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 |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
22KNew |
$623K - $690K
|
22K
$690K
|
|
Feb 13, 2024
Q4 2023
|
Sws Partners
|
BUY
|
- |
365+ 3.13% |
$10.3K - $11.5K
|
12K
$377K
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-650- 5.48% |
$18.4K - $20.4K
|
11.2K
$352K
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-50.4K- 97.8% |
$1.43M - $1.58M
|
1.13K
$35.5K
|
|
Feb 13, 2024
Q4 2023
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
11.8KNew |
$335K - $371K
|
11.8K
$371K
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
3.9KNew |
$111K - $122K
|
3.9K
$122K
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
255+ 392.31% |
$7.23K - $8.01K
|
320
$10K
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
693New |
$19.6K - $21.8K
|
693
$21.8K
|
|
Feb 13, 2024
Q4 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
12.7KNew |
$361K - $400K
|
12.7K
$400K
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
130New |
$3.68K - $4.08K
|
130
$4.08K
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
6.45KNew |
$183K - $203K
|
6.45K
$203K
|
|
Feb 13, 2024
Q4 2023
|
Penn Mutual Asset Management, LLC
Horsham, PA |
BUY
|
- |
23K+ 30.96% |
$652K - $722K
|
97.3K
$3.05M
|
|
Feb 13, 2024
Q4 2023
|
Myda Advisors LLC
Inwood, NY |
SELL
|
- |
-70K- 46.67% |
$1.98M - $2.2M
|
80K
$2.51M
|
|
Feb 13, 2024
Q4 2023
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
10.6KNew |
$301K - $333K
|
10.6K
$333K
|
|
Feb 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-38K- 47.87% |
$1.08M - $1.19M
|
41.4K
$1.3M
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
12New |
$340 - $377
|
12
$377
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
7.92KNew |
$224K - $249K
|
7.92K
$248K
|
|
Feb 12, 2024
Q4 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-500- 5.93% |
$14.2K - $15.7K
|
7.94K
$249K
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.5K- 10.92% |
$42.5K - $47.1K
|
12.2K
$384K
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-341- 68.06% |
$9.66K - $10.7K
|
160
$5.02K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
80.8KNew |
$2.29M - $2.54M
|
80.8K
$2.54M
|
|
Feb 12, 2024
Q4 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
800+ 10.81% |
$22.7K - $25.1K
|
8.2K
$257K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.05K- 5.79% |
$29.7K - $32.9K
|
17.1K
$536K
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
9.38KNew |
$266K - $295K
|
9.38K
$294K
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
46New |
$1.3K - $1.44K
|
46
$1.44K
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
850New |
$24.1K - $26.7K
|
850
$26.7K
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.02K- 3.91% |
$28.8K - $31.9K
|
25K
$783K
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-175- 2.41% |
$4.96K - $5.5K
|
7.1K
$223K
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
10.8KNew |
$306K - $339K
|
10.8K
$339K
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.21K- 12.87% |
$34.3K - $38K
|
8.19K
$257K
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5+ 2.01% |
$142 - $157
|
254
$7.97K
|
|
Feb 09, 2024
Q4 2023
|
Capital Management Associates
New York, NY |
BUY
|
- |
2.15KNew |
$60.9K - $67.4K
|
2.15K
$67.4K
|
|
Feb 09, 2024
Q4 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
6.56KNew |
$186K - $206K
|
6.56K
$206K
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-296- 36.27% |
$8.39K - $9.29K
|
520
$16.3K
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
950New |
$26.9K - $29.8K
|
950
$29.8K
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
118KNew |
$3.36M - $3.72M
|
118K
$3.72M
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-142- 3.66% |
$4.02K - $4.46K
|
3.74K
$117K
|
|
Feb 09, 2024
Q4 2023
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-300- 2.75% |
$8.5K - $9.42K
|
10.6K
$333K
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
4+ 2.58% |
$113 - $126
|
159
$4.99K
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
5.78K+ 2.69% |
$164K - $182K
|
220K
$6.92M
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-125- 0.23% |
$3.54K - $3.93K
|
54.9K
$1.72M
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-1.19K- 13.89% |
$33.7K - $37.4K
|
7.38K
$232K
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1.8KNew |
$51K - $56.5K
|
1.8K
$56.5K
|
|
Feb 08, 2024
Q4 2023
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
20K+ 66.67% |
$567K - $628K
|
50K
$1.57M
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-3.36K- 14.95% |
$95.2K - $105K
|
19.1K
$600K
|
|
Feb 07, 2024
Q4 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-175- 1.84% |
$4.96K - $5.5K
|
9.31K
$292K
|
|
Feb 07, 2024
Q4 2023
|
Summa Corp.
Tomball, TX |
BUY
|
- |
15.6KNew |
$442K - $490K
|
15.6K
$490K
|
|
Feb 07, 2024
Q4 2023
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-1.05K- 12.73% |
$29.8K - $33K
|
7.2K
$226K
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.49K+ 7.43% |
$42.3K - $46.9K
|
21.6K
$678K
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
450New |
$12.8K - $14.1K
|
450
$14.1K
|