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 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
327+ 7.88% |
$10.2K - $10.6K
|
4.48K
$148K
|
|
Apr 29, 2024
Q1 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
108+ 1.06% |
$3.36K - $3.51K
|
10.3K
$340K
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-16K- 70.24% |
$497K - $520K
|
6.77K
$224K
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
6.45KNew |
$201K - $210K
|
6.45K
$214K
|
|
Apr 29, 2024
Q1 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
6.21KNew |
$193K - $202K
|
6.21K
$206K
|
|
Apr 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-9- 0.1% |
$280 - $293
|
9K
$298K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
3.77KNew |
$117K - $123K
|
3.77K
$125K
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
32New |
$996 - $1.04K
|
32
$1.06K
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
143+ 1.98% |
$4.45K - $4.65K
|
7.36K
$244K
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
SELL
|
- |
-1.87K- 11.66% |
$58.3K - $60.9K
|
14.2K
$470K
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
635New |
$19.8K - $20.7K
|
635
$21K
|
|
Apr 23, 2024
Q1 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
33New |
$1.03K - $1.07K
|
33
$1.09K
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-130- 1.21% |
$4.05K - $4.23K
|
10.6K
$352K
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-159- 50.0% |
$4.95K - $5.17K
|
159
$5.27K
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1.02K- 35.82% |
$31.8K - $33.3K
|
1.83K
$60.7K
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-13K- 17.78% |
$403K - $422K
|
60K
$1.99M
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-400- 14.29% |
$12.4K - $13K
|
2.4K
$79.5K
|
|
Apr 19, 2024
Q1 2024
|
Gen Trust, LLC
|
BUY
|
- |
6.23KNew |
$194K - $203K
|
6.23K
$206K
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-1.5K- 31.46% |
$46.7K - $48.8K
|
3.27K
$108K
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
232New |
$7.22K - $7.55K
|
232
$7.68K
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
188+ 0.79% |
$5.85K - $6.12K
|
24K
$796K
|
|
Apr 18, 2024
Q1 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-7.11K- 9.6% |
$221K - $231K
|
67K
$2.22M
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-13.7K- 29.22% |
$426K - $445K
|
33.1K
$1.1M
|
|
Apr 18, 2024
Q1 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
12.3KNew |
$383K - $400K
|
12.3K
$407K
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-819- 10.44% |
$25.5K - $26.7K
|
7.02K
$233K
|
|
Apr 18, 2024
Q1 2024
|
Monument Capital Management
|
SELL
|
- |
-1.65K- 4.37% |
$51.5K - $53.8K
|
36.2K
$1.2M
|
|
Apr 17, 2024
Q1 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
31.2K+ 25.61% |
$970K - $1.01M
|
153K
$5.06M
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
4.95K+ 3.42% |
$154K - $161K
|
150K
$4.96M
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
482+ 34.8% |
$15K - $15.7K
|
1.87K
$61.8K
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
SELL
|
- |
-1.87K- 2.16% |
$58.2K - $60.9K
|
84.7K
$2.8M
|
|
Apr 16, 2024
Q1 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-5.33K- 45.53% |
$166K - $173K
|
6.38K
$211K
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
6.6K+ 46.29% |
$205K - $215K
|
20.8K
$690K
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
52New |
$1.62K - $1.69K
|
52
$1.72K
|
|
Apr 16, 2024
Q1 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
8+ 1.87% |
$249 - $260
|
436
$14.4K
|
|
Apr 15, 2024
Q1 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-2.01K- 21.43% |
$62.6K - $65.4K
|
7.37K
$244K
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
819+ 5.22% |
$25.5K - $26.7K
|
16.5K
$547K
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.75KNew |
$54.5K - $56.9K
|
1.75K
$58K
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-159- 22.21% |
$4.95K - $5.17K
|
557
$18.4K
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
78.2KNew |
$2.43M - $2.54M
|
78.2K
$2.59M
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
BUY
|
- |
8.05KNew |
$250K - $262K
|
8.05K
$266K
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
SELL
|
- |
-66- 1.01% |
$2.05K - $2.15K
|
6.47K
$214K
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
BUY
|
- |
9+ 0.71% |
$280 - $293
|
1.27K
$42.1K
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-58.6K- 81.17% |
$1.82M - $1.91M
|
13.6K
$450K
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.35K- 10.24% |
$42K - $43.9K
|
11.8K
$392K
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
200+ 33.33% |
$6.22K - $6.51K
|
800
$26.5K
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-50- 1.5% |
$1.56K - $1.63K
|
3.28K
$108K
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
252+ 3.34% |
$7.84K - $8.2K
|
7.79K
$258K
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-424- 83.14% |
$13.2K - $13.8K
|
86
$2.85K
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
SELL
|
- |
-3.44K- 5.83% |
$107K - $112K
|
55.5K
$1.84M
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
5+ 1.14% |
$156 - $163
|
444
$14.7K
|