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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
1.31KNew |
$40.8K - $43.8K
|
1.31K
$40.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
350+ 46.67% |
$10.9K - $11.7K
|
1.1K
$33.7K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
209+ 0.98% |
$6.52K - $7K
|
21.4K
$658K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-114- 18.48% |
$3.55K - $3.82K
|
503
$15.4K
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
SELL
|
- |
-1.2K- 8.34% |
$37.5K - $40.3K
|
13.2K
$405K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
230New |
$7.17K - $7.71K
|
230
$7.05K
|
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-1.83K- 22.99% |
$57.2K - $61.4K
|
6.14K
$188K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-229- 63.97% |
$7.14K - $7.67K
|
129
$3.96K
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-609- 2.03% |
$19K - $20.4K
|
29.5K
$903K
|
|
|
Oct 03, 2024
Q3 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-1.5K- 16.29% |
$46.8K - $50.3K
|
7.71K
$236K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-650- 68.42% |
$20.3K - $21.8K
|
300
$9.2K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-7.43K- 48.52% |
$228K - $239K
|
7.89K
$242K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-2.63K- 7.09% |
$80.5K - $84.3K
|
34.4K
$1.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10.5KNew |
$321K - $337K
|
10.5K
$322K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-334- 11.88% |
$10.2K - $10.7K
|
2.48K
$76K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-32- 1.26% |
$981 - $1.03K
|
2.5K
$76.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
4.88K+ 53.4% |
$149K - $157K
|
14K
$430K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
15.1KNew |
$462K - $484K
|
15.1K
$462K
|
|
|
Aug 14, 2024
Q2 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
929KNew |
$28.5M - $29.9M
|
929K
$28.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
45+ 0.16% |
$1.38K - $1.45K
|
28.7K
$881K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
62New |
$1.9K - $1.99K
|
62
$1.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-112K- 3.49% |
$3.43M - $3.6M
|
3.1M
$95M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-263- 0.85% |
$8.06K - $8.45K
|
30.6K
$937K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-370- 91.36% |
$11.3K - $11.9K
|
35
$1.07K
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
6.64KNew |
$204K - $213K
|
6.64K
$204K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.69K- 2.73% |
$51.7K - $54.2K
|
60.1K
$1.84M
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 2.17% |
$30.7 - $32.1
|
47
$1.44K
|
|
|
Aug 09, 2024
Q2 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-100- 0.15% |
$3.07K - $3.21K
|
64.7K
$1.99M
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
249New |
$7.63K - $8K
|
249
$7.64K
|
|
|
Aug 09, 2024
Q2 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-110- 0.76% |
$3.37K - $3.53K
|
14.3K
$439K
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
5.5KNew |
$169K - $177K
|
5.5K
$169K
|
|
|
Aug 08, 2024
Q2 2024
|
Syntrinsic LLC
Denver, CO |
SELL
|
- |
-6.92KClosed |
$212K - $222K
|
0
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.62K- 75.3% |
$49.6K - $52K
|
531
$16.3K
|
|
|
Aug 07, 2024
Q2 2024
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
6KNew |
$184K - $193K
|
6K
$184K
|
|
|
Aug 05, 2024
Q2 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-34.3K- 44.41% |
$1.05M - $1.1M
|
43K
$1.32M
|
|
|
Aug 05, 2024
Q2 2024
|
ETF Store, Inc.
|
SELL
|
- |
-2.37K- 25.59% |
$72.5K - $76K
|
6.88K
$211K
|
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-9.18K- 52.63% |
$281K - $295K
|
8.27K
$253K
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
3.48KNew |
$107K - $112K
|
3.48K
$107K
|
|
|
Jul 30, 2024
Q2 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-200- 2.68% |
$6.13K - $6.43K
|
7.27K
$223K
|
|
|
Jul 30, 2024
Q2 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
26KNew |
$797K - $835K
|
26K
$797K
|
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
8+ 0.09% |
$245 - $257
|
8.6K
$264K
|
|
|
Jul 30, 2024
Q2 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
859New |
$26.3K - $27.6K
|
859
$26.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-58- 1.88% |
$1.78K - $1.86K
|
3.03K
$92.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
51.1KNew |
$1.57M - $1.64M
|
51.1K
$1.57M
|
|
|
Jul 26, 2024
Q2 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-6.51K- 31.71% |
$199K - $209K
|
14K
$430K
|
|
|
Jul 25, 2024
Q2 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
5.04KNew |
$154K - $162K
|
5.04K
$155K
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
10.1KNew |
$309K - $324K
|
10.1K
$309K
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
14+ 0.2% |
$429 - $450
|
6.86K
$210K
|
|
|
Jul 25, 2024
Q2 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-300- 2.61% |
$9.2K - $9.64K
|
11.2K
$343K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
200+ 1.65% |
$6.13K - $6.43K
|
12.3K
$378K
|
|