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 |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
BUY
|
- |
6.9KNew |
$215K - $231K
|
6.9K
$212K
|
|
Nov 12, 2024
Q3 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
997+ 3.59% |
$31.1K - $33.4K
|
28.8K
$883K
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
10.7K+ 27.53% |
$334K - $358K
|
49.5K
$1.52M
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
32.7KNew |
$1.02M - $1.09M
|
32.7K
$1M
|
|
Nov 12, 2024
Q3 2024
|
Cove Street Capital, LLC
El Segundo, CA |
BUY
|
- |
3.5KNew |
$109K - $117K
|
3.5K
$107K
|
|
Nov 12, 2024
Q3 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
SELL
|
- |
-383K- 47.07% |
$12M - $12.8M
|
431K
$13.2M
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-2.5K- 80.0% |
$78K - $83.8K
|
625
$19.2K
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-28.7K- 24.98% |
$893K - $960K
|
86K
$2.64M
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
7.22KNew |
$225K - $242K
|
7.22K
$221K
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
200+ 21.05% |
$6.24K - $6.7K
|
1.15K
$35.3K
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
5+ 0.07% |
$156 - $168
|
7.24K
$222K
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
1.37KNew |
$42.7K - $45.8K
|
1.37K
$42K
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-630- 2.08% |
$19.6K - $21.1K
|
29.6K
$909K
|
|
Nov 07, 2024
Q3 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
59KNew |
$1.84M - $1.98M
|
59K
$1.81M
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
435New |
$13.6K - $14.6K
|
435
$13.3K
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-454- 3.73% |
$14.2K - $15.2K
|
11.7K
$360K
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.3K- 15.14% |
$40.5K - $43.6K
|
7.29K
$223K
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
2.48K+ 8.68% |
$77.5K - $83.2K
|
31.1K
$954K
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.4K+ 29.66% |
$43.7K - $46.9K
|
6.12K
$188K
|
|
Nov 01, 2024
Q3 2024
|
Villere St Denis J & CO LLC
|
BUY
|
- |
10KNew |
$312K - $335K
|
10K
$307K
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
14.9K+ 120.98% |
$464K - $498K
|
27.2K
$833K
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
10.7K+ 138.17% |
$333K - $358K
|
18.4K
$565K
|
|
Nov 01, 2024
Q3 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-1.83K- 2.44% |
$57.2K - $61.4K
|
73.3K
$2.25M
|
|
Oct 31, 2024
Q3 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
64+ 0.93% |
$2K - $2.14K
|
6.94K
$213K
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
407+ 4.9% |
$12.7K - $13.6K
|
8.71K
$267K
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
2.51K+ 7.27% |
$78.2K - $84K
|
37K
$1.14M
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.13K+ 19.73% |
$129K - $138K
|
25K
$768K
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
23+ 0.33% |
$717 - $771
|
7.01K
$215K
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-250- 12.5% |
$7.8K - $8.38K
|
1.75K
$53.7K
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-100- 50.0% |
$3.12K - $3.35K
|
100
$3.07K
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
19.4K+ 110.74% |
$605K - $650K
|
36.9K
$1.13M
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-588- 2.54% |
$18.3K - $19.7K
|
22.6K
$693K
|
|
Oct 25, 2024
Q3 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-500- 7.07% |
$15.6K - $16.8K
|
6.58K
$202K
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-81- 98.78% |
$2.53K - $2.71K
|
1
$30.7
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
11.6KNew |
$361K - $388K
|
11.6K
$355K
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
9+ 0.1% |
$281 - $302
|
9.12K
$280K
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-26.5K- 46.25% |
$827K - $889K
|
30.8K
$946K
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
2.15KNew |
$67K - $72K
|
2.15K
$65.9K
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-99- 9.01% |
$3.09K - $3.32K
|
1K
$30.7K
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-333- 4.58% |
$10.4K - $11.2K
|
6.93K
$213K
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
62.4KNew |
$1.94M - $2.09M
|
62.4K
$1.91M
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-4.13K- 99.4% |
$129K - $138K
|
25
$767
|
|
Oct 18, 2024
Q3 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-803- 10.96% |
$25K - $26.9K
|
6.52K
$200K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
75.1K+ 10.41% |
$2.34M - $2.52M
|
797K
$24.4M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
28.8K+ 2.14% |
$897K - $963K
|
1.37M
$42.2M
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.2K- 46.64% |
$37.5K - $40.3K
|
1.38K
$42.2K
|
|
Oct 18, 2024
Q3 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
6.06KNew |
$189K - $203K
|
6.06K
$186K
|
|
Oct 17, 2024
Q3 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
20.7K+ 1.17% |
$646K - $694K
|
1.79M
$54.8M
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
8.23KNew |
$257K - $276K
|
8.23K
$252K
|
|
Oct 15, 2024
Q3 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
11.1KNew |
$345K - $371K
|
11.1K
$340K
|