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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
21.4K+ 104.1% |
$627K - $672K
|
41.9K
$1.37M
|
|
|
Aug 11, 2023
Q2 2023
|
1492 Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-359- 5.24% |
$10.5K - $11.3K
|
6.49K
$212K
|
|
|
Aug 11, 2023
Q2 2023
|
Hap Trading, LLC
New York, NY |
SELL
|
PUT |
-1.8K- 8.22% |
$52.8K - $56.6K
|
20.1K
$657K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-678- 91.87% |
$19.9K - $21.3K
|
60
$1.96K
|
|
|
Aug 11, 2023
Q2 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
327KNew |
$9.58M - $10.3M
|
327K
$10.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Terrapin Asset Management, LLC
Miami, FL |
BUY
|
- |
10KNew |
$293K - $315K
|
10K
$327K
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
768New |
$22.5K - $24.2K
|
768
$25.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-20- 0.05% |
$587 - $629
|
38.5K
$1.26M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.51K- 4.39% |
$44.2K - $47.4K
|
32.8K
$1.07M
|
|
|
Aug 09, 2023
Q2 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-38.6K- 17.02% |
$1.13M - $1.22M
|
188K
$6.15M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
32+ 0.06% |
$939 - $1.01K
|
49.8K
$1.63M
|
|
|
Aug 08, 2023
Q2 2023
|
Harvest Volatility Management LLC
|
SELL
|
- |
-4.24K- 18.0% |
$124K - $133K
|
19.3K
$632K
|
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
826New |
$24.2K - $26K
|
826
$27K
|
|
|
Aug 08, 2023
Q2 2023
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-815- 8.78% |
$23.9K - $25.6K
|
8.47K
$277K
|
|
|
Aug 08, 2023
Q2 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
10.5KNew |
$307K - $329K
|
10.5K
$341K
|
|
|
Aug 08, 2023
Q2 2023
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
21KNew |
$616K - $661K
|
21K
$686K
|
|
|
Aug 08, 2023
Q2 2023
|
Econ Financial Services Corp
|
SELL
|
- |
-1.44K- 1.87% |
$42.1K - $45.2K
|
75.4K
$2.46M
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-165- 62.26% |
$4.84K - $5.19K
|
100
$3.27K
|
|
|
Aug 08, 2023
Q2 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
13.6KNew |
$400K - $429K
|
13.6K
$446K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
6+ 1.97% |
$176 - $189
|
310
$10.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
16.8KNew |
$493K - $528K
|
16.8K
$549K
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
4+ 0.6% |
$117 - $126
|
670
$21.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-200- 16.67% |
$5.87K - $6.29K
|
1K
$32.7K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
249New |
$7.3K - $7.83K
|
249
$8.13K
|
|
|
Aug 04, 2023
Q2 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-830- 37.14% |
$24.3K - $26.1K
|
1.41K
$45.9K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
395New |
$11.6K - $12.4K
|
395
$12.9K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
460+ 1150.0% |
$13.5K - $14.5K
|
500
$16.3K
|
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
39KNew |
$1.14M - $1.23M
|
39K
$1.27M
|
|
|
Aug 02, 2023
Q2 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-31.4K- 65.02% |
$920K - $986K
|
16.9K
$551K
|
|
|
Aug 02, 2023
Q2 2023
|
Cercano Management LLC
Bellevue, WA |
SELL
|
- |
-2K- 20.13% |
$58.6K - $62.9K
|
7.93K
$259K
|
|
|
Aug 01, 2023
Q2 2023
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-568K- 50.0% |
$16.6M - $17.9M
|
568K
$18.5M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
11.3KNew |
$331K - $355K
|
11.3K
$369K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-824- 0.52% |
$24.2K - $25.9K
|
157K
$5.12M
|
|
|
Jul 31, 2023
Q2 2023
|
Reik & Co., LLC
|
SELL
|
- |
-7.89K- 53.53% |
$231K - $248K
|
6.85K
$224K
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
25.9KNew |
$760K - $815K
|
25.9K
$846K
|
|
|
Jul 27, 2023
Q2 2023
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
BUY
|
- |
12.4KNew |
$362K - $389K
|
12.4K
$403K
|
|
|
Jul 26, 2023
Q2 2023
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-3.97K- 11.21% |
$117K - $125K
|
31.5K
$1.03M
|
|
|
Jul 24, 2023
Q2 2023
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
46+ 0.66% |
$1.35K - $1.45K
|
7.03K
$230K
|
|
|
Jul 21, 2023
Q2 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-50- 9.52% |
$1.47K - $1.57K
|
475
$15.5K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
440+ 1.7% |
$12.9K - $13.8K
|
26.3K
$858K
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
SELL
|
- |
-1.25K- 14.18% |
$36.7K - $39.4K
|
7.57K
$247K
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
SELL
|
- |
-1.08K- 84.31% |
$31.5K - $33.8K
|
200
$6.53K
|
|
|
Jul 18, 2023
Q2 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-5.17K- 77.26% |
$152K - $163K
|
1.52K
$49.7K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
71New |
$2.08K - $2.23K
|
71
$2.32K
|
|
|
Jul 17, 2023
Q2 2023
|
Claybrook Capital, LLC
|
BUY
|
- |
8.2KNew |
$240K - $258K
|
8.2K
$268K
|
|
|
Jul 17, 2023
Q2 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-18.6K- 44.16% |
$545K - $584K
|
23.5K
$767K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-958- 36.14% |
$28.1K - $30.1K
|
1.69K
$55.3K
|
|
|
Jul 13, 2023
Q2 2023
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-89- 1.35% |
$2.61K - $2.8K
|
6.52K
$213K
|
|
|
Jul 12, 2023
Q2 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
107+ 1.44% |
$3.14K - $3.37K
|
7.54K
$246K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-424- 0.81% |
$12.4K - $13.3K
|
52.1K
$1.7M
|