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 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-3.5K- 7.77% |
$109K - $114K
|
41.5K
$1.38M
|
|
Apr 05, 2024
Q1 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
6.37KNew |
$198K - $207K
|
6.37K
$211K
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
2.92K+ 2.86% |
$90.7K - $94.9K
|
105K
$3.47M
|
|
Apr 04, 2024
Q1 2024
|
Verity Wealth Advisors
|
BUY
|
- |
9.56K+ 108.37% |
$297K - $311K
|
18.4K
$609K
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-21- 46.67% |
$654 - $683
|
24
$795
|
|
Q4 2023 | |||||||
May 30, 2024
Q4 2023
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
7.62KNew |
$216K - $239K
|
7.62K
$252K
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
750New |
$21.3K - $23.6K
|
750
$24.8K
|
|
Apr 09, 2024
Q4 2023
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
7.5KNew |
$213K - $236K
|
7.5K
$248K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
4.21KNew |
$119K - $132K
|
4.21K
$139K
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
42.8KNew |
$1.21M - $1.34M
|
42.8K
$1.42M
|
|
Feb 15, 2024
Q4 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-1.22K- 1.58% |
$34.5K - $38.3K
|
75.8K
$2.51M
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
4.93KNew |
$140K - $155K
|
4.93K
$163K
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
334New |
$9.47K - $10.5K
|
334
$11.1K
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-458- 12.78% |
$13K - $14.4K
|
3.13K
$103K
|
|
Feb 14, 2024
Q4 2023
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
6.6K+ 24.13% |
$187K - $207K
|
34K
$1.12M
|
|
Feb 14, 2024
Q4 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
44.4KNew |
$1.26M - $1.39M
|
44.4K
$1.47M
|
|
Feb 14, 2024
Q4 2023
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
53.5KNew |
$1.52M - $1.68M
|
53.5K
$1.77M
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
600New |
$17K - $18.8K
|
600
$19.9K
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
467New |
$13.2K - $14.7K
|
467
$15.5K
|
|
Feb 14, 2024
Q4 2023
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-1.76K- 14.59% |
$50K - $55.4K
|
10.3K
$342K
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
618K+ 2762.7% |
$17.5M - $19.4M
|
640K
$21.2M
|
|
Feb 14, 2024
Q4 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
19.3KNew |
$548K - $607K
|
19.3K
$640K
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
318New |
$9.01K - $9.99K
|
318
$10.5K
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-819- 98.79% |
$23.2K - $25.7K
|
10
$331
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
464KNew |
$13.2M - $14.6M
|
464K
$15.4M
|
|
Feb 14, 2024
Q4 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-275- 43.44% |
$7.79K - $8.64K
|
358
$11.9K
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
2.34KNew |
$66.2K - $73.3K
|
2.34K
$77.3K
|
|
Feb 14, 2024
Q4 2023
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
22KNew |
$623K - $690K
|
22K
$728K
|
|
Feb 13, 2024
Q4 2023
|
Sws Partners
|
BUY
|
- |
365+ 3.13% |
$10.3K - $11.5K
|
12K
$398K
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-650- 5.48% |
$18.4K - $20.4K
|
11.2K
$371K
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-50.4K- 97.8% |
$1.43M - $1.58M
|
1.13K
$37.5K
|
|
Feb 13, 2024
Q4 2023
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
11.8KNew |
$335K - $371K
|
11.8K
$391K
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
3.9KNew |
$111K - $122K
|
3.9K
$129K
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
255+ 392.31% |
$7.23K - $8.01K
|
320
$10.6K
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
693New |
$19.6K - $21.8K
|
693
$23K
|
|
Feb 13, 2024
Q4 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
12.7KNew |
$361K - $400K
|
12.7K
$422K
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
6.45KNew |
$183K - $203K
|
6.45K
$214K
|
|
Feb 13, 2024
Q4 2023
|
Penn Mutual Asset Management, LLC
Horsham, PA |
BUY
|
- |
23K+ 30.96% |
$652K - $722K
|
97.3K
$3.22M
|
|
Feb 13, 2024
Q4 2023
|
Myda Advisors LLC
Inwood, NY |
SELL
|
- |
-70K- 46.67% |
$1.98M - $2.2M
|
80K
$2.65M
|
|
Feb 13, 2024
Q4 2023
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
10.6KNew |
$301K - $333K
|
10.6K
$352K
|
|
Feb 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-38K- 47.87% |
$1.08M - $1.19M
|
41.4K
$1.37M
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
12New |
$340 - $377
|
12
$397
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
7.92KNew |
$224K - $249K
|
7.92K
$262K
|
|
Feb 12, 2024
Q4 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-500- 5.93% |
$14.2K - $15.7K
|
7.94K
$263K
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-341- 68.06% |
$9.66K - $10.7K
|
160
$5.3K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
80.8KNew |
$2.29M - $2.54M
|
80.8K
$2.67M
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
9.38KNew |
$266K - $295K
|
9.38K
$311K
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
850New |
$24.1K - $26.7K
|
850
$28.2K
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-175- 2.41% |
$4.96K - $5.5K
|
7.1K
$235K
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5+ 2.01% |
$142 - $157
|
254
$8.41K
|