K- 48.52% |
$228K - $239K
|
7.89K
$258K
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-4.22K- 33.91% |
$129K - $136K
|
8.22K
$269K
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-245- 1.3% |
$7.51K - $7.87K
|
18.6K
$608K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-2.63K- 7.09% |
$80.5K - $84.3K
|
34.4K
$1.12M
|
|
Aug 14, 2024
Q2 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-36.2K- 61.88% |
$1.11M - $1.16M
|
22.3K
$729K
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10.5KNew |
$321K - $337K
|
10.5K
$343K
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-334- 11.88% |
$10.2K - $10.7K
|
2.48K
$80.9K
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.67K- 0.11% |
$51.2K - $53.7K
|
1.56M
$50.8M
|
|
Aug 14, 2024
Q2 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-3.3K- 3.98% |
$101K - $106K
|
79.7K
$2.6M
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-32- 1.26% |
$981 - $1.03K
|
2.5K
$81.7K
|