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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
5.78K+ 2.69% |
$164K - $182K
|
220K
$6.76M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-1.19K- 13.89% |
$33.7K - $37.4K
|
7.38K
$226K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1.8KNew |
$51K - $56.5K
|
1.8K
$55.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-3.36K- 14.95% |
$95.2K - $105K
|
19.1K
$586K
|
|
|
Feb 07, 2024
Q4 2023
|
Summa Corp.
Tomball, TX |
BUY
|
- |
15.6KNew |
$442K - $490K
|
15.6K
$478K
|
|
|
Feb 07, 2024
Q4 2023
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-1.05K- 12.73% |
$29.8K - $33K
|
7.2K
$221K
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.49K+ 7.43% |
$42.3K - $46.9K
|
21.6K
$662K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
450New |
$12.8K - $14.1K
|
450
$13.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
BUY
|
- |
94New |
$2.66K - $2.95K
|
94
$2.88K
|
|
|
Feb 07, 2024
Q4 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-300- 2.47% |
$8.5K - $9.42K
|
11.8K
$363K
|
|
|
Feb 06, 2024
Q4 2023
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
6.5KNew |
$184K - $204K
|
6.5K
$199K
|
|
|
Feb 05, 2024
Q4 2023
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-44.3K- 85.61% |
$1.26M - $1.39M
|
7.45K
$228K
|
|
|
Feb 05, 2024
Q4 2023
|
Ledyard National Bank
|
BUY
|
- |
7.65KNew |
$217K - $240K
|
7.65K
$234K
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
17.2KNew |
$489K - $541K
|
17.2K
$529K
|
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
7.52KNew |
$213K - $236K
|
7.52K
$231K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-16.6K- 70.07% |
$472K - $522K
|
7.11K
$218K
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
15.5KNew |
$440K - $488K
|
15.5K
$476K
|
|
|
Jan 29, 2024
Q4 2023
|
Cumberland Advisors Inc
|
SELL
|
- |
-670- 3.19% |
$19K - $21K
|
20.3K
$624K
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
84KNew |
$2.38M - $2.64M
|
84K
$2.58M
|
|
|
Jan 29, 2024
Q4 2023
|
Crown Oak Advisors, LLC
Piedmont, CA |
BUY
|
- |
130KNew |
$3.68M - $4.08M
|
130K
$3.99M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-915- 4.7% |
$25.9K - $28.7K
|
18.5K
$569K
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
14KNew |
$397K - $440K
|
14K
$430K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-700- 9.84% |
$19.8K - $22K
|
6.41K
$197K
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-3.13K- 23.71% |
$88.6K - $98.2K
|
10.1K
$309K
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
47New |
$1.33K - $1.48K
|
47
$1.44K
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
1.31KNew |
$37.1K - $41.1K
|
1.31K
$40.2K
|
|
|
Jan 23, 2024
Q4 2023
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
545+ 2.35% |
$15.4K - $17.1K
|
23.8K
$729K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-2.65K- 2.45% |
$75K - $83.1K
|
105K
$3.22M
|
|
|
Jan 23, 2024
Q4 2023
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
7.11KNew |
$201K - $223K
|
7.11K
$218K
|
|
|
Jan 22, 2024
Q4 2023
|
Bell Bank
|
SELL
|
- |
-2.81K- 22.35% |
$79.5K - $88.1K
|
9.75K
$299K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
887New |
$25.1K - $27.9K
|
887
$27.2K
|
|
|
Jan 17, 2024
Q4 2023
|
Reitz Capital Advisors LLC
|
BUY
|
- |
63.9K+ 917.7% |
$1.81M - $2.01M
|
70.9K
$2.17M
|
|
|
Jan 17, 2024
Q4 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
1.32K+ 2.53% |
$37.5K - $41.5K
|
53.6K
$1.65M
|
|
|
Jan 12, 2024
Q4 2023
|
Cox Capital Mgt LLC
|
BUY
|
- |
20.8KNew |
$590K - $653K
|
20.8K
$638K
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
BUY
|
- |
358+ 3.42% |
$10.1K - $11.2K
|
10.8K
$332K
|
|
|
Jan 12, 2024
Q4 2023
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
21.9KNew |
$622K - $689K
|
21.9K
$673K
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
925KNew |
$26.2M - $29M
|
925K
$28.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-4K- 17.98% |
$113K - $126K
|
18.2K
$560K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
127+ 3.05% |
$3.6K - $3.99K
|
4.29K
$132K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.14KNew |
$32.2K - $35.7K
|
1.14K
$34.9K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
15.5K+ 76.41% |
$440K - $488K
|
35.9K
$1.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-89- 64.03% |
$2.52K - $2.79K
|
50
$1.53K
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-3K- 29.64% |
$85K - $94.2K
|
7.12K
$218K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-3.36K- 10.92% |
$95.3K - $106K
|
27.4K
$841K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
14.6K+ 5.99% |
$414K - $459K
|
259K
$7.94M
|
|
| Q3 2023 | |||||||
|
Mar 11, 2025
Q3 2023
|
Private Capital Management LLC
|
BUY
|
- |
891New |
$26.7K - $27.8K
|
891
$27.3K
|
|
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
2.62KNew |
$78.5K - $81.8K
|
2.62K
$80.3K
|
|
|
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
$1.1M
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-107KClosed |
$3.21M - $3.35M
|
0
$0
|
|