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 |
---|---|---|---|---|---|---|---|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
244+ 9.37% |
$7.5K - $7.87K
|
2.85K
$87.4K
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-783- 7.52% |
$24.1K - $25.3K
|
9.62K
$295K
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-11.1K- 42.06% |
$341K - $357K
|
15.3K
$468K
|
|
May 15, 2025
Q1 2025
|
Culbertson A N & CO Inc
|
SELL
|
- |
-2.54K- 6.52% |
$78.1K - $81.9K
|
36.4K
$1.12M
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-48.9K- 59.13% |
$1.5M - $1.58M
|
33.8K
$1.04M
|
|
May 15, 2025
Q1 2025
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
400+ 2.0% |
$12.3K - $12.9K
|
20.4K
$627K
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
7.62K+ 42.7% |
$234K - $246K
|
25.5K
$781K
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
50+ 0.29% |
$1.54K - $1.61K
|
17.3K
$531K
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
200New |
$6.15K - $6.45K
|
200
$6.13K
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-6.51K- 5.05% |
$200K - $210K
|
122K
$3.75M
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.77K+ 2.89% |
$85.1K - $89.3K
|
98.5K
$3.02M
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-6.44K- 12.44% |
$198K - $208K
|
45.3K
$1.39M
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.93K- 7.98% |
$152K - $159K
|
56.9K
$1.74M
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
22.4K+ 11.3% |
$688K - $722K
|
221K
$6.77M
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-68.2K- 19.57% |
$2.1M - $2.2M
|
280K
$8.6M
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-1.49K- 14.28% |
$45.8K - $48.1K
|
8.94K
$274K
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-703- 1.22% |
$21.6K - $22.7K
|
56.7K
$1.74M
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.16K- 1.99% |
$97K - $102K
|
156K
$4.77M
|
|
May 15, 2025
Q1 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
SELL
|
- |
-7.47K- 73.5% |
$229K - $241K
|
2.69K
$82.6K
|
|
May 15, 2025
Q1 2025
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
4.91K+ 19.63% |
$151K - $158K
|
29.9K
$918K
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-782K- 3.06% |
$24M - $25.2M
|
24.7M
$759M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-9.4K- 0.06% |
$289K - $303K
|
16.4M
$504M
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
30.7K+ 940.86% |
$943K - $989K
|
33.9K
$1.04M
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
11.7K+ 1.28% |
$359K - $377K
|
923K
$28.3M
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
BUY
|
- |
1.49K+ 2.33% |
$45.8K - $48.1K
|
65.6K
$2.01M
|
|
May 15, 2025
Q1 2025
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-1.15K- 5.3% |
$35.3K - $37.1K
|
20.6K
$630K
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
1.15K+ 3.55% |
$35.4K - $37.2K
|
33.7K
$1.03M
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-12.3K- 13.09% |
$377K - $395K
|
81.4K
$2.5M
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
SELL
|
- |
-745- 1.1% |
$22.9K - $24K
|
67K
$2.06M
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
77.8K+ 9.06% |
$2.39M - $2.51M
|
937K
$28.7M
|
|
May 15, 2025
Q1 2025
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-842- 7.77% |
$25.9K - $27.2K
|
10K
$307K
|
|
May 15, 2025
Q1 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-24.1K- 78.37% |
$740K - $776K
|
6.64K
$204K
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.87K+ 250.34% |
$57.3K - $60.2K
|
2.61K
$80K
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
1.02MNew |
$31.4M - $33M
|
1.02M
$31.4M
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
10.9K+ 186.13% |
$336K - $352K
|
16.8K
$515K
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-50- 0.23% |
$1.54K - $1.61K
|
21.6K
$661K
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
49K+ 27.24% |
$1.51M - $1.58M
|
229K
$7.03M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
94.5K+ 1.95% |
$2.9M - $3.05M
|
4.95M
$152M
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.32K+ 175.57% |
$71.3K - $74.9K
|
3.64K
$112K
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
95.8K+ 2.64% |
$2.94M - $3.09M
|
3.72M
$114M
|
|
May 15, 2025
Q1 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
PUT |
390K+ 62.93% |
$12M - $12.6M
|
1.01M
$31M
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.08K- 11.68% |
$33.1K - $34.8K
|
8.15K
$250K
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
198+ 1.11% |
$6.08K - $6.39K
|
18K
$554K
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-3K- 35.07% |
$92.2K - $96.8K
|
5.56K
$170K
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
400+ 4.13% |
$12.3K - $12.9K
|
10.1K
$309K
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-230- 2.12% |
$7.07K - $7.42K
|
10.6K
$325K
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
119K+ 386.05% |
$3.66M - $3.84M
|
150K
$4.6M
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-17.8K- 32.42% |
$545K - $573K
|
37K
$1.13M
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-160- 7.91% |
$4.92K - $5.16K
|
1.86K
$57.1K
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
3.58K+ 6.33% |
$110K - $116K
|
60.2K
$1.85M
|