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 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
3KNew |
$93.7K - $101K
|
3K
$92K
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-2.15K- 9.58% |
$67.1K - $72K
|
20.3K
$622K
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-18.2K- 55.77% |
$569K - $611K
|
14.5K
$443K
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
134+ 0.92% |
$4.18K - $4.49K
|
14.7K
$449K
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
7+ 1.04% |
$219 - $235
|
678
$20.8K
|
|
Feb 03, 2025
Q4 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
68+ 0.49% |
$2.12K - $2.28K
|
13.9K
$426K
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
110New |
$3.44K - $3.69K
|
110
$3.37K
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
608+ 5.46% |
$19K - $20.4K
|
11.7K
$360K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-24.8K- 5.51% |
$775K - $832K
|
426K
$13.1M
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-1.83K- 19.58% |
$57.1K - $61.2K
|
7.5K
$230K
|
|
Jan 31, 2025
Q4 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-9- 0.09% |
$281 - $302
|
9.53K
$292K
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-200- 66.67% |
$6.25K - $6.7K
|
100
$3.07K
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
275New |
$8.59K - $9.22K
|
275
$8.43K
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
2.03KNew |
$63.4K - $68K
|
2.03K
$62.3K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-9.15K- 17.83% |
$286K - $307K
|
42.2K
$1.29M
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-4.37K- 40.04% |
$136K - $146K
|
6.54K
$201K
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
7.94KNew |
$248K - $266K
|
7.94K
$244K
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
8.64KNew |
$270K - $289K
|
8.64K
$265K
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-133- 84.71% |
$4.15K - $4.46K
|
24
$736
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1.53K- 10.62% |
$47.7K - $51.2K
|
12.8K
$394K
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
3.57K+ 4.66% |
$111K - $120K
|
80.1K
$2.46M
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
6.69KNew |
$209K - $224K
|
6.69K
$205K
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
685New |
$21.4K - $23K
|
685
$21K
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
28.4KNew |
$888K - $953K
|
28.4K
$872K
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
14.1K+ 306.52% |
$440K - $472K
|
18.7K
$574K
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-7.55K- 32.3% |
$236K - $253K
|
15.8K
$485K
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
5.15KNew |
$161K - $173K
|
5.15K
$158K
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-250- 1.9% |
$7.81K - $8.38K
|
12.9K
$395K
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
310New |
$9.68K - $10.4K
|
310
$9.51K
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-1.72K- 52.54% |
$53.6K - $57.5K
|
1.55K
$47.6K
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
863New |
$27K - $28.9K
|
863
$26.5K
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-293- 13.78% |
$9.15K - $9.82K
|
1.83K
$56.2K
|
|
Jan 27, 2025
Q4 2024
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
6.78KNew |
$212K - $227K
|
6.78K
$208K
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-552- 76.03% |
$17.2K - $18.5K
|
174
$5.34K
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
8.15KNew |
$254K - $273K
|
8.15K
$250K
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1.7K+ 12.85% |
$53.2K - $57.1K
|
15K
$459K
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
15.3KNew |
$478K - $513K
|
15.3K
$470K
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-378- 6.39% |
$11.8K - $12.7K
|
5.54K
$170K
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
195New |
$6.09K - $6.53K
|
195
$5.98K
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-3.02K- 28.77% |
$94.2K - $101K
|
7.47K
$229K
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-1.45K- 3.16% |
$45.2K - $48.5K
|
44.3K
$1.36M
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-85- 0.9% |
$2.65K - $2.85K
|
9.37K
$287K
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-3.15K- 21.88% |
$98.2K - $105K
|
11.2K
$345K
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-3K- 2.68% |
$93.7K - $101K
|
109K
$3.35M
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-785- 8.82% |
$24.5K - $26.3K
|
8.12K
$249K
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
5.75K+ 38.68% |
$180K - $193K
|
20.6K
$632K
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
156New |
$4.87K - $5.23K
|
156
$4.78K
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
3.11KNew |
$97.2K - $104K
|
3.11K
$95.5K
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-2.9K- 23.97% |
$90.6K - $97.2K
|
9.2K
$282K
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.75K+ 41.28% |
$85.8K - $92.1K
|
9.4K
$288K
|