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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2023
Q1 2023
|
Qp Wealth Management, LLC
|
SELL
|
- |
-31.8K- 51.2% |
$951K - $1.08M
|
30.4K
$992K
|
|
|
Apr 25, 2023
Q1 2023
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-92.8K- 18.57% |
$2.77M - $3.14M
|
407K
$13.3M
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-100- 68.97% |
$2.99K - $3.38K
|
45
$1.47K
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
250New |
$7.47K - $8.45K
|
250
$8.17K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
300New |
$8.96K - $10.1K
|
300
$9.8K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
60New |
$1.79K - $2.03K
|
60
$1.96K
|
|
|
Apr 18, 2023
Q1 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-37.6K- 62.69% |
$1.12M - $1.27M
|
22.4K
$730K
|
|
|
Apr 18, 2023
Q1 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-5.06K- 38.71% |
$151K - $171K
|
8.01K
$262K
|
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-1.66K- 47.92% |
$49.4K - $56K
|
1.8K
$58.8K
|
|
|
Apr 17, 2023
Q1 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-874- 3.07% |
$26.1K - $29.5K
|
27.6K
$901K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-3.31K- 7.04% |
$98.7K - $112K
|
43.7K
$1.43M
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-177- 26.94% |
$5.29K - $5.98K
|
480
$15.7K
|
|
|
Apr 13, 2023
Q1 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-527- 5.84% |
$15.7K - $17.8K
|
8.5K
$278K
|
|
|
Apr 12, 2023
Q1 2023
|
Brave Asset Management Inc
|
BUY
|
- |
19.7K+ 76.47% |
$588K - $665K
|
45.4K
$1.48M
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
935+ 7.81% |
$27.9K - $31.6K
|
12.9K
$422K
|
|
|
Apr 10, 2023
Q1 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-596- 7.97% |
$17.8K - $20.2K
|
6.88K
$225K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
550New |
$16.4K - $18.6K
|
550
$18K
|
|
| Q4 2022 | |||||||
|
Nov 19, 2024
Q4 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
34.1K+ 59.55% |
$1.02M - $1.1M
|
91.4K
$2.99M
|
|
|
Oct 13, 2023
Q4 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-204Closed |
$6.11K - $6.59K
|
0
$0
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
SELL
|
- |
-723- 7.99% |
$21.7K - $23.3K
|
8.32K
$272K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
1.23KNew |
$36.9K - $39.7K
|
1.23K
$40.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-500- 8.4% |
$15K - $16.1K
|
5.45K
$178K
|
|
|
Feb 14, 2023
Q4 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-59- 19.09% |
$1.77K - $1.9K
|
250
$8.17K
|
|
|
Feb 14, 2023
Q4 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
387+ 1.94% |
$11.6K - $12.5K
|
20.3K
$663K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
4.78K+ 15.94% |
$143K - $154K
|
34.8K
$1.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
1.14KNew |
$34.2K - $36.9K
|
1.14K
$37.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
20.5KNew |
$615K - $662K
|
20.5K
$670K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1New |
$30 - $32.3
|
1
$32.7
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
6.99KNew |
$210K - $226K
|
6.99K
$228K
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-1.5K- 60.93% |
$44.9K - $48.4K
|
962
$31.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
8.06KNew |
$241K - $260K
|
8.06K
$263K
|
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
970New |
$29.1K - $31.3K
|
970
$31.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-1.55K- 14.25% |
$46.5K - $50.1K
|
9.34K
$305K
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-4K- 35.03% |
$120K - $129K
|
7.42K
$242K
|
|
|
Feb 13, 2023
Q4 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
9.6KNew |
$288K - $310K
|
9.6K
$314K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
10New |
$300 - $323
|
10
$327
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
179+ 2.42% |
$5.36K - $5.78K
|
7.58K
$248K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
6.41K+ 94.65% |
$192K - $207K
|
13.2K
$431K
|
|
|
Feb 13, 2023
Q4 2022
|
Clarity Financial LLC
|
SELL
|
- |
-131K- 85.96% |
$3.92M - $4.22M
|
21.4K
$698K
|
|
|
Feb 13, 2023
Q4 2022
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-750- 6.53% |
$22.5K - $24.2K
|
10.7K
$351K
|
|
|
Feb 13, 2023
Q4 2022
|
Michelson Medical Research Foundation, Inc.
Los Angeles, CA |
BUY
|
- |
82KNew |
$2.46M - $2.65M
|
82K
$2.68M
|
|
|
Feb 13, 2023
Q4 2022
|
Mariner Investment Group LLC
Harrison, NY |
BUY
|
PUT |
500+ 1.0% |
$15K - $16.1K
|
50.5K
$1.65M
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
9+ 1.66% |
$270 - $291
|
550
$18K
|
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
3.78K+ 59.73% |
$113K - $122K
|
10.1K
$330K
|
|
|
Feb 10, 2023
Q4 2022
|
Seldon Capital LP
San Francisco, CA |
SELL
|
- |
-4.9K- 68.21% |
$147K - $158K
|
2.28K
$74.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
6.74KNew |
$202K - $218K
|
6.74K
$220K
|
|
|
Feb 09, 2023
Q4 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
11.2KNew |
$334K - $360K
|
11.2K
$365K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-1.62K- 12.51% |
$48.4K - $52.2K
|
11.3K
$370K
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
384New |
$11.5K - $12.4K
|
384
$12.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
9.16K+ 21.36% |
$274K - $296K
|
52K
$1.7M
|
|