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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
4.82K+ 7.49% |
$150K - $161K
|
69.2K
$2.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-1- -0.0% |
$31.2 - $33.5
|
41.5K
$1.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
62.8KNew |
$1.96M - $2.1M
|
62.8K
$1.93M
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
1.7KNew |
$53.1K - $57K
|
1.7K
$52.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-658- 22.32% |
$20.5K - $22K
|
2.29K
$70.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
36.5KNew |
$1.14M - $1.22M
|
36.5K
$1.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
1K+ 2.95% |
$31.2K - $33.5K
|
34.9K
$1.07M
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
375+ 75.0% |
$11.7K - $12.6K
|
875
$26.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
697+ 1.33% |
$21.8K - $23.4K
|
53K
$1.62M
|
|
|
Jan 14, 2025
Q4 2024
|
R.H. Investment Group, LLC
Scottsdale, AZ |
BUY
|
- |
36.5KNew |
$1.14M - $1.22M
|
36.5K
$1.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
54.5KNew |
$1.7M - $1.83M
|
54.5K
$1.67M
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
2.65KNew |
$82.8K - $88.8K
|
2.65K
$81.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-2.94K- 2.0% |
$91.9K - $98.6K
|
144K
$4.42M
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
SELL
|
- |
-132K- 99.84% |
$4.12M - $4.42M
|
216
$6.62K
|
|
|
Jan 13, 2025
Q4 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-17.8K- 58.23% |
$556K - $596K
|
12.8K
$392K
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
800+ 6.18% |
$25K - $26.8K
|
13.7K
$421K
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-2.27K- 20.77% |
$70.8K - $76K
|
8.65K
$265K
|
|
|
Jan 06, 2025
Q4 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
3.32K+ 32.12% |
$104K - $111K
|
13.6K
$418K
|
|
| Q3 2024 | |||||||
|
Feb 27, 2025
Q3 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-2Closed |
$62.4 - $67
|
0
$0
|
|
|
Feb 11, 2025
Q3 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
600New |
$18.7K - $20.1K
|
600
$18.4K
|
|
|
Feb 10, 2025
Q3 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
6.4KNew |
$200K - $214K
|
6.4K
$196K
|
|
|
Jan 28, 2025
Q3 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
12.3K+ 38343.75% |
$383K - $411K
|
12.3K
$377K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-22- 2.27% |
$686 - $737
|
947
$29K
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-668- 8.8% |
$20.8K - $22.4K
|
6.92K
$212K
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-2.3K- 23.63% |
$71.7K - $77.1K
|
7.43K
$228K
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
4K+ 26.83% |
$125K - $134K
|
18.9K
$580K
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-151K- 69.28% |
$4.72M - $5.07M
|
67.2K
$2.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-3.79K- 35.62% |
$118K - $127K
|
6.84K
$210K
|
|
|
Nov 14, 2024
Q3 2024
|
Independent Family Office, LLC
|
SELL
|
- |
-4.04K- 33.6% |
$126K - $135K
|
7.98K
$245K
|
|
|
Nov 14, 2024
Q3 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
25.5KNew |
$795K - $854K
|
25.5K
$782K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.06K+ 13.71% |
$33K - $35.5K
|
8.79K
$269K
|
|
|
Nov 14, 2024
Q3 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
145K+ 200.07% |
$4.53M - $4.87M
|
218K
$6.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1.41K- 2.55% |
$44.1K - $47.4K
|
54.1K
$1.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1.7K- 59.46% |
$53K - $57K
|
1.16K
$35.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
26K+ 16.52% |
$811K - $871K
|
183K
$5.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
8.95KNew |
$279K - $300K
|
8.95K
$274K
|
|
|
Nov 13, 2024
Q3 2024
|
Yakira Capital Management, Inc.
Westport, CT |
BUY
|
- |
11.5KNew |
$360K - $387K
|
11.5K
$354K
|
|
|
Nov 13, 2024
Q3 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-12.9K- 9.51% |
$403K - $433K
|
123K
$3.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Bowie Capital Management, LLC
Richardson, TX |
SELL
|
- |
-14K- 35.9% |
$437K - $469K
|
25K
$767K
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-400- 3.72% |
$12.5K - $13.4K
|
10.4K
$318K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
7.75KNew |
$242K - $260K
|
7.75K
$238K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
397New |
$12.4K - $13.3K
|
397
$12.2K
|
|
|
Nov 13, 2024
Q3 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-95- 1.13% |
$2.96K - $3.18K
|
8.3K
$255K
|
|
|
Nov 13, 2024
Q3 2024
|
Rareview Capital LLC
Las Vegas, NV |
SELL
|
- |
-14.6KClosed |
$454K - $488K
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
52+ 77.61% |
$1.62K - $1.74K
|
119
$3.65K
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
336+ 12.04% |
$10.5K - $11.3K
|
3.13K
$95.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-1.8K- 8.48% |
$56.1K - $60.2K
|
19.4K
$595K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-17.3K- 11.11% |
$541K - $581K
|
139K
$4.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
3.97K+ 7.93% |
$124K - $133K
|
54.1K
$1.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-943- 13.07% |
$29.4K - $31.6K
|
6.27K
$192K
|
|