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 13, 2025
Q4 2024
|
Myda Advisors LLC
Inwood, NY |
BUY
|
- |
90KNew |
$2.81M - $3.02M
|
90K
$2.76M
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-3K- 16.11% |
$93.7K - $101K
|
15.6K
$479K
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
109K+ 30.17% |
$3.42M - $3.67M
|
472K
$14.5M
|
|
Feb 13, 2025
Q4 2024
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-528- 0.3% |
$16.5K - $17.7K
|
177K
$5.43M
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1.13KNew |
$35.3K - $37.9K
|
1.13K
$34.7K
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1+ 0.66% |
$31.2 - $33.5
|
152
$4.66K
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
2New |
$62.5 - $67
|
2
$61.3
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
7New |
$219 - $235
|
7
$215
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
527+ 1.29% |
$16.5K - $17.7K
|
41.3K
$1.27M
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-110- 8.94% |
$3.44K - $3.69K
|
1.12K
$34.4K
|
|
Feb 12, 2025
Q4 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-15.5K- 19.49% |
$485K - $521K
|
64.2K
$1.97M
|
|
Feb 12, 2025
Q4 2024
|
First Wilshire Securities Management Inc
Pasadena, CA |
BUY
|
- |
6.7KNew |
$209K - $224K
|
6.7K
$205K
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
741+ 8.58% |
$23.1K - $24.8K
|
9.38K
$288K
|
|
Feb 12, 2025
Q4 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-3.13K- 3.99% |
$97.6K - $105K
|
75.1K
$2.3M
|
|
Feb 12, 2025
Q4 2024
|
Stonebridge Advisors LLC
Wilton, CT |
SELL
|
- |
-8.02KClosed |
$250K - $269K
|
0
$0
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
7+ 0.12% |
$219 - $235
|
5.66K
$174K
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-63.8K- 82.74% |
$1.99M - $2.14M
|
13.3K
$408K
|
|
Feb 11, 2025
Q4 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1+ 2.86% |
$31.2 - $33.5
|
36
$1.1K
|
|
Feb 11, 2025
Q4 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
2.5K+ 25.0% |
$78.1K - $83.8K
|
12.5K
$383K
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
49New |
$1.53K - $1.64K
|
49
$1.5K
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
1.17K+ 2.15% |
$36.6K - $39.3K
|
55.6K
$1.7M
|
|
Feb 11, 2025
Q4 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
2K+ 74.38% |
$62.5K - $67K
|
4.69K
$144K
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-400- 5.0% |
$12.5K - $13.4K
|
7.6K
$233K
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
132+ 2.07% |
$4.12K - $4.42K
|
6.5K
$199K
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
300New |
$9.37K - $10.1K
|
300
$9.2K
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
SELL
|
- |
-29.7K- 29.57% |
$927K - $994K
|
70.7K
$2.17M
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
4.87K+ 7.28% |
$152K - $163K
|
71.8K
$2.2M
|
|
Feb 10, 2025
Q4 2024
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-531- 16.72% |
$16.6K - $17.8K
|
2.64K
$81.1K
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
90New |
$2.81K - $3.02K
|
90
$2.76K
|
|
Feb 10, 2025
Q4 2024
|
Chesapeake Capital Corp /Il/
Richmond, VA |
SELL
|
- |
-158- 0.45% |
$4.93K - $5.29K
|
34.7K
$1.06M
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.1K+ 19.02% |
$34.4K - $36.9K
|
6.88K
$211K
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
10.6KNew |
$330K - $354K
|
10.6K
$324K
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.46KNew |
$76.9K - $82.5K
|
2.46K
$75.5K
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
20.6KNew |
$643K - $690K
|
20.6K
$632K
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
181New |
$5.65K - $6.07K
|
181
$5.55K
|
|
Feb 06, 2025
Q4 2024
|
Bellecapital International Ltd.
|
BUY
|
- |
27KNew |
$843K - $905K
|
27K
$828K
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
SELL
|
- |
-378- 3.14% |
$11.8K - $12.7K
|
11.6K
$357K
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-34- 0.82% |
$1.06K - $1.14K
|
4.1K
$126K
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
1.09KNew |
$34.1K - $36.6K
|
1.09K
$33.5K
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
SELL
|
- |
-1.92K- 21.04% |
$59.9K - $64.2K
|
7.19K
$221K
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-683- 7.06% |
$21.3K - $22.9K
|
9K
$276K
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-591- 74.72% |
$18.5K - $19.8K
|
200
$6.13K
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
565+ 9.3% |
$17.6K - $18.9K
|
6.64K
$204K
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
4.7K+ 30.18% |
$147K - $157K
|
20.3K
$622K
|
|
Feb 06, 2025
Q4 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-2.62K- 14.44% |
$81.9K - $87.8K
|
15.5K
$476K
|
|
Feb 06, 2025
Q4 2024
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
19.8KNew |
$618K - $663K
|
19.8K
$607K
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
BUY
|
- |
500New |
$15.6K - $16.8K
|
500
$15.3K
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
636KNew |
$19.9M - $21.3M
|
636K
$19.5M
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
34New |
$1.06K - $1.14K
|
34
$1.04K
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|