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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
84New |
$2.52K - $2.62K
|
84
$2.58K
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
175+ 1.5% |
$5.25K - $5.46K
|
11.8K
$363K
|
|
|
Oct 10, 2023
Q3 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-3.8K- 30.08% |
$114K - $119K
|
8.83K
$271K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
12New |
$360 - $375
|
12
$368
|
|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-23.6K- 53.37% |
$707K - $736K
|
20.6K
$632K
|
|
|
Oct 10, 2023
Q3 2023
|
Hall Capital Management CO Inc
|
SELL
|
- |
-12.5K- 47.76% |
$375K - $390K
|
13.7K
$419K
|
|
|
Oct 04, 2023
Q3 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-462K- 89.49% |
$13.8M - $14.4M
|
54.2K
$1.66M
|
|
| Q2 2023 | |||||||
|
Dec 19, 2024
Q2 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-8.16KClosed |
$239K - $257K
|
0
$0
|
|
|
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
$114K
|
|
|
Dec 14, 2023
Q2 2023
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
BUY
|
- |
13KNew |
$381K - $409K
|
13K
$399K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
511+ 124.33% |
$15K - $16.1K
|
922
$28.3K
|
|
|
Oct 23, 2023
Q2 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
900New |
$26.4K - $28.3K
|
900
$27.6K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1.71KNew |
$50.1K - $53.7K
|
1.71K
$52.4K
|
|
|
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
$216K
|
|
|
Aug 14, 2023
Q2 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
1New |
$29.3 - $31.5
|
1
$30.7
|
|
|
Aug 14, 2023
Q2 2023
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
CALL |
15.6KNew |
$458K - $491K
|
15.6K
$478K
|
|
|
Aug 14, 2023
Q2 2023
|
Taconic Capital Advisors LP
New York, NY |
SELL
|
- |
-265K- 53.0% |
$7.77M - $8.34M
|
235K
$7.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-2.82K- 27.79% |
$82.6K - $88.6K
|
7.32K
$225K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
1K+ 8.99% |
$29.3K - $31.5K
|
12.1K
$372K
|
|
|
Aug 14, 2023
Q2 2023
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
21.4K+ 104.1% |
$627K - $672K
|
41.9K
$1.28M
|
|
|
Aug 11, 2023
Q2 2023
|
1492 Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-359- 5.24% |
$10.5K - $11.3K
|
6.49K
$199K
|
|
|
Aug 11, 2023
Q2 2023
|
Hap Trading, LLC
New York, NY |
SELL
|
PUT |
-1.8K- 8.22% |
$52.8K - $56.6K
|
20.1K
$616K
|
|
|
Aug 11, 2023
Q2 2023
|
Terrapin Asset Management, LLC
Miami, FL |
BUY
|
- |
10KNew |
$293K - $315K
|
10K
$307K
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
768New |
$22.5K - $24.2K
|
768
$23.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-20- 0.05% |
$587 - $629
|
38.5K
$1.18M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.51K- 4.39% |
$44.2K - $47.4K
|
32.8K
$1.01M
|
|
|
Aug 09, 2023
Q2 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-38.6K- 17.02% |
$1.13M - $1.22M
|
188K
$5.78M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
32+ 0.06% |
$939 - $1.01K
|
49.8K
$1.53M
|
|
|
Aug 08, 2023
Q2 2023
|
Harvest Volatility Management LLC
|
SELL
|
- |
-4.24K- 18.0% |
$124K - $133K
|
19.3K
$593K
|
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
826New |
$24.2K - $26K
|
826
$25.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-815- 8.78% |
$23.9K - $25.6K
|
8.47K
$260K
|
|
|
Aug 08, 2023
Q2 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
10.5KNew |
$307K - $329K
|
10.5K
$321K
|
|
|
Aug 08, 2023
Q2 2023
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
21KNew |
$616K - $661K
|
21K
$644K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-165- 62.26% |
$4.84K - $5.19K
|
100
$3.07K
|
|
|
Aug 08, 2023
Q2 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
13.6KNew |
$400K - $429K
|
13.6K
$418K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
6+ 1.97% |
$176 - $189
|
310
$9.51K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
16.8KNew |
$493K - $528K
|
16.8K
$515K
|
|
|
Aug 07, 2023
Q2 2023
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-200- 16.67% |
$5.87K - $6.29K
|
1K
$30.7K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
249New |
$7.3K - $7.83K
|
249
$7.64K
|
|
|
Aug 04, 2023
Q2 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-830- 37.14% |
$24.3K - $26.1K
|
1.41K
$43.1K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
395New |
$11.6K - $12.4K
|
395
$12.1K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
460+ 1150.0% |
$13.5K - $14.5K
|
500
$15.3K
|
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
39KNew |
$1.14M - $1.23M
|
39K
$1.2M
|
|
|
Aug 02, 2023
Q2 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-31.4K- 65.02% |
$920K - $986K
|
16.9K
$517K
|
|
|
Aug 02, 2023
Q2 2023
|
Cercano Management LLC
Bellevue, WA |
SELL
|
- |
-2K- 20.13% |
$58.6K - $62.9K
|
7.93K
$243K
|
|
|
Aug 01, 2023
Q2 2023
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-568K- 50.0% |
$16.6M - $17.9M
|
568K
$17.4M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-824- 0.52% |
$24.2K - $25.9K
|
157K
$4.81M
|
|
|
Jul 31, 2023
Q2 2023
|
Reik & Co., LLC
|
SELL
|
- |
-7.89K- 53.53% |
$231K - $248K
|
6.85K
$210K
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
25.9KNew |
$760K - $815K
|
25.9K
$795K
|
|