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 |
---|---|---|---|---|---|---|---|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-450- 7.14% |
$13.1K - $13.8K
|
5.85K
$179K
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-600- 52.63% |
$17.4K - $18.4K
|
540
$16.6K
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-2.33K- 10.34% |
$67.5K - $71.4K
|
20.2K
$619K
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
5.56K+ 47.37% |
$161K - $171K
|
17.3K
$531K
|
|
Jul 08, 2025
Q2 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
179+ 0.56% |
$5.19K - $5.49K
|
32K
$982K
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
5.26K+ 2.74% |
$153K - $161K
|
197K
$6.04M
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
6.78K+ 7.25% |
$197K - $208K
|
100K
$3.07M
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-2.34K- 16.59% |
$67.9K - $71.9K
|
11.8K
$361K
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
200+ 13.03% |
$5.8K - $6.14K
|
1.74K
$53.2K
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
90.5K+ 11.4% |
$2.63M - $2.78M
|
884K
$27.1M
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
SELL
|
- |
-2.52K- 4.98% |
$73.2K - $77.4K
|
48.2K
$1.48M
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
13.6K+ 10.77% |
$395K - $417K
|
140K
$4.29M
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
806+ 3.92% |
$23.4K - $24.7K
|
21.4K
$655K
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-23.3K- 33.97% |
$677K - $716K
|
45.4K
$1.39M
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.63K- 1.37% |
$47.2K - $49.9K
|
117K
$3.6M
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-10.2K- 35.16% |
$297K - $314K
|
18.9K
$579K
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-15K- 4.79% |
$436K - $461K
|
299K
$9.17M
|
|
Jul 03, 2025
Q2 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-2.1K- 19.44% |
$60.9K - $64.4K
|
8.7K
$267K
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-4.08K- 24.47% |
$118K - $125K
|
12.6K
$386K
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.72K+ 6.65% |
$49.8K - $52.7K
|
27.5K
$844K
|
|
Q1 2025 | |||||||
Jun 20, 2025
Q1 2025
|
Real Talk Capital, LLC
Franklin, TN |
SELL
|
- |
-5.03K- 19.58% |
$154K - $162K
|
20.6K
$633K
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-546- 34.1% |
$16.8K - $17.6K
|
1.06K
$32.4K
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
12+ 1.1% |
$369 - $387
|
1.1K
$33.7K
|
|
Jun 05, 2025
Q1 2025
|
Cim, LLC
|
BUY
|
- |
107K+ 139.5% |
$3.28M - $3.45M
|
183K
$5.62M
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-623- 3.7% |
$19.1K - $20.1K
|
16.2K
$497K
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
700New |
$21.5K - $22.6K
|
700
$21.5K
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-6.58KClosed |
$202K - $212K
|
0
$0
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
319K+ 13230.2% |
$9.81M - $10.3M
|
322K
$9.87M
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
11.8K+ 46.06% |
$364K - $382K
|
37.6K
$1.15M
|
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
5.43K+ 1.32% |
$167K - $175K
|
418K
$12.8M
|
|
May 22, 2025
Q1 2025
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-98- 0.06% |
$3.01K - $3.16K
|
166K
$5.08M
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-8.83K- 29.46% |
$271K - $285K
|
21.1K
$649K
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-11K- 13.02% |
$339K - $356K
|
73.7K
$2.26M
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-3.45K- 13.69% |
$106K - $111K
|
21.7K
$667K
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
18.2KNew |
$560K - $588K
|
18.2K
$559K
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
431New |
$13.2K - $13.9K
|
431
$13.2K
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-9.82K- 45.78% |
$302K - $317K
|
11.6K
$357K
|
|
May 20, 2025
Q1 2025
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
47KNew |
$1.45M - $1.52M
|
47K
$1.44M
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.25K+ 1.59% |
$38.5K - $40.4K
|
79.8K
$2.45M
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
3.27K+ 24.59% |
$100K - $105K
|
16.6K
$508K
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
1.95KNew |
$59.8K - $62.8K
|
1.95K
$59.7K
|
|
May 16, 2025
Q1 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
68.1K+ 61.27% |
$2.09M - $2.2M
|
179K
$5.49M
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
22.9K+ 609.28% |
$704K - $739K
|
26.7K
$818K
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-340- 0.34% |
$10.4K - $11K
|
101K
$3.09M
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-285K- 84.58% |
$8.76M - $9.2M
|
52K
$1.59M
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-177- 21.82% |
$5.44K - $5.71K
|
634
$19.4K
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
9.61K+ 140.79% |
$295K - $310K
|
16.4K
$504K
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-114- 62.64% |
$3.5K - $3.68K
|
68
$2.09K
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
685+ 3.49% |
$21.1K - $22.1K
|
20.3K
$624K
|
|
May 15, 2025
Q1 2025
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-2.7K- 3.4% |
$83K - $87.1K
|
76.6K
$2.35M
|