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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
36+ 0.03% |
$1.12K - $1.17K
|
123K
$4.01M
|
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
10.6KNew |
$329K - $344K
|
10.6K
$346K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
9.55KNew |
$297K - $311K
|
9.55K
$312K
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-141- 0.86% |
$4.39K - $4.59K
|
16.3K
$533K
|
|
|
May 09, 2024
Q1 2024
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-2.43K- 6.68% |
$75.5K - $78.9K
|
33.9K
$1.11M
|
|
|
May 09, 2024
Q1 2024
|
American Money Management, LLC
|
SELL
|
- |
-3.05K- 22.22% |
$94.9K - $99.2K
|
10.7K
$349K
|
|
|
May 08, 2024
Q1 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
6.37KNew |
$198K - $207K
|
6.37K
$208K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
247+ 3.11% |
$7.69K - $8.04K
|
8.19K
$268K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
1.4MNew |
$43.5M - $45.5M
|
1.4M
$45.7M
|
|
|
May 07, 2024
Q1 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
SELL
|
- |
-7.86K- 46.31% |
$245K - $256K
|
9.11K
$298K
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
7.26KNew |
$226K - $236K
|
7.26K
$237K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
SELL
|
- |
-550- 61.87% |
$17.1K - $17.9K
|
339
$11.1K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
7.64KNew |
$238K - $249K
|
7.64K
$250K
|
|
|
May 06, 2024
Q1 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-700- 3.3% |
$21.8K - $22.8K
|
20.5K
$670K
|
|
|
May 06, 2024
Q1 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-29K- 79.44% |
$903K - $944K
|
7.51K
$245K
|
|
|
May 06, 2024
Q1 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-109- 31.14% |
$3.39K - $3.55K
|
241
$7.87K
|
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
3.16KNew |
$98.3K - $103K
|
3.16K
$103K
|
|
|
May 03, 2024
Q1 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
1.51K+ 91.03% |
$47.1K - $49.2K
|
3.18K
$104K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2.47KNew |
$76.7K - $80.2K
|
2.47K
$80.5K
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
55.8KNew |
$1.74M - $1.82M
|
55.8K
$1.82M
|
|
|
May 03, 2024
Q1 2024
|
Easterly Investment Partners LLC
|
SELL
|
- |
-1- 0.01% |
$31.1 - $32.5
|
17.1K
$558K
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
6.99KNew |
$218K - $228K
|
6.99K
$228K
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
11+ 0.64% |
$342 - $358
|
1.72K
$56.1K
|
|
|
May 02, 2024
Q1 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
500New |
$15.6K - $16.3K
|
500
$16.3K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
65New |
$2.02K - $2.12K
|
65
$2.12K
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.33K+ 5.72% |
$41.5K - $43.4K
|
24.6K
$805K
|
|
|
May 02, 2024
Q1 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
12.3K+ 2.59% |
$381K - $399K
|
486K
$15.9M
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
5.79KNew |
$180K - $188K
|
5.79K
$189K
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-960- 10.69% |
$29.9K - $31.2K
|
8.02K
$262K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
6.63K+ 4.25% |
$206K - $216K
|
163K
$5.31M
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
BUY
|
- |
1.53KNew |
$47.5K - $49.6K
|
1.53K
$49.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
BUY
|
- |
425+ 3.76% |
$13.2K - $13.8K
|
11.7K
$383K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
11+ 2.04% |
$342 - $358
|
551
$18K
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
388KNew |
$12.1M - $12.6M
|
388K
$12.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
27.4KNew |
$854K - $893K
|
27.4K
$897K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
7.28KNew |
$227K - $237K
|
7.28K
$238K
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-289- 3.68% |
$8.99K - $9.4K
|
7.55K
$247K
|
|
|
Apr 29, 2024
Q1 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
108+ 1.06% |
$3.36K - $3.51K
|
10.3K
$335K
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-16K- 70.24% |
$497K - $520K
|
6.77K
$221K
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
6.45KNew |
$201K - $210K
|
6.45K
$211K
|
|
|
Apr 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-9- 0.1% |
$280 - $293
|
9K
$294K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
3.77KNew |
$117K - $123K
|
3.77K
$123K
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
32New |
$996 - $1.04K
|
32
$1.05K
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
SELL
|
- |
-1.87K- 11.66% |
$58.3K - $60.9K
|
14.2K
$463K
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
635New |
$19.8K - $20.7K
|
635
$20.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
33New |
$1.03K - $1.07K
|
33
$1.08K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-130- 1.21% |
$4.05K - $4.23K
|
10.6K
$347K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-159- 50.0% |
$4.95K - $5.17K
|
159
$5.19K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-13K- 17.78% |
$403K - $422K
|
60K
$1.96M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-400- 14.29% |
$12.4K - $13K
|
2.4K
$78.4K
|