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 23, 2024
Q4 2023
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
545+ 2.35% |
$15.4K - $17.1K
|
23.8K
$777K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-2.65K- 2.45% |
$75K - $83.1K
|
105K
$3.44M
|
|
|
Jan 23, 2024
Q4 2023
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
7.11KNew |
$201K - $223K
|
7.11K
$232K
|
|
|
Jan 22, 2024
Q4 2023
|
Bellecapital International Ltd.
|
SELL
|
- |
-6.71K- 19.91% |
$190K - $211K
|
27K
$882K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-500- 23.26% |
$14.2K - $15.7K
|
1.65K
$53.9K
|
|
|
Jan 22, 2024
Q4 2023
|
Bell Bank
|
SELL
|
- |
-2.81K- 22.35% |
$79.5K - $88.1K
|
9.75K
$318K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
887New |
$25.1K - $27.9K
|
887
$29K
|
|
|
Jan 17, 2024
Q4 2023
|
Reitz Capital Advisors LLC
|
BUY
|
- |
63.9K+ 917.7% |
$1.81M - $2.01M
|
70.9K
$2.32M
|
|
|
Jan 17, 2024
Q4 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
1.32K+ 2.53% |
$37.5K - $41.5K
|
53.6K
$1.75M
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1.16KNew |
$32.7K - $36.3K
|
1.16K
$37.7K
|
|
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
500New |
$14.2K - $15.7K
|
500
$16.3K
|
|
|
Jan 12, 2024
Q4 2023
|
Cox Capital Mgt LLC
|
BUY
|
- |
20.8KNew |
$590K - $653K
|
20.8K
$680K
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
BUY
|
- |
358+ 3.42% |
$10.1K - $11.2K
|
10.8K
$353K
|
|
|
Jan 12, 2024
Q4 2023
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
21.9KNew |
$622K - $689K
|
21.9K
$717K
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
925KNew |
$26.2M - $29M
|
925K
$30.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-4K- 17.98% |
$113K - $126K
|
18.2K
$596K
|
|
|
Jan 11, 2024
Q4 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-2.61K- 19.44% |
$73.9K - $81.8K
|
10.8K
$353K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
127+ 3.05% |
$3.6K - $3.99K
|
4.29K
$140K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.14KNew |
$32.2K - $35.7K
|
1.14K
$37.1K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
15.5K+ 76.41% |
$440K - $488K
|
35.9K
$1.17M
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-89- 64.03% |
$2.52K - $2.79K
|
50
$1.63K
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-3K- 29.64% |
$85K - $94.2K
|
7.12K
$233K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-3.36K- 10.92% |
$95.3K - $106K
|
27.4K
$896K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
14.6K+ 5.99% |
$414K - $459K
|
259K
$8.45M
|
|
| Q3 2023 | |||||||
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
2.62KNew |
$78.5K - $81.8K
|
2.62K
$85.6K
|
|
|
Sep 05, 2024
Q3 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-1.06KClosed |
$31.7K - $33K
|
0
$0
|
|
|
Aug 28, 2024
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-842- 2.28% |
$25.3K - $26.3K
|
36K
$1.18M
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-107KClosed |
$3.21M - $3.35M
|
0
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-580- 24.63% |
$17.4K - $18.1K
|
1.78K
$58K
|
|
|
Nov 15, 2023
Q3 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
406+ 4.22% |
$12.2K - $12.7K
|
10K
$328K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-310- 4.96% |
$9.3K - $9.68K
|
5.94K
$194K
|
|
|
Nov 14, 2023
Q3 2023
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
233+ 6.53% |
$6.99K - $7.27K
|
3.8K
$124K
|
|
|
Nov 14, 2023
Q3 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-603- 7.77% |
$18.1K - $18.8K
|
7.16K
$234K
|
|
|
Nov 14, 2023
Q3 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
14KNew |
$420K - $437K
|
14K
$457K
|
|
|
Nov 14, 2023
Q3 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-425K- 98.19% |
$12.8M - $13.3M
|
7.85K
$256K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-32.6K- 67.02% |
$976K - $1.02M
|
16K
$524K
|
|
|
Nov 14, 2023
Q3 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
2.5KNew |
$75K - $78.1K
|
2.5K
$81.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-354K- 99.99% |
$10.6M - $11.1M
|
22
$719
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
10.6KNew |
$319K - $332K
|
10.6K
$347K
|
|
|
Nov 13, 2023
Q3 2023
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-1.13K- 0.63% |
$33.9K - $35.3K
|
178K
$5.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-4.39K- 78.79% |
$132K - $137K
|
1.18K
$38.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-459- 5.23% |
$13.8K - $14.3K
|
8.31K
$272K
|
|
|
Nov 13, 2023
Q3 2023
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-10.7KClosed |
$320K - $333K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-224- 2.44% |
$6.72K - $6.99K
|
8.97K
$293K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
969New |
$29.1K - $30.3K
|
969
$31.7K
|
|
|
Nov 09, 2023
Q3 2023
|
Wavelength Capital Management, LLC
|
BUY
|
- |
10.8K+ 25.65% |
$324K - $337K
|
52.9K
$1.73M
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
305+ 2.17% |
$9.15K - $9.52K
|
14.4K
$470K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
26.4KNew |
$791K - $823K
|
26.4K
$862K
|
|
|
Nov 08, 2023
Q3 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
176+ 1.54% |
$5.28K - $5.49K
|
11.6K
$379K
|
|
|
Nov 08, 2023
Q3 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
700New |
$21K - $21.9K
|
700
$22.9K
|
|