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 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
9.16K+ 21.36% |
$274K - $296K
|
52K
$1.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
835New |
$25K - $27K
|
835
$27.3K
|
|
|
Feb 08, 2023
Q4 2022
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
2.14KNew |
$64.2K - $69.2K
|
2.14K
$70K
|
|
|
Feb 08, 2023
Q4 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.15KNew |
$34.4K - $37.1K
|
1.15K
$37.5K
|
|
|
Feb 08, 2023
Q4 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
7.3KNew |
$219K - $235K
|
7.3K
$238K
|
|
|
Feb 07, 2023
Q4 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.1K+ 14.22% |
$32.9K - $35.4K
|
8.81K
$288K
|
|
|
Feb 07, 2023
Q4 2022
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-10- 0.03% |
$300 - $323
|
33.8K
$1.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Financial Life Advisors
|
BUY
|
- |
5.35K+ 59.67% |
$160K - $173K
|
14.3K
$467K
|
|
|
Feb 07, 2023
Q4 2022
|
Conning Inc.
|
SELL
|
- |
-391K- 50.02% |
$11.7M - $12.6M
|
391K
$12.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-5.72K- 36.5% |
$171K - $185K
|
9.96K
$325K
|
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-11.8K- 9.94% |
$353K - $380K
|
107K
$3.49M
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Investors Management Corp
|
BUY
|
- |
1.41K+ 21.77% |
$42.1K - $45.4K
|
7.86K
$257K
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-2K- 74.07% |
$59.9K - $64.6K
|
700
$22.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-7.63K- 7.99% |
$229K - $246K
|
87.9K
$2.87M
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
403New |
$12.1K - $13K
|
403
$13.2K
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
BUY
|
- |
7.95KNew |
$238K - $257K
|
7.95K
$260K
|
|
|
Feb 02, 2023
Q4 2022
|
Appleton Group, LLC
|
BUY
|
- |
86.2KNew |
$2.58M - $2.78M
|
86.2K
$2.82M
|
|
|
Feb 02, 2023
Q4 2022
|
Emfo, LLC
|
SELL
|
- |
-1.99K- 43.8% |
$59.5K - $64.1K
|
2.55K
$83.3K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-347- 3.57% |
$10.4K - $11.2K
|
9.38K
$306K
|
|
|
Feb 02, 2023
Q4 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-193- 0.95% |
$5.78K - $6.23K
|
20.2K
$660K
|
|
|
Feb 01, 2023
Q4 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-52.8K- 97.69% |
$1.58M - $1.7M
|
1.25K
$40.8K
|
|
|
Feb 01, 2023
Q4 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-37.1K- 46.61% |
$1.11M - $1.2M
|
42.5K
$1.39M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
SELL
|
- |
-201- 16.74% |
$6.02K - $6.49K
|
1K
$32.7K
|
|
|
Jan 31, 2023
Q4 2022
|
Naviter Wealth, LLC
|
BUY
|
- |
26.8KNew |
$803K - $865K
|
26.8K
$875K
|
|
|
Jan 31, 2023
Q4 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
34.2KNew |
$1.03M - $1.1M
|
34.2K
$1.12M
|
|
|
Jan 31, 2023
Q4 2022
|
Sage Financial Group Inc
|
SELL
|
- |
-301K- 44.04% |
$9.02M - $9.71M
|
382K
$12.5M
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-6.93K- 57.75% |
$208K - $224K
|
5.07K
$166K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
SELL
|
- |
-7.1K- 17.56% |
$213K - $229K
|
33.3K
$1.09M
|
|
|
Jan 30, 2023
Q4 2022
|
Highview Capital Management LLC
|
BUY
|
- |
18.1K+ 210.47% |
$542K - $584K
|
26.7K
$872K
|
|
|
Jan 30, 2023
Q4 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
16.7KNew |
$499K - $538K
|
16.7K
$544K
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
265New |
$7.94K - $8.55K
|
265
$8.65K
|
|
|
Jan 27, 2023
Q4 2022
|
Capital City Trust CO
|
SELL
|
- |
-8.04K- 10.86% |
$241K - $260K
|
66K
$2.16M
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
182New |
$5.45K - $5.87K
|
182
$5.94K
|
|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-784- 7.63% |
$23.5K - $25.3K
|
9.49K
$310K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.92KNew |
$57.4K - $61.8K
|
1.92K
$62.5K
|
|
|
Jan 23, 2023
Q4 2022
|
Hms Capital Management, LLC
|
SELL
|
- |
-100K- 40.93% |
$3M - $3.23M
|
145K
$4.72M
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-14.4K- 7.31% |
$432K - $466K
|
183K
$5.98M
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
6.68K+ 5.26% |
$200K - $216K
|
134K
$4.36M
|
|
|
Jan 19, 2023
Q4 2022
|
Abacus Planning Group, Inc.
|
BUY
|
- |
9KNew |
$270K - $291K
|
9K
$294K
|
|
|
Jan 18, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-14.3K- 60.53% |
$427K - $460K
|
9.3K
$304K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
1.63KNew |
$48.8K - $52.6K
|
1.63K
$53.2K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
37+ 0.53% |
$1.11K - $1.19K
|
7K
$228K
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
215+ 2.14% |
$6.44K - $6.94K
|
10.3K
$336K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.47KNew |
$43.9K - $47.3K
|
1.47K
$47.8K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
236New |
$7.07K - $7.62K
|
236
$7.71K
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
SELL
|
- |
-1.32K- 59.37% |
$39.7K - $42.7K
|
906
$29.6K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
1.59KNew |
$47.7K - $51.4K
|
1.59K
$52K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
2.93KNew |
$87.6K - $94.4K
|
2.93K
$95.5K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-1.53K- 13.83% |
$45.9K - $49.5K
|
9.55K
$312K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
162New |
$4.85K - $5.23K
|
162
$5.29K
|