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 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
10.7KNew |
$322K - $335K
|
10.7K
$351K
|
|
|
Nov 07, 2023
Q3 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-1.2K- 6.91% |
$36K - $37.5K
|
16.2K
$528K
|
|
|
Nov 07, 2023
Q3 2023
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
500+ 1.56% |
$15K - $15.6K
|
32.6K
$1.07M
|
|
|
Nov 06, 2023
Q3 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
11KNew |
$330K - $343K
|
11K
$359K
|
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
16.6KNew |
$498K - $518K
|
16.6K
$542K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
124New |
$3.72K - $3.87K
|
124
$4.05K
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
140New |
$4.2K - $4.37K
|
140
$4.57K
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
700New |
$21K - $21.9K
|
700
$22.9K
|
|
|
Nov 02, 2023
Q3 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
610New |
$18.3K - $19K
|
610
$19.9K
|
|
|
Nov 02, 2023
Q3 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-710- 8.58% |
$21.3K - $22.2K
|
7.57K
$247K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
4.27K+ 153.87% |
$128K - $133K
|
7.05K
$230K
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
364+ 5.52% |
$10.9K - $11.4K
|
6.96K
$227K
|
|
|
Oct 31, 2023
Q3 2023
|
Golden Green, Inc.
|
BUY
|
- |
2.83K+ 2.5% |
$84.8K - $88.2K
|
116K
$3.79M
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
7.65KNew |
$230K - $239K
|
7.65K
$250K
|
|
|
Oct 30, 2023
Q3 2023
|
Bull Street Advisors, LLC
|
SELL
|
- |
-11.4K- 62.65% |
$343K - $357K
|
6.81K
$222K
|
|
|
Oct 27, 2023
Q3 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-32.4K- 50.47% |
$971K - $1.01M
|
31.8K
$1.04M
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-57- 14.54% |
$1.71K - $1.78K
|
335
$10.9K
|
|
|
Oct 26, 2023
Q3 2023
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-87- 1.04% |
$2.61K - $2.72K
|
8.26K
$270K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
1.55K+ 3.66% |
$46.5K - $48.5K
|
44K
$1.44M
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
19+ 27.94% |
$570 - $593
|
87
$2.84K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
18.4K+ 13.78% |
$551K - $573K
|
152K
$4.95M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
91New |
$2.73K - $2.84K
|
91
$2.97K
|
|
|
Oct 24, 2023
Q3 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-500- 6.78% |
$15K - $15.6K
|
6.87K
$225K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
99KNew |
$2.97M - $3.09M
|
99K
$3.23M
|
|
|
Oct 20, 2023
Q3 2023
|
Modus Advisors, LLC
|
BUY
|
- |
5.89K+ 5.11% |
$177K - $184K
|
121K
$3.96M
|
|
|
Oct 19, 2023
Q3 2023
|
West End Advisors, LLC
|
BUY
|
- |
279New |
$8.37K - $8.71K
|
279
$9.11K
|
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1.43K- 15.93% |
$42.8K - $44.6K
|
7.54K
$246K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
200New |
$6K - $6.24K
|
200
$6.53K
|
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-200- 10.26% |
$6K - $6.24K
|
1.75K
$57.2K
|
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-247- 48.72% |
$7.41K - $7.71K
|
260
$8.49K
|
|
|
Oct 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
42+ 0.45% |
$1.26K - $1.31K
|
9.31K
$304K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
816New |
$24.5K - $25.5K
|
816
$26.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
84New |
$2.52K - $2.62K
|
84
$2.74K
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
175+ 1.5% |
$5.25K - $5.46K
|
11.8K
$386K
|
|
|
Oct 10, 2023
Q3 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-3.8K- 30.08% |
$114K - $119K
|
8.83K
$288K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
12New |
$360 - $375
|
12
$392
|
|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-23.6K- 53.37% |
$707K - $736K
|
20.6K
$673K
|
|
|
Oct 10, 2023
Q3 2023
|
Hall Capital Management CO Inc
|
SELL
|
- |
-12.5K- 47.76% |
$375K - $390K
|
13.7K
$447K
|
|
|
Oct 04, 2023
Q3 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-462K- 89.49% |
$13.8M - $14.4M
|
54.2K
$1.77M
|
|
| Q2 2023 | |||||||
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
3.72KNew |
$109K - $117K
|
3.72K
$122K
|
|
|
Dec 14, 2023
Q2 2023
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
BUY
|
- |
13KNew |
$381K - $409K
|
13K
$425K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
511+ 124.33% |
$15K - $16.1K
|
922
$30.1K
|
|
|
Oct 23, 2023
Q2 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
900New |
$26.4K - $28.3K
|
900
$29.4K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1.71KNew |
$50.1K - $53.7K
|
1.71K
$55.8K
|
|
|
Aug 17, 2023
Q2 2023
|
Peterson Wealth Management
|
SELL
|
- |
-60.3KClosed |
$1.77M - $1.9M
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-56- 0.79% |
$1.64K - $1.76K
|
7.04K
$230K
|
|
|
Aug 14, 2023
Q2 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
1New |
$29.3 - $31.5
|
1
$32.7
|
|
|
Aug 14, 2023
Q2 2023
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
CALL |
15.6KNew |
$458K - $491K
|
15.6K
$510K
|
|
|
Aug 14, 2023
Q2 2023
|
Taconic Capital Advisors LP
New York, NY |
SELL
|
- |
-265K- 53.0% |
$7.77M - $8.34M
|
235K
$7.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-2.82K- 27.79% |
$82.6K - $88.6K
|
7.32K
$239K
|
|