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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
50New |
$1.53K - $1.61K
|
50
$1.53K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
627New |
$19.2K - $20.1K
|
627
$19.2K
|
|
|
Jul 18, 2024
Q2 2024
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-2.95K- 28.37% |
$90.3K - $94.7K
|
7.44K
$228K
|
|
|
Jul 17, 2024
Q2 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-876- 96.16% |
$26.8K - $28.1K
|
35
$1.07K
|
|
|
Jul 16, 2024
Q2 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
100+ 0.27% |
$3.07K - $3.21K
|
37.4K
$1.15M
|
|
|
Jul 16, 2024
Q2 2024
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
1.6K+ 34.78% |
$49K - $51.4K
|
6.2K
$190K
|
|
|
Jul 16, 2024
Q2 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-795- 5.06% |
$24.4K - $25.5K
|
14.9K
$457K
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-823- 7.39% |
$25.2K - $26.4K
|
10.3K
$316K
|
|
|
Jul 15, 2024
Q2 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
6.56KNew |
$201K - $211K
|
6.56K
$201K
|
|
|
Jul 12, 2024
Q2 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-355K- 85.85% |
$10.9M - $11.4M
|
58.5K
$1.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
7.02KNew |
$215K - $225K
|
7.02K
$215K
|
|
|
Jul 12, 2024
Q2 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
21.9KNew |
$672K - $704K
|
21.9K
$672K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
684New |
$21K - $22K
|
684
$21K
|
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-2.56K- 65.97% |
$78.3K - $82.1K
|
1.32K
$40.4K
|
|
|
Jul 10, 2024
Q2 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-5.18K- 33.74% |
$159K - $166K
|
10.2K
$312K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
5.01KNew |
$153K - $161K
|
5.01K
$154K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-142- 4.94% |
$4.35K - $4.56K
|
2.73K
$83.8K
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-156- 11.1% |
$4.78K - $5.01K
|
1.25K
$38.3K
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
9.37KNew |
$287K - $301K
|
9.37K
$288K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
12.6KNew |
$387K - $405K
|
12.6K
$387K
|
|
|
Jul 02, 2024
Q2 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
2.1K+ 20.92% |
$64.4K - $67.5K
|
12.1K
$372K
|
|
| Q1 2024 | |||||||
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
51+ 19.1% |
$1.59K - $1.66K
|
318
$9.75K
|
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-927- 86.47% |
$28.8K - $30.2K
|
145
$4.45K
|
|
|
Nov 07, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
22.7KNew |
$707K - $740K
|
22.7K
$697K
|
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
58KNew |
$1.8M - $1.89M
|
58K
$1.78M
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
210New |
$6.54K - $6.83K
|
210
$6.44K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-34- 89.47% |
$1.06K - $1.11K
|
4
$123
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-225- 16.36% |
$7K - $7.32K
|
1.15K
$35.3K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-280- 21.71% |
$8.71K - $9.11K
|
1.01K
$31K
|
|
|
May 15, 2024
Q1 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
PUT |
3.5K+ 46.67% |
$109K - $114K
|
11K
$337K
|
|
|
May 15, 2024
Q1 2024
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-139K- 90.77% |
$4.33M - $4.52M
|
14.1K
$434K
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
7.64KNew |
$238K - $249K
|
7.64K
$234K
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-176- 2.85% |
$5.48K - $5.73K
|
6.01K
$184K
|
|
|
May 15, 2024
Q1 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-331- 68.81% |
$10.3K - $10.8K
|
150
$4.6K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
760New |
$23.7K - $24.7K
|
760
$23.3K
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-3.4K- 4.34% |
$106K - $111K
|
74.9K
$2.3M
|
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-1.25K- 8.48% |
$38.9K - $40.7K
|
13.5K
$414K
|
|
|
May 15, 2024
Q1 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
32.1K+ 472.98% |
$1M - $1.05M
|
38.9K
$1.19M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
148KNew |
$4.59M - $4.8M
|
148K
$4.53M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
PUT |
5.1K+ 41.13% |
$159K - $166K
|
17.5K
$537K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-196K- 96.68% |
$6.1M - $6.38M
|
6.74K
$207K
|
|
|
May 14, 2024
Q1 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-866- 3.32% |
$26.9K - $28.2K
|
25.2K
$773K
|
|
|
May 14, 2024
Q1 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
907New |
$28.2K - $29.5K
|
907
$27.8K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
150New |
$4.67K - $4.88K
|
150
$4.6K
|
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-341- 3.7% |
$10.6K - $11.1K
|
8.89K
$273K
|
|
|
May 14, 2024
Q1 2024
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-5.44K- 16.7% |
$169K - $177K
|
27.1K
$832K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
48.6K+ 8.24% |
$1.51M - $1.58M
|
639K
$19.6M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
161K+ 58.46% |
$5.01M - $5.24M
|
437K
$13.4M
|
|
|
May 13, 2024
Q1 2024
|
Eukles Asset Management
|
BUY
|
- |
468New |
$14.6K - $15.2K
|
468
$14.4K
|
|