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 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
6.28K+ 70.58% |
$195K - $204K
|
15.2K
$476K
|
|
Apr 15, 2024
Q1 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
8.64K+ 14.28% |
$269K - $281K
|
69.1K
$2.17M
|
|
Apr 15, 2024
Q1 2024
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-3.26K- 3.56% |
$101K - $106K
|
88.3K
$2.77M
|
|
Apr 15, 2024
Q1 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
23.3K+ 75.13% |
$726K - $760K
|
54.4K
$1.71M
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
BUY
|
- |
4.44K+ 16.54% |
$138K - $144K
|
31.3K
$982K
|
|
Apr 15, 2024
Q1 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-14.4K- 1.03% |
$448K - $468K
|
1.39M
$43.6M
|
|
Apr 15, 2024
Q1 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-992- 0.78% |
$30.9K - $32.3K
|
126K
$3.94M
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-3.07K- 1.94% |
$95.6K - $100K
|
155K
$4.87M
|
|
Apr 15, 2024
Q1 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-2.8K- 4.67% |
$87.1K - $91.1K
|
57.1K
$1.79M
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
78.2KNew |
$2.43M - $2.54M
|
78.2K
$2.45M
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
3.18K+ 4.29% |
$99K - $103K
|
77.3K
$2.43M
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
404+ 11.43% |
$12.6K - $13.1K
|
3.94K
$124K
|
|
Apr 12, 2024
Q1 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
4.68K+ 42.28% |
$145K - $152K
|
15.7K
$494K
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
608+ 1.7% |
$18.9K - $19.8K
|
36.4K
$1.14M
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
40+ 0.51% |
$1.24K - $1.3K
|
7.85K
$246K
|
|
Apr 12, 2024
Q1 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-3.06K- 0.98% |
$95.3K - $99.6K
|
308K
$9.67M
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
BUY
|
- |
8.05KNew |
$250K - $262K
|
8.05K
$253K
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-828- 2.17% |
$25.8K - $26.9K
|
37.2K
$1.17M
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-9.09K- 4.65% |
$283K - $296K
|
187K
$5.86M
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.96K+ 8.95% |
$61K - $63.8K
|
23.9K
$749K
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
30.5K+ 48.39% |
$951K - $994K
|
93.7K
$2.94M
|
|
Apr 12, 2024
Q1 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.75K+ 19.35% |
$54.5K - $57K
|
10.8K
$339K
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-120- 6.61% |
$3.73K - $3.9K
|
1.7K
$53.2K
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
2.57M+ 3341.11% |
$79.9M - $83.6M
|
2.65M
$83M
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
969+ 4.82% |
$30.2K - $31.5K
|
21.1K
$661K
|
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
2.36K+ 14.36% |
$73.5K - $76.9K
|
18.8K
$590K
|
|
Apr 12, 2024
Q1 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-2.65K- 6.11% |
$82.4K - $86.1K
|
40.6K
$1.28M
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
43.4K+ 50.61% |
$1.35M - $1.41M
|
129K
$4.05M
|
|
Apr 11, 2024
Q1 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
10.8K+ 65.71% |
$337K - $352K
|
27.3K
$857K
|
|
Apr 11, 2024
Q1 2024
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-100- 0.65% |
$3.11K - $3.25K
|
15.2K
$477K
|
|
Apr 11, 2024
Q1 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
2.2K+ 3.28% |
$68.4K - $71.5K
|
69.1K
$2.17M
|
|
Apr 11, 2024
Q1 2024
|
Congress Asset Management CO
|
SELL
|
- |
-2.63K- 2.67% |
$81.7K - $85.4K
|
95.7K
$3.01M
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.64KNew |
$207K - $216K
|
6.64K
$209K
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
SELL
|
- |
-66- 1.01% |
$2.05K - $2.15K
|
6.47K
$203K
|
|
Apr 11, 2024
Q1 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-42K- 25.12% |
$1.31M - $1.37M
|
125K
$3.93M
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-1.71K- 14.32% |
$53.3K - $55.7K
|
10.2K
$321K
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
BUY
|
- |
9+ 0.71% |
$280 - $293
|
1.27K
$39.9K
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.7K- 8.62% |
$52.9K - $55.3K
|
18K
$566K
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
857+ 2.42% |
$26.7K - $27.9K
|
36.2K
$1.14M
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-186- 0.33% |
$5.79K - $6.05K
|
56K
$1.76M
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-58.6K- 81.17% |
$1.82M - $1.91M
|
13.6K
$427K
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.35K- 10.24% |
$42K - $43.9K
|
11.8K
$371K
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
200+ 33.33% |
$6.22K - $6.51K
|
800
$25.1K
|
|
Apr 10, 2024
Q1 2024
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
2.61K+ 2.2% |
$81.2K - $84.9K
|
121K
$3.8M
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-50- 1.5% |
$1.56K - $1.63K
|
3.28K
$103K
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-23K- 36.89% |
$714K - $747K
|
39.3K
$1.23M
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
4.64K+ 5.28% |
$144K - $151K
|
92.5K
$2.9M
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
252+ 3.34% |
$7.84K - $8.2K
|
7.79K
$244K
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-424- 83.14% |
$13.2K - $13.8K
|
86
$2.7K
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
SELL
|
- |
-3.44K- 5.83% |
$107K - $112K
|
55.5K
$1.74M
|